AZZ, Inc. (AZZ)
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-10-29
NYSEIndustrialsIndustrial - SpecialtiesSnapshot 2026-10-29
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Put AZZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $6.75 for fiscal 2027: Diluted EPS: $1.94 per share.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAZZ’s organic growth execution depends on accelerating sales, with revenue growth rising to 16.7% in Q2 FY2027. That quarter’s non-GAAP EPS beat estimates by 9.9%, and AZZ raised its fiscal 2027 outlook. AZZ trades at 20× P/E versus a 22× peer median and its own historical 22×. The price reflects less growth than our forecast, though the thesis’s fiscal 2027 EPS pillar is under pressure. Our model puts the next-quarter miss probability near 23%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. AZZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering AZZ (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for AZZ in the last 4 months.
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Compare AZZ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AZZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put AZZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Disciplined execution of organic growth strategies
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $138.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $138.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Increased outlook supports organic growth strategies.

Advances: Disciplined execution of organic growth strategies
Quarterly results support organic growth strategies.

Advances: Maintain net leverage target range of 1.0x-2.0x
Record sales and raised guidance improve financial stability.

Advances: Disciplined execution of organic growth strategies
Earnings beat indicates strong operational performance.

Advances: Maintain net leverage target range of 1.0x-2.0x
Upgrade reflects improved leverage and financial health.

Advances: Maintain net leverage target range of 1.0x-2.0x
Upgrade reflects improved leverage and financial health.
