Worthington Enterprises at Canaccord: WAVE JV FCF >$100M; tariffs on 7% of biz

WORTHINGTON ENTERPRISES, INC.

WAVE joint venture generated over $100M free cash flow; ClarkDietrich ~$40M.
80% of sales sourced, produced, sold domestically; 7% exposed to tariffs.
Consumer demand stabilized after COVID hangover; no destocking; new Balloon Time mini launched.
CEO outlined reset, optimize, grow strategy; recently acquired Elgen Manufacturing in HVAC.
No quarterly guidance provided; qualitative outlook positive on data center and healthcare demand.

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