Benzinga·13h ago
Top Wall Street Forecasters Revamp AZZ Expectations Ahead Of Q1 EarningsAZZ Inc. (NYSE:AZZ) will release earnings for its first quarter after the closing bell on Wednesday, July 8.
AZZ Inc.(AZZ)Earnings, Financials & Key Ratios
AZZ•NYSE
$156.64
14.9× P/E·Price updated Jun 27, 2026
AboutAZZ Inc. offers galvanizing and metal coating solutions, welding solutions, specialty electrical equipment, and engineered services to the power generation, transmission, distribution, refining, and industrial markets in the United States and internationally. The company operates through two segments, Infrastructure Solutions and Metal Coatings. The Metal Coatings segment offers metal finishing solutions for corrosion protection, including hot-dip galvanizing, spin galvanizing, powder coating, anodizing, and plating to the steel fabrication and other industries. It serves fabricators or manufacturers that provide services to the electrical and telecommunications, bridge and highway, petrochemical, and general industrial markets, as well as original equipment manufacturers. The Infrastructure Solutions segment provides products and services to support industrial and electrical applications. It offers custom switchgear, electrical enclosures, medium and high voltage bus ducts, explosion proof and hazardous duty lighting, and tubular products, as well as solutions and engineering resources to multi-national companies. This segment sells its products through internal sales force, manufacturers' representatives, distributors, and agents. The company was incorporated in 1956 and is headquartered in Fort Worth, Texas.Show more
- Revenue$1.65B+4.6%
- EBITDA$359M+12.5%
- Net Income$317M+146.3%
- EPS (Diluted)10.50+486.6%
- Gross Margin23.94%-1.3%
- EBITDA Margin21.73%+7.6%
- Operating Margin16.27%+8.6%
- Net Margin19.23%+135.5%
- ROE26.63%+104.7%
AZZ Price & Volume
AZZ Inc. (AZZ) stock price & volume — 10-year historical chart
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Strategic Deleveraging Masks Volatile Operational Earnings Performance
Investment Thesis • Updated 2026Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:M&A Integration and Leverage
Key Thesis Takeaways
- AZZ has successfully transitioned into a pure-play metal coatings model, evidenced by a dramatic reduction in total debt from $1.0B in 2024Q3 to $60.6M by 2026Q4.
- While this pivot improves long-term solvency, investors should monitor the sustainability of core earnings, which have been obscured by non-operating gains and significant fluctuations in free cash flow.
- Future performance remains contingent on the successful integration of the Precoat Metals acquisition and the company's ability to manage capital expenditures, which spiked to 36.8% of revenue in 2026Q4.
Verdict Logic
while the balance sheet is significantly de-risked with a debt-to-equity ratio of 0.05, the forward P/E of 22.91 warrants caution given the volatility in quarterly net income and recent capital intensity.
AZZ Growth Metrics
AZZ Inc. (AZZ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years6.21%
5 Years27.98%
3 Years7.62%
TTM4.58%
Profit CAGR
10 Years15.24%
5 Years51.6%
3 Years-
TTM146.26%
EPS CAGR
10 Years13.5%
5 Years47.19%
3 Years-
TTM560.38%
Return on Capital
10 Years10.02%
5 Years11.25%
3 Years12.08%
Last Year13.46%
AZZ Recent Earnings
AZZ Inc. (AZZ) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$1.34+9.8%
$1.22
Rev
$385M+1.0%
$381M
Q1 2026
Jan 7, 2026Metric
Actual
Est
EPS
$1.52+6.3%
$1.43
Rev
$426M+1.8%
$418M
Q4 2025
Oct 8, 2025Metric
Actual
Est
EPS
$1.55-1.3%
$1.57
Rev
$417M-2.2%
$427M
Q3 2025
Jul 9, 2025Metric
Actual
Est
EPS
$1.78+12.7%
$1.58
Rev
$422M-3.2%
$436M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.34vs $1.22+9.8% | $385Mvs $381M+1.0% |
| Q1 2026 | Jan 7, 2026 | $1.52vs $1.43+6.3% | $426Mvs $418M+1.8% |
| Q4 2025 | Oct 8, 2025 | $1.55vs $1.57-1.3% | $417Mvs $427M-2.2% |
| Q3 2025 | Jul 9, 2025 | $1.78vs $1.58+12.7% | $422Mvs $436M-3.2% |
Based on last 12 quarters of dataView full earnings history →
Latest AZZ News
Recent stock market news and headlines for AZZ Inc. (AZZ)
Zacks Investment Research·3 days ago
Why AZZ (AZZ) Dipped More Than Broader Market TodayThe latest trading day saw AZZ (AZZ) settling at $156.64, representing a -2.2% change from its previous close.
PRNewsWire·4 days ago
AZZ Inc. Announces Fiscal Year 2027 First Quarter Cash DividendQuarterly Cash Dividend increases 20.0% from $0.20 Per Share to $0.24 Per Share FORT WORTH, Texas, June 25, 2026 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced its Board of Directors has authorized a first quarter cash dividend in the amount of $0.24 per share on the Company's outstanding shares of common stock. The dividend is payable on July 30, 2026, to shareholders of record as of the close of business on July 9, 2026.
Zacks Investment Research·6 days ago
Why AZZ (AZZ) Dipped More Than Broader Market TodayIn the closing of the recent trading day, AZZ (AZZ) stood at $152.64, denoting a -3.54% move from the preceding trading day.
Zacks Investment Research·Jun 16, 2026
Why the Market Dipped But AZZ (AZZ) Gained TodayAZZ (AZZ) closed the most recent trading day at $153.66, moving +1.12% from the previous trading session.
Peers Comparison
Key metrics vs top competitors for AZZ Inc. (AZZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $156.64 | $4.68B | 14.92 | 4.58% | 19.23% | 26.63% | 0.49% | |
| $89.25 | $2.35B | 44.18 | 3.44% | 8.45% | 11.3% | — | |
| $187.17 | $3.03B | 27.65 | 11.54% | 4.14% | 18.68% | — | |
| $17.21 | $2.35B | -12.12 | -19.33% | -3506.95% | — | — | |
| $47.86 | $532.97M | 24.29 | -10.03% | 0.73% | 2.39% | — | |
| $568.75 | $11.12B | 33.87 | 0.71% | 8.28% | 20.86% | — |
Compare AZZ vs Peers
AZZ Inc. (AZZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AZZ SEC Filings & Documents
AZZ Inc. (AZZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 22, 2026·SEC
Material company update
Apr 9, 2026·SEC
Material company update
Mar 5, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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AZZ Frequently Asked Questions
AZZ Inc. (AZZ) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is AZZ Inc.'s revenue?
AZZ Inc. (AZZ) reported $1.65B in revenue for fiscal year 2026. This represents a 2760% increase from $57.7M in 1997.
How fast is AZZ Inc. growing?
AZZ Inc. (AZZ) grew revenue by 4.6% over the past year. Growth has been modest.
Is AZZ profitable?
Yes, AZZ Inc. (AZZ) is profitable, generating $317.3M in net income for fiscal year 2026 (19.2% net margin).
Dividend & Returns
Does AZZ pay dividends?
Yes, AZZ Inc. (AZZ) pays a dividend with a yield of 0.49%. This makes it attractive for income-focused investors.
What is AZZ's return on equity?
AZZ Inc. (AZZ) has a return on equity (ROE) of 26.6%. This is excellent, indicating efficient use of shareholder capital.
What is AZZ Inc.'s free cash flow?
AZZ Inc. (AZZ) generated $324.9M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.