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Metal coating and infrastructure solutions provider AZZ (NYSE:AZZ) beat Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q2 2027), with sales up 16.7% year on year to $486.9 million. The company’s full-year revenue guidance of $1.85 billion at the midpoint came in 1.7% above analysts’ estimates. Its non-GAAP profit of $2 per share was 8.4% above analysts’ consensus estimates.

Anchor customer contracts and expanding utility backlogs are shortening the path to profitability on new plants.

AZZ beats Q2 estimates with record $486.9M sales, raises FY2027 guidance, while analysts adjust targets and shares fall 2.6%.

Barclays analyst Richard Garchitorena maintains AZZ (NYSE:AZZ) with a Equal-Weight and raises the price target from $140 to $145.

Wells Fargo analyst Timna Tanners maintains AZZ (NYSE:AZZ) with a Equal-Weight and raises the price target from $144 to $145.

B. Riley Securities analyst Nick Giles maintains AZZ (NYSE:AZZ) with a Buy and raises the price target from $170 to $174.

AZZ’s third quarter results outpaced Wall Street revenue and profit expectations, driven by double-digit sales growth across both Metal Coatings and Precoat Metals. Management attributed this performance to robust demand in construction and industrial markets, the successful integration of the Seattle Galvanizing acquisition, and effective pricing strategies that offset raw material cost increases. CEO Tom Ferguson highlighted strong execution and operational leverage, particularly in Metal Coat

Baird analyst Matthew Krueger maintains AZZ (NYSE:AZZ) with a Neutral and lowers the price target from $155 to $150.
AZZ Inc Q2 beats revenue and EPS estimates, posts record sales and profitability, raises FY2027 outlook; shares rise in after-hours trading.

AZZ (AZZ) delivered earnings and revenue surprises of +9.89% and +5.44%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

AZZ (AZZ) just combined record second quarter sales of $486.9 million with lower net income and a guidance raise, giving investors a mixed but important update on its earnings power and outlook. AZZ shares trade at $137.66 after a modest 1 day share price gain of 0.69%. This move sits against a year to date share price return of 25.44% and a 1 year total shareholder return of 38.70% that points to momentum building over a longer stretch. Recent dividend confirmation and the latest guidance...

