AZZ Inc.

AZZ Inc.

AZZยทNYSE

$136.87

+0.26%
IndustrialsManufacturing - Metal Fabrication

AZZ Inc. offers galvanizing and metal coating solutions, welding solutions, specialty electrical equipment, and engineered services to the power generation, transmission, distribution, refining, and industrial markets in the United States and internationally. The company operates through two segments, Infrastructure Solutions and Metal Coatings. The Metal Coatings segment offers metal finishing solutions for corrosion protection, including hot-dip galvanizing, spin galvanizing, powder coating, anodizing, and plating to the steel fabrication and other industries. It serves fabricators or manufacturers that provide services to the electrical and telecommunications, bridge and highway, petrochemical, and general industrial markets, as well as original equipment manufacturers. The Infrastructure Solutions segment provides products and services to support industrial and electrical applications. It offers custom switchgear, electrical enclosures, medium and high voltage bus ducts, explosion proof and hazardous duty lighting, and tubular products, as well as solutions and engineering resources to multi-national companies. This segment sells its products through internal sales force, manufacturers' representatives, distributors, and agents. The company was incorporated in 1956 and is headquartered in Fort Worth, Texas.

At a Glance

Live Snapshot
Market Cap$4.11B
EPS10.5900
P/E Ratio12.92
Earnings Date07/08/2026
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AZZ Inc. Street Expectations Map

AZZ ยท NYSE

Wall Street analysts project that AZZ stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 153.50, with estimates ranging from a low of 152.00 to a high of 155.00.

Lowest Target
152.00
11.05%
Consensus Target
153.50
12.15%
Highest Target
155.00
13.25%

The consensus 1-year price target stands at 153.50, with estimates ranging from a low of 152.00 to a high of 155.00.

Analyst Consensus Analysis

Upside Potential

+12.2%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

2.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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AZZ Inc. Forward Estimates of Revenue

AZZ ยท NYSE
Latest Revenue
1.65B
FY 2026
Avg Estimate
1.75B
FY 2027
Estimate Range
1.74B - 1.76B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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AZZ Inc. Forward Estimates of Net Income

AZZ ยท NYSE
Latest Net Income
317.26M
FY 2026
Avg Estimate
206.58M
FY 2027
Estimate Range
205.37M - 207.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-34.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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AZZ Inc. Forward Estimates of EPS

AZZ ยท NYSE
Latest EPS
10.59
FY 2026
Avg Estimate
$6.84
FY 2027
Estimate Range
$6.80 - $6.88
Analyst Spread

Forward Growth Analysis

Projected Growth-35.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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AZZ Inc. Forward Estimates of EBIT

AZZ ยท NYSE
Latest EBIT
475.96M
FY 2026
Avg Estimate
721.85M
FY 2027
Estimate Range
717.72M - 725.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+51.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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AZZ Inc. Forward Estimates of EBITDA

AZZ ยท NYSE
Latest EBITDA
566.02M
FY 2026
Avg Estimate
804.06M
FY 2027
Estimate Range
799.47M - 808.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+42.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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AZZ Inc. Forward Estimates of SG&A Expense

AZZ ยท NYSE
Latest SG&A Expense
130.34M
FY 2026
Avg Estimate
169.30M
FY 2027
Estimate Range
168.33M - 170.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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AZZ Inc. Insider Positioning

AZZ ยท NYSE

During the last 12 months, insiders have sold $6.36M worth of AZZ shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

33.3K

4.24M

Net Activity

-4.2M

-$4.24M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

19.1K

2.13M

Net Activity

-2.1M

-$2.13M

Top Buyers

No buying activity

Top Sellers

1
FTE

Ferguson Thomas E

Director, Officer: President And Ceo

25.0K sharesโ€ข1 transactions

$3.18M

2
RKL

Russell Kurt L.

Officer: Chief Strategy Officer

10.3K sharesโ€ข1 transactions

$1.16M

3
MTD

Mackey Tara D

Officer: Chief Legal Officer

8.3K sharesโ€ข4 transactions

$1.06M

4
SBL

Stovall Bryan Lee

Officer: Coo - Metal Coatings

8.8K sharesโ€ข2 transactions

$967K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.36M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.