Recent 8-K filings for WS

• June 3, 2026, 6:47 AM ET M&A materiality 0.80 positive item 2.01item 7.01item 9.01 ◈ M&A Transactions

  Worthington Steel completes €576M acquisition of Kloeckner & Co, secures ~62% stake

  Completed voluntary takeover of Kloeckner on June 3, 2026; holds ~62% of outstanding shares.

• June 2, 2026, 5:06 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings ×2◈ Material Agreements ×2

  Worthington Steel prices $700M 7.75% notes due 2033 and $700M term loan for Klöckner acquisition

  Issued $700M 7.750% senior secured notes due 2033; $700M term loan B at SOFR+4.00% or base rate+3.00%.

• May 27, 2026, 6:28 AM ET M&A materiality 0.75 positive item 7.01

  Worthington Steel receives final German merger clearance; Klöckner deal closing June 3

  German Federal Cartel Office granted merger control clearance on May 27, 2026, fulfilling the final regulatory condition for the Klöckner acquisition.

• May 26, 2026, 8:12 AM ET debt materiality 0.75 neutral item 7.01item 9.01

  Worthington Steel launches $900M notes offering for Klöckner acquisition; regulatory clearance pending

  WS Escrow LLC offers $900M aggregate principal of senior secured notes due 2033 to fund pending Klöckner acquisition.

• March 31, 2026, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Worthington Steel exceeds 57.5% minimum acceptance in Kloeckner & Co tender offer

  Secured ~58.8% of Kloeckner issued share capital, surpassing the 57.5% threshold.

• March 26, 2026, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 8.01item 9.01 ◈ Earnings Releases

  Worthington Steel Q3 revenue up 12% to $770M; EPS $0.20; announces Kloeckner tender offer at €11/share

  Net sales $769.8M (+12% YoY); operating income $3.1M vs $18.3M; GAAP EPS $0.20 vs $0.27.

• March 10, 2026, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 7.01item 9.01

  Worthington Steel lowers Kloeckner takeover threshold to 57.5%; secures 56.9% of shares as of March 9

  Minimum acceptance threshold reduced from 65% to 57.5%; acceptance period extended to March 26, 2026.

• January 22, 2026, 6:59 PM ET M&A materiality 0.90 neutral item 1.01item 2.03item 7.01item 9.01 ◈ Material Agreements

  Worthington Steel enters into business combination agreement to acquire Klöckner & Co SE for €11.00 per share

  Bidder Worthington Steel GmbH launched a voluntary public cash tender offer at €11.00 per Kloeckner share.

• December 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  Worthington Steel Q2 FY2026: Net sales up 18% to $872M; adj. EPS $0.38 vs $0.19

  Net sales $871.9M (+18% YoY); operating income $21.7M vs $18.9M.

• September 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 5.07item 8.01item 9.01

  Worthington Steel Q1 EPS $0.72 ($0.77 adj.) vs $0.56; revenue $872.9M (+5%); Sitem acquisition closed

  Net sales $872.9M, up 5% YoY on improved pricing/mix despite 7% lower volume (928,866 tons).

• June 27, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 5.02item 8.01item 9.01

  Worthington Steel Q4 revenue down 9% to $832.9M; adjusted EPS $1.05 vs $1.06; Sitem acquisition closed

  Q4 net sales $832.9M, down 9% YoY; volume 982K tons vs 1.03M tons.

• March 21, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 8.01item 9.01

  Worthington Steel Q3 revenue down 15%, EPS $0.27; Sitem acquisition on track

  Net sales $687.4M, -15% YoY; operating income $18.3M vs $66.3M.

• December 20, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 5.02item 8.01item 9.01

  Worthington Steel Q2 net earnings $12.8M, revenue down 9%; acquires Sitem Group stake; declares $0.16 dividend

  Q2 net earnings $12.8M ($0.25/sh) vs loss $6.0M; adjusted EPS $0.19 vs $0.11.

• September 30, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 5.07item 7.01item 8.01item 9.01

  Worthington Steel Q1 adjusted EPS $0.56 (down 56% YoY); revenue falls 8% to $834M

  Net sales of $834.0M, down 8% YoY from $905.8M; operating income $43.4M vs $69.7M.

• June 28, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 8.01item 9.01

  Worthington Steel Q4 net sales $911M (+3%), net earnings $53.2M (-21% YoY); declares $0.16 dividend

  Net sales of $911.0M (+3% YoY); net earnings of $53.2M ($1.06 diluted EPS) vs $67.3M ($1.37) prior year.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

6 positive 3 negative 8 neutral

source · WS on sec.gov