AZZ Inc. Shares Rally 13.7% After Q4 EPS Lift to $1.19

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Shares of AZZ Inc. have climbed 13.7% over the past month alongside a 0.6% lift in its Q4 EPS estimate to $1.19 (up 21.4% YoY) and a hold rating. Analysts forecast fiscal 2026 EPS of $6.04 (+16.2%) on 5.3% revenue growth to $1.66 billion, with a Value Style Score of B.

1. Recent Stock Performance

Shares of AZZ Inc. have climbed 13.7% over the past month compared with an 11.8% gain in its manufacturing electronics peer group, reflecting renewed investor interest following analyst forecast updates.

2. Earnings Estimate Revisions

Analysts lifted the current-quarter EPS estimate by 0.6% to $1.19, marking a 21.4% year-over-year jump, while consensus EPS forecasts stand at $6.04 for fiscal 2026 (+16.2%) and $6.79 for fiscal 2027 (+12.3%), supporting a hold rating.

3. Revenue Forecast and Valuation

Consensus projects current-quarter revenue of $383.6 million (+9% YoY), fiscal 2026 sales of $1.66 billion (+5.3%) and fiscal 2027 sales of $1.76 billion (+5.8%). Last quarter’s $425.8 million revenue beat expectations by 2.0% and EPS surpassed estimates by 6.3%, while a Value Style Score of B indicates the stock trades at a discount to peers.

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