AZZ: I See Progress, But The Market May Be Ahead Of Itself

Core Insights - AZZ Inc. has reached a strategic inflection point, transitioning from a period of leverage and tentative growth to a phase characterized by disciplined execution and a cleaner balance sheet [1] Company Overview - AZZ Inc. is a Texas-based specialist in galvanizing and coil-coating, which has been historically weighed down by high leverage and uncertain growth plans [1] - The company is now benefiting from infrastructure tailwinds that support its growth trajectory [1] Investment Focus - The analysis emphasizes the importance of small- to mid-cap companies, which are often overlooked by investors, while also providing insights into larger-cap companies for a broader market perspective [1]