AZZ
AZZ INC
Next earnings Jul 8, 2026 · consensus $1.71 EPS, $439M rev
Last earnings -1.2% on 2026-04-22
$156.64
▼ -2.20%$156.64▲ +77.48%
over 1Y
L $88.26EODHDH $160.17
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-2.2%
1W-1.0%
1M+10.8%
3M+27.8%
YTD+43.2%
1Y+77.5%
Buy
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 15 analysts
Buy
Metal-coating leader deleveraging fast with 24% ROE and surging cash flow at a reasonable 15x — though FY2026 EPS got a one-time lift.
Revenue (FY2026) $1.65B · FY2026
The read
Quality fundamentals and an attractive price line up (~155% below fair value) — the rarer case where both the business and the entry look good.
AZZ is a leading provider of hot-dip galvanizing and metal-coating (including the Precoat Metals business), and FY2026 was a strong year operationally and financially. Revenue grew 4.6% to $1.65B with steady, high-quality margins (23.9% gross, 16.0% operating), and operating income rose a solid 12.0% to $265M. The standout is cash generation and balance-sheet repair: operating cash flow surged 110.3% to $525M, capex fell 30.3%, and the company used the cash to slash long-term debt 44.0% to $478M and grow equity 27.9% to $1.34B. Liabilities/equity improved to a healthy 0.66x. ROE is an excellent 23.7%.
Financials · annual, by fiscal year
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $526M | $1.32B | $1.54B | $1.58B | $1.65B |
| Gross profit | $146M | $296M | $363M | $383M | $395M |
| Operating income | $79.2M | $174M | $222M | $236M | $265M |
| Net income | $84.0M | -$53.0M | $102M | $129M | $317M |
| Diluted EPS | $3.35 | -$2.45 | $3.46 | $1.79 | $10.50 |
| Net margin | 16.0% | -4.0% | 6.6% | 8.2% | 19.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$5.16B
EV / EBITDA14.5
EV / Sales3.1
EV / FCF11.6
P / FCF10.5
PEG (trailing)0.10
Earnings yield6.8%
FCF yield9.5%
Quality & risk
ROIC (est.)11.5%
Free cash flow$445M
Total debt$478M
Net cash-$477M
Altman Z-Score4.99 safe
Piotroski F-Score8/9
Capital returns
Buyback yield0.4%
Dividend yield (est.)0.5%
Shareholder yield0.9%
Shares Δ YoY-0.1%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗8-KPeriod ending 2026-06-252026-06-25open ↗4Period ending 2026-06-032026-06-03open ↗4Period ending 2026-05-312026-06-02open ↗SDFiling2026-05-29open ↗8-KPeriod ending 2026-05-282026-05-28open ↗ARSPeriod ending 2026-02-282026-05-26open ↗DEFA14AFiling2026-05-26open ↗DEF 14APeriod ending 2026-07-072026-05-26open ↗SCHEDULE 13G/AFiling2026-05-14open ↗8-KPeriod ending 2026-05-072026-05-08open ↗SCHEDULE 13GFiling2026-04-29open ↗4Period ending 2026-04-252026-04-29open ↗
Frequently asked
- Is AZZ INC (AZZ) a buy?
- AZZ currently carries a Buy rating with 3/5 conviction, derived from its latest SEC filings. Metal-coating leader deleveraging fast with 24% ROE and surging cash flow at a reasonable 15x — though FY2026 EPS got a one-time lift.
- What is AZZ's fair value?
- A Modified-Graham model based on AZZ's SEC fundamentals estimates a fair value of about $399.00. It is an estimate from reported earnings, not a price target.
- Is AZZ overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, AZZ currently appears undervalued relative to its SEC-grounded earnings power.
- What is AZZ INC's quality score?
- AZZ scores 80.23529411764706/100 (grade A-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000008947, latest 10-K filed 2026-04-22) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:46 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.