AZZ, Rollins, Jabil, Donaldson Present Strategic Growth Plans at Industry Conferences

Several industrial and manufacturing companies presented strategic growth plans at recent investor conferences, highlighting a mix of organic investment, mergers and acquisitions (M&A), and capital allocation strategies. AZZ Incorporated emphasized debt reduction, targeted M&A, and expansion in the aluminum coil coating market, aiming for full plant capacity and further debt repayment through asset sales. Donaldson Company is focusing on alternative power solutions, regional production to mitigate tariffs, and expanding its life sciences and connected services divisions, with a balanced approach to acquisitions and dividend growth. Jabil Circuit outlined its engineering-led expansion into healthcare, intelligent infrastructure, and the EV market, prioritizing supply chain regionalization and capability-enhancing acquisitions while managing tariff uncertainties. Across these companies, managing tariff impacts, pursuing both organic and inorganic growth, and enhancing shareholder returns through dividends and share buybacks are central themes.