AZZ, Inc. (AZZ)
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-05
$122.22-7.57%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-11-05
QuarterlyIQ Insights · AZZ
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -10.7% |
| Our one-year growth estimate | diamond | 8.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 18.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 1 industry peers · Company calendar date is not available
AZZ — dividend update
Dated 2026-10-08
Other Events. On October 8, 2026, AZZ Inc. issued a press release announcing that its Board of Directors has declared and authorized a fiscal year 2027 second quarter cash dividend of $0.24 per share on the Company's outstanding shares of common stock. The dividend is payable on November 5, 2026, to shareholders of record as of the close of business on October 19, 2026.
Why it matters: Metal Coatings sales rose 22.9% in the quarter. Growth above 15% would show that demand remains strong after that jump.
Supportive ifMetal Coatings sales grow more than 15% year over year in the next reported quarter.
Worry ifMetal Coatings sales grow less than 5% year over year, or decline.
Why it matters: AZZ reported 1.3x net leverage and set a debt-reduction goal. Reaching $100 million would show it is keeping debt in check while investing.
Supportive ifAZZ reduces debt by at least $100 million in FY2027 and keeps net leverage near or below 1.3x.
Worry ifAZZ reduces debt by less than $100 million in FY2027, or net leverage rises above 1.3x.
Why it matters: AZZ raised its profit range after record results. Hitting the new low end would confirm that higher sales are turning into earnings.
Supportive ifFY2027 adjusted EBITDA is at least $380 million, the low end of the revised range.
Worry ifFY2027 adjusted EBITDA falls below $380 million, or AZZ cuts its revised range.
Why it matters: The new plant helped lift Precoat sales. Management says it will add to FY2027 earnings, so its results test the ramp.
Supportive ifPrecoat Metals sales rise year over year. Management says the Washington plant added to FY2027 earnings.
Worry ifPrecoat Metals sales fall year over year, or management says the Washington plant did not add to FY2027 earnings.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$88 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $346 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,369 loss on $10,000 · 23.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: AZZ raised its sales range after strong growth in both segments. Sales at or above the new low end would back that plan.
Supportive ifFY2027 sales are at least $1.825 billion, the low end of the revised range.
Worry ifFY2027 sales fall below $1.825 billion, or AZZ cuts its revised sales range.