AZZ Inc. (AZZ)

From the record

AZZ Inc.'s filings since 2017 show 6 warning events of 3 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2018-03-29); an auditor change (8-K item 4.01, the latest 2019-05-23); a late-report notice (Form NT 10-K or NT 10-Q, 4 times, the latest 2019-10-11) (its current reports).

From the record

AZZ Inc.'s 8 filed years say what it did: revenue went from $927 million in fiscal 2019 to $1.7 billion in fiscal 2026, up 8.6% a year; it rose in 6 of 7 years; the deepest fall was 55% from fiscal 2020 to fiscal 2021; net income was positive in 7 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-02-28, AZZ Inc.'s diluted share count grew about 6.5% a year, and dividends and buybacks returned about 10% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 7 sales (1 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-02-28, AZZ Inc. earned about 24 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 18 cents per dollar of everything the company owns. Leverage: it owed about 40 cents per dollar of assets, and net share issuance: its share count grew 3.0% over the year (the filed statements).

From the record

AZZ Inc.'s standing among 35 graded names in its industry family: revenue of $1.7 billion in fiscal 2026 ranks in the top 36% by size; a net margin of 19.2% ranks in the top 1%; revenue growth of 7.6% a year over the last 3 filed years ranks in the top 22% (its annual reports).

From the record

AZZ Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Ferguson, Thomas E (President and CEO, as filed), filing under that title since 2013-11-27, 13 years (top 10% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 5.8 years (bottom 37%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (bottom 15%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

AZZ Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $705 thousand against debt of $478 million leaves -21.6% of its assets as net cash, bottom 27% of its family; cash from operations less capital spending is 26.9% of revenue (top 2%); a gross margin of 23.9% (bottom 45%) (its annual report).

From the record

AZZ Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 7.6% a year over the last three filed years against 8.6% over all 8, slowing (top 38% of its family); the newest year grew 4.6% (top 43%); capital spending grew 12.2% a year (top 32%) (its annual reports). AZZ Inc. reported 3 lines of business in fiscal 2025: Precoat Metals at $913 million, Metal Coatings at $665 million, Infrastructure Solutions at $0 thousand. 3 of 3 grew in the latest filed year, and the largest line is 58% of revenue (its annual report).

From the record

AZZ Inc.'s newest year against its own record: revenue of $1.7 billion in fiscal 2026 came in 4.2% below the $1.7 billion its prior three years' pace pointed to (bottom 22% of its family); net income of $317 million against a prior three-year average of $59 million (top 1%); a net margin of 19.2% against 3.6% before (top 4%) (its annual reports).