Worthington Enterprises: Risk Reward Not Attractive At The Current Multiple

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  Posted by Two Blokes Jun 26 - Filed in Stock - 4 views
  
  I maintain my hold rating on Worthington Enterprises despite strong 4Q25 execution, as macro headwinds and weak joint venture outlook persist. Building Products segment delivered impressive volume-driven growth and margin expansion, while Consumer Products showed cost discipline and new channel opportunities. Macro uncertainty, high rates, and falling steel prices limit pricing power and pose risks to sustained earnings and margin growth.