AZZ: A Structural Valuation Disconnect For This Infrastructure Company [Seeking Alpha]
AZZ Inc. (AZZ)
Last azz inc. earnings: 4/29 06:30 am
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US:NYSE Investor Relations:
azz.com/investor-relations
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Source: Seeking Alpha
AZZ trades at a discount to infrastructure peers despite higher margins, strong cash generation, and reduced net leverage at 1.7x, positioning it as a low-risk, high-upside opportunity. The Metal Coatings segment delivers 10.8% YoY sales growth and 30.8% EBITDA margin, supported by infrastructure demand and the Infrastructure Investment and Jobs Act. I see AZZ as a resilient, high-margin service provider with a toll road-like model, poised for long-term compounding as precoat headwinds abate. Olga Kostrova /iStock via Getty Images Following the Q2 2026 results of AZZ Inc. ( AZZ ), I believe that the company makes an attractive buy opportunity. There is a clear disconnection between the two segments of the company, and this is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it e
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AZZ
News
- AZZ Inc. (AZZ): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- AZZ Inc. to Review Third Quarter Fiscal Year 2026 Financial Results on Thursday, January 8, 2026PR Newswire
- AZZ Inc. to Participate in the Bank of America Securities Leveraged Finance Conference, and Noble Capital Markets' 21st Annual Emerging Growth Conference, and Seaport Research Partner's 3rd Annual Steel and Metals Summit in December 2025PR Newswire
- AZZ (NYSE:AZZ) had its "buy (b+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- AZZ Inc. to Participate in the Baird Global Industrials, NYSE Industrials Day, and Three Part Advisors Southwest IDEAS Conferences in November 2025PR Newswire
AZZ
Earnings
- 10/8/25 - Miss
AZZ
Sec Filings
- 12/22/25 - Form 15-15D
- 12/22/25 - Form S-8
- 11/14/25 - Form SCHEDULE
- AZZ's page on the SEC website