What is Noble Financial’s Forecast for AZZ Q2 Earnings?

AZZ Inc. (NYSE:AZZ) – Noble Financial lifted their Q2 2027 earnings estimates for AZZ in a report issued on Tuesday, February 17th. Noble Financial analyst M. Reichman now forecasts that the industrial products company will earn $1.74 per share for the quarter, up from their previous estimate of $1.72. Noble Financial currently has a “Outperform” rating on the stock. The consensus estimate for AZZ’s current full-year earnings is $5.13 per share. Noble Financial also issued estimates for AZZ’s Q3 2027 earnings at $1.72 EPS, FY2027 earnings at $6.70 EPS and FY2028 earnings at $7.05 EPS.

AZZ (NYSE:AZZ) last announced its earnings results on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. The firm had revenue of $425.75 million for the quarter, compared to the consensus estimate of $412.97 million. AZZ had a net margin of 19.89% and a return on equity of 14.45%. The firm’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.39 EPS. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS.

A number of other analysts have also recently weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Wall Street Zen upgraded AZZ from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Finally, Robert W. Baird set a $125.00 price objective on AZZ in a research report on Friday, January 9th. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, AZZ presently has a consensus rating of “Moderate Buy” and a consensus price target of $119.00.

AZZ Stock Performance

Shares of AZZ opened at $135.29 on Wednesday. AZZ has a 1 year low of $70.90 and a 1 year high of $141.18. The stock has a 50-day simple moving average of $120.68 and a 200-day simple moving average of $111.92. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.21 and a current ratio of 1.66. The stock has a market capitalization of $4.04 billion, a PE ratio of 12.72 and a beta of 1.13.

AZZ Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Thursday, February 5th will be issued a $0.20 dividend. The ex-dividend date is Thursday, February 5th. This represents a $0.80 dividend on an annualized basis and a yield of 0.6%. AZZ’s dividend payout ratio (DPR) is presently 7.52%.

AZZ declared that its board has initiated a share buyback plan on Friday, January 30th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the industrial products company to reacquire up to 2.7% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at AZZ

In other AZZ news, CEO Thomas E. Ferguson sold 25,000 shares of AZZ stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $127.29, for a total transaction of $3,182,250.00. Following the transaction, the chief executive officer directly owned 158,182 shares of the company’s stock, valued at $20,134,986.78. The trade was a 13.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Tara D. Mackey sold 2,923 shares of AZZ stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $136.00, for a total transaction of $397,528.00. Following the transaction, the insider owned 22,373 shares in the company, valued at $3,042,728. The trade was a 11.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 33,281 shares of company stock valued at $4,239,080 in the last quarter. Company insiders own 1.77% of the company’s stock.

Institutional Investors Weigh In On AZZ

Institutional investors have recently modified their holdings of the stock. Huntington National Bank increased its holdings in AZZ by 206.7% in the second quarter. Huntington National Bank now owns 273 shares of the industrial products company’s stock valued at $26,000 after buying an additional 184 shares during the last quarter. Hantz Financial Services Inc. raised its holdings in shares of AZZ by 92.5% during the fourth quarter. Hantz Financial Services Inc. now owns 258 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 124 shares during the period. Osterweis Capital Management Inc. bought a new stake in shares of AZZ during the 2nd quarter valued at about $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in AZZ in the second quarter valued at approximately $34,000. Finally, Kestra Advisory Services LLC acquired a new stake in shares of AZZ during the 4th quarter worth approximately $38,000. Institutional investors and hedge funds own 90.93% of the company’s stock.

Trending Headlines about AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Noble raised Q4 2027 EPS to $1.44 from $1.39 — a near‑term beat that supports stronger upcoming-quarter expectations. AZZ analyst note
• Positive Sentiment: Noble increased Q2 2027 EPS to $1.74 (from $1.72) and Q3 2027 EPS to $1.72 (from $1.68), signaling upward revisions across the 2027 quarterly cadence. AZZ analyst note
• Positive Sentiment: Noble boosted FY2027 EPS to $6.70 (from $6.60) and nudged FY2028 to $7.05 (from $7.03), reflecting a stronger multi‑quarter outlook for the mid term. AZZ analyst note
• Positive Sentiment: The analyst maintained an “Outperform” rating on AZZ, which supports investor confidence alongside the upward estimate revisions. AZZ analyst note
• Neutral Sentiment: Noble’s published model updates reiterate the consensus full‑year EPS context (consensus ~ $5.13 for the current year), serving as background rather than a dramatic deviation. AZZ analyst note
• Negative Sentiment: Noble trimmed Q1 2027 EPS slightly to $1.80 from $1.81 — a very small near‑term downgrade that is unlikely to materially alter guidance. AZZ analyst note
• Negative Sentiment: Longer‑term estimates were nudged down: FY2029 to $7.38 (from $7.41) and FY2030 to $7.69 (from $7.76), modest cuts that slightly reduce long‑range upside in the model. AZZ analyst note

AZZ Company Profile

AZZ Inc, incorporated in 1956 and headquartered in Fort Worth, Texas, is a leading provider of galvanizing and metal finishing solutions alongside electrical equipment and services. The company supports a diverse range of industries—such as energy, infrastructure, heavy equipment and general industrial markets—by delivering corrosion protection and high-performance electrical solutions designed for demanding environments.

AZZ operates two primary business segments. The Global Coatings & Services segment offers hot-dip galvanizing, metal finishing, painting, powder coating and related value-added services to steel fabricators and original equipment manufacturers.