Latest revenue
$425.7M
as of 2025-11-30
Latest net income
$41.1M
as of 2025-11-30
Net margin
9.6%
as of 2025-11-30
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Coating, Engraving & Allied Services (4 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Historical multiples
How does AZZ's current valuation compare to its own past?
P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.
Community sentiment
Where do you think AZZ is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.11B
- Enterprise value
- $4.73B
- P/E (trailing)
- 13.0×
- Forward P/E
- —
- P/B
- 3.07×
- Dividend yield
- 0.6%
- 52-wk high
- $151.53
- 52-wk low
- $86.67
- Beta
- —
- Shares out
- 29.9M
5-year trend
What this company does
Item 1. Business AZZ Inc. ("AZZ", the "Company", "our" or "we") was established in 1956 and incorporated under the laws of the state of Texas. We are a provider of hot-dip galvanizing and coil coating solutions to a broad range of end markets in North America. We have three distinct operating segments: the AZZ Metal Coatings segment, the AZZ Precoat Metals segment, and the AZZ Infrastructure Solutions segment. Our AZZ Metal Coatings segment is a leading provider of metal coating solutions for corrosion protection, including hot-dip galvanizing, spin galvanizing, powder coating, anodizing and plating to the North American steel fabrication industry and other industries. The AZZ Precoat…
AI summary unavailable — showing raw filing excerpt
Generated from AZZ's filing dated 2026-04-22
Key risks
Item 1A. Risk Factors Our business is subject to a variety of risks, including, but not limited to, the risks described below. We believe the risks described below are the most significant risks and uncertainties facing our business. Additional risks and uncertainties not known to us or not described below may also impair our business operations in the future. If any of the following risks actually occur, our business, financial condition, results of operations and future growth could be negatively or materially impacted. Carefully consider the risks described below and all of the other information included in this Annual Report on Form 10-K when deciding whether to invest in our securities…
AI summary unavailable — showing raw filing excerpt
Generated from AZZ's filing dated 2026-04-22
Profitability
Gross margin
23.9%
1.3%Operating margin
16.0%
7.0%Net margin
19.2%
135.5%Return on equity
23.7%
29.1%Return on assets
14.3%
147.8%Leverage
Debt / equity
0.66×
69.9%Long-term debt / equity
0.36×
70.6%Debt / assets
39.6%
42.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-28 | $385.1M | +9.4% | $15.9M | -21.2% | 4.1% |
Q4 2025 2025-11-30 | $425.7M | +5.5% | $41.1M | +22.2% | 9.6% |
Q3 2025 2025-08-31 | $417.3M | +2.0% | $89.3M | +152.3% | 21.4% |
Q2 2025 2025-05-31 | $422.0M | +2.1% | $170.9M | +331.6% | 40.5% |
Q1 2025 2025-02-28 | $351.9M | — | $20.2M | — | 5.7% |
Q4 2024 2024-11-30 | $403.7M | +5.8% | $33.6M | +25.0% | 8.3% |
Q3 2024 2024-08-31 | $409.0M | +2.6% | $35.4M | +25.0% | 8.7% |
Q2 2024 2024-05-31 | $413.2M | — | $39.6M | — | 9.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Coating, Engraving & Allied Services · SIC 3470
Your notes
Keep private notes on AZZ — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$9.4M
Net activity
−$9.4M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AZZ
Institutional value
$2.03B
Total shares held
16.6M
Distinct holders
215
-101 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.4M | $553.8M | +33.1K (+0.8%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $225.4M | — | New |
| 3 | Capital International Investors | 1.4M | $180.2M | -570.0K (-28.4%) | Trimmed |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $167.6M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $133.2M | -117.4K (-9.9%) | Trimmed |
| 6 | Capital World Investors | 490.1K | $61.3M | — | New |
| 7 | Copeland Capital Management, LLC | 458.1K | $57.3M | -8.0K (-1.7%) | Trimmed |
| 8 | SEB Asset Management AB | 362.0K | $45.3M | — | New |
| 9 | Invesco Ltd. | 332.9K | $41.7M | +24.0K (+7.8%) | Added |
| 10 | FEDERATED HERMES, INC. | 285.8K | $35.8M | +0 (+0.0%) | No change |
| 11 | KENNEDY CAPITAL MANAGEMENT LLC | 237.1K | $29.7M | -3.2K (-1.3%) | Trimmed |
| 12 | Bank of New York Mellon Corp | 221.9K | $27.8M | -4.3K (-1.9%) | Trimmed |
| 13 | Boston Partners | 215.2K | $27.0M | -14.6K (-6.3%) | Trimmed |
| 14 | VANGUARD FIDUCIARY TRUST CO | 208.1K | $26.0M | — | New |
| 15 | Allspring Global Investments Holdings, LLC | 197.0K | $24.9M | -35.5K (-15.3%) | Trimmed |
| 16 | abrdn plc | 183.5K | $23.0M | +11.6K (+6.7%) | Added |
| 17 | KING LUTHER CAPITAL MANAGEMENT CORP | 183.4K | $23.0M | -725 (-0.4%) | Trimmed |
| 18 | PRINCIPAL FINANCIAL GROUP INC | 167.3K | $20.9M | -4.4K (-2.6%) | Trimmed |
| 19 | JPMORGAN CHASE & CO | 141.1K | $17.1M | -16.8K (-10.6%) | Trimmed |
| 20 | Public Sector Pension Investment Board | 129.8K | $16.2M | +7.3K (+6.0%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AZZ's latest filing finishes processing.
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