Worthington Enterprises (WOR) Q4 FY26 earnings call

A record FY26 closed with a modestly softer Q4 that management frames as timing — the lapping of A2L pre-buy demand and a Clark-Dietrich trough — rather than anything structural. The wholly-owned portfolio is becoming more profitable and cash-generative, the data-center liquid-cooling tank business is scaling from niche win to growth platform, and a lightly levered balance sheet keeps M&A optionality open into FY27.