AZZ (NYSE:AZZ) Releases FY 2027 Earnings Guidance

AZZ (NYSE:AZZ) updated its FY 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 6.500-7.000 for the period, compared to the consensus estimate of 6.790. The company issued revenue guidance of $1.7 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

Analyst Upgrades and Downgrades

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

AZZ Stock Performance

Shares of AZZ stock traded up $5.12 during trading on Thursday, reaching $141.60. The company had a trading volume of 9,567 shares, compared to its average volume of 179,204. The firm’s 50 day simple moving average is $130.43 and its two-hundred day simple moving average is $116.98. AZZ has a one year low of $80.79 and a one year high of $141.18. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.66 and a quick ratio of 1.21. The company has a market capitalization of $4.23 billion, a PE ratio of 13.31 and a beta of 1.15.

AZZ (NYSE:AZZ) last announced its earnings results on Wednesday, April 22nd. The industrial products company reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.15. AZZ had a return on equity of 14.45% and a net margin of 19.89%.The firm had revenue of $385.10 million during the quarter, compared to analysts’ expectations of $382.24 million. During the same quarter in the prior year, the business earned $0.98 earnings per share. The company’s revenue was up 9.4% on a year-over-year basis. AZZ has set its FY 2027 guidance at 6.500-7.000 EPS. Sell-side analysts forecast that AZZ will post 6.04 earnings per share for the current year.

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. The ex-dividend date 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 presently 7.52%.

AZZ declared that its Board of Directors has approved a stock repurchase program on Friday, January 30th that permits the company to repurchase $100.00 million in outstanding shares. This repurchase authorization permits the industrial products company to buy up to 2.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at AZZ

In other AZZ 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 transaction of $3,182,250.00. Following the completion of the sale, the chief executive officer directly owned 158,182 shares in the company, valued at $20,134,986.78. This represents a 13.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Tara D. Mackey sold 2,923 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $136.00, for a total value of $397,528.00. Following the completion of the sale, the insider directly owned 22,373 shares in the company, valued at approximately $3,042,728. This represents a 11.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.77% of the stock is owned by corporate insiders.

Key AZZ News

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q4 / Q1 beat and revenue growth — AZZ reported $1.34 EPS for the quarter (vs. consensus ~$1.19) and revenue of $385.1M, up ~9.4% year‑over‑year. The beat on EPS and healthy top‑line growth are the primary near‑term bullish catalysts. AZZ Exceeds Q1 CY2026 Expectations
• Positive Sentiment: Record fiscal-year results and cash generation — Management issued full FY‑2026 audited results showing record sales, improved profitability and strong cash flow (GAAP and adjusted metrics both improved), supporting higher confidence in earnings durability. AZZ Inc. Reports Fourth Quarter and Fiscal Year 2026 Full-Year Results
• Positive Sentiment: Macro tailwind potential — Coverage notes that an infrastructure spending backdrop could help offset normal seasonality for AZZ’s metal‑coatings and services businesses, giving investors a constructive forward view. AZZ earnings on deck: Can infrastructure boom offset seasonal slide?
• Neutral Sentiment: Analyst attention and price targets — Sell‑side commentary is generally constructive (median recent target ~$134.50), which can support momentum but leaves limited upside versus current levels. Is AZZ (AZZ) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: FY‑2027 guidance slightly below street — AZZ set FY‑2027 EPS guidance of $6.50–$7.00 and revenue $1.7–1.8B, roughly in line but modestly below consensus middle points; that tempered some gains as investors weigh growth vs. expectations. Company Press Release / Guidance
• Negative Sentiment: Mixed underlying metrics and insider sales — some reports flag lower net income in specific periods, cash declines, and recent insider sell transactions; these items are cautionary and could cap enthusiasm if persistent. QuiverQuant: mixed financial details and insider trades

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Osterweis Capital Management Inc. bought a new position in AZZ during the second quarter worth $30,000. Kestra Advisory Services LLC acquired a new position in shares of AZZ during the fourth quarter valued at about $38,000. Quarry LP lifted 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 buying an additional 299 shares during the period. CIBC Private Wealth Group LLC acquired a new stake in AZZ during the fourth quarter worth about $54,000. Finally, EverSource Wealth Advisors LLC increased its stake in 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 acquiring an additional 859 shares during the period. 90.93% of the stock is currently owned by institutional investors and hedge funds.

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.