secwatch.observer — SEC 8-K summary
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Issuer:     WORTHINGTON ENTERPRISES, INC. (WOR)
CIK:        0000108516
Form:       8-K
Filed at:   2026-08-14T14:04:39+00:00
Accession:  0001193125-26-350842
Event type: other_material
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Worthington CFO: FY26 revenue up 20% to $1.4B, adjusted EBITDA $296M; data center liquid cooling to grow
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- FY26 revenue $1.4B, up 20% (9% organic); adjusted EBITDA $296M, up 12% YoY despite $19M ClarkDietrich decline.
- Wholly owned EBITDA margins expanded ~500 bps over two years; SG&A down 190 bps; free cash flow $170M, 102% conversion.
- ClarkDietrich equity income $22M in FY26, down $19M YoY; management believes earnings have troughed.
- Data center liquid cooling revenue $13M in FY26; expected to match that in Q1 FY27 alone; multiyear growth opportunity.
- Consumer products ~$500M revenue, 4% organic growth, high-teens to 20% EBITDA margins; long-term growth target 6-8% (3-4% organic, 3-4% inorganic).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/108516/000119312526350842/0001193125-26-350842-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/108516/000119312526350842/wor-20260812.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-350842

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer