What Happened?
Shares of metal coating and infrastructure solutions provider AZZ (NYSE:AZZ) jumped 4.7% in the morning session after the company reported fourth-quarter results that surpassed analyst expectations for both revenue and profit. Revenue increased 5.5% from the same period in the previous year to $425.7 million, while adjusted earnings came in at $1.52 per share, with both figures beating Wall Street's forecasts. In addition to the solid quarterly results, management provided full-year revenue guidance of $1.66 billion, which was above analyst estimates. The company also slightly raised its outlook for full-year adjusted earnings per share, signaling confidence in its future performance.
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What Is The Market Telling Us
AZZ’s shares are not very volatile and have only had 4 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 6 months ago when the stock gained 9.9% on the news that the company reported record financial results for the first quarter of its 2026 fiscal year and raised its full-year guidance.
The metal coatings and coil coating solutions provider announced adjusted earnings per share of $1.78, a 21.9% increase from the prior year and well ahead of Wall Street's consensus estimate of $1.58. While total sales of $422 million were up 2.1% year-over-year, they slightly missed analyst expectations. The strong bottom-line performance was driven by the Metal Coatings segment, which saw sales jump 6.0% to $187.2 million due to higher volumes for hot-dip galvanized steel and improved operational productivity. Buoyed by the strong start to the year, AZZ raised its full-year fiscal 2026 guidance. The company now projects adjusted earnings per share between $5.75 and $6.25, an increase from previous forecasts, signaling management's confidence in sustained profitability.
AZZ is up 5.5% since the beginning of the year, and at $115.82 per share, it is trading close to its 52-week high of $119.54 from September 2025. Investors who bought $1,000 worth of AZZ’s shares 5 years ago would now be looking at an investment worth $2,344.
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