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

Key Points

• AZZ beat expectations, reporting Q EPS of $1.34 vs. $1.19 expected and revenue of $385.1M (up 9.4% YoY), and updated FY2027 guidance to $6.50–$7.00 EPS (midpoint modestly below some estimates).
• The company announced shareholder-friendly moves: a $0.20 quarterly dividend (annualized $0.80, ~0.6% yield) and a $100M share buyback authorization (about 2.7% of shares outstanding).
• Shares fell about 1.3% on the news amid mixed analyst views and notable insider selling (CEO sold 25,000 shares), which likely weighed on investor sentiment.

AZZ (NYSE:AZZ - Get Free Report) posted its earnings results on Wednesday. The industrial products company reported $1.34 earnings per share for the quarter, beating the consensus estimate 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 net margin of 19.89% and a return on equity of 14.45%. The business's quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.98 EPS. AZZ updated its FY 2027 guidance to 6.500-7.000 EPS.

AZZ Stock Down 1.3%

Shares of AZZ stock opened at $134.73 on Thursday. The stock has a market capitalization of $4.02 billion, a price-to-earnings 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. The company has a current ratio of 1.66, a quick ratio of 1.21 and a debt-to-equity ratio of 0.41. The business's 50 day simple moving average is $130.43 and its 200-day simple moving average is $116.98.

AZZ Dividend Announcement

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

Analysts Set New Price Targets

AZZ has been the topic of several recent analyst reports. Wall Street Zen upgraded AZZ from a "hold" rating to a "buy" rating in a research note on Saturday, January 10th. Noble Financial reaffirmed an "outperform" rating on shares of AZZ in a research report on Tuesday, February 17th. Weiss Ratings reiterated a "buy (b)" rating on shares of AZZ in a research note on Monday, December 29th. Wells Fargo & Company downgraded shares of AZZ from an "overweight" rating to an "equal weight" rating and raised their price target for the stock from $127.00 to $132.00 in a research report on Monday, March 2nd. Finally, Robert W. Baird set a $125.00 price target on shares of AZZ in a research report on Friday, January 9th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $127.00.

AZZ declared that its board has approved a stock buyback plan on Friday, January 30th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the industrial products company to purchase up to 2.7% of its shares through open market purchases. Shares buyback plans are usually a sign that the company's management believes its shares are undervalued.

More AZZ News

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q4 beat on EPS and revenue — AZZ reported Q4 EPS of $1.34, topping Zacks/consensus estimates (~$1.19–$1.22) and reported quarterly revenue of $385.1M (up ~9% YoY), supporting near‑term profitability momentum. AZZ Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record full‑year performance and cash generation — the company reported FY‑2026 total sales of $1.65B, adjusted net income up ~19%, and highlighted stronger profitability and operating cash flow, which underpins longer‑term earnings power. AZZ Reports Fourth Quarter and Fiscal Year 2026 Results
• Neutral Sentiment: Analyst view and price targets mixed — recent coverage shows Wall Street generally constructive (median 6‑month target ~$134.50) but limited analyst coverage; investors should watch any forthcoming updates from sell‑side analysts. Is AZZ a Buy?
• Neutral Sentiment: Earnings materials and transcript available — the company filed its release/10‑K and an earnings call transcript is available for deeper read‑throughs on margin drivers and segment performance. Press Release / 10‑K Earnings Call Transcript
• Negative Sentiment: FY‑2027 guidance slightly under consensus — AZZ set EPS guidance of $6.50–$7.00 and revenue guidance of $1.7–$1.8B; the midpoint of guidance is modestly below some consensus estimates, which likely weighed on the stock. Guidance in PR Newswire Release
• Negative Sentiment: Third‑party data discrepancy and insider selling flagged — a third‑party summary (Quiver) reported weaker quarterly EPS and lower net income and also highlights recent insider share sales by senior executives; Quiver notes its data is unverified and conflicts with the company release, but the headline and insider activity can spook investors. Quiver Quant Earnings Summary & Insider Activity

Insider Buying and Selling

In related news, CEO Thomas E. Ferguson sold 25,000 shares of the business's stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $127.29, for a total transaction of $3,182,250.00. Following the completion of the transaction, the chief executive officer owned 158,182 shares in the company, valued at $20,134,986.78. The trade was a 13.65% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Tara D. Mackey sold 2,923 shares of the company's stock in a transaction 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 transaction, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.77% of the company's stock.

Hedge Funds Weigh In On AZZ

Several institutional investors have recently modified their holdings of AZZ. Osterweis Capital Management Inc. bought a new stake in AZZ in the 2nd quarter valued at about $30,000. Kestra Advisory Services LLC acquired a new stake in shares of AZZ in the fourth quarter valued at approximately $38,000. Quarry LP increased its stake in shares of AZZ by 219.9% in the third quarter. Quarry LP now owns 435 shares of the industrial products company's stock valued at $47,000 after purchasing an additional 299 shares during the period. CIBC Private Wealth Group LLC bought a new stake in shares of AZZ during the fourth quarter valued at approximately $54,000. Finally, EverSource Wealth Advisors LLC raised 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 valued at $88,000 after buying an additional 859 shares during the last quarter. Institutional investors own 90.93% of the company's stock.

About AZZ

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.