AZZ at a glance
AZZ INC (AZZ, SEC CIK 8947) filed its latest 10-K annual report on April 22, 2026, a 10-Q quarterly report on July 8, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as August 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 28, 2026 (FY2026), AZZ INC (AZZ) reported revenue of $1.7 billion (up 4.6% from FY2025) and net income of $317.3 million. Diluted EPS was $10.50.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding AZZ INC (AZZ) shares worth $2.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stovall Bryan Lee on August 14, 2026 of 2,677 shares at $150.07 per share.
- In the last 90 days, AZZ insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.0M) on Form 4, a net sale of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.7B
- +4.6% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.0M
- 13F holders
- 30 funds
- $2.4B · −1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Net income $52.0M vs $170.9M YoY; adjusted net income $55.8M vs $53.8M
- Best segment Metal Coatings adjusted EBITDA $63.8M; worst Infrastructure Solutions $(0.8)M
- Cash $5.5M vs $13.2M February 28; gross debt unchanged at $515.0M
- Commodity headwinds from zinc, natural gas, steel, aluminum scrap, copper, and nickel-based alloys
Risk Factors
- No Risk Factors section provided, preventing assessment of new or changed risks versus the 10-K
- New $100 million 2026 Share Repurchase Program authorized January 22, 2026
- Credit agreement amended May 7, 2026 through a seventh amendment
- Repurchases capped at 6% of market capitalization per fiscal year
- $33.2 million remaining under 2020 authorization and $100.0 million under 2026 program
AI summary of the AZZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Rhonda Davenport appointed Chief Human Resources Officer effective August 3, 2026, strengthening executive HR leadership
- Annual base salary of $375,000 plus $75,000 sign-on bonus, repayable if she leaves voluntarily before one year
Item 2.02: Results of Operations and Financial Condition
- AZZ reported fiscal first-quarter 2026 results for the period ended May 31, 2026
- Press release issued July 8, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 FY2027 sales reached a record $448.5M, up 6.3%, led by Metal Coatings growth of 12.3% to $210.3M
- Adjusted EPS rose 3.9% to $1.85, while GAAP EPS fell to $1.72 due to prior-year AVAIL JV gains
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders approved all three proposals at the July 7, 2026 annual meeting
- All eight listed director nominees won reelection, with Carol R. Jackson receiving the highest opposition at 2,129,636 votes
AI summaries of AZZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AZZ
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stovall Bryan Lee | Sell | Aug 14, 2026 | 2,677 | $150.07 |
| Vellines Jeffrey | Sell | Aug 11, 2026 | 4,220 | $153.55 |
| Davenport Rhonda | A | Aug 4, 2026 | 512 | - |
| Davenport Rhonda | A | Aug 4, 2026 | 512 | - |
| GRANNUM CLIVE A | A | Jul 7, 2026 | 937 | - |
| Treadway Charles L. | A | Jul 7, 2026 | 937 | - |
| McGough Ed | A | Jul 7, 2026 | 937 | - |
| BERCE DANIEL E | A | Jul 7, 2026 | 937 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.7B |
| Gross Profit | - | $382.7M | $395.0M |
| Operating Income | - | $236.4M | $264.6M |
| Net Income | - | $128.8M | $317.3M |
| Gross Margin | - | 24.3% | 23.9% |
| Op. Margin | - | 15.0% | 16.0% |
| Net Margin | - | 8.2% | 19.2% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.2B | $2.2B |
| Equity | - | $1.0B | $1.3B |
| ROE | - | 12.3% | 23.7% |
| Per Share | |||
| EPS | - | $1.79 | $10.50 |
| Cash Flow | |||
| Operating CF | - | $249.9M | $525.4M |
| CapEx | $95.1M | $115.9M | $80.8M |
Source: XBRL data in AZZ INC (AZZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AZZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $2.45B |
| Q1 2026 | 31 | $1.90B |
| Q4 2025 | 27 | $1.63B |
| Q3 2025 | 30 | $1.65B |
| Q2 2025 | 29 | $1.56B |
| Q1 2025 | 23 | $1.00B |
| Q4 2024 | 20 | $877.7M |
| Q3 2024 | 21 | $370.5M |
- Invesco Ltd+602.7K (+181%)
- T. Rowe Price Group+293.5K (+76%)
- BlackRock+217.2K (+5%)
- State Street Corp+63.6K (+6%)
- Citigroup+44.7K (+641%)
- FMR LLC (Fidelity)−153.1K (-10%)
- Dimensional Fund Advisors−140.0K (-13%)
- WESTWOOD HOLDINGS GROUP INC−90.3K (-20%)
- Bank of America Corp−76.2K (-27%)
- Two Sigma Investments−70.9K (-31%)
- Millennium Management−59.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 211 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AZZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 10-Q | Jul 8, 2026 | May 31, 2026 | Analysis | |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 8, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
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AZZ SEC filings: frequently asked questions
Are AZZ insiders buying or selling?
In the last 90 days, AZZ INC (AZZ) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.0 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AZZ stock?
As of June 30, 2026, the largest AZZ INC (AZZ) holders among the 13F filers tracked by SignalX were BlackRock ($719.9 million), Vanguard Portfolio Management LLC ($276.3 million), FMR LLC (Fidelity) ($224.9 million), Vanguard Capital Management LLC ($201.7 million), State Street Corp ($185.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AZZ's revenue in fiscal year 2026?
For the fiscal year ended February 28, 2026 (FY2026), AZZ INC (AZZ) reported revenue of $1.7 billion (up 4.6% from FY2025) and net income of $317.3 million. Diluted EPS was $10.50. The figures come from the XBRL data in the 10-K.
What did AZZ report in its latest 8-K?
AZZ INC (AZZ) filed an 8-K on August 3, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Rhonda Davenport appointed Chief Human Resources Officer effective August 3, 2026, strengthening executive HR leadership.
What are the latest AZZ SEC filings?
AZZ INC (AZZ) filed its latest 10-K annual report on April 22, 2026, a 10-Q quarterly report on July 8, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on August 14, 2026.
What is AZZ's SEC CIK number?
AZZ INC (AZZ)'s SEC Central Index Key (CIK) is 8947. EDGAR lists every AZZ filing under that number.
Ask anything about AZZ
The research agent reads AZZ's filings, financials, insider trades and 13F holders, then answers with sources.