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Worthington Enterprises
Worthington Enterprises (WOR) investor relations material
Worthington Enterprises CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Company Overview and Strategic Focus
Completed separation of steel processing business in December 2023, now focused on building and consumer products with a people-first, performance-based culture and profit-sharing incentives.
Over 80% of products are sourced, manufactured, and sold in the U.S.; 6-7% are tariff-exposed imports.
Business system emphasizes innovation, manufacturing excellence, and disciplined M&A for growth, targeting market leaders in niche, high-margin, low-capital-intensity businesses.
Presented at the 26th Annual CJS Securities "New Ideas for The New Year" Investor Conference on January 14, 2026, with leadership outlining growth strategies and financial performance.
Forward-looking statements address expectations for growth, acquisitions, operational improvements, and market expansion, while acknowledging industry and macroeconomic risks.
Business Segments and Performance
Building Products segment includes heating, cooling, water, and systems/components, with recent acquisitions (Elgin/Elgen, LSI) expanding the segment and contributing to $749M net sales and $235M adjusted EBITDA (31% margin) for TTM Q2 FY2026.
Key JVs: WAVE (ceiling grids, 50/50 with Armstrong, $496M net sales) and ClarkDietrich (25% owned, $1.17B net sales in FY2025), both delivering significant cash dividends and equity income.
Consumer Products segment achieved $504M in net sales and $81M in adjusted EBITDA (16% margin) for TTM Q2 FY2026, with brands in tools, outdoor living, and celebrations, targeting both professional and DIY customers.
Consumer products face headwinds from tariffs, high interest rates, and cautious consumer trends but remain resilient, expanding into new channels and increasing store count.
Business has remained flat or up despite market challenges, indicating strong execution.
Acquisition Strategy and Recent Deals
Disciplined M&A strategy targets market-leading, high-margin, asset-light businesses in niche markets that complement core competencies.
Recent acquisitions: Elgin/Elgen (HVAC components, June 2025) and pending LSI Group (metal building components, expected close January 2026 for $205M cash at 9.1x TTM EBITDA), both seen as strong cultural and strategic fits.
LSI Group acquisition expected to enhance margins, expand reach, and create value through operational synergies.
Focus on operational excellence, supply chain leverage, and integration under the Worthington Business System.
JV EBITDA trends: What's the strategic response
LSI acquisition: Detail value creation plans
Resilient earnings claim: How is it sustained
How does domestic manufacturing translate to pricing power?
Quantify returns from facility modernization CapEx.
ClarkDietrich: specific actions to navigate tough market?
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Next Worthington Enterprises earnings date
Q3 202625 Mar, 2026
Worthington Enterprises
Next Worthington Enterprises earnings date
Q3 202625 Mar, 2026
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Frequently asked questions
Worthington Enterprises, Inc., operating as an industrial manufacturing company, has a diversified presence in the Building Products, Consumer Products, and Sustainable Energy Solutions segments. The Building Products division offers a range of products including refrigerant and LPG cylinders, well water and expansion tanks, fire suppression tanks, and foam and adhesive tanks catered to gas producers and distributors. The Consumer Products segment, known for its variety in tools, outdoor living, and celebrations end markets, includes propane-filled cylinders for various applications, handheld torches, helium-filled balloon kits, and specialized hand tools and instruments. These products are sold under renowned brands such as Coleman, Bernzomatic, Balloon Time, Mag-Torch, and others, primarily to mass merchandisers, retailers, and distributors. The Sustainable Energy Solutions segment is focused on onboard fueling systems and gas containment solutions for storage, transport, and distribution of industrial gases, including high-pressure and acetylene cylinders for life support systems and alternative fuel cylinders for vehicles. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.
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