Episode Details

Worthington Enterprises' Q3 FY2026 reveals a legacy metal manufacturer accidentally transforming into a critical AI infrastructure play while aggressively draining its cash for acquisitions.

In ~10 minutes:

• ASME data center liquid cooling business expects to triple

• Stock staged a fierce V-shaped recovery after morning sell-off

• Cash plummeted from $180M to $6M post-LSI acquisition

• Consumer EBITDA jumped 132% on massive retail balloon expansion

• A bot hallucination invented forward guidance that management never gave

Despite commercial real estate headwinds and halted Middle East shipments, Worthington managed an incredible +156% operating income jump. However, aggressive capital deployment and creative accounting shifts around inventory step-ups suggest management is buying margin breathing room while the core business integrates its newest acquisitions 🏗️.

Worthington Enterprises (WOR) | Q3 FY2026

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