Azz $AZZ Read from its own SEC filings · nothing written, nothing inferred
🫧 Edgar looked up AZZ Inc. ($AZZ). Last filing: 8-K (5.02 Departure or Election of Directors; Appointment of Officers), 2026-08-03. 16 event filings (8-K) in the past twelve months.
🔖 Exposure: revenue $1.7B (FY2026), total debt $477.7M. Experience: revenue up 4.6% on the year, up 33.1% a year over 4 years; operating margin 16.0%, up from 15.0%. Soundness: equity 60.4% of assets, return on equity 23.7%, payout 7.3% of profit, dividend per share up 1 year running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $1.1B and $2.7B next year (method v4.1: its own 5-year record of growth weighed at 57% against $1B–10B filers; on a year the method never saw, 83.4% landed inside). In a shock year the stress range is $790.4M to $3.7B. A statistical range, not company guidance. Against peers (38 filers, $50M+ revenue, its industry group): operating margin 16.0% against a 8.1% median; growth 4.6% against 2.4%.
Gold paid out, navy kept. Kept share × return on equity = the growth it can fund itself. Facts from the filings, not a recommendation.
Speed and cash · fiscal 2025
Both views must agree for a label · a description, not advice.
| Cash flow (op · inv · fin · free) | $525M · −$91M · −$434M · $445M |
| Investment book (cash · short · long) | $1M · — · — · current ratio 1.70 |
| Revenue swing · equity of assets | 42.9% · 59.1% |
Azz is growing faster than its size class, with revenue that swings more. Its own audited SEC figures.
The figures, as filed
| Fiscal year end | 2026-02-28 |
| Revenue | $1.7B |
| Revenue, on the year | 4.6% |
| Revenue, a year over the record | 33.1% |
| Operating margin | 16.0% |
| Operating margin, prior year | 15.0% |
| Net margin | 19.2% |
| Research and development | not filed separately |
| Total debt | $478M |
| Equity of assets | 60.4% |
| Return on equity | 23.7% |
| Payout of profit | 7.3% |
| Dividend per share | $0.77 · up 1 year running |
| Earnings per share | $10.59 |
| Book value per share | $44.26 |
| Revenue per share | $54.62 |
| Shares outstanding | 30,211,000 |
| Audited years read | 5 |
Peers: the median of 38 filers with $50M+ revenue in coating, engraving & allied services.
Health HarborAzz sails as: Sound ship
Health watch · 12 monthsDirector or officer change ×3
Sailing speed follows growth: 7.6% a year crosses the harbor in 57 seconds.
🌊 Visit the Bay →- revenue is hard to predict: its 80% range is ±42%
Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider. A picture of the signs, not a rating and not investment advice.
- 8-K · 2026-08-03 · 5.02 Departure or Election of Directors; Appointment of Officers; 9.01 Financial Statements and Exhibits
- 8-K · 2026-07-08 · 2.02 Results of Operations and Financial Condition; 9.01 Financial Statements and Exhibits
- 10-Q · 2026-07-08
- 8-K · 2026-07-07 · 5.07 Submission of Matters to a Vote of Security Holders; 9.01 Financial Statements and Exhibits
- 8-K · 2026-06-25 · 8.01 Other Events; 9.01 Financial Statements and Exhibits
- 8-K · 2026-05-28 · 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits
Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price. Reporting, not investment advice. No price targets and no trading recommendations. Figures from the SEC’s own data · every filing · this page as JSON · ask about another company