Worthington Enterprises (NYSE:WOR) Reports Q2 Revenue Beat but EPS Miss

Worthington Enterprises Inc (NYSE:WOR), a diversified manufacturer of consumer and building products, reported financial results for its fiscal 2026 second quarter ended November 30, 2025. The company delivered a top-line beat against analyst expectations but fell short on profitability, a mixed outcome that appears to have left investors weighing the positives against the negatives in early trading.

Quarterly Results Versus Expectations

The company’s performance presented a clear divergence between revenue and earnings per share (EPS).

• Revenue: Net sales for the quarter reached $327.5 million, marking a significant 19% increase compared to the prior-year period. This figure surpassed the consensus analyst estimate of approximately $313.7 million.
• Earnings Per Share (Non-GAAP): The company reported non-GAAP EPS of $0.65. This result came in 7.7% below the analyst consensus estimate of $0.71 per share.

The revenue strength demonstrates robust demand across Worthington’s portfolio, which includes brands like Bernzomatic, Coleman propane cylinders, and building products under the HALO and Level5 Tools names. However, the earnings miss suggests that higher sales volumes were accompanied by pressures on margins, potentially from input costs, operational expenses, or product mix.

Market Reaction and Recent Performance

The immediate market reaction to this earnings report appears muted to slightly negative, reflecting the conflicting signals. While the stock did not show a dramatic after-hours move, its recent trajectory provides context. Over the past month, shares of Worthington Enterprises have appreciated nearly 6.9%, indicating some positive investor sentiment leading into the report. The short-term performance over the last two weeks shows a gain of approximately 3.0%. The lack of a strong positive surge post-earnings suggests the profit shortfall is tempering enthusiasm from the solid revenue beat.

Strategic Developments and Company Outlook

Beyond the quarterly numbers, the earnings release highlighted a significant strategic move. Worthington Enterprises announced it has signed a definitive agreement to acquire LSI Group, LLC, a leading manufacturer of metal roof components. This acquisition aligns with the company’s Building Products segment strategy to expand its offerings in the construction market. While financial terms were not disclosed in the provided context, such a move is typically aimed at driving future growth and market share.

Regarding financial outlook, the press release did not provide explicit forward-looking guidance that can be directly compared to the analyst estimates provided. Therefore, the market’s reaction is primarily based on the reported Q2 performance rather than a confirmed or revised company forecast.

Looking Ahead: Analyst Estimates for Upcoming Periods

With the Q2 results now filed, investor attention will shift to the remainder of fiscal 2026. Current analyst projections provide a benchmark for future performance.

• For the upcoming Q3 (ending February 2026): Analysts are forecasting revenue of approximately $343.5 million and earnings per share of about $1.02.
• For the full fiscal year 2026: The consensus estimates sales of roughly $1.33 billion and revenue of $3.60.

The company’s ability to convert its strong sales growth into improved profitability will be a key factor in meeting or exceeding these future estimates, especially in light of the Q2 EPS miss.

Summary of Key Report Elements

The fiscal Q2 report from Worthington Enterprises can be distilled into several key points: a substantial revenue beat driven by 19% year-over-year sales growth, a concurrent miss on bottom-line earnings per share, and the announcement of an acquisition to bolster its Building Products division. The market’s measured reaction underscores a period of evaluation as investors assess the balance between top-line momentum and near-term profit margins.

For a detailed history of Worthington Enterprises’ earnings and a complete view of analyst estimates, you can review the data here.

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