{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"AZZ Stock: The Boring Industrial That Beat, Raised Guidance, and Jumped 7%","slug":"azz-stock-the-boring-industrial-that-beat-raised-guidance-and-jumped-7","published_at":"2026-07-09T02:42:54+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/azz-stock-the-boring-industrial-that-beat-raised-guidance-and-jumped-7","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/azz-stock-the-boring-industrial-that-beat-raised-guidance-and-jumped-7/","audio_url":"https://mcdn.podbean.com/mf/web/w6vlei1hylwc720d/audio_t.mp3","summary":"AZZ Inc. (AZZ) Q1 FY2027 — AZZ — North America's largest independent hot-dip galvanizer — grew Q1 sales 6.3% to a record $448.5M, beat with adjusted EPS of $1.85, raised full-year guidance on all three metrics, and hiked its dividend 20%; the stock jumped ~7% after hours. AZZ is a high-margin, essential industrial — galvanizing and coil coating that keeps steel from rusting — riding an infrastructure and reshoring tailwind. Q1 was a clean beat, it raised guidance across the board, deleveraged to 1.4x, and hiked the dividend 20%. At ~21x forward with our DCF near $155 vs the ~$144 pre-pop price (plus free optionality from its AVAIL stake), this is a quality-industrial-at-a-fair-price BUY. THE CALL: BUY (3/5, QUALITY INDUSTRIAL) — base-case value ~$155 vs ~$144 today. KEY METRICS: - Q1 FY27: sales $448.5M (+6.3%, a Q1 record); adjusted EPS $1.85 (+3.9%, beat $1.69); adjusted EBITDA $99.5M (22.2% margin) - GAAP EPS $1.72 (-70%) is optical — prior year had a ~$166M one-time gain from the AVAIL/electrical-business sale - Segments: Metal Coatings $210.3M (+12.3%, 30%+ EBITDA margin); Precoat Metals $238.2M (+1.5%, margin rising) - Net leverage 1.4x, guiding $130-170M more debt reduction in FY27; dividend raised 20% to $0.24/quarter - FY27 guidance RAISED on all three: sales $1.80-1.85B, adjusted EBITDA $375-415M, adjusted EPS $6.75-7.15 - Minority AVAIL JV stake excluded from guidance = free optionality on top of the core coatings business - Valuation ~$144 pre-pop (jumped ~7% AH), ~20-21x forward P/E, ~12x EV/EBITDA — reasonable for the quality - Owner-earnings DCF (base ~$175M FCF, +4%/+6%, 8-10%): ~$155 fair value vs ~$144 pre-pop — a modest margin of safety - Demand drivers: infrastructure spending + reshoring; the main risk is a cyclical construction slowdown What to wa…","meta_description":"AZZ Inc. (AZZ) Q1 FY2027 — AZZ — North America's largest independent hot-dip galvanizer — grew Q1 sales 6.3% to a record $448.5M, beat with adjusted EPS o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":751,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/azz-stock-the-boring-industrial-that-beat-raised-guidance-and-jumped-7/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/azz-stock-the-boring-industrial-that-beat-raised-guidance-and-jumped-7.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}