AZZ Inc.

Report azionario NYSE:AZZ

Capitalizzazione di mercato: US$4.1b

AZZ Performance degli utili passati

Criteri Il passato verificati 6/6

AZZ ha registrato una crescita degli utili a un tasso medio annuo di 43.9%, mentre il settore Building ha registrato utili in crescita a un tasso medio annuo di 11.7%. I ricavi sono stati in crescita a un tasso medio annuo di 21%. Il ritorno sul capitale proprio di AZZ è 23.7% e ha margini netti di 19.2%.

Informazioni chiave

43.85%

Tasso di crescita degli utili

38.70%

Tasso di crescita dell'EPS

Building Crescita del settore13.32%
Tasso di crescita dei ricavi20.96%
Rendimento del capitale proprio23.73%
Margine netto19.23%
Ultimo aggiornamento sugli utili28 Feb 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Seeking Alpha Mar 16

AZZ: Time To Step Back After A Great Run (Downgrade)

Summary AZZ is downgraded from 'Buy' to 'Hold' after a strong run, reflecting elevated valuation despite continued operational strength. Recent results show robust revenue and profit growth, notably in the Metal Coatings segment, while Precoat Metals faces volume-driven revenue declines. Management guides for 2026 revenue of $1.625–$1.725 billion and EBITDA of $360–$380 million, with further growth expected in 2027. Relative valuation now appears stretched versus peers, prompting a more cautious stance until multiples become more attractive. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Nov 10

We Think AZZ (NYSE:AZZ) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 29

AZZ: Balanced Outlook With Growth In Infrastructure, Softness In Private Sector

Summary AZZ's 2Q25 sales increased 2.6% year-over-year, with modest growth in metal coating and precoat metals segments, and adjusted EBITDA margin reaching 22.5%. Public infrastructure spending supports the Company's growth, with demand driven by projects in construction, energy, and manufacturing funded by the Bipartisan Infrastructure Law and Inflation Reduction Act. AZZ capitalizes on trends in reshoring and aluminum use, supported by its new aluminum coil facility in Missouri, which is expected to open in FY2026. Private sector demand slowed due to lower consumer spending and investment, while AZZ anticipates a seasonal decline in construction activity in the second half of the year. Read the full article on Seeking Alpha
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Nuova narrazione Oct 13

Operational Efficiencies And Strategic Expansion Drive Exciting Growth Across Construction And Coatings Markets

Organic growth in Metal Coatings and Precoat Metal segments is driven by increased steel and coil coating volume, boosting revenue.

Ripartizione dei ricavi e delle spese

Come AZZ guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:AZZ Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
28 Feb 261,6503171000
30 Nov 251,6173221060
31 Aug 251,5953141140
31 May 251,5862601150
28 Feb 251,578521140
30 Nov 241,592461090
31 Aug 241,570361030
31 May 241,560251060
29 Feb 241,538871040
30 Nov 231,50877950
31 Aug 231,49968870
31 May 231,50768880
28 Feb 231,32458970
30 Nov 221,117651140
31 Aug 22879631020
31 May 2260454810
28 Feb 2252650650
30 Nov 2159155670
31 Aug 2168362760
31 May 2175546860
28 Feb 2148127580
30 Nov 20889131000
31 Aug 20953151080
31 May 20986321120
29 Feb 201,062481190
30 Nov 191,019681290
31 Aug 19967611220
31 May 19954571220
28 Feb 19927511080
30 Nov 18925661200
31 Aug 18894501200
31 May 18867491160
28 Feb 18810451120
30 Nov 17794341050
31 Aug 17814511030
31 May 17818511040
28 Feb 17864611050
30 Nov 16883641090
31 Aug 16897711100
31 May 16911781100
29 Feb 16889761070
30 Nov 15868771120
31 Aug 15850731130
31 May 15829701060

Guadagni di qualità: AZZ ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di AZZ (19.2%) AZZ sono più alti rispetto allo scorso anno (3.3%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di AZZ sono cresciuti in modo significativo del 43.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di AZZ nell'ultimo anno ( 505.1% ) supera la media quinquennale ( 43.9% all'anno).

Guadagni vs Settore: La crescita degli utili AZZ nell'ultimo anno ( 505.1% ) ha superato la percentuale del settore Building -6.4%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 23.7% ) di AZZ è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 23:41
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/02/28
Utili annuali2026/02/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AZZ Inc. è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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