Worthington Enterprises, Inc. (WOR)

In the past six months, Worthington Enterprises reported mixed results for its fiscal 2025 fourth quarter, with net sales slightly decreasing but net earnings and adjusted EBITDA increasing, leading to a stock rise. The company acquired Elgen Manufacturing Company for approximately $93 million to build leadership positions in niche markets within its Building Products segment. Worthington Enterprises reported fiscal first quarter 2026 earnings that exceeded analyst expectations, but the stock fell 13.64% in premarket trading. Michael Endres, a Lead Independent Director, bought $529,000 worth of Worthington Enterprises stock. As of October 1, 2025, the stock price was $55.20, with a market capitalization of $2.75 billion, and the company's one-year return on investment was 48% as of August 29, 2025.

The demand for Worthington Enterprises' consumer products is closely correlated to point-of-sale activity, and the broader consumer environment has remained cautious. Products related to outdoor living might see higher demand in warmer months, and heating solutions in colder periods. The company's Building Products segment may also experience demand influenced by construction cycles and weather patterns. Analysts raised concerns about market seasonality during the Q1 fiscal 2026 earnings call.

Worthington Enterprises, Inc. is an American industrial manufacturing company based in Columbus, Ohio, operating in the Industrials sector, focusing on Industrial Machinery & Equipment, Building Products, and Consumer Products. The company designs and manufactures market-leading brands to enhance everyday life. Its Building Products segment offers cooking, heating, cooling, water solutions, architectural and acoustical grid ceilings, and metal framing. The Consumer Products segment provides solutions for tools, outdoor living, and celebrations. The company is also involved in the global hydrogen ecosystem through a joint venture. Key brands include Balloon Time, Bernzomatic, Coleman, Garden Weasel, General, HALO, Hawkeye, Level5 Tools, Mag Torch, NEXI, Pactool International, Worthington Pro Grade, Amtrol, Well-X-Trol, and Ragasco. Worthington Enterprises is the sole manufacturer of disposable 1 lb propane cylinders in North America.

Worthington Enterprises has a global presence with 39 facilities worldwide, including joint venture locations, and employs approximately 6,000 people. Its operations span North America and Europe, and the company's headquarters are located in Columbus, Ohio, United States.

Worthington Enterprises is recognized as a designer and manufacturer of market-leading brands that aim to improve everyday life. There haven't been any widely reported specific events that negatively impacted Worthington Enterprises' overall brand reputation in the past year. The company released its 2025 Corporate Citizenship and Sustainability Report on September 16, 2025, which can contribute positively to its reputation.

Worthington Enterprises has a diverse ownership structure, with institutional investors holding approximately 42.02% to 51.59% of the stock, individuals holding around 37.13% to 37.22%, and insiders maintaining a substantial holding of about 37%. Major institutional owners include Blackrock Inc., Vanguard Fiduciary Trust Co., DFA Australia Ltd., American Century Cos., Inc., and Charles Schwab Investment Management, Inc. The largest individual shareholder is John P. McConnell, who owns 19.33 million shares, representing 38.91% of the company.