AZZ (NYSE:AZZ) Issues FY 2026 Earnings Guidance

AZZ (NYSE:AZZ) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 5.900-6.200 for the period, compared to the consensus earnings per share estimate of 6.020. The company issued revenue guidance of $1.6 billion-$1.7 billion, compared to the consensus revenue estimate of $1.6 billion.

Analyst Upgrades and Downgrades

Several research analysts have commented on AZZ shares. Weiss Ratings reiterated a “buy (b)” rating on shares of AZZ in a report on Monday, December 29th. B. Riley increased their price objective on AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Wall Street Zen lowered AZZ from a “buy” rating to a “hold” rating in a report on Saturday, September 13th. Finally, Wells Fargo & Company decreased their target price on AZZ from $128.00 to $121.00 and set an “overweight” rating for the company in a research note on Friday, October 10th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $116.33.

AZZ Price Performance

Shares of AZZ stock traded down $0.68 during mid-day trading on Wednesday, reaching $109.74. 278,217 shares of the stock were exchanged, compared to its average volume of 169,283. AZZ has a fifty-two week low of $70.90 and a fifty-two week high of $119.95. The firm has a 50-day simple moving average of $105.00 and a 200 day simple moving average of $106.74. The company has a current ratio of 1.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.44. The company has a market cap of $3.30 billion, a price-to-earnings ratio of 10.55 and a beta of 1.13.

AZZ (NYSE:AZZ) last posted its quarterly earnings data on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.05. AZZ had a net margin of 19.69% and a return on equity of 15.01%. The firm had revenue of $425.75 million during the quarter, compared to analysts’ expectations of $412.97 million. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. On average, sell-side analysts predict that AZZ will post 5.13 EPS for the current fiscal year.

Key Headlines Impacting AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Revenue and adjusted profitability topped expectations: total sales rose ~5.5% YoY, adjusted diluted EPS and operating margins improved, and operating cash flow increased — signs of underlying operational strength. Q3 Results
• Positive Sentiment: Board authorized a cash dividend of $0.20 per share payable Feb. 26, and the company repurchased ~201,416 shares (~$20.0M) during the quarter — shareholder-friendly capital allocation. Dividend Announcement
• Neutral Sentiment: FY2026 guidance was narrowed to EPS $5.90–$6.20 and revenue $1.6B–$1.7B — revenue guidance is in line with street expectations but the EPS range sits slightly below the consensus midpoint, leaving room for concern if execution slips. Guidance Update
• Negative Sentiment: GAAP diluted EPS (reported $1.36) missed certain estimates while adjusted EPS figures were stronger — the GAAP/adjusted split may be causing investor caution and headline-driven volatility. Earnings Detail
• Negative Sentiment: Insider selling has been notable recently (multiple executive sales reported), and cash & cash equivalents were sharply lower year-over-year — these governance and liquidity signals can weigh on sentiment. Insider & Cash Notes

Institutional Investors Weigh In On AZZ

Institutional investors have recently bought and sold shares of the company. Osterweis Capital Management Inc. acquired a new position in AZZ in the 2nd quarter valued at about $30,000. Quarry LP increased its stake in shares of AZZ by 219.9% during the third quarter. Quarry LP now owns 435 shares of the industrial products company’s stock worth $47,000 after purchasing an additional 299 shares during the period. EverSource Wealth Advisors LLC lifted its holdings in AZZ by 1,145.3% during the 2nd 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 last quarter. Vestcor Inc bought a new stake in AZZ in the 3rd quarter valued at $110,000. Finally, Russell Investments Group Ltd. boosted its stake in AZZ by 78.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 1,952 shares of the industrial products company’s stock valued at $184,000 after purchasing an additional 857 shares during the period. Institutional investors own 90.93% of the company’s stock.

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.