AZZ Inc. AZZ

137.17 (0.81) (0.59%) as of 25 Sep
Market cap
$4.2B
P/E
20.8×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 5.29
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — 2 2 — — — — — 2 —
Insider Ownership 1.34%

Capital & Financial Ratios

Market Cap 4,150.00
Revenue 1,676.65
Net Income 198.36
Free Cash Flow 171.29
Net Debt 479.55
Current Ratio 1.92
Debt/Equity 0.35
P/E ratio 20.75
P/S ratio 2.45
P/B ratio 2.98
Past 5Y EPS Growth (0.53%)
This Y EPS Growth 14.22%
Next Y EPS Growth 11.70%
Next 5Y EPS Growth 10.59%
in millions of $

Dividends

Payout Ratio 0.25
Annual Dividend Rate 0.68
Annual Dividend Yield 1.01%
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 0.77
0.20
0.20
0.24
2025 0.74
0.17
0.17
0.20
0.20
2024 0.68
0.17
0.17
0.17
0.17
2023 0.68
0.17
0.17
0.17
0.17
2022 0.68
0.17
0.17
0.17
0.17
2021 0.68
0.17
0.17
0.17
0.17
2020 0.68
0.17
0.17
0.17
0.17
2019 0.68
0.17
0.17
0.17
0.17
2018 0.68
0.17
0.17
0.17
0.17
2017 0.68
0.17
0.17
0.17
0.17
2016 0.62
0.15
0.15
0.15
0.17
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 4 1 1 1
Receivables 158 148 162 185
Inventory 118 112 113 121
Other 79 107 113 117
367 375 395 440
2024 2025 2026 Q'26
Payables 88 106 115 122
ST’ Debt — — — —
Other — — — —
194 221 232 229
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.94% 25.69% 7.61%
Cash Flow 16.44% 43.61% 95.65%
Earnings 20.06% 30.44% 64.71%
Book Value 8.27% 14.92% 16.16%

Revenue

May Aug Nov Feb Year
’26 449 — — — —
’26 422 417 426 385 1,650
’25 413 409 404 352 1,578
’24 391 399 382 367 1,538
’23 — — — — 1,324
’23 207 407 373 337 1,324
’22 — — — — 526
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

May Aug Nov Feb Year
’26 37 — — — —
’26 315 58 80 73 525
’25 72 47 66 64 250
’24 47 71 63 64 244
’23 — — — — 70
’23 22 20 27 23 91
’22 — — — — 86
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

May Aug Nov Feb Year
’26 18 — — — —
’26 298 39 61 52 450
’25 45 16 40 34 135
’24 30 46 38 35 149
’23 — — — — 70
’23 15 8 10 5 38
’22 — — — — 86
in millions of $ · fiscal quarters ending in the months shown

EPS

May Aug Nov Feb Year
’26 1.72 — — — —
’26 5.66 2.95 1.36 0.53 10.50
’25 (1.38) 1.18 1.12 0.67 1.79
’24 0.98 0.97 0.92 0.56 3.46
’23 — — — — (2.45)
’23 0.96 (1.91) (0.97) (0.10) (2.45)
’22 — — — — 3.35
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
43.18 37.43 35.81 19.31 46.37 30.21 34.59 55.78 70.90 107.18

Analyst estimates 2027–2029

Powerpack
Low Price
65.85 56.05 50.36 49.46 58.59 56.93 58.75 97.98 119.95 162.20
High Price
4,183 3,650 3,884 4,343 3,883 3,885 3,837 3,873 3,684 3,767
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
864 810 927 1,062 839 526 1,324 1,538 1,578 1,650
Revenue
24.54% 19.75% 21.57% 22.34% 21.57% 27.57% 21.00% 23.64% 24.25% 23.94%
Gross Margin
85 31 63 65 51 73 89 130 171 420
EBT
9.84% 3.83% 6.80% 6.11% 6.08% 13.88% 6.72% 8.46% 10.82% 25.47%
EBT Margin
61 45 51 48 40 50 66 87 52 317
Net Income
50 51 50 51 45 32 75 92 95 103
Depreciation
33.23 31.15 35.65 40.54 32.27 21.04 52.96 61.40 54.24 55.09
Revenue/Sh
2.35 1.73 1.96 1.84 1.52 3.35 (2.45) 3.48 1.80 10.59
Earnings/Sh
4.28 3.04 4.41 5.43 3.54 3.44 2.81 9.76 8.59 17.54
Cash Flow/Sh
0.00 0.00 0.00 (1.23) 0.00 0.00 0.00 (3.80) (3.95) (2.50)
Capex/Sh
4.28 3.04 4.41 4.20 3.54 3.44 2.81 5.97 4.64 15.04
Free CF/Sh
20.50 21.73 23.23 24.22 23.96 26.68 34.12 37.32 35.95 44.63
Book Value/Sh
26 26 26 26 26 25 25 25 29 30
Shares
25.77 23.53 23.56 20.46 34.00 14.12 0.00 20.86 59.70 12.71
PE Ratio
1.82 1.30 1.30 0.92 2.82 2.26 0.76 1.19 1.77 2.44
PS Ratio
2.95 1.86 1.99 1.55 2.18 1.78 1.63 2.60 2.67 3.01
PB Ratio
2.17 1.65 1.32 1.08 3.18 2.68 1.57 1.81 2.32 2.74
EV/Sales
26.52 28.10 14.02 10.42 18.61 38.04 53.92 18.60 27.08 10.02
EV/FCF
111 79 115 142 92 86 70 244 250 525
Op' Cash Flow
(41) (30) (26) (32) (37) (24) (57) (95) (115) (75)
Capex
111 79 115 110 92 86 70 149 135 450
FCF
160 197 214 74 188 236 230 173 154 163
Working Cap'
272 301 288 203 218 241 1,085 953 852 478
Total Debt
261 280 264 166 203 229 1,082 948 851 477
Net Debt
533 565 604 634 623 667 853 934 1,045 1,337
Sh' Equity
6.24% 4.38% 4.68% 4.46% 4.00% 7.41% 3.20% 3.95% 2.37% 14.29%
ROA
0.00% 0.00% 0.00% 6.19% 0.00% 0.00% 0.00% 7.36% 7.79% 9.12%
ROIC
11.44% 7.96% 8.45% 7.79% 6.42% 12.59% 9.64% 11.23% 6.01% 26.63%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Feb 2026 · latest quarter May 2026

AZZ Inc. peers in Specialty Business Services

All 44 Specialty Business Services stocks →

AZZ Inc. (AZZ) key facts

  • AZZ Inc. (AZZ) is a Specialty Business Services company in the Industrials sector, listed on the New York Stock Exchange.
  • AZZ Inc.’s revenue for fiscal 2026 (year ended February 2026) was $1.7 billion, up 4.58% from fiscal 2025.
  • As of September 25, 2026, AZZ traded at $137.17, a market capitalization of $4.2 billion.
  • AZZ Inc. pays an annual dividend of $0.68 per share, a yield of 1.01%, with a payout ratio of 25.3%.
  • Return on equity was 26.6% and debt-to-equity 0.35.

Source: company filings (standardised) and stockrow calculations.

AZZ Inc. (AZZ) Latest News

News by impact score

Fine-tune

24 Sep

4

AZZ Inc. received an upgrade from S&P Global Ratings to BB from BB-, with its senior secured debt rating raised to BB+. The agency attributes the upgrade to accelerated debt repayment and improving leverage following AZZ’s debt-funded acquisition of Precoat Metals in 2023. S&P’s adjusted leverage fell to about 1.4x in Q1 FY2027, well under its 2x threshold, and AZZ reduced debt from roughly $1.3 billion to $550 million, including a $300 million cut in fiscal 2026. Management targets net leverage of 1x–2x and intends to resume bolt-on acquisitions while ramping capex to $80–$100 million annually. The company is seen generating more than $200 million in free operating cash flow this year, aided by lower interest expenses and stronger margins. Favorable tailwinds in data center and infrastructure spending support low-end revenue growth (~6%), with Metal Coatings up ~12% in Q1. Rating outlook is stable, contingent on continued capital discipline. Accelerated debt repayment and lower leverage boost cash flow and funding for AZZ's growth initiatives.

23 Sep

3

AZZ Inc. announced it will hold a conference call at 11:00 a.m. ET on Wednesday, October 14, 2026 to review the second quarter of fiscal year 2027; AZZ will issue a press release reporting results after the market closes on October 13, 2026. The company describes itself as a leading independent provider of hot-dip galvanizing and coil coating solutions in North America. Conference-call access is via toll-free and international numbers, with a webcast on the investor relations page and a replay available through October 21, 2026 and for 12 months on the site. The press release includes the usual Safe Harbor forward-looking statements wording, noting risks such as input costs, supply chain, inflation, debt, labor, market demand, tariffs, and macroeconomic conditions. Contacts for investor relations and media are provided. Routine quarterly results update with likely modest near-term sentiment impact and no major strategic changes.

22 Sep

3

AZZ closed at $137.15 after a 2.63% gain. The stock also faced a 5.07% monthly drop while the Dow fell 0.36% and the Nasdaq rose 0.45%. Ahead of earnings, AZZ is expected to report EPS of $1.82, up 17.42% year over year, and revenue of $461.79 million, up 10.67%. For the full year, consensus estimates project $7.06 per share and $1.82 billion in revenue, up roughly 14% and 10% respectively. The Zacks Rank stands at #3 (Hold). AZZ trades at a forward P/E of 18.93, below its industry’s forward P/E of 24.19. The Manufacturing - Electronics industry is well-ranked within Industrial Products. Investors will watch for any near-term revisions and guidance ahead of the print. Earnings expectations and a Hold rating imply modest near-term upside without a clear long-term redefinition.

3

AZZ Inc. (AZZ) is a trending stock with earnings-revision momentum and a cautious near-term outlook. The current quarter is expected to deliver $1.82 per share, up about 17.4% year over year, while the full-year earnings estimate stands at $7.06, a roughly 14% year-over-year rise; next year is seen at $7.63 (+8.1%). For the current quarter, revenue is projected at about $461.79 million, with full-year revenues of $1.82 billion and $1.91 billion for the next year, representing double-digit growth in the near term. AZZ posted $448.53 million in revenue and $1.85 per share in the last quarter, both beating consensus expectations (revenue +2.98%, EPS +13.5%). The stock has fallen 5.1% in the last month, underperforming the S&P 500 (+1.3%), while the AZZ Manufacturing—Electronics group was flat to slightly higher. Zacks ranks AZZ #3 (Hold), citing earnings revisions and valuation as drivers. Earnings revisions imply growth, but a neutral Hold rating and expected in-line market performance limit upside.

21 Sep

3

AZZ (AZZ), a small-cap provider of metal coating and power infrastructure solutions, is named the one stock to watch. StockStory cites AZZ’s $3.99 billion market cap and highlights five-year revenue growth of 17.3%, a 15.5% operating margin, and 17.5% annual EPS growth, aided by fixed-cost leverage. The stock trades around $132.72 and carries a forward P/E of 18.5x. AZZ is presented as gaining market share and improving efficiency, while Whirlpool and Centrus Energy are labeled as stocks to sell. A free full research report is promoted. Overall, AZZ is positioned as a potentially attractive investment within small-cap industrials, though this remains a promotional stock-picking note rather than a formal earnings disclosure. Positive growth metrics and a reasonable valuation could influence sentiment and near-term demand for AZZ.

3 Sep

3

AZZ Inc. shows two favorable factors supporting its outlook while one element raises caution for investors evaluating its performance. Mixed positive and negative factors point to moderate effects on AZZ trajectory and market views.

28 Aug

4

AZZ raises financial outlook on surging grid and data center demand that supports its growth strategy. Raised outlook on grid and data center demand signals major positive shift in company trajectory and investor sentiment.

30 Jul

4

AZZ Inc. acquires Seattle Galvanizing Company, Inc. Acquisition expands AZZ operations and market reach through major strategic move.

9 Jul

4

AZZ Inc posted record Q1 2027 sales, raised its dividend, and highlighted ongoing strategic initiatives in its earnings call. Record sales and dividend hike demonstrate strong performance that can shift investor sentiment and company trajectory.

4

AZZ Inc. posted strong Q1 results fueled by momentum in its metal coatings business and raised its full-year outlook. Strong Q1 results and raised outlook point to meaningful gains in financial performance and investor sentiment.

3 transcript

AZZ Inc. reported Q1 results with revenue of $392.7M and adjusted EPS of $1.05, driven by infrastructure segment strength; management highlighted margin expansion, acquisition integration progress, and raised full-year guidance amid favorable end-market demand. Quarterly earnings and raised guidance update financial trajectory and near-term sentiment without signaling transformative strategic change.

3

AZZ Inc. reported Q1 2027 earnings results and discussed financial performance, revenue figures, and strategic outlook during its earnings call. Q1 earnings details and guidance can moderately shift near-term investor views and stock movement without guaranteeing long-term trajectory changes.

8 Jul

4

AZZ Inc. delivered stronger-than-expected Q2 CY2026 results, triggering a sharp rise in its stock price. Earnings beat signals stronger operations and lifts near-term valuation and sentiment.

3

AZZ Inc. beat consensus estimates for both earnings and revenue in Q1. Q1 earnings and revenue beat lifts near-term stock sentiment and valuation multiples.

3

AZZ Inc. released its fiscal 2027 first quarter financial results. Quarterly results updates provide performance data that can shift short-term investor sentiment and valuation.

25 Jun

3

AZZ Inc. shares surge sharply today on positive developments lifting investor sentiment and driving higher trading volume. Short-term price spike reflects market reaction but lacks evidence of fundamental long-term trajectory change.

18 May

3

AZZ Inc. secures a cheaper longer-term credit line that lowers borrowing costs and extends debt maturity, potentially improving its overall risk-reward profile and financial flexibility. Lower-cost extended credit directly improves AZZ's interest expense and liquidity runway without altering core operations.

7 May

4

Resolute Holdings exited its $2.9 million stake in AZZ Inc. as shares plunged 18% after earnings, signaling investor concerns over the company's performance. An 18% post-earnings share plunge and Resolute Holdings' $2.9 million exit indicate significant negative shifts in investor sentiment and market performance.

29 Apr

4

AZZ Inc. pursues bolt-on acquisitions as M&A bolsters its growth strategy. Pursuit of bolt-on deals via M&A represents a major strategic initiative to accelerate growth and enhance competitive positioning.

24 Apr

4

AZZ Inc. Q1 results show robust data center demand and infrastructure tailwinds offsetting softness in residential sector. Data center and infrastructure growth offsets residential weakness, signaling major positive shift in AZZ's market dynamics.

4

AZZ Inc. reported record sales and strategic growth in Q4 2026 earnings call amid market challenges. Record sales combined with strategic growth initiatives indicate significant positive impact on AZZ Inc.'s future performance and investor sentiment.

3

AZZ Inc. (AZZ) shares surged more than 10% during mid-day trading after reporting stronger-than-expected fiscal first-quarter results, including adjusted EPS of $1.52 versus $1.39 estimated and revenue of $398.4 million against $386.8 million forecast, while raising full-year guidance. Earnings beat and raised guidance moderately boost financial performance and investor sentiment without fundamentally altering long-term trajectory.

23 Apr

4

AZZ Inc. delivers record 2026 results as expanded metal coatings capacity scales earnings. Record 2026 results from scaling metal coatings capacity indicate major positive shift in earnings trajectory and market positioning.

4

AZZ Inc. reported Q4 results with record revenues of $424.1 million, up 13% year-over-year; adjusted EPS of $1.08, beating estimates; metal coatings segment grew 30%; raised FY2025 guidance to $590-610 million revenue and $5.75-6.00 adjusted EPS amid acquisitions and strong demand. Q4 revenue beat, margin expansion, and raised full-year guidance indicate significant positive momentum for future growth and investor confidence.

3

AZZ Inc. issued Q4 2026 earnings call summary detailing quarterly financial performance, strategic updates, and forward guidance. Q4 earnings call summary impacts financial performance and investor sentiment but lacks transformative elements.

22 Apr

4

AZZ Inc. (AZZ) beat Q4 earnings and revenue estimates, delivering stronger-than-expected financial results. Exceeding Q4 earnings and revenue estimates boosts investor confidence and signals robust financial performance.

4

AZZ Inc. topped Q4 earnings and revenue estimates. Beating Q4 earnings and revenue estimates signals strong financial performance and drives positive investor sentiment.

4

AZZ Inc. (NYSE:AZZ) exceeded Q1 CY2026 expectations. Exceeding quarterly expectations signals strong performance, likely boosting stock price and investor sentiment significantly.

4

AZZ Inc. reported fourth quarter and full fiscal year 2026 results, highlighting key financial metrics and performance for the period. Full-year earnings results significantly influence financial performance, stock valuation, and investor outlook.

21 Apr

4

AZZ Inc. (AZZ) reports Q1 earnings results tomorrow, drawing investor attention as a key event to watch. Q1 earnings release will directly impact AZZ's financial performance, stock price, and investor sentiment based on results and guidance.

stockrow.com/AZZ · Data as of May 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com