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Operating segments (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Feb. 29, 2024
Feb. 29, 2024
Feb. 28, 2023
Feb. 28, 2022
Sep. 30, 2022
Operations and assets by segment          
Sales $ 1,537,589 $ 1,537,589 $ 1,323,649 $ 525,598  
Cost of sales 1,174,128 1,174,128 1,027,706 379,445  
Gross margin 363,461 363,461 295,943 146,153  
Selling, general and administrative 141,861 141,861 122,305 66,934  
Operating income (loss) 221,600 221,600 173,638 79,219  
Interest expense, net of capitalized interest (107,065) (107,065) (88,800) (6,363)  
Equity in earnings of unconsolidated subsidiaries 15,407 15,407 2,597 0  
Other (income) expense 161 161 1,240 175  
Income (loss) from continuing operations before income tax 130,103 130,103 88,675 73,031  
Income taxes 28,496 28,496 22,336 23,214  
Net income from continuing operations 101,607 101,607 66,339 49,817  
Legal matter expense 500        
Amortization of intangible assets   23,961 22,613 6,658  
Depreciation   79,423 74,590 32,081  
Expenditures for acquisitions, net of cash, and property, plant and equipment:   95,119 1,339,850 84,809  
Assets: 2,195,505 2,195,505 2,221,479    
Property, plant and equipment, net $ 541,652 541,652 498,503    
Selling, general and administrative          
Operations and assets by segment          
Amortization of intangible assets   23,961 15,489 0  
Cost of sales          
Operations and assets by segment          
Amortization of intangible assets   $ 0 7,124 6,658  
AIS Joint Venture          
Operations and assets by segment          
Ownership percentage of investment 40.00% 40.00%     40.00%
United States          
Operations and assets by segment          
Sales   $ 1,498,397 1,279,890 494,012  
Property, plant and equipment, net $ 522,693 522,693 478,722    
Canada          
Operations and assets by segment          
Sales   39,192 43,759 31,586  
Property, plant and equipment, net 18,959 18,959 19,781    
Corporate          
Operations and assets by segment          
Sales 0   0 0  
Cost of sales 0   0 0  
Gross margin 0   0 0  
Selling, general and administrative 76,453   61,824 49,539  
Operating income (loss) (76,453)   (61,824) (49,539)  
Interest expense, net of capitalized interest (107,065)   (88,800) (6,363)  
Equity in earnings of unconsolidated subsidiaries 0   0    
Other (income) expense 33   374 60  
Income (loss) from continuing operations before income tax (183,485)   (150,250) (55,842)  
Income taxes 28,496   22,336 23,214  
Net income from continuing operations (211,981)   (172,586) (79,056)  
Depreciation   25,129 1,436 1,628  
Expenditures for acquisitions, net of cash, and property, plant and equipment:   1,826 797 2,073  
Assets: 43,709 43,709 59,572    
Corporate | Selling, general and administrative          
Operations and assets by segment          
Amortization of intangible assets   24,000      
Metal Coatings | Selling, general and administrative          
Operations and assets by segment          
Legal matter expense   5,500      
Amortization of intangible assets     15,500    
Metal Coatings | Cost of sales          
Operations and assets by segment          
Amortization of intangible assets     7,100 6,700  
Metal Coatings | Operating Segments          
Operations and assets by segment          
Sales 656,189   636,982 525,598  
Cost of sales 465,147   462,473 379,445  
Gross margin 191,042   174,509 146,153  
Selling, general and administrative 26,314   18,556 17,395  
Operating income (loss) 164,728   155,953 128,758  
Interest expense, net of capitalized interest 0   0 0  
Equity in earnings of unconsolidated subsidiaries 0   0    
Other (income) expense 128   101 115  
Income (loss) from continuing operations before income tax 164,856   156,054 128,873  
Depreciation   26,353 32,955 30,453  
Expenditures for acquisitions, net of cash, and property, plant and equipment:   25,484 23,639 82,736  
Assets: 553,505 553,505 588,337    
Precoat Metals          
Operations and assets by segment          
Legal matter expense   5,800      
Precoat Metals | Operating Segments          
Operations and assets by segment          
Sales 881,400   686,667 0  
Cost of sales 708,981   565,233 0  
Gross margin 172,419   121,434 0  
Selling, general and administrative 32,848   41,925 0  
Operating income (loss) 139,571   79,509 0  
Interest expense, net of capitalized interest 0   0 0  
Equity in earnings of unconsolidated subsidiaries 0   0    
Other (income) expense 0   765 0  
Income (loss) from continuing operations before income tax 139,571   80,274 0  
Depreciation   27,941 40,199 0  
Expenditures for acquisitions, net of cash, and property, plant and equipment:   67,809 1,315,414 0  
Assets: 1,500,122 1,500,122 1,488,810    
Infrastructure Solutions | Operating Segments          
Operations and assets by segment          
Sales 0   0 0  
Cost of sales 0   0 0  
Gross margin 0   0 0  
Selling, general and administrative 6,246   0 0  
Operating income (loss) (6,246)   0 0  
Interest expense, net of capitalized interest 0   0 0  
Equity in earnings of unconsolidated subsidiaries 15,407   2,597    
Other (income) expense 0   0 0  
Income (loss) from continuing operations before income tax 9,161   2,597 $ 0  
Assets: $ 98,169 $ 98,169 $ 84,760