AZZ Inc.

NYSE:AZZ 株式レポート

時価総額:US$4.1b

AZZ マネジメント

マネジメント 基準チェック /44

AZZの CEO はTom Fergusonで、 Nov2013年に任命され、 の在任期間は 12.58年です。 の年間総報酬は$ 5.51Mで、 18.2%給与と81.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.67%を直接所有しており、その価値は$ 27.75M 。経営陣と取締役会の平均在任期間はそれぞれ5.9年と9.4年です。

主要情報

Tom Ferguson

最高経営責任者

US$5.5m

報酬総額

CEO給与比率18.15%
CEO在任期間12.6yrs
CEOの所有権0.7%
経営陣の平均在職期間5.9yrs
取締役会の平均在任期間9.4yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

AZZ の収益と比較して、Tom Ferguson の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Tomの 総報酬 ($USD 5.51M ) は、 US市場 ($USD 7.00M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Tomの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tom Ferguson (70 yo)

12.6yrs
在職期間
US$5,513,156
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Ferguson
President12.6yrsUS$5.51m0.67%
$ 27.8m
Jason Crawford
Chief Financial Officer2yrsUS$1.59m0.066%
$ 2.7m
Tara Mackey
Chief Legal Officer & Corporate Secretary12.1yrsUS$1.40m0.10%
$ 4.3m
Bryan Stovall
COO of Metal Coatings5.9yrsUS$1.64m0.13%
$ 5.2m
Jeffrey Vellines
President & COO of the Precoat Metals Business Segment1.3yrsUS$1.27m0.020%
$ 830.8k
David Nark
Chief Marketing13.4yrsデータなしデータなし
Haley Graves
Vice President of Corporate Human Resourcesless than a yearデータなしデータなし
Todd Bella
President of Metal Coatingsno dataデータなし0.022%
$ 886.7k
5.9yrs
平均在職期間
55.5yo
平均年齢

経験豊富な経営陣: AZZの経営陣は経験豊富で経験豊富です(平均在職期間は5.9年)。


取締役

名称ポジション在職期間報酬所有権
Thomas Ferguson
President12.6yrsUS$5.51m0.67%
$ 27.8m
Daniel Berce
Independent Chairman26.4yrsUS$239.00k0.20%
$ 8.0m
Daniel Feehan
Independent Director26.4yrsUS$309.00k0.27%
$ 11.0m
Clive Grannum
Independent Director5.3yrsUS$215.00k0.034%
$ 1.4m
Steven Purvis
Independent Director10.9yrsUS$215.00k0.077%
$ 3.2m
Ed McGough
Independent Director9.4yrsUS$229.49k0.065%
$ 2.7m
Charles Treadway
Independent Directorless than a yearデータなしデータなし
Carol Jackson
Independent Director5.3yrsUS$223.75k0.034%
$ 1.4m
Aaron Schapper
Independent Directorless than a yearデータなしデータなし
9.4yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: AZZの 取締役会経験豊富 であると考えられます ( 9.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/08 14:30
終値2026/06/08 00:00
収益2026/02/28
年間収益2026/02/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AZZ Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Ghansham PanjabiBaird
Nicholas GilesB. Riley Securities, Inc.
Brent ThielmanD.A. Davidson & Co.