Earnings Results - AZZ Inc. is set to release its second-quarter earnings results on October 8, with analysts expecting earnings of $1.57 per share, an increase from $1.37 per share in the same period last year [1] - The projected quarterly revenue is $426.55 million, compared to $409.01 million a year earlier [1] - The Board of Directors has authorized a cash dividend of 20 cents per share for the second quarter [1] Stock Performance - AZZ shares fell by 0.7%, closing at $108.37 on the previous Friday [2] - Recent analyst ratings and price targets for AZZ stock have been varied, with some analysts maintaining or raising their ratings while others have downgraded [7] Analyst Ratings - B. Riley Securities analyst maintained a Buy rating and raised the price target from $131 to $140 [7] - Evercore ISI Group analyst maintained an Outperform rating and increased the price target from $90 to $108 [7] - Sidoti & Co. downgraded the stock from Buy to Neutral with a price target of $101 [7] - Roth MKM initiated coverage with a Buy rating and a price target of $108 [7] - Jefferies analyst maintained a Buy rating and raised the price target from $105 to $110 [7]

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Core Viewpoint - AZZ Inc. has announced a cash dividend of $0.20 per share for the second quarter, payable on November 6, 2025, to shareholders of record by October 16, 2025 [1]. Company Overview - AZZ Inc. is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving a wide range of end-markets [3]. - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential buildings, products, and infrastructure [3]. Dividend Policy - AZZ intends to pay regular quarterly cash dividends in the foreseeable future, with future dividends subject to review and declaration by the Board of Directors based on various factors [2].

Group 1 - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for AZZ, with a focus on how actual results compare to estimates, which could significantly impact the stock price [1][2]. Earnings Expectations - AZZ is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year increase of 13.9% [3]. - Revenues are projected to be $429.45 million, representing a 5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.79% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - A negative Earnings ESP of -1.92% suggests analysts have recently become bearish on AZZ's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - AZZ's current Zacks Rank is 2, which complicates the prediction of an earnings beat despite the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, AZZ exceeded expectations by delivering earnings of $1.78 per share against an expected $1.58, resulting in a surprise of +12.66% [13]. - Over the past four quarters, AZZ has consistently beaten consensus EPS estimates [14]. Conclusion - While AZZ does not appear to be a strong candidate for an earnings beat, investors should consider other factors before making investment decisions [17].

Core Viewpoint - AZZ Inc. is preparing to release its quarterly earnings on October 8, 2025, with analysts forecasting an EPS of $1.56 and revenue of approximately $426.5 million [1][6] Financial Performance - The expected earnings per share (EPS) for the upcoming quarter is $1.56, with projected revenue around $426.5 million [1][6] - A conference call to discuss financial results is scheduled for October 9, 2025, at 11:00 a.m. ET, providing insights into the company's performance and future outlook [2] Valuation Metrics - AZZ has a price-to-earnings (P/E) ratio of 12.56, indicating how the market values its earnings [3][6] - The price-to-sales ratio stands at 2.06, reflecting investor sentiment towards its revenue generation capabilities [3][6] - The enterprise value to sales ratio is 2.44, and the enterprise value to operating cash flow ratio is 7.86, helping investors understand the company's valuation in relation to its sales and cash flow [4] Financial Stability - The company's debt-to-equity ratio is 0.49, suggesting a moderate level of debt compared to equity [5][6] - AZZ maintains a current ratio of 1.51, indicating its ability to meet short-term liabilities with its short-term assets [5][6] - The earnings yield is 7.96%, providing a perspective on the potential return on investment [4]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow generation and growth potential [1] - Subscribers benefit from a model account featuring over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]

Company Overview - AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions, serving a broad range of end-markets [3] - The company's business segments offer sustainable metal coating solutions that enhance the longevity and appearance of essential infrastructure and products [3] Financial Results Announcement - AZZ Inc. will conduct a conference call to review its financial results for the second quarter of fiscal year 2026 on October 9, 2025, at 11:00 a.m. ET [1] - A press release detailing the second quarter financial results will be issued after market close on October 8, 2025 [1] Conference Call Access - Interested parties can access the conference call by dialing (844) 855-9499 or (412) 317-5497 for international calls [2] - A webcast of the call will be available on the company's Investor Relations page [2] - A replay of the call will be accessible until October 16, 2025, using the provided access codes [2]

Industry Overview - The industrials sector has performed well despite overall market turbulence, with the Industrial Select Sector SPDR Fund (XLI) rising nearly 17% year-to-date, outperforming the S&P 500 [1] - Factors contributing to the sector's strength include federal government initiatives for reshoring manufacturing, increased infrastructure spending, and defense-related growth [2] Company Highlights - Primoris Services Corp. (NASDAQ: PRIM) reported a strong second-quarter earnings performance, with earnings per share (EPS) of $1.68, exceeding expectations by 58 cents, and a year-over-year revenue increase of 21% [4][5] - Primoris has a significant backlog of $11.5 billion, positioning it well to benefit from the growing demand in data center infrastructure, particularly in cloud and AI sectors [5] - AZZ Inc. (NYSE: AZZ) has successfully realigned its business through strategic divestments and acquisitions, including the purchase of Canton Galvanizing, which enhances its capacity and customer base [8][9] - Dycom Industries Inc. (NYSE: DY) reported an EPS of $3.33, surpassing expectations, with a revenue increase of nearly 15% year-over-year, indicating strong growth potential in the telecommunications and utility infrastructure sectors [11][12] Analyst Ratings and Forecasts - Primoris Services has a moderate buy rating from analysts, with a 12-month stock price forecast averaging $101.67, indicating a potential downside of 14.35% from the current price of $118.70 [4][6] - AZZ Inc. has a moderate buy rating as well, with a 12-month stock price forecast averaging $112.29, suggesting a slight downside of 0.68% from the current price of $113.06 [8][10] - Dycom Industries has a buy rating with a 12-month stock price forecast averaging $289.43, indicating a potential upside of 14.65% from the current price of $252.44 [11][13]

Company Performance - AZZ's stock closed at $112.88, reflecting a -3.15% change from the previous day's closing price, underperforming the S&P 500 which gained 0.03% [1] - Over the past month, AZZ's shares increased by 6.25%, outperforming the Industrial Products sector's gain of 2% and the S&P 500's gain of 3.46% [1] Earnings Projections - The upcoming earnings disclosure for AZZ is projected to show earnings per share (EPS) of $1.56, indicating a 13.87% increase from the same quarter last year [2] - Revenue is estimated at $430.77 million, up 5.32% from the prior-year quarter [2] - Full-year Zacks Consensus Estimates predict earnings of $6.01 per share and revenue of $1.68 billion, representing year-over-year changes of +15.58% and +6.19%, respectively [3] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for AZZ reflect positive sentiment regarding the company's business operations and profit generation capabilities [4] - The Zacks Rank system, which assesses estimate changes, currently ranks AZZ at 2 (Buy), indicating favorable expectations for stock performance [6] - AZZ's Forward P/E ratio is 19.4, which is a discount compared to the industry average Forward P/E of 23.92 [6] Industry Context - AZZ operates within the Manufacturing - Electronics industry, which is part of the Industrial Products sector, currently holding a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]