13F Pro Quality Score

57.2/100

Rank #1,051 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

38.4/100

Profitability

79.7/100

Balance Sheet

30.0/100

Earnings Quality

83.1/100

Free Cash Flow

64.4/100

Institutional Flow

39.2/100

Revenue Scale

59.6/100

Dilution Risk

87.7/100

AZZ Stock Analysis & AI Quality Score

AI stock analysis and institutional research for AZZ INC (AZZ), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AZZ at 57.2/100 on a 32-signal composite quality model, placing it at rank #1,051 of 2,879 stocks — the top half of the AI-ranked universe. AZZ scores in the top quartile across earnings quality (83.1), profitability (79.7). Areas of concern include balance sheet strength (30.0) and revenue growth (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), AZZ INC reports quarterly revenue of $448.5M, net income of $52.0M, an operating margin of 17.2%. Top institutional holders of AZZ by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. AZZ trades on the NYSE exchange and files with the SEC under CIK 8947. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AZZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AZZ INC directly from SEC EDGAR. AZZ INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 57.2 — an improving long-term trajectory across 57 quarterly and live scoring snapshots.

Fun facts about AZZ INC

Quirks, history, and lore behind AZZ — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. industrial company · listed on the NYSE · headquartered in Texas · serves customers in infrastructure and electrical markets.
  • 2
    The Numbers
    Annual revenue in the range of roughly $1 billion — small-cap but mighty — with two main business segments that together protect metal and electrical infrastructure across North America.
  • 3
    The History
    Founded in the 1950s, the company spent decades quietly growing through acquisitions, building expertise in industrial services that most people never think about until something rusts or shorts out.
  • 4
    The Secret
    One of its core businesses applies hot-dip galvanizing — dunking steel in molten zinc — to keep bridges, transmission towers, and other structures from corroding for decades.
  • 5
    The Lore
    Its other major segment supplies electrical enclosures and switchgear used in power distribution, meaning it quietly touches both the steel skeleton and the electrical nervous system of modern infrastructure.
  • 6
    The Giveaway
    Its two-letter-plus-Z ticker is almost as zinc-coated as its steel: a galvanizing and electrical solutions company whose name looks like it was generated by a random Scrabble draw.
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What's Driving AZZ's Business? Latest 10-Q Breakdown

AI-extracted from AZZ INC's 10-Q filed 2026-07-08 — Q1 FY2027 (quarter ended May 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

AZZ reported Q1 revenue of $448.5M, up 6.3% YoY, driven by strong Metal Coatings demand and Precoat Metals pricing gains, with net income of $52.0M versus $170.9M prior year (which included $165.8M gain from AVAIL EPG sale).

Biggest Revenue Drivers

Total revenue: $448.5M+6.3% YoY

AZZ Precoat Metals$238.2M+1.5% YoY

Increase in average price of coils coated and revenue from Washington, Missouri facility ramp-up, offset by lower volume in construction, infrastructure, HVAC and appliance end markets.

AZZ Metal Coatings$210.3M+12.3% YoY

Higher volume of steel processed, mainly due to increases in construction and industrial end markets, with $22.2M from volume growth.

Largest Expense Items

Cost of sales$336.4M+5.8% YoY

Metal Coatings cost of sales increased $17.1M, primarily $6.2M zinc cost increase, $3.6M labor cost increase, and $7.3M other overhead increase.

Selling, general and administrative$35.1M+1.6% YoY

Increase primarily due to professional fees and personnel costs, offset by lower stock-based compensation from Executive Retiree LTI Program acceleration in prior year.

Interest expense, net$11.3M-39.4% YoY

Decreased $7.3M due to lower average debt outstanding ($364.2M reduction) and lower weighted average interest rate (1.54% decrease), partially offset by lower capitalized interest.

Watch Items from the Filing

  • STI lawsuit: AZZ won appeal on April 9, 2026 (Beaumont Court of Appeals ruled insufficient evidence), but $5.5M accrual remains pending Supreme Court of Texas decision; STI deadline June 26, 2026 to file petition for review.
  • Kaiser Aluminum lawsuit filed May 1, 2026 against Precoat subsidiary alleging breach of contract and warranty; matter in early stages, unable to estimate loss range currently.
  • Pension plan termination approved Q1 FY2027; net pension obligation of $13.7M as of May 31, 2026; termination expected complete by end FY2028 subject to IRS and PBGC approval.
  • AVAIL JV (40% equity interest, $19.0M investment) sold Electrical Products Group in Q1 FY2026 for $273.2M distribution; now operates only Industrial Lighting and WSI Brazil, with minimal Q1 FY2027 equity earnings of $0.5M.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2027

$448.5M

Net Income

Q1 2027

$52.0M

Free Cash Flow

Q1 2027

$18.4M

Operating Margin

Q1 2027

17.2%

D/E Ratio

Q1 2027

0.35

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+213.9% YoY
$1.65BFY 2026
FY20 $1.06BFY21 $480.6MFY22 $525.6MFY26 $1.65B

Net Income

+277.6% YoY
$317.3MFY 2026
FY20 $48.2MFY21 $39.6MFY22 $84.0MFY26 $317.3M

Operating Income

+234.0% YoY
$264.6MFY 2026
FY20 $79.3MFY21 $47.5MFY22 $79.2MFY26 $264.6M

EPS (Diluted)

+213.4% YoY
$10.50FY 2026
FY20 $1.84FY21 $1.52FY22 $3.35FY26 $10.50

Total Assets

+95.4% YoY
$2.21BFY 2026
FY20 $1.07BFY21 $996.4MFY22 $1.13BFY26 $2.21B

Total Debt

+110.9% YoY
$477.7MFY 2026
FY20 $452.9MFY21 $178.4MFY22 $226.5MFY26 $477.7M

Op. Cash Flow

+510.9% YoY
$525.4MFY 2026
FY20 $142.3MFY21 $92.0MFY22 $86.0MFY26 $525.4M

AI Insight: AZZ Financial Trends

AZZ deleveraged aggressively through Q2 2026, cutting total debt 47% from peak, but revenue remains volatile and operating leverage inconsistent.

Total debt fell from $913M (Q3 2024) to $481M (Q2 2026), a 47% reduction. Leverage ratio improved materially.

Operating income stable 8-quarter range ($40M–$77M), but net income highly volatile ($16M–$171M), suggesting one-time items dominate.

Revenue declined 9% from Q3 2024 ($409M) to Q1 2026 ($385M), with no sustained uptrend despite Q2 2026 recovery to $449M.

Operating cash flow collapsed to $37M in Q2 2026 from $80M prior quarter—lowest since Q1 2025. Working capital stress signal.

Equity grew 34% ($1.0B to $1.4B) while debt fell 47%, but net income weakness suggests gains from asset sales, not operations.

AI Insight: AZZ Ratio Trends

AZZ stabilized margins and leverage while profitability remains volatile; ROIC recovered to 16.6% in Q2 2026 but NPM swings signal operational inconsistency.

Operating margin held steady 14.8%–17.2% across last four quarters; D/E compressed from 0.91 in Q3 2024 to 0.35 in Q2 2026.

ROIC rebounded to 16.6% in Q2 2026 after dipping to 8.5% in Q1 2025, now tracking above TTM 14.7% baseline.

NPM gyrates sharply (40.5% in Q2 2025, 4.1% in Q1 2026, 11.6% in Q2 2026), suggesting one-time items or seasonal earnings lumps.

ROE and ROA collapsed to 4.8% and 2.9% in Q1 2026—weakest in dataset—before partially recovering; pattern warrants earnings visibility.

NPM volatility and multi-quarter profit swings obscure underlying operational health; monitor Q3 2026 for sustained margin consistency.

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Available Research

13F Pro tracks comprehensive data for AZZ INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of AZZ

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Is AZZ a good stock to buy?

13F Pro's AI-powered analysis of AZZ INC (AZZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AZZ are available on the AZZ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own AZZ?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AZZ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AZZ INC's investment landscape.