AZZ Inc.

Informe acción NYSE:AZZ

Capitalización de mercado: US$4.3b

AZZ Dirección

Dirección controles de criterios 4/4

El CEO de AZZ es Tom Ferguson , nombrado en Nov 2013, tiene una permanencia de 12.58 años. compensación anual total es $5.51M, compuesta por 18.2% salario y 81.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.67% de las acciones de la empresa, por valor de $29.05M. La antigüedad media del equipo directivo y de la junta directiva es de 7 años y 9.4 años, respectivamente.

Información clave

Tom Ferguson

Chief Executive Officer (CEO)

US$5.5m

Compensación total

Porcentaje del salario del CEO18.15%
Permanencia del CEO12.6yrs
Participación del CEO0.7%
Permanencia media de la dirección7yrs
Promedio de permanencia en la Junta Directiva9.4yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha 9h

AZZ Is Doing Well, But Not Well Enough To Be Excited About

Summary AZZ remains a 'hold' as valuation is not compelling despite strong operational performance and long-term growth prospects. AZZ's Metal Coatings segment saw robust revenue growth, while Precoat Metals faced headwinds from weak construction and transportation markets. Management guides for FY2027 revenue of $1.725–$1.775 billion and adjusted EPS of $6.50–$7, with EBITDA expected between $360–$400 million. Despite attractive end-market exposure and demonstrated growth, AZZ's current trading multiples are above my preferred threshold, justifying a neutral stance. Read the full article on Seeking Alpha
Actualización de narrativa Jun 09

AZZ: Future Upside Will Rely On Delivering FY27 Cash And M&A Plan

Analysts have raised AZZ's average price target by about $15 to $161.67, citing recent upward revisions from several firms that reflect updated views on the stock's risk profile, P/E assumptions, and long term margin and growth outlook. Analyst Commentary Recent Street research on AZZ centers on higher price targets that reflect updated assumptions around P/E, risk, and long term margin potential, rather than a change in any single data point.
Actualización de narrativa May 26

AZZ: Future Returns Will Depend On Executing FY27 Guidance And Acquisition Pipeline

AZZ's analyst price target has moved higher, with the fair value estimate rising by about $2.89 to $161.67, as analysts factor in updated discount rate assumptions and a slightly higher future P/E multiple supported by recent target increases from several firms. Analyst Commentary Recent research updates highlight a mixed but largely constructive tone around AZZ, with several firms lifting price targets while one major bank shifted to a more neutral stance.
Actualización de narrativa Apr 25

AZZ: Future Returns Will Hinge On Delivering FY27 Guidance And Margin Goals

Narrative Update on AZZ The updated analyst price target for AZZ has moved higher from $142.89 to $158.78, reflecting analysts' use of a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and higher future P/E expectations supported by recent upward target revisions from several firms. Analyst Commentary Recent Street research on AZZ shows a mix of optimism and caution, with several price target increases alongside at least one rating downgrade.
Nueva narrativa Apr 25

U.S. Infrastructure And Data Center Demand Will Support This Metal Coating Leader

Catalysts About AZZ AZZ provides metal coating and coil coating services, with a focus on hot dip galvanizing and prepainted steel and aluminum for a wide range of infrastructure, construction, electrical and industrial end markets. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 11

AZZ: Future Returns Will Depend On Executing Against FY27 Guidance

Analysts now see AZZ’s fair value edging up from about $140 to roughly $143, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E following a mix of price target moves that include a $132 target tied to an Equal Weight view and a $160 target aligned with refreshed FY27 forecasts. Analyst Commentary Bullish Takeaways Bullish analysts are anchoring on the refreshed FY27 sales, adjusted EBITDA, and adjusted EPS forecasts, using that longer term guidance to justify a higher fair value framework.
Actualización de narrativa Mar 27

AZZ: Future Upside Will Depend On Delivering Against FY27 Guidance

Analysts now see a blended price target for AZZ ranging from $125 to $160, with the change driven by updated FY27 guidance, refreshed sales, EBITDA and EPS forecasts, and a mix of ratings that include Neutral, Outperform and Equal Weight. Analyst Commentary Recent research on AZZ offers a mix of optimism on execution and growth assumptions alongside a more cautious stance on how much upside is already reflected in the share price.
Actualización de narrativa Mar 12

AZZ: Future Fair Value Will Rely On FY27 Framework Execution

Narrative Update The analyst price target for AZZ has been nudged higher to about $140 per share from roughly $139.56, as analysts factor in updated long term forecasts, including Noble Capital's higher $160 target following new FY27 guidance, alongside more measured views from Wells Fargo and Baird. Analyst Commentary Recent research on AZZ shows a mix of enthusiasm about longer term growth targets and some hesitation around where the shares trade today, which is why you see both higher price targets and at least one rating cut.
Actualización de narrativa Feb 25

AZZ: Future Fair Value Will Depend On FY27 Framework And Measured M&A Plans

The updated analyst price target for AZZ edges higher to about $140 from roughly $134, with analysts pointing to refreshed FY27 sales, EBITDA, and EPS forecasts along with recent commentary on internal execution as key supports for this shift. Analyst Commentary Recent research updates reflect a mix of optimism and caution around AZZ, with price targets moving higher alongside refreshed FY27 guidance and commentary on internal execution.
Actualización de narrativa Feb 11

AZZ: Future Fair Value Will Rely On Execution And Measured M&A Plans

Analysts lifted their price target on AZZ to $125 from $120, reflecting updated assumptions around a fair value estimate of $134.33, slight changes in the discount rate and P/E, and modestly higher revenue growth and profit margin inputs following recent internal execution commentary. Analyst Commentary Bullish analysts point to recent internal execution as the key driver behind the updated fair value assumptions and the higher price target.
Actualización de narrativa Jan 28

AZZ: Fair Value Will Depend On Execution And Measured Bolt On M&A

Analysts have raised their price target on AZZ, with one firm increasing its estimate from $120 to $125 as updated models reflect what they view as strong internal execution and slightly revised assumptions for fair value and future P/E. Analyst Commentary Recent research updates on AZZ focus on how well the company is executing internally and how that may align with current valuation assumptions, including the revised price target of $125 from $120 and updated fair value and P/E inputs.
Actualización de narrativa Jan 12

AZZ: Fair Value View Will Rely On Ongoing Internal Execution

Narrative Update Analysts have nudged their fair value estimate for AZZ to about $129.89 from $125.89, reflecting updated assumptions around revenue growth, profit margins, and a slightly different P/E framework, following what they describe as strong internal execution. Analyst Commentary Recent research points to updated models that factor in what analysts describe as strong internal execution, with a higher fair value framework built around revised revenue and margin assumptions and a refreshed P/E view.
Artículo de análisis Jan 06

Here's Why We Think AZZ (NYSE:AZZ) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Nov 26

AZZ (NYSE:AZZ) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Aug 16

St Louis Facility And Digital Systems Will Expand Production Capacity

Analysts have raised their price target for AZZ to $125.89, citing consistent execution, a stronger balance sheet, improved margins, and favorable market and policy dynamics that support sustained growth and free cash flow. Analyst Commentary Bullish analysts see AZZ as a quality franchise focused on profitable growth.
Artículo de análisis Jul 18

AZZ Inc.'s (NYSE:AZZ) Shares Climb 25% But Its Business Is Yet to Catch Up

AZZ Inc. ( NYSE:AZZ ) shares have continued their recent momentum with a 25% gain in the last month alone. Looking back...
Artículo de análisis Jul 02

Here's Why AZZ Inc.'s (NYSE:AZZ) CEO Compensation Is The Least Of Shareholders' Concerns

Key Insights AZZ to hold its Annual General Meeting on 8th of July CEO Tom Ferguson's total compensation includes...
Artículo de análisis Jun 30

A Look At The Fair Value Of AZZ Inc. (NYSE:AZZ)

Key Insights AZZ's estimated fair value is US$107 based on 2 Stage Free Cash Flow to Equity Current share price of...
Artículo de análisis Jun 13

AZZ (NYSE:AZZ) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Apr 22

AZZ Inc. Shares Are Appealing On Upbeat Guidance

Summary AZZ Inc.'s share price rose despite missing revenue and GAAP earnings expectations, driven by reaffirmed 2026 guidance and attractive valuation. The company operates through three segments: AZZ Metal Coatings, AZZ Precoat Metals, and AZZ Infrastructure Solutions, each serving distinct markets. Management reported mixed financial results for Q4 2025 but highlighted consistent revenue growth and improving profitability metrics over recent years. With optimistic 2026 guidance and strategic asset sales, AZZ stock is positioned as a soft "Buy" despite broader economic concerns. Read the full article on Seeking Alpha
Artículo de análisis Apr 14

AZZ (NYSE:AZZ) Is Paying Out A Dividend Of $0.17

AZZ Inc.'s ( NYSE:AZZ ) investors are due to receive a payment of $0.17 per share on 15th of May. This payment means...
Artículo de análisis Apr 07

At US$77.00, Is AZZ Inc. (NYSE:AZZ) Worth Looking At Closely?

While AZZ Inc. ( NYSE:AZZ ) might not have the largest market cap around , it saw significant share price movement...
Artículo de análisis Mar 23

A Look At The Intrinsic Value Of AZZ Inc. (NYSE:AZZ)

Key Insights Using the 2 Stage Free Cash Flow to Equity, AZZ fair value estimate is US$96.92 Current share price of...
Artículo de análisis Mar 08

These 4 Measures Indicate That AZZ (NYSE:AZZ) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Jan 31

AZZ: Tailwinds From Reshoring And Infrastructure Spending

Summary AZZ Inc. reported strong Q3'25 results with revenue growth of 5.8% and significant margin expansion, making it a compelling buy at current levels. The company’s Metal Coatings and Precoat Metals segments both showed improved profitability, with EBITDA margins exceeding targets and contributing to overall financial strength. AZZ is well-positioned for long-term growth, supported by infrastructure spending, data center expansion, and the shift from plastic to aluminum in the beverage industry. Trading at a discount to historical and peer valuations, AZZ offers good value with double-digit EPS growth potential and a favorable macroeconomic environment. Read the full article on Seeking Alpha
Artículo de análisis Jan 20

AZZ (NYSE:AZZ) Is Due To Pay A Dividend Of $0.17

AZZ Inc. ( NYSE:AZZ ) has announced that it will pay a dividend of $0.17 per share on the 20th of February. The...
Artículo de análisis Jan 14

AZZ Inc. (NYSE:AZZ) Not Flying Under The Radar

AZZ Inc.'s ( NYSE:AZZ ) price-to-earnings (or "P/E") ratio of 52.8x might make it look like a strong sell right now...
Artículo de análisis Dec 27

When Should You Buy AZZ Inc. (NYSE:AZZ)?

AZZ Inc. ( NYSE:AZZ ), might not be a large cap stock, but it saw significant share price movement during recent months...
Artículo de análisis Dec 11

A Look At The Fair Value Of AZZ Inc. (NYSE:AZZ)

Key Insights AZZ's estimated fair value is US$97.74 based on 2 Stage Free Cash Flow to Equity With US$96.00 share...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Ferguson en comparación con los beneficios de AZZ?
FechaCompensación totalSalarioIngresos de la empresa
Feb 28 2026US$6mUS$1m

US$317m

Nov 30 2025n/an/a

US$322m

Aug 31 2025n/an/a

US$314m

May 31 2025n/an/a

US$260m

Feb 28 2025US$5mUS$964k

US$52m

Nov 30 2024n/an/a

US$46m

Aug 31 2024n/an/a

US$36m

May 31 2024n/an/a

US$25m

Feb 29 2024US$4mUS$940k

US$87m

Nov 30 2023n/an/a

US$77m

Aug 31 2023n/an/a

US$68m

May 31 2023n/an/a

US$68m

Feb 28 2023US$4mUS$933k

US$58m

Nov 30 2022n/an/a

US$65m

Aug 31 2022n/an/a

US$63m

May 31 2022n/an/a

US$54m

Feb 28 2022US$4mUS$871k

US$50m

Nov 30 2021n/an/a

US$55m

Aug 31 2021n/an/a

US$62m

May 31 2021n/an/a

US$46m

Feb 28 2021US$3mUS$746k

US$27m

Nov 30 2020n/an/a

US$13m

Aug 31 2020n/an/a

US$15m

May 31 2020n/an/a

US$32m

Feb 29 2020US$3mUS$746k

US$48m

Compensación vs. Mercado: La compensación total ($USD5.51M) de Tom está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.03M).

Compensación vs. Ingresos: La compensación de Tom ha sido consistente con los resultados de la empresa en el último año.


CEO

Tom Ferguson (70 yo)

12.6yrs
Permanencia
US$5,513,156
Compensación

Mr. Thomas E. Ferguson, also known as Tom, is the Chairman of the Advisory Board at Curtis Mathes Corporation. He has been the Chief Executive Officer and President of AZZ incorporated since November 4, 20...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Ferguson
President12.6yrsUS$5.51m0.67%
$ 29.1m
Jason Crawford
Chief Financial Officer2yrsUS$1.59m0.066%
$ 2.9m
Tara Mackey
Chief Legal Officer & Corporate Secretary12.1yrsUS$1.40m0.10%
$ 4.5m
Jeffrey Vellines
President & COO of the Precoat Metals Business Segment1.3yrsUS$1.27m0.020%
$ 869.8k
David Nark
Chief Marketing13.4yrssin datossin datos
Haley Graves
Vice President of Corporate Human Resourcesless than a yearsin datossin datos
Todd Bella
President of Metal Coatingsno datasin datos0.022%
$ 928.3k
7.0yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AZZ es experimentado (7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Ferguson
President12.6yrsUS$5.51m0.67%
$ 29.1m
Daniel Berce
Independent Chairman26.4yrsUS$239.00k0.20%
$ 8.4m
Daniel Feehan
Independent Director26.4yrsUS$309.00k0.27%
$ 11.5m
Clive Grannum
Independent Director5.3yrsUS$215.00k0.034%
$ 1.5m
Steven Purvis
Independent Director10.9yrsUS$215.00k0.077%
$ 3.3m
Ed McGough
Independent Director9.4yrsUS$229.49k0.065%
$ 2.8m
Charles Treadway
Independent Directorless than a yearsin datossin datos
Carol Jackson
Independent Director5.3yrsUS$223.75k0.034%
$ 1.5m
Aaron Schapper
Independent Directorless than a yearsin datossin datos
9.4yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de AZZ se considera experimentada (9.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 00:31
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/02/28
Ingresos anuales2026/02/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AZZ Inc. está cubierta por 14 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ghansham PanjabiBaird
Nicholas GilesB. Riley Securities, Inc.
Brent ThielmanD.A. Davidson & Co.