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AZZ · NYSE · Industrial - Specialties

AZZ (AZZ)

Protects fabricated steel and metal coil with galvanizing and factory-applied coatings.

$135.70
vs last close+2.07 (+1.55%)
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AZZ Inc.AZZ
Industrials

Applies galvanizing and other corrosion-control finishes to fabricated steel, and coats steel and aluminum coil before fabrication for construction and industrial customers. Revenue comes from a North American plant network, with construction seasonality and input costs tied mainly to zinc, paint and natural gas.

Protects steel and aluminum from corrosion through two North American coatings businesses. AZZ Metal Coatings applies hot-dip and spin galvanizing, powder coating, anodizing and plating to fabricated steel. AZZ Precoat Metals cleans, treats and paints steel and aluminum coil before customers form it into building products, appliances, HVAC equipment, containers and transportation products.

A plant network across the United States and Canada keeps galvanizing capacity near fabricators. Continuous coil lines deliver protective and decorative finishes before fabrication, alongside downstream processing. No single customer contributes a material share of sales.

Construction is the largest end-market exposure, making volumes seasonally stronger in warmer months. Costs depend heavily on zinc and natural gas in Metal Coatings and on paint and natural gas in Precoat Metals; a retained minority stake in AVAIL adds industrial lighting and specialized welding exposure.

Company facts

CEOThomas E. Ferguson
ListedMar 17, 1980
ExchangeNYSE
HeadquartersFort Worth, TX
CountryUnited States
Employees3,767
CIK0000008947
ISINUS0024741045

Market cap$4.02B
EPS (ttm)$6.56
P/E (ttm)20.37
ROE14.9%
P/B2.92
P/S2.40
Dividend yieldDiv yield0.63%
Beta1.13vs XLI 1.36

Price target$152.00+13.7%Average of 12 analysts
ConsensusBuy6 of 12 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 10, 2026Wells FargoReiterate
Rating: —Target: $121
Rating: Equal WeightTarget: $144
Apr 27, 2026Evercore ISITarget
Target: $137
Target: $152
Apr 24, 2026Robert W. BairdTarget
Target: $125
Target: $155
Mar 4, 2026Evercore ISITarget
Target: $90
Target: $137
Mar 2, 2026Wells FargoDowngrade
Rating: Overweight
Rating: Equal Weight

Next report
Oct 14, 26
in 22 days
EPS estimate
$1.85
Revenue estimate
$463.4M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$1.39$0.98$1.78$1.55$1.52$1.34$1.85Pending
Estimate$1.24$0.97$1.58$1.57$1.43$1.22$1.69$1.85
Surprise+12.1%+0.9%+12.7%−1.3%+6.3%+9.8%+9.5%—

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$403.7M$351.9M$422.0M$417.3M$425.7M$385.1M$448.5MPending
Estimate$394.4M$375.9M$434.4M$426.6M$418.1M$381.4M$434.6M$463.4M
Surprise+2.3%−6.4%−2.9%−2.2%+1.8%+1.0%+3.2%—
Estimate$1.85
ReportedDue Oct 14, 2026
Estimate$463.4M
ReportedDue Oct 14, 2026
View details

Debt to equity39.40%
Current ratio192.30%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$409.0M$403.7M$351.9M$422.0M$417.3M$425.7M$385.1M$448.5M
Net income$35.4M$33.6M$20.2M$170.9M$89.3M$41.1M$15.9M$52.0M
Net margin8.7%8.3%5.7%40.5%21.4%9.6%4.1%11.6%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$67.6M$58.5M$40.4M$69.5M$68.5M$69.5M$57.1M$77.0M
YoY growth+10.9%+10.8%−4.4%−0.3%+1.2%+18.7%+41.3%+10.8%

Balance sheet, May 31, 2026Cash & short-term investments $1.1M · Total debt $542.8M · Total assets $2.25B · Shareholders' equity $1.38B

Revenue
$448.5M
Operating income
$77.0M
Net income
$52.0M
View details

Dividend yield
0.63%
Next ex-date
Oct 9, 26
estimated · in 17 days
Annual dividend
$0.84
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Oct '24Jan '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26
Dividend$0.17$0.17$0.17$0.20$0.20$0.20$0.20$0.24
Annual yield0.87%0.78%0.80%0.67%0.75%0.60%0.55%0.60%
Ex-dateOct 18Jan 30Apr 24Jul 10Oct 16Feb 5Apr 23Jul 9
Payment dateNov 1Feb 20May 15Jul 31Nov 6Feb 26May 14Jul 30
View details

Institutions95.71%28.76M shares
369 holders · as of Jun 30, 2026
Insiders1.73%520.0K shares
15 holders · as of Aug 14, 2026
Other2.56%770.3K shares
remainder

30.05M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.45%4.64Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.93%1.78Mas of Jun 30, 2026
FMR LLCInstitution
4.83%1.45Mas of Jun 30, 2026
Van Berkom & Associates Inc.Institution
4.68%1.41Mfiled Feb 11, 2019
T. Rowe Price Investment Management, Inc.Institution
4.61%1.39Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 14, 2026Bryan Lee Stovallofficer: COO - Metal Coatings−2,677$150.07
Aug 11, 2026Jeffrey Vellinesofficer: Pres & COO - Precoat Metals−4,220$153.55
Feb 11, 2026Tara D. Mackeyofficer: Chief Legal Officer−2,923$136.00
Feb 3, 2026Thomas E. Fergusondirector, officer: President and CEO−25,000$127.29
Jan 21, 2026Tara D. Mackeyofficer: Chief Legal Officer−2,790$126.64
View details

  • Valmont Industries

    Direct public peer in galvanizing and infrastructure coatings

  • Steel Dynamics

    Major coated flat-roll rival with galvanizing and paint capacity

  • Nucor

    Integrated steel substitute in galvanized sheet and steel products

  • Cleveland-Cliffs

    Coated flat-roll steel substitute across galvanized products

  • Worthington Steel

    Value-added steel processor with galvanizing and toll processing

Compare

CompanyPriceChange
AZZ$135.70+1.55%$4.02B20.418.82.4+6.3%
Valmont Industries$469.36+0.04%$9.06B18.7—2.1+6.5%
Steel Dynamics$231.74+0.76%$32.96B20.910.81.6+33.4%
Nucor$243.28+0.36%$55.20B19.311.41.5+23.0%
Cleveland-Cliffs$12.59+4.27%$6.89B—20.40.4+5.9%
Worthington Steel$33.62+0.84%$1.70B95.39.80.5+11.6%
Median20.111.11.5+11.6%