AZZ (NYSE:AZZ) Releases Quarterly Earnings Results, Beats Expectations By $0.15 EPS

AZZ (NYSE:AZZ) released its quarterly earnings results on Wednesday. The industrial products company reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.15, FiscalAI reports. The business had revenue of $385.10 million for the quarter, compared to analyst estimates of $382.24 million. AZZ had a return on equity of 14.45% and a net margin of 19.89%.AZZ’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.98 EPS. AZZ updated its FY 2027 guidance to 6.500-7.000 EPS.

AZZ Price Performance

Shares of NYSE AZZ opened at $134.73 on Thursday. The company has a quick ratio of 1.21, a current ratio of 1.66 and a debt-to-equity ratio of 0.41. The business’s 50 day moving average price is $130.43 and its two-hundred day moving average price is $116.98. The company has a market cap of $4.02 billion, a PE ratio of 12.66 and a beta of 1.15. AZZ has a twelve month low of $80.79 and a twelve month high of $141.18.

AZZ Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Thursday, April 23rd will be paid a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 0.6%. The ex-dividend date is Thursday, April 23rd. AZZ’s dividend payout ratio (DPR) is 7.52%.

Trending Headlines about AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q4 / Q1 beat — AZZ reported $1.34 EPS for the quarter, topping consensus (~$1.19) and showing 9.4% year‑over‑year revenue growth. Strong operating profit and margin expansion were highlighted. Article Title
• Positive Sentiment: Record FY results & cash generation — AZZ’s FY‑2026 released 10‑K shows record sales, higher adjusted net income and improved cash from operations, which supports the company’s financial flexibility. Article Title
• Neutral Sentiment: Infrastructure demand could help — Market commentary discusses whether an infrastructure spending tailwind can offset seasonal slowdowns in coatings/galvanizing demand; this is a potential upside but timing is uncertain. Article Title
• Negative Sentiment: Cautious FY‑2027 guidance — AZZ set FY‑2027 EPS guidance of $6.50–$7.00 and revenue $1.7–$1.8B; the midpoint is slightly below some consensus estimates, which could limit upside near term. Article Title
• Negative Sentiment: Mixed/mismatched metrics and insider selling noted — Some third‑party reports flag a YoY decline in GAAP quarterly EPS and call out recent insider sales; investors may read this as a governance/near‑term concern despite company‑reported beats. Article Title

Insider Buying and Selling

In related news, CEO Thomas E. Ferguson sold 25,000 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $127.29, for a total value of $3,182,250.00. Following the transaction, the chief executive officer owned 158,182 shares in the company, valued at approximately $20,134,986.78. This represents a 13.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tara D. Mackey sold 2,923 shares of AZZ stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $136.00, for a total value of $397,528.00. Following the sale, the insider directly owned 22,373 shares of the company’s stock, valued at approximately $3,042,728. The trade was a 11.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.77% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of AZZ. Osterweis Capital Management Inc. bought a new position in AZZ in the second quarter valued at about $30,000. Kestra Advisory Services LLC acquired a new stake in AZZ during the 4th quarter worth approximately $38,000. Quarry LP grew its holdings in AZZ by 219.9% during the 3rd quarter. Quarry LP now owns 435 shares of the industrial products company’s stock worth $47,000 after acquiring an additional 299 shares during the last quarter. CIBC Private Wealth Group LLC bought a new position in shares of AZZ during the fourth quarter valued at $54,000. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of AZZ by 1,145.3% during the second quarter. EverSource Wealth Advisors LLC now owns 934 shares of the industrial products company’s stock worth $88,000 after purchasing an additional 859 shares during the period. 90.93% of the stock is currently owned by institutional investors.

AZZ declared that its board has approved a share repurchase program on Friday, January 30th that allows the company to buyback $100.00 million in shares. This buyback authorization allows the industrial products company to reacquire up to 2.7% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Evercore reiterated an “outperform” rating and issued a $137.00 price target on shares of AZZ in a research report on Wednesday, March 4th. Robert W. Baird set a $125.00 price objective on shares of AZZ in a report on Friday, January 9th. Wall Street Zen upgraded shares of AZZ from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Wells Fargo & Company lowered shares of AZZ from an “overweight” rating to an “equal weight” rating and boosted their price target for the company from $127.00 to $132.00 in a report on Monday, March 2nd. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, AZZ presently has a consensus rating of “Moderate Buy” and a consensus price target of $127.00.

AZZ Company Profile

AZZ Inc, incorporated in 1956 and headquartered in Fort Worth, Texas, is a leading provider of galvanizing and metal finishing solutions alongside electrical equipment and services. The company supports a diverse range of industries—such as energy, infrastructure, heavy equipment and general industrial markets—by delivering corrosion protection and high-performance electrical solutions designed for demanding environments.

AZZ operates two primary business segments. The Global Coatings & Services segment offers hot-dip galvanizing, metal finishing, painting, powder coating and related value-added services to steel fabricators and original equipment manufacturers.