AZZ Incorporated (AZZ)
🔔 Watch stock
symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Open questions: the balance sheet is solid — deleveraging delivered, Piotroski 7 of 9, Altman Z around 8 — but the earnings quality is not yet proven on its own: $204.5 million of the record profit came out of the AVAIL partial sales, the residual stake is down to a $20.0 million carrying value after an impairment and a Brazil correction, and Precoat Metals is stagnating. The resolving evidence is observable in the next quarterly reports (10-Q): adjusted EPS tracking toward the raised guidance of $6.75 to $7.15. The rating says nothing about the entry price — that is what the metrics scanners answer. The decision is yours.
symbol.quality_note
AZZ galvanizes America's steel and coats its coil — and lights up 12 filters in our in-house stock scanner, almost all of them trend and momentum (scanner run of July 17, 2026). We read the annual reports (10-K) for fiscal years 2025 and 2026 and the fresh quarterly report (10-Q) as of May 31, 2026: a record profit of $317.3 million of which $204.5 million came from the partial sales of a joint venture, earnings per share that fell 69.6 percent in the latest quarter, a balance sheet healthier than it has been in years — and a screener P/E around 15 that knows none of this story. Not investment advice — just the arithmetic of what remains of a record profit once you subtract the sale.
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Stock Watch
This analysis is as of July 17, 2026. Stock Watch will tell you what's changed at AZZ since then.
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Appears in These Scanners
This stock currently matches 12 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 144.70 $ — 75% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
NeutralGeprüft am 17.07.2026 gegen die Geschäftsberichte (10-K) für die Geschäftsjahre 2026 (eingereicht 22.04.2026) und 2025 (21.04.2025) sowie die vier jüngsten Quartalsberichte (10-Q, zum 31.05.2026, 30.11.2025, 31.08.2025 und 31.05.2025): In den ausgewerteten SEC-Filings von AZZ findet sich kein einziger Treffer zu „artificial intelligence“, „machine learning“, „generative“, „LLM“ oder verwandten Begriffen — weder als Umsatzquelle noch als operativer Einsatz noch als konkretes Geschäftsrisiko. AZZ ist ein Feuerverzinkungs- und Coil-Coating-Anbieter (42 Verzinkungswerke, 14 Bandbeschichtungswerke); die Filings behandeln Zink-, Erdgas- und Farbkosten, das AVAIL-Joint-Venture und die Entschuldung, aber keinerlei KI-Bezug. Nach dem Kriterienkatalog dokumentierter Negativ-Befund: „neutral“.
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-K 2026-04-22 · 10-K 2025-04-21 · 10-Q 2026-07-08 · 10-Q 2026-01-07 · 10-Q 2025-10-08 · 10-Q 2025-07-09
Rated on July 17, 2026 · How the Rating Is Built
Growth Score
4 of 10 Weak growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 7.6% failed
- More than 10% revenue growth is expected for the coming year 4.8% failed
- Share count grows by less than 3% a year 6.5% failed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 31.5% failed
- Gross margin at 40% or higher and without meaningful erosion 23.9% failed
- Goodwill from acquisitions does not grow faster than revenue 32.3% passed
- Net debt below twice EBITDA 1.0 x EBITDA passed
- Operating cash flow covers the profits of the last three years 472 m passed
- Return on capital at 15% or higher, or up versus two years ago 13.4% passed
- Insiders hold at least 10% or are net buyers 1.7% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 13.3% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 10
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 02/28/2027 | 7.07 | 6.96 – 7.26 | 1,819 | 14.2% | 10 |
| 02/29/2028 | 7.81 | 7.35 – 8.14 | 1,903 | 10.4% | 8 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
- Expected Earnings per Share
- 1.84 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.12 | 21.70 | 404 | 5.80 | 8.30 | 66 | 40 |
| 2025: Q1 | 0.67 | -5.00 | 352 | -4.00 | 5.70 | 64 | 34 |
| 2025: Q2 | 5.66 | 282.10 | 422 | 2.10 | 40.50 | 315 | 294 |
| 2025: Q3 | 2.95 | 150.70 | 417 | 2.00 | 21.40 | 58 | 39 |
| 2025: Q4 | 1.36 | 21.90 | 426 | 5.50 | 9.60 | 80 | 61 |
| 2026: Q1 | 0.53 | -21.10 | 385 | 9.40 | 4.10 | 73 | 51 |
| 2026: Q2 | 1.72 | -69.60 | 449 | 6.30 | 11.60 | 37 | 18 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2017 | 859 | 98 | 61 | 2.33 | 111 | 530 | 978 |
| 2018 | 810 | 48 | 45 | 1.73 | 79 | 565 | 1,028 |
| 2019 | 927 | 77 | 51 | 1.96 | 115 | 604 | 1,089 |
| 2020 | 1,062 | 107 | 48 | 1.84 | 145 | 634 | 1,074 |
| 2021 | 481 | 47 | 40 | 1.52 | 92 | 623 | 996 |
| 2022 | 526 | 79 | 84 | 3.35 | 86 | 667 | 1,133 |
| 2023 | 1,324 | 174 | -53 | -2.12 | 91 | 853 | 2,221 |
| 2024 | 1,538 | 222 | 102 | 4.03 | 244 | 934 | 2,196 |
| 2025 | 1,578 | 236 | 129 | 4.39 | 250 | 1,046 | 2,227 |
| 2026 | 1,650 | 265 | 317 | 10.50 | 525 | 1,337 | 2,213 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Assessment: Opportunities & Risks
North America's largest independent hot-dip galvanizer (42 plants) plus a leading coil coating network (14 plants); recurring corrosion-protection demand, an adjusted EBITDA margin above 30 percent in the galvanizing segment and infrastructure tailwind (+12.3 percent segment growth in the quarter through May 31, 2026; 10-Q).
Of the $1.3 billion acquisition loan, $335 million remains; net interest expense nearly halved since fiscal 2024 ($107.1 million to $55.7 million), net leverage 1.4 times EBITDA (May 31, 2026), Piotroski 7 of 9, Altman Z around 8 — the AVAIL distributions went into debt repayment with discipline.
$204.5 million of the $317.3 million net income is a one-off from the AVAIL partial sales (adjusted $6.19 versus reported $10.50 per share); in the quarter through May 31, 2026, reported EPS fell 69.6 percent, and two more quarters of distorted comparison bases are still ahead (10-K FY 2026, 10-Q).
The record year's profit source is largely exhausted: carrying value down to $20.0 million, a $45.9 million impairment in the second quarter of fiscal 2026, plus a $9.6 million adjustment for accounting errors in Brazil — in a minority stake without decision-making authority (10-K FY 2026, Note 18 and Item 1A).
A stage-2 trend, 12 scanner hits and just over 3 percent distance to the all-time high meet a screener P/E around 15 that honestly computed sits at 23 to 26 (TTM through May 2026, adjusted and guidance-midpoint bases); insiders sold nine times recently and bought zero times (data as of July 10, 2026; scanner run July 17, 2026).
AZZ is the rare combination of momentum stock and boredom business: America's rust-protection market leader used the AVAIL proceeds to deleverage in record time, grows organically in the single digits and is riding twelve scanner hits toward its all-time high. But the rally's valuation anchor — the trailing P/E around 15 — consists to two-thirds of a gain on sale that will not repeat: honestly computed, the stock costs 23 to 26 times earnings, and three quarters of ugly comparisons are still ahead. Solid company, sporty price, misleading anchor. Not investment advice.
- AZZ reached the research list through the momentum confluence of 12 hits in our in-house stock scanner (scanner run of July 17, 2026), including Stan Weinstein stage 2, near 52-week high and the Pradeep Bonde breakout — no Reddit hype, pure technicals.
- Scanner metrics (P/E, P/S, Piotroski, Altman Z, fundamental grade, earnings rating) are computed from trailing twelve-month figures through the quarter ended February 28, 2026; the one-off from the AVAIL sales is included, the quarterly report of July 8, 2026 naturally is not yet.
- Price and valuation figures dated July 10, 2026 (about $160, about $4.8 billion market value); analyses are evergreen, daily prices are not a buy argument. AZZ's fiscal year ends at the end of February — every quarterly figure carries the fiscal-year offset.
About the Company
AZZ Inc. bietet Feuerverzinkungs- und Coil-Coating-Lösungen in Nordamerika an.
| CEO Insider Trades (12 Mo.) | selling own stock |
|---|---|
| Employees | 3,767 |
| Headquarters | Fort Worth, TX |
| Address | One Museum Place, 76107 Fort Worth, United States |
| Phone | 817 810 0095 |
| Website | azz.com |
| IPO Date | 7. Sep 1984 |
| ISIN | US0024741045 |
| Stock Split | 2:1 on 07/31/2012 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Thomas E. Ferguson | President, CEO & Director | 1956 |
| Jason Crawford B.A., M.B.A. | Chief Financial Officer | 1973 |
| Tara D. Mackey | Chief Legal Officer & Corporate Secretary | 1970 |
| Jeffrey Vellines | President & COO of the Precoat Metals Business Segment | 1974 |
| David Nark | Chief Marketing, Communications & Investor Relations Officer | 1968 |
| Haley Graves | Vice President of Corporate Human Resources | 1971 |
| Todd Bella | President of Metal Coatings | 1980 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 7. Jul 2026 | McGough Ed | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Berce Daniel E | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Jackson Carol R | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Schapper Aaron M | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Treadway Charles L. | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Purvis Steven R. | Director | Other | 937 | 0.00 | – |
| 7. Jul 2026 | Grannum Clive A | Director | Other | 937 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.