Top Wall Street Forecasters Revamp AZZ Expectations Ahead Of Q2 Earnings

AZZ Inc. (NYSE:AZZ) is scheduled to release second-quarter earnings on Oct. 8, with analysts projecting year-over-year growth to $1.57 EPS and $426.55 million in revenue. The company recently authorized a $0.20 per share cash dividend. While the stock saw a slight decline on Friday, analyst sentiment is predominantly positive, featuring multiple Buy/Outperform ratings and increased price targets, though one firm did issue a downgrade to Neutral.

Analysis

AZZ Inc. (NYSE:AZZ) will release earnings results for the second quarter, after the closing bell on Wednesday, Oct. 8. Analysts expect the company to report quarterly earnings at $1.57 per share, up from $1.37 per share in the year-ago period. AZZ projects quarterly revenue of $426.55 million, compared to $409.01 million a year earlier, according to data from Benzinga Pro. On Oct. 2, AZZ announced its Board of Directors authorized a second quarter cash dividend in the amount of 20 cents per share. Shares of AZZ fell 0.7% to close at $108.37 on Friday. Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables. Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period. - B. Riley Securities analyst Lucas Pipes maintained a Buy rating and raised the price target from $131 to $140 on Sept. 17, 2025. This analyst has an accuracy rate of 78%. - Evercore ISI Group analyst Stephen Richardson maintained an Outperform rating and boosted the price target from $90 to $108 on July 9, 2025. This analyst has an accuracy rate of 61%. - Sidoti & Co. analyst John Franzreb downgraded the stock from Buy to Neutral with a price target of $101 on June 9, 2025. This analyst has an accuracy rate of 74%. - Roth MKM analyst Gerry Sweeney initiated coverage on the stock with a Buy rating and a price target of $108 on Feb. 11, 2025. This analyst has an accuracy rate of 67%. - Jefferies analyst Laurance Alexander maintained a Buy rating and raised the price target from $105 to $110 on Dec. 6, 2024. This analyst has an accuracy rate of 75% Considering buying AZZ stock? Here’s what analysts think: Read This Next: Photo via Shutterstock © 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. AZZ Inc. is positioned for a significant catalyst with its second-quarter earnings release on October 8, where analysts anticipate robust year-over-year growth. Expectations are for a 14.6% increase in earnings per share to $1.57 and a 4.3% rise in quarterly revenue to $426.55 million, indicating solid underlying business momentum. This positive operational outlook is further supported by the Board's recent authorization of a $0.20 per share cash dividend, signaling both financial stability and a commitment to shareholder returns. Analyst sentiment is predominantly bullish, with four of the five cited analysts maintaining Buy or Outperform ratings. Most notably, a high-accuracy analyst at B. Riley Securities recently raised their price target to $140 in September, suggesting significant upside from the stock's current price of $108.37. While a downgrade to Neutral from Sidoti & Co. occurred in June with a $101 target, this is an older rating and contrasts with the more recent, positive revisions from other firms.

Key Decisions for Investors

• Investors should focus on whether AZZ can meet or exceed the elevated consensus earnings estimate of $1.57 EPS, as a miss could lead to a negative reaction given the stock is already trading near several analysts' price targets.
• The primary consideration is whether to align with the highly bullish and recent B. Riley price target of $140 or to adopt a more cautious stance reflective of the older Sidoti downgrade and other price targets clustered around the current price.
• Beyond the Q2 results, management's forward-looking guidance will be critical; any sign of weakness could validate the cautious view, while a strong outlook could serve as the catalyst to propel the stock toward higher price targets.