AZZ Incorporated (AZZ)
🔔 Watch stock
AZZ galvanizes America's steel and coats its coil — and lights up 12 filters in our in-house stock scanner, almost all of them trend and momentum (scanner run of July 17, 2026). We read the annual reports (10-K) for fiscal years 2025 and 2026 and the fresh quarterly report (10-Q) as of May 31, 2026: a record profit of $317.3 million of which $204.5 million came from the partial sales of a joint venture, earnings per share that fell 69.6 percent in the latest quarter, a balance sheet healthier than it has been in years — and a screener P/E around 15 that knows none of this story. Not investment advice — just the arithmetic of what remains of a record profit once you subtract the sale.
Appears in These Scanners
This stock currently matches 13 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
NeutralGeprüft am 17.07.2026 gegen die Geschäftsberichte (10-K) für die Geschäftsjahre 2026 (eingereicht 22.04.2026) und 2025 (21.04.2025) sowie die vier jüngsten Quartalsberichte (10-Q, zum 31.05.2026, 30.11.2025, 31.08.2025 und 31.05.2025): In den ausgewerteten SEC-Filings von AZZ findet sich kein einziger Treffer zu „artificial intelligence“, „machine learning“, „generative“, „LLM“ oder verwandten Begriffen — weder als Umsatzquelle noch als operativer Einsatz noch als konkretes Geschäftsrisiko. AZZ ist ein Feuerverzinkungs- und Coil-Coating-Anbieter (42 Verzinkungswerke, 14 Bandbeschichtungswerke); die Filings behandeln Zink-, Erdgas- und Farbkosten, das AVAIL-Joint-Venture und die Entschuldung, aber keinerlei KI-Bezug. Nach dem Kriterienkatalog dokumentierter Negativ-Befund: „neutral“.
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-K 2026-04-22 · 10-K 2025-04-21 · 10-Q 2026-07-08 · 10-Q 2026-01-07 · 10-Q 2025-10-08 · 10-Q 2025-07-09
Rated on July 17, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.12 | 21.70 | 404 | 5.80 | 8.30 | 66 | 40 |
| 2025: Q1 | 0.67 | -5.00 | 352 | -4.00 | 5.70 | 64 | 34 |
| 2025: Q2 | 5.66 | 282.10 | 422 | 2.10 | 40.50 | 315 | 294 |
| 2025: Q3 | 2.95 | 150.70 | 417 | 2.00 | 21.40 | 58 | 39 |
| 2025: Q4 | 1.36 | 21.90 | 426 | 5.50 | 9.60 | 80 | 61 |
| 2026: Q1 | 0.53 | -21.10 | 385 | 9.40 | 4.10 | 73 | 51 |
| 2026: Q2 | 1.72 | -69.60 | 449 | 6.30 | 11.60 | 37 | 18 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
North America's largest independent hot-dip galvanizer (42 plants) plus a leading coil coating network (14 plants); recurring corrosion-protection demand, an adjusted EBITDA margin above 30 percent in the galvanizing segment and infrastructure tailwind (+12.3 percent segment growth in the quarter through May 31, 2026; 10-Q).
Of the $1.3 billion acquisition loan, $335 million remains; net interest expense nearly halved since fiscal 2024 ($107.1 million to $55.7 million), net leverage 1.4 times EBITDA (May 31, 2026), Piotroski 7 of 9, Altman Z around 8 — the AVAIL distributions went into debt repayment with discipline.
$204.5 million of the $317.3 million net income is a one-off from the AVAIL partial sales (adjusted $6.19 versus reported $10.50 per share); in the quarter through May 31, 2026, reported EPS fell 69.6 percent, and two more quarters of distorted comparison bases are still ahead (10-K FY 2026, 10-Q).
The record year's profit source is largely exhausted: carrying value down to $20.0 million, a $45.9 million impairment in the second quarter of fiscal 2026, plus a $9.6 million adjustment for accounting errors in Brazil — in a minority stake without decision-making authority (10-K FY 2026, Note 18 and Item 1A).
A stage-2 trend, 12 scanner hits and just over 3 percent distance to the all-time high meet a screener P/E around 15 that honestly computed sits at 23 to 26 (TTM through May 2026, adjusted and guidance-midpoint bases); insiders sold nine times recently and bought zero times (data as of July 10, 2026; scanner run July 17, 2026).
AZZ is the rare combination of momentum stock and boredom business: America's rust-protection market leader used the AVAIL proceeds to deleverage in record time, grows organically in the single digits and is riding twelve scanner hits toward its all-time high. But the rally's valuation anchor — the trailing P/E around 15 — consists to two-thirds of a gain on sale that will not repeat: honestly computed, the stock costs 23 to 26 times earnings, and three quarters of ugly comparisons are still ahead. Solid company, sporty price, misleading anchor. Not investment advice.
- AZZ reached the research list through the momentum confluence of 12 hits in our in-house stock scanner (scanner run of July 17, 2026), including Stan Weinstein stage 2, near 52-week high and the Pradeep Bonde breakout — no Reddit hype, pure technicals.
- Scanner metrics (P/E, P/S, Piotroski, Altman Z, fundamental grade, earnings rating) are computed from trailing twelve-month figures through the quarter ended February 28, 2026; the one-off from the AVAIL sales is included, the quarterly report of July 8, 2026 naturally is not yet.
- Price and valuation figures dated July 10, 2026 (about $160, about $4.8 billion market value); analyses are evergreen, daily prices are not a buy argument. AZZ's fiscal year ends at the end of February — every quarterly figure carries the fiscal-year offset.
About the Company
AZZ Inc. bietet Feuerverzinkungs- und Coil-Coating-Lösungen in Nordamerika an.
| CEO Insider Trades (12 Mo.) | selling own stock |
|---|---|
| Employees | 3,767 |
| Headquarters | Fort Worth, TX |
| Website | azz.com |
| IPO Date | 7. Sep 1984 |
| Next Earnings | 8. Jul 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Thomas E. Ferguson | President, CEO & Director | 1956 |
| Jason Crawford B.A., M.B.A. | Chief Financial Officer | 1973 |
| Tara D. Mackey | Chief Legal Officer & Corporate Secretary | 1970 |
| Jeffrey Vellines | President & COO of the Precoat Metals Business Segment | 1974 |
| David Nark | Chief Marketing, Communications & Investor Relations Officer | 1968 |
| Haley Graves | Vice President of Corporate Human Resources | 1971 |
| Todd Bella | President of Metal Coatings | 1980 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 20, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.