WORTHINGTON ENTERPRISES, INC. — Form 8-K
Filed August 14, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Worthington Enterprises reported FY2026 (ended May 2026) revenue of $1.4B (+20% YoY, 9% organic), adjusted EBITDA of $296M (+12% YoY), and free cash flow of $170M. The company spent ~$300M on acquisitions (Elgen in June 2025, Logansport in FY2026), expanded EBITDA margins in wholly owned businesses by ~500 bps over two years, and targets 6-8% long-term growth (50% organic, 50% inorganic). Key highlights: WAVE JV generated >$500M revenue at ~49% EBITDA margin; ClarkDietrich equity income fell $19M YoY to $22M due to steel price volatility and weak new construction; data center liquid-cooling products grew from $13M (FY2026) to ~$13M expected in Q1 FY2027 alone.
Why this rating
Conference presentation of past results with no new material developments, guidance changes, or unexpected events. Results are historical (three months old). Routine investor relations activity relative to $1.8B market cap.
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