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    The Bull Case For Worthington Enterprises (WOR) Could Change Following Data-Center Push And LSI Deal Plans

    Simply Wall St·12/25/2025 10:26:05
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    • In December 2025, Worthington Enterprises reported second-quarter sales of US$327.45 million, stable earnings per share, continued share repurchases, a US$0.19 dividend, and outlined new acquisition plans while adding veteran industrial executive Charles Chiappone to its board.
    • Together with innovation in data-center cooling tanks and the planned purchase of metal roofing specialist LSI, these moves underline Worthington’s push to blend product innovation with bolt-on deals to lift margins and broaden its engineered building systems footprint.
    • Now, we’ll consider how Worthington’s acquisition push and innovation in data-center cooling solutions may influence its existing investment narrative.

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    Worthington Enterprises Investment Narrative Recap

    To own Worthington Enterprises, you need to believe the company can compound value by pairing niche industrial innovation with disciplined bolt on acquisitions, while managing integration and end market risks. The latest results and acquisition push leave that story broadly intact in the near term, with execution on data center cooling and engineered building systems remaining a key upside catalyst and the risk that deals or joint venture margins disappoint still front of mind.

    The most relevant fresh data point is management’s explicit focus on acquisitions in niche markets with “sustainable competitive advantages,” which ties directly to the planned LSI purchase and earlier Elgen deal. For investors tracking catalysts, this underscores that M&A is not a side show but central to Worthington’s efforts to lift margins and deepen its engineered building systems presence, even as it continues to invest in newer areas like data center cooling tanks.

    Yet, against this expansion push, investors should also be aware that M&A and integration missteps could...

    Read the full narrative on Worthington Enterprises (it's free!)

    Worthington Enterprises' narrative projects $1.4 billion revenue and $213.4 million earnings by 2028. This implies 7.6% yearly revenue growth and about a $117 million earnings increase from $96.1 million today.

    Uncover how Worthington Enterprises' forecasts yield a $69.00 fair value, a 31% upside to its current price.

    Exploring Other Perspectives

    WOR 1-Year Stock Price Chart
    WOR 1-Year Stock Price Chart

    Two members of the Simply Wall St Community currently see Worthington’s fair value between US$69 and about US$85 per share, highlighting a wide band of outcomes. Set against that, the company’s increased emphasis on acquisitions in niche markets brings both margin upside potential and the risk that integration issues could weigh on future performance, so it is worth weighing several viewpoints before forming a view.

    Explore 2 other fair value estimates on Worthington Enterprises - why the stock might be worth as much as 61% more than the current price!

    Build Your Own Worthington Enterprises Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.