Feed / AZZ

AZZ Inc.

AZZ

Industrials · 137.74 -0.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 09:30 GMT-4

Market read

AZZ Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.5% todayVolume comparison unavailable
Market group0 of 12 activeSpecialty Industrial Machinery · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • AZZ's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if AZZ's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Specialty Business Services

No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AZZ's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements63
Verified relationships1
Evidence supporting the case
  • Operating margin changed +1.1 percentage points in the latest annual period.
  • Net margin changed +11.1 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 3.0% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
  • Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

136.30
6m+8.2%12m+20.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-02-28$525.6M+9.4%$3.35-3.7%
2023-02-28$1.3B+151.8%$-2.45-0.4%
2024-02-29$1.5B+16.2%$3.46+0.9%
2025-02-28$1.6B+2.6%$1.79+16.4%
2026-02-28$1.7B+4.6%$10.50+3.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
The decrease in interest expense is primarily attributable to a decrease in the weighted average debt outstanding of $198.4 million and a decrease in the weighted average interest rate of 1.61% in the current nine-month period compared to the prior year nine-…
10-Q · Jan 7, 2026
Restructuring and cost reductionsnegative · 4 filings
As a result of the AST Restructuring, we closed two surface technology facilities; the facilities were located in Garland, Texas and Tampa, Florida.
10-K · Apr 22, 2026
Input and raw-material costsmixed · 3 filings
Cost of sales increased $42.7 million, prim arily due to an $8.0 million increase in labor costs, increased overhead costs of $22.8 million, and increased zinc costs of $11.9 million.
10-Q · Jan 7, 2026
Labor availability and costsmixed · 3 filings
Cost of sales increased $42.7 million, prim arily due to an $8.0 million increase in labor costs, increased overhead costs of $22.8 million, and increased zinc costs of $11.9 million.
10-Q · Jan 7, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

137.74-0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for AZZ. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for AZZ. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind AZZ

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AZZ is currently a Follower in the organic co-movement group Specialty Industrial Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.