← BackAZZ INC · Coating, Engraving & Allied ServicesAZZ
Low riskNext report: Around Jan 6, 2027 (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 17% in the latest quarter vs a year ago
- Profitable, keeps 19% of sales as profit
- Brings in more cash than it spends
Watch out for
- Share count growing 6.6% a year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.1% to their holdings in the quarter ending June 2026 (190 bought, 148 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$133.37+0.7% that day
- Company value
- $4.0B
- Share price times all shares
- Price vs profit (P/E)
- 24.0x
- You pay about $24 for each $1 of yearly profit
- Price vs sales
- 2.3x
- Company value is 2.3 times a year of sales
- Dividend yield
- 0.6%
- Yearly dividend as a share of today's price
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 13%
- Debt as a share of company value
From AZZ's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$486.9M+17% vs a year earlier
Nov '23Tap a barAug '26
Last 12 months: $1.7B, up 9.5% from the 12 months before. Over 5 years, sales grew about 28% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.27.0%
- PassDebt under half of equityNot relying on borrowed money.0.41x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.19.2%
- MissProfitable every yearSteady profits, not one good year.9 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$444.7M
- MissShare count not growingNot diluting owners. Falling means buybacks.+21.0% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.23.9%
- Revenue
- $1.7B
- +4.6% vs prior year
- 5-year growth
- +28.0%/yr
- revenue, per year
- Total debt
- $534.7M
- 0.41x equity
- Current ratio
- 1.66x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 31, 2026- Revenue
- $486.9M
- +16.7% YoY
- EPS
- $1.94
- vs $2.95
- Op. margin
- 17.2%
- +0.8 pts
- Gross margin
- 25.1%
- +0.8 pts
- Free cash flow
- $84.4M
- Share count
- -0.4%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
50/ 100
- This week
- 1
- Normal week
- 1.0
- vs normal
- 1.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.1%Institutions added 1.1% to their holdings. 190 bought, 148 sold.
Shares held by institutions28.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+6.1%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.3x · $468.5M debtShares outstandingLatest reported
30MWhy low risk- Share count growing 6.1% a year
Next reportAround Jan 6, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 13
- Results filedJul 8
- Results filedApr 22
- Results filedJan 7
- Results filedOct 8, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.