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NYSE · Industrials

AZZ INC (AZZ)

As-reported financials and SEC filings for AZZ INC. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About AZZ INC

AZZ Inc. provides hot-dip galvanizing and coil coating solutions primarily in North America. The company operates through three segments: AZZ Metal Coatings, which offers corrosion protection services like galvanizing and plating to the steel fabrication industry; AZZ Precoat Metals, which applies protective and decorative coatings to steel and aluminum coils for markets including construction and HVAC; and AZZ Infrastructure Solutions, a 40% non-controlling interest in AVAIL JV that delivers equipment and services for power transmission and industrial infrastructure worldwide.

Snapshot

Revenue
$1.65B
Revenue growth (YoY)
4.6%
Net income
$317.3M
Diluted EPS
$10.50
Gross margin
23.9%
Operating margin
16.0%
Net margin
19.2%
FCF margin
26.9%
ROE
23.7%
net income / fiscal-year-end equity
P/E
21.1×
trailing when available, otherwise FY EPS
Market cap
$4.23B
Long-term debt / equity
0.36×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended February 28, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Azz

  • Revenue grew 4.6% to $1.7B in FY2026, in line with the 2.6% the year before.
  • Operating margin is 16.0% in FY2026, +1.0 pp against 15.1% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $449M, up 6.3% from Q1 FY2026.
  • Free cash flow was $445M in FY2026, 26.9% of revenue.
  • Net income rose 146.3% to $317M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Azz’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin23.9%
39th percentile of 466
Operating margin16.0%
81st percentile of 605
Net margin19.2%
93rd percentile of 645
FCF margin26.9%
96th percentile of 562
Revenue growth (YoY)+4.6%
51st percentile of 668
ROE23.7%
87th percentile of 600
P/E21.1×
42nd percentile of 434
Long-term debt / equity0.36×
40th percentile of 409
Short interest4.77d
71st percentile of 676

Azz’s FCF margin of 26.9% ranks in the 96th percentile of the 562 Industrials companies reporting it. Azz’s net margin of 19.2% ranks in the 93rd percentile of the 645 Industrials companies reporting it. Azz’s return on equity of 23.7% ranks in the 87th percentile of the 600 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 2 insider sales totaling $1.0M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 3 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+3 quant / multi-strat
Initiated / added
2
0 new, 2 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$33.3M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$24.2M155.8KReduced
AQR Capital ManagementquantQ2 2026$5.3M34.1KAdded
Polen Capital ManagementQ2 2026$2.7M17.4KAdded
Citadel AdvisorsquantQ2 2026$1.1M7.4KReduced

No longer held by: Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
2
$1.0M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-14
Stovall Bryan LeeCOO - Metal CoatingsSell2.7K$150.07$402K
2026-08-11
Vellines JeffreyPres & COO - Precoat MetalsSell4.2K$153.55$648K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
936.7K
settled 2026-08-14
Change vs prior
+1.2%
vs previous settlement
Days to cover
4.77
at avg daily volume
Avg daily volume
196.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14936.7K+1.2%4.77
2026-07-31925.7K-7.9%3.01
2026-07-151.0M+23.7%2.65
2026-06-30813.1K-1.0%2.15
2026-06-15820.9K+7.0%2.73
2026-05-29767.5K-2.1%3.98
2026-05-15784.2K+8.1%4.11
2026-04-30725.2K-5.2%2.89

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.65B$1.58B$1.54B$1.32B$525.6M
Gross profit$395.0M$382.7M$363.5M$295.9M$146.2M
Operating income$264.6M$236.4M$221.6M$173.6M$79.2M
Net income$317.3M$128.8M$101.6M$-53.0M$84.0M
Diluted EPS$10.50$1.79$3.46$-2.45$3.35

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$525.4M$249.9M$244.5M$91.4M$86.0M
Capital expenditure$80.8M$115.9M$95.1M$57.1M$23.6M
Free cash flow$444.7M$134.0M$149.3M$34.3M$62.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$448.5M6.3%$52.0M$1.72
Q4 FY2026$385.1M9.4%$15.9M$0.53
Q3 FY2026$425.7M5.5%$41.1M$1.36
Q2 FY2026$417.3M2.0%$89.3M$2.95
Q1 FY2026$422.0M2.1%$170.9M$5.66
Q4 FY2025$351.9M-4.0%$20.2M$0.67
Q3 FY2025$403.7M5.8%$33.6M$1.12
Q2 FY2025$409.0M2.6%$35.4M$1.18

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryCoating, Engraving & Allied Services
Latest annual periodFY2026 (ended February 28, 2026)
Latest reported quarterQ1 FY2027 (ended May 31, 2026)
Oldest indexed filing2014
SEC CIK8947

Selected SEC filings

10-K2026-04-22
View on EDGAR →
10-Q2026-07-08
View on EDGAR →
8-K2026-08-03
View on EDGAR →
8-K2026-07-08
View on EDGAR →
8-K2026-07-07
View on EDGAR →
8-K2026-06-25
View on EDGAR →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.