AZZ
Protects fabricated steel and metal coil with galvanizing and factory-applied coatings.
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Profile
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
Categories
Key statistics
Year to date +26.0% · Average volume (30d) 238.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 10, 2026 | Wells Fargo | Reiterate | Equal Weight | $121 | $144 | |
| Apr 27, 2026 | Evercore ISI | Target | $137 | $152 | ||
| Apr 24, 2026 | Robert W. Baird | Target | $125 | $155 | ||
| Mar 4, 2026 | Evercore ISI | Target | $90 | $137 | ||
| Mar 2, 2026 | Wells Fargo | Downgrade | Overweight | Equal Weight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 8, 2026Q1 FY27 | $1.80 | $1.85 | +2.8% | $434.6M | $448.5M | +3.2% | −1.88% |
| Apr 22, 2026Q4 FY26 | $1.19 | $1.34 | +12.6% | $381.4M | $385.1M | +1.0% | +8.66% |
| Jan 7, 2026Q3 FY26 | $1.43 | $1.52 | +6.3% | $418.1M | $425.7M | +1.8% | +6.56% |
| Oct 8, 2025Q2 FY26 | $1.57 | $1.55 | −1.3% | $426.6M | $417.3M | −2.2% | −4.90% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $351.9M | $422.0M | $417.3M | $425.7M | $385.1M | $448.5M | |
| Gross profit | $78.7M | $104.1M | $101.3M | $101.9M | $87.6M | $112.2M | |
| Operating income | $40.4M | $69.5M | $68.5M | $69.5M | $57.1M | $77.0M | |
| Net income | $20.2M | $170.9M | $89.3M | $41.1M | $15.9M | $52.0M | |
| Diluted EPS | $0.67 | $5.66 | $2.95 | $1.36 | $0.53 | $1.72 | |
| Gross margin | 22.4% | 24.7% | 24.3% | 23.9% | 22.7% | 25.0% | |
| Operating margin | 11.5% | 16.5% | 16.4% | 16.3% | 14.8% | 17.2% |
Fiscal years (4-quarter sums)FY22 $721.0M · FY23 $1.32B · FY24 $1.54B · FY25 $1.58B · FY26 $1.65B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, May 31, 2026Cash & short-term investments $1.1M · Total debt $542.8M · Total assets $2.25B · Shareholders' equity $1.38B
Dividends
Raised for 15 straight years — most recently to $0.24 from $0.20 in Jul 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 9, 2026 | Jul 9 | Jul 30 | $0.24 | raised from $0.20 |
| Apr 23, 2026 | Apr 23 | May 14 | $0.20 | |
| Feb 5, 2026 | Feb 5 | Feb 26 | $0.20 | |
| Oct 16, 2025 | Oct 16 | Nov 6 | $0.20 | |
| Jul 10, 2025 | Jul 10 | Jul 31 | $0.20 | raised from $0.17 |
| Apr 24, 2025 | Apr 24 | May 15 | $0.17 | |
| Jan 30, 2025 | Jan 30 | Feb 20 | $0.17 | |
| Oct 18, 2024 | Oct 18 | Nov 1 | $0.17 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 30.05M · Float 29.47M · 98.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.64M | 15.45% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.78M | 5.93% | 13F | Aug 13, 2026 |
| FMR LLC | 1.45M | 4.83% | 13F | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | 1.39M | 4.61% | 13F | Aug 14, 2026 |
| Capital International Investors | 1.38M | 4.58% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Bryan Lee Stovall | officer: COO - Metal Coatings | −2,677 | $150.07 |
| Aug 11, 2026 | Jeffrey Vellines | officer: Pres & COO - Precoat Metals | −4,220 | $153.55 |
| Feb 11, 2026 | Tara D. Mackey | officer: Chief Legal Officer | −2,923 | $136.00 |
| Feb 3, 2026 | Thomas E. Ferguson | director, officer: President and CEO | −25,000 | $127.29 |
| Jan 21, 2026 | Tara D. Mackey | officer: Chief Legal Officer | −2,790 | $126.64 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AZZ | $138.00 | −0.20% | $4.16B | 21.1 | 19.2 | 2.5 | +6.3% |
| Valmont Industries | $476.28 | +0.01% | $9.19B | 18.9 | — | 2.2 | +6.5% |
| Steel Dynamics | $234.67 | +0.04% | $33.63B | 21.3 | 11.6 | 1.6 | +33.4% |
| Nucor | $250.50 | −0.02% | $57.05B | 20.0 | 12.2 | 1.6 | +23.0% |
| Cleveland-Cliffs | $11.61 | −0.04% | $6.63B | — | 18.2 | 0.3 | +5.9% |
| Worthington Steel | $34.06 | 0.00% | $1.74B | 97.3 | 9.3 | 0.5 | +11.6% |
| Median | 20.6 | 11.9 | 1.6 | +11.6% |