v3.26.1
Operating Segments - Schedule of Segments (Details) - USD ($)
$ in Thousands
3 Months Ended
Feb. 14, 2024
May 31, 2026
Nov. 30, 2025
May 31, 2025
Feb. 28, 2026
Segment Reporting [Line Items]          
Number of reportable segments not disclosed   Segment Information      
Operations and assets by segment          
Sales   $ 448,530   $ 421,962  
Cost of sales   336,361   317,832  
Selling, general and administrative   35,136   34,581  
Operating income (loss)   77,033   69,549  
Equity in earnings of unconsolidated subsidiary   509   173,523  
Interest expense, net   (11,264)   (18,563)  
Other income (expense), net   (260)   1,327  
Income before income taxes   66,018   225,836  
Legal matter $ 1,000        
Income taxes   14,012   54,928  
Net income   52,006   170,908  
Restructuring charges   0   3,744  
Stock-based compensation   2,200      
AIS Joint Venture          
Operations and assets by segment          
Equity in earnings of unconsolidated subsidiary       165,800  
Proceeds from Equity Method Investment, Distribution, Return of Capital     $ 273,200    
Investment in AVAIL joint venture   18,967   107,400 $ 19,960
United States          
Operations and assets by segment          
Sales   435,990   410,995  
Canada          
Operations and assets by segment          
Sales   12,540   10,967  
Operating Segments          
Operations and assets by segment          
Sales   448,530   421,962  
Cost of sales   336,361   317,832  
Selling, general and administrative   14,083   14,124  
Operating income (loss)   98,086   90,006  
Equity in earnings of unconsolidated subsidiary   509   173,523  
Income before income taxes   98,595   263,529  
Stock-based compensation   2,200      
Reconciliation to consolidated income before income taxes          
Operations and assets by segment          
Selling, general and administrative   (21,053)   (20,457)  
Interest expense, net   (11,264)   (18,563)  
Other income (expense), net   (260)   1,327  
Stock-based compensation   400      
Metal Coatings | Operating Segments          
Operations and assets by segment          
Sales   210,305   187,215  
Cost of sales   147,452   130,356  
Selling, general and administrative   6,302   6,127  
Operating income (loss)   56,551   50,732  
Stock-based compensation   1,800      
Restructuring Charges       3,800  
Precoat Metals | Operating Segments          
Operations and assets by segment          
Sales   238,225   234,747  
Cost of sales   188,909   187,476  
Selling, general and administrative   7,781   7,917  
Operating income (loss)   41,535   39,354  
Infrastructure Solutions | Operating Segments          
Operations and assets by segment          
Sales   0   0  
Cost of sales   0   0  
Selling, general and administrative   0   80  
Operating income (loss)   0   (80)  
Equity in earnings of unconsolidated subsidiary   509   173,523  
Income before income taxes   $ 509   $ 173,443