Worthington Enterprises Inc (NYSE:WOR) Tops Q1 Estimates Despite After-Hours Share Decline

Worthington Enterprises Inc (NYSE:WOR) reported financial results for its fiscal first quarter that surpassed analyst expectations on the top and bottom lines. The company, a manufacturer of branded building and consumer products, saw strong sales growth during the period. However, the initial market reaction in after-hours trading was negative, with shares declining approximately 3.75%.

First Quarter Fiscal 2026 Results

The company's performance for the quarter ended August 31, 2025, demonstrated solid operational execution. Net sales reached $303.7 million, marking an 18% increase. This revenue figure notably exceeded the consensus estimate held by analysts.

• Reported Revenue: $303.7 million
• Analyst Estimate for Revenue: ~$294.8 million

Profitability also came in stronger than anticipated. The company reported non-GAAP earnings per share (EPS) of $0.74. This result outpaced the forecast from Wall Street.

• Reported Non-GAAP EPS: $0.74
• Analyst Estimate for EPS: $0.71

The press release highlighted the performance of the company's market-leading brands but did not provide a specific financial outlook for the upcoming quarter or the remainder of the fiscal year. In a separate announcement, the Board of Directors declared a regular quarterly dividend of $0.19 per share, reinforcing its commitment to returning capital to shareholders.

Market Reaction and Performance Context

Despite the earnings and revenue beat, the stock moved lower in after-market trading following the report. This suggests that investor expectations may have been even higher, or that the market is focusing on concerns not directly addressed by the quarterly numbers, such as future guidance. This negative after-hours movement contrasts with the stock's performance over recent weeks, which, while down, showed less severe declines.

• After-Market Reaction (Post-Earnings): -3.75%
• Recent Performance:
  • Last Week: -4.3%
  • Last Two Weeks: -5.9%
  • Last Month: -9.0%

Looking Ahead: Analyst Expectations

In the absence of formal guidance from the company, analyst estimates provide a benchmark for future performance. The current consensus projects continued growth into the second quarter of fiscal 2026.

• Q2 2026 Analyst Estimates:
  • Revenue: ~$315.6 million
  • EPS: $0.72

For the full 2026 fiscal year, analysts are forecasting:

• Full-Year 2026 Analyst Estimates:
  • Revenue: ~$1.31 billion
  • EPS: $3.56

The divergence between the strong quarterly results and the negative short-term price action will likely be a key point of discussion among investors. Attention may now turn to how the company's strategies are positioned to meet or exceed these full-year estimates amidst prevailing economic conditions.

For a detailed breakdown of historical earnings and future analyst estimates for Worthington Enterprises, you can review the data here.

Disclaimer: This article is for informational purposes only and does not constitute financial advice or a recommendation to buy, sell, or hold any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.