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AZZ Inc.

AZZ Inc.

NYSE•AZZ
CEO: Mr. Thomas E. Ferguson
Sector: Industrials
Industry: Manufacturing - Metal Fabrication
Listing Date: 1980-03-17
AZZ Inc. provides hot-dip galvanizing and coil coating solutions in North America. It offers metal finishing solutions for corrosion protection, including hot-dip galvanizing, spin galvanizing, powder coating, anodizing, and plating to steel fabrication and other industries, as well as to fabricators or manufacturers that provide services to the transmission and distribution, bridge and highway, petrochemical, and general industrial markets; and original equipment manufacturers. It also provides aesthetic and corrosion protective coatings and related value-added services for steel and aluminum coil primarily serving the construction; appliance; heating, ventilation, and air conditioning; container; transportation; and other end markets. The company was incorporated in 1956 and is headquartered in Fort Worth, Texas.
Contact Information
One Museum Place, Suite 500 3100 West 7th Street, Fort Worth, TX, 76107, United States
817-810-0095
www.azz.com
Market Cap
$3.71B
P/E (TTM)
11.5
41.3
Dividend Yield
0.6%
52W High
$123.47
52W Low
$70.90
52W Range
100%
Rank47Top 61.9%
3.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$425.75M+5.47%
4-Quarter Trend

EPS

$1.37+22.32%
4-Quarter Trend

FCF

$61.16M+53.94%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Net Income Soars Nine-month net income reached $301.3M, a substantial increase from $108.6M last year, driven by AVAIL JV gain recognition.
Metal Coatings Sales Growth Metal Coatings segment sales increased 10.7% for nine months, reaching $572.2M, supported by higher steel processing volume.
Strong Operating Cash Flow Operating cash flow provided $452.9M over nine months, significantly exceeding $185.6M provided in the prior comparable period.
Diluted EPS Jumps Diluted earnings per common share reached $9.97 for nine months ended November 30, 2025, up from $1.11 previously.

Risk Factors

AVAIL JV Impairment Recorded Management recorded a $45.9M other-than-temporary impairment charge on the AVAIL JV investment during the second quarter of fiscal 2026.
Precoat Volume Decreases Precoat Metals sales declined 2.3% for nine months due to lower coil coated volume, despite passing through vendor price increases.
Commodity Price Exposure Exposure exists across all segments, particularly zinc and natural gas costs in Metal Coatings, requiring hedging efforts.
Significant Financing Cash Use Financing activities used $368.3M cash over nine months, primarily for debt reduction and lease payments.

Outlook

New Facility Operational Greenfield aluminum coil coating facility in Washington, Missouri, became operational during the first quarter of fiscal 2026.
Remaining Capital Spending $2.3M remaining capital payments expected for Washington, MO project in the fourth quarter of fiscal 2026.
Debt Covenants Maintained Company remains in compliance with all debt covenants; $336.4M additional credit capacity available as of November 30, 2025.
AVAIL JV Business Sale AVAIL JV completed the sale of its Welding Solutions Business subsequent to the reporting period.

Peer Comparison

Revenue (TTM)

ABM Industries IncorporatedABM
$8.75B
+4.6%
TriNet Group, Inc.TNET
$5.07B
+2.0%
MYR Group Inc.MYRG
$3.51B
-0.6%

Gross Margin (Latest Quarter)

McGrath RentCorpMGRC
46.5%
+0.0pp
Corporación América Airports S.A.CAAP
37.4%
+6.7pp
UniFirst CorporationUNF
36.7%
-0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MATX$4.56B10.716.2%15.6%
CAAP$4.24B23.012.8%26.3%
MYRG$3.89B39.716.7%7.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.6%
Steady Growth
4Q Net Income CAGR
26.7%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Apr 20, 2026
|
EPS:$1.18
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2026

    Period End: Nov 30, 2025|Filed: Jan 7, 2026|
    Revenue: $425.75M+5.5%
    |
    EPS: $1.37+22.3%
    Miss

  • Form 10-Q - Q2 2026

    Period End: Aug 31, 2025|Filed: Oct 8, 2025|
    Revenue: $417.28M+2.0%
    |
    EPS: $2.97+149.6%
    Beat

  • Form 10-Q - Q1 2026

    Period End: May 31, 2025|Filed: Jul 9, 2025|
    Revenue: $421.96M+2.1%
    |
    EPS: $5.71-513.8%
    Beat

  • Form 10-K - FY 2025

    Period End: Feb 28, 2025|Filed: Apr 21, 2025|
    Revenue: $1.58B+2.6%
    |
    EPS: $1.80-48.3%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Nov 30, 2024|Filed: Jan 7, 2025|
    Revenue: $403.65M+5.8%
    |
    EPS: $1.12+20.6%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Aug 31, 2024|Filed: Oct 9, 2024|
    Revenue: $409.01M+2.6%
    |
    EPS: $1.19+20.5%
    Miss

  • Form 10-Q - Q1 2025

    Period End: May 31, 2024|Filed: Jul 10, 2024|
    Revenue: $413.21M+5.7%
    |
    EPS: $-1.38-238.1%
    Miss

  • Form 10-K - FY 2024

    Period End: Feb 29, 2024|Filed: Apr 22, 2024|
    Revenue: $1.54B+16.2%
    |
    EPS: $3.48+240.9%
    Beat