AZZ Inc. (AZZ)

Over the past six months, several events have influenced AZZ Inc.'s stock price. In April 2025, AZZ reported its fiscal year 2025 full-year results, with total sales up 2.6% and adjusted net income up 18.1% compared to the prior fiscal year. The company's stock rallied to a new all-time high on July 10, 2025, following the release of its record financial results for the first quarter of fiscal year 2026. On June 26, 2025, AZZ Inc. announced a 17.6% increase in its quarterly cash dividend, raising it from $0.17 to $0.20 per share, payable on July 31, 2025. The company also hosted an Analyst Day on August 14, 2025, and announced a dual listing on NYSE Texas on August 6, 2025. In October 2025, AZZ reported solid second-quarter fiscal year 2026 results, with total sales increasing by 2% and adjusted diluted EPS rising by 13.1%, surpassing analyst expectations. Insider selling activity was noted in May, July, and August 2025. The stock price as of October 24, 2025, was $98.66, reflecting a 28.93% increase from October 25, 2024. Industry discussions about infrastructure modernization and increased domestic manufacturing incentives have also provided momentum for AZZ. Additionally, tariffs on imported pre-painted aluminum steel have created opportunities for AZZ to replace imported volumes, although this has been partially offset by softness in certain non-residential building, HVAC, and appliance segments.

Demand for AZZ Inc.'s products and services exhibits seasonality, largely due to its high exposure to the construction market, which accounts for 50%-60% of its revenue. Seasonal fluctuations can impact volumes and earnings. Factors such as fluctuations in customer budgetary spending and severe weather conditions can also affect demand. The fourth quarter of fiscal year 2025 saw a decrease in sales primarily due to inclement weather. Similarly, the second quarter of fiscal year 2026 experienced impacts from seasonal factors in Welding Services and softer demand in construction, HVAC, and appliance markets.

AZZ Inc. operates in the industrial services sector, focusing on galvanizing and metal coating solutions. Its core business involves hot-dip galvanizing, which creates a corrosion-resistant coating. AZZ offers a range of metal coating services that improve durability and aesthetics, including spin galvanizing, powder coating, anodizing, and plating. The company also provides metal fabrication solutions, encompassing custom fabrication and component assembly. AZZ serves diverse industries such as construction, energy, transportation, manufacturing, utilities, appliances, and the container industry.

AZZ Inc. maintains a significant presence across North America, with numerous strategically located facilities. The company is actively expanding its North American coatings footprint, including the construction of a new aluminum coil coating facility near St. Louis, Missouri, expected to be operational by 2025, adding over 120 million pounds of annual capacity, primarily serving the aluminum coil coating market.

AZZ Inc. received positive recognition by being awarded on Newsweek's America's Most Responsible Companies 2023 list, announced on March 9, 2023. This award acknowledges the company's performance in environmental, social, and corporate governance (ESG) areas, as well as public perception of its corporate social responsibility activities. No significant negative events impacting its brand reputation in the past year were found in the search results.

AZZ Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, ranging from approximately 40.48% to 97.76% of shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Fmr Llc, T. Rowe Price Investment Management, Inc., Capital International Investors, SMCWX - SMALLCAP WORLD FUND INC Class A, iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, State Street Corp, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares. Individual insiders hold a smaller percentage, typically between 1.56% and 5.6% of the stock.