<div id="readability-page-1"><div><ul> <li>In December 2025, Worthington Enterprises reported second-quarter sales of US$327.45 million, stable earnings per share, continued share repurchases, a US$0.19 dividend, and outlined new acquisition plans while adding veteran industrial executive Charles Chiappone to its board.</li> <li>Together with innovation in data-center cooling tanks and the planned purchase of metal roofing specialist LSI, these moves underline Worthington’s push to blend product innovation with bolt-on deals to lift margins and broaden its engineered building systems footprint.</li> <li>Now, we’ll consider how Worthington’s acquisition push and innovation in data-center cooling solutions may influence its existing investment narrative.</li> </ul><p>AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>Worthington Enterprises Investment Narrative Recap</h2><p>To own Worthington Enterprises, you need to believe the company can compound value by pairing niche industrial innovation with disciplined bolt on acquisitions, while managing integration and end market risks. The latest results and acquisition push leave that story broadly intact in the near term, with execution on data center cooling and engineered building systems remaining a key upside catalyst and the risk that deals or joint venture margins disappoint still front of mind.</p> <p>The most relevant fresh data point is management’s explicit focus on acquisitions in niche markets with “sustainable competitive advantages,” which ties directly to the planned LSI purchase and earlier Elgen deal. For investors tracking catalysts, this underscores that M&amp;A is not a side show but central to Worthington’s efforts to lift margins and deepen its engineered building systems presence, even as it continues to invest in newer areas like data center cooling tanks.</p> <p>Yet, against this expansion push, investors should also be aware that M&amp;A and integration missteps could...</p> <p>Read the full narrative on Worthington Enterprises (it's free!)</p><p>Worthington Enterprises' narrative projects $1.4 billion revenue and $213.4 million earnings by 2028. This implies 7.6% yearly revenue growth and about a $117 million earnings increase from $96.1 million today.</p><p>Uncover how Worthington Enterprises' forecasts yield a $69.00 fair value, a 31% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/2237dab6-5708-40fe-821d-c7a844b00f2c/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/2237dab6-5708-40fe-821d-c7a844b00f2c/chart/quote-price"/><figcaption>WOR 1-Year Stock Price Chart</figcaption></figure> <p>Two members of the Simply Wall St Community currently see Worthington’s fair value between US$69 and about US$85 per share, highlighting a wide band of outcomes. Set against that, the company’s increased emphasis on acquisitions in niche markets brings both margin upside potential and the risk that integration issues could weigh on future performance, so it is worth weighing several viewpoints before forming a view.</p><p>Explore 2 other fair value estimates on Worthington Enterprises - why the stock might be worth as much as 61% more than the current price!</p><h2>Build Your Own Worthington Enterprises Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Worthington Enterprises research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free Worthington Enterprises research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Worthington Enterprises' overall financial health at a glance.</li></ul><h2>Ready For A Different Approach?</h2><p>Opportunities like this don't last. These are today's most promising picks. Check them out now:</p><ul><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>The latest GPUs need a type of rare earth metal called Terbium and there are only 37 companies in the world exploring or producing it. Find the list for free.</li><li>These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. 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LYTS

<p>Worthington Enterprises reported stable Q2 sales of $327.45 million, continued share repurchases, and a $0.19 dividend. The company plans to acquire LSI and innovate in data-center cooling, aiming to enhance margins and expand its engineered building systems. The narrative projects $1.4 billion revenue by 2028, with a $69 fair value estimate, suggesting a 31% upside. However, integration risks remain a concern. Investors are advised to consider multiple perspectives on the company's acquisition strategy and market positioning.</p>

The Bull Case For Worthington Enterprises (WOR) Could Change Following Data-Center Push And LSI Deal Plans