Worthington Enterprises Stock Dips On Earnings Despite Beat

Worthington Enterprises (NYSE: WOR) beat on earnings, as last night's print came in above the street on both top and bottom lines.

Analysts expected earnings per share (EPS) of $0.70, with the $0.74 delivered a strong uplift from $0.50 in the same period last year. Revenue came in at $303.70 million, a beat on the $291.84 million expected, and a 15% year-over-year increase driven by strong sales growth and operational momentum.

The latest beat follows on the heels of a strong Q4 2025 performance, where Worthington exceeded EPS estimates by a significant 39.47%, reporting $1.06 against an expected $0.84. However, revenue for that quarter, at $317.88 million, was marginally lower than the previous year's $318.8 million, a detail that warrants attention. This suggests that while the company is improving profitability, revenue growth is proving more elusive.

Despite a solid earnings print, the stock trades down 2.41% overnight at $58.81, giving up the near term $60 support level.

The analyst community presents a somewhat fractured view of Worthington's prospects. While Seaport Res Ptn has issued a “strong-buy” rating, projecting a fiscal year 2025 EPS of $2.67, other firms are more cautious. The Goldman Sachs Group, while raising its price target from $39.00 to $44.00, maintains a “sell” rating, indicating concerns about the stock's valuation. Canaccord Genuity Group increased its target price from $49.00 to $54.00, but their “hold” rating suggests they see limited further upside.