Abstract
Worthington will release its quarterly results on December 16, 2025 Post Market; this preview synthesizes recent financial data, company forecasts, and institutional commentary to outline expected revenue, profitability, and segment dynamics for the upcoming report.
Market Forecast
Consensus and company guidance point to revenue of USD 310,596,600.00, a gross profit margin near 27.09%, a net profit margin around 11.57%, and adjusted EPS of USD 0.70 for the quarter, with year-over-year growth of 13.45% for revenue and 36.70% for adjusted EPS. The main business highlights center on Building Products and Consumer Products, with expectations for steady demand in construction-related solutions and resilient consumer categories. Building Products appears the most promising segment, contributing USD 184,769,000.00 last quarter with balanced pricing and mix; Consumer Products posted USD 118,938,000.00, reflecting diversified revenue streams.
Last Quarter Review
Worthington reported revenue of USD 303,707,000.00, a gross profit margin of 27.09%, GAAP net profit attributable to the parent company of USD 35,148,000.00, a net profit margin of 11.57%, and adjusted EPS of USD 0.74, with year-over-year growth of 18.03% for revenue and 48.00% for adjusted EPS. A notable highlight was EBIT of USD 11,719,000.00, exceeding the prior estimate, indicating disciplined cost control and efficient operations. Main business composition featured Building Products revenue of USD 184,769,000.00 and Consumer Products revenue of USD 118,938,000.00, underscoring the company’s revenue mix and the strength in construction-linked demand.
Current Quarter Outlook
Main Business: Building Products
Building Products remains the core contributor to Worthington’s top line and operating earnings. Pricing has stabilized after prior volatility in input costs, which, combined with product mix skewed toward higher-value solutions, supports margin continuity into the quarter. End-market indicators suggest steady demand in nonresidential projects and repair-and-remodel activity, which typically sustain revenue through seasonal fluctuations. Operational effectiveness, including procurement discipline and manufacturing efficiency, is expected to anchor gross margin near last quarter’s level, while backlog conversion should aid sequential revenue execution. Risks include potential delays in project starts and customer inventory normalization, which could briefly temper order flow even as medium-term trends remain constructive.
Most Promising Segment: Consumer Products
Consumer Products, which delivered USD 118,938,000.00 last quarter, is positioned for incremental growth on the back of innovation-led categories and distribution breadth. The segment benefits from diversified channels that mitigate idiosyncratic swings in any single retailer or geography. Margin dynamics are more sensitive to promotional cadence and input costs, yet the company’s recent track record of disciplined pricing suggests resilience in EBIT per unit. For the quarter, a measured increase in volume and improved product mix can support year-over-year EPS growth toward the company’s forecast, even if promotional activities weigh on gross margin modestly. Watch for commentary on new product introductions and sell-through trends, which can serve as leading indicators for the next two quarters.
Stock Price Drivers This Quarter
Earnings per share relative to consensus, particularly the USD 0.70 estimate, will be the principal catalyst for the stock’s near-term direction. Revenue realization against the USD 310,596,600.00 projection, together with stability in the 27.09% gross margin and an 11.57% net margin, will shape market perception of execution quality. Segment disclosures around Building Products backlog and Consumer Products sell-through will be closely scrutinized, as they provide visibility into early calendar 2026 momentum. Any commentary on input cost trends and pricing actions could recalibrate margin expectations, while management’s tone on demand sustainability will influence valuation multiples.
Analyst Opinions
Across available institutional commentary in recent weeks, the majority view is cautiously positive, with more constructive notes highlighting consistent margin performance and disciplined operations versus a minority warning about potential demand variability. Analysts anticipating a modest beat point to stable gross margin trends near 27.09% and improving EPS growth toward USD 0.70, supported by order execution in Building Products. Commentary from sell-side previews emphasizes the importance of revenue mix and backlog conversion, with outlooks projecting mid-teens revenue growth year-over-year and incremental EBIT improvement aligned with the USD 14,933,330.00 estimate. In aggregate, the prevailing stance expects Worthington to meet or slightly exceed forecasts, contingent on intact demand and steady pricing through the quarter.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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