NYSE: WS

Worthington Steel, Inc.

CIK 0001968487 · SIC 3310 · Steel Works & Blast Furnaces

Large Revenue $3.4B Assets $2.3B as of Aug 26, 2026

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10-K Filed Jul 30, 2026 · Period ending May 31, 2026 Red flag

revenue $3.44B, net income $8.5M. Operating income swung to loss on Electrical Steel impairments; Kloeckner acquisition closed

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8-K Filed Jul 15, 2026 · Period ending Jul 15, 2026

Worthington Steel opens delisting tender for remaining Kloeckner shares at EUR 11.00

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8-K Filed Jun 30, 2026 · Period ending Jun 25, 2026

Worthington Steel secures $550M credit facility to finance Klöckner acquisition

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8-K Filed Jun 25, 2026 · Period ending Jun 23, 2026 Red flag

Worthington Steel swings to $48.7M Q4 loss on $94.5M Electrical Steel impairments

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8-K Filed Jun 3, 2026 · Period ending Jun 3, 2026

Worthington Steel completes €576M acquisition of 60.86% stake in Germany's Klöckner

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8-K Filed Jun 2, 2026 · Period ending Jun 1, 2026

Worthington Steel raises $1.4B in debt to fund Klöckner acquisition

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8-K Filed May 27, 2026 · Period ending May 27, 2026

Worthington Steel clears final hurdle for Klöckner acquisition, set to close June 3

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8-K Filed May 26, 2026 · Period ending May 26, 2026

Worthington Steel launches $900M debt offering to fund Kloeckner acquisition

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10-Q Filed Apr 9, 2026 · Period ending Feb 28, 2026

revenue $769.8M, net income $10.4M. Worthington Steel Q3 2026: No Material Changes vs Prior Year Quarter

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8-K Filed Mar 31, 2026 · Period ending Mar 31, 2026

Worthington Steel announces results of initial acceptance period for Klöckner takeover bid

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8-K Filed Mar 26, 2026 · Period ending Mar 25, 2026

Worthington Steel reports Q3 fiscal 2026 earnings, declares $0.16 quarterly dividend

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10-Q Filed Jan 8, 2026 · Period ending Nov 30, 2025

Summary not yet generated.

10-K Filed Jul 29, 2025 · Period ending May 31, 2025

Summary not yet generated.

10-Q Filed Apr 11, 2025 · Period ending Feb 28, 2025

Summary not yet generated.

10-K Filed Aug 2, 2024 · Period ending May 31, 2024

Summary not yet generated.

Latest financial statements

From 10-K filed Jul 30, 2026 (period ending May 31, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Statements of Earnings

(In millions, except per common share amounts)

Description Fiscal years ended May 31, 2026 Fiscal years ended May 31, 2025 Fiscal years ended May 31, 2024
Net sales 3,443.8 3,093.3 3,430.6
Cost of goods sold 3,040.5 2,704.7 2,990.8
Gross margin 403.3 388.6 439.8
Selling, general and administrative expense 297.4 231.6 224.4
Impairment of goodwill 53.8 - -
Impairment of long-lived assets and other assets 60.5 7.4 1.4
Restructuring and other (income) expense, net (7.0) 2.6 -
Separation costs - - 19.5
Operating income (loss) (1.4) 147.0 194.5
Other income (expense):
Miscellaneous income, net 16.6 3.8 5.3
Interest expense, net (28.4) (7.1) (6.0)
Equity in net income of unconsolidated affiliate 20.3 4.4 22.4
Earnings before income taxes 7.1 148.1 216.2
Income tax expense 20.0 28.8 46.1
Net earnings (loss) (12.9) 119.3 170.1
Net earnings (loss) attributable to noncontrolling interests (21.4) 8.6 15.4
Net earnings attributable to controlling interest 8.5 110.7 154.7
Basic
Weighted average common shares outstanding 49.8 49.5 49.3
Earnings per share attributable to controlling interest 0.17 2.24 3.14
Diluted
Weighted average common shares outstanding 50.8 50.5 49.8
Earnings per share attributable to controlling interest 0.17 2.19 3.11

Consolidated Balance Sheets

(In millions, except share amounts)

Description May 31, 2026 May 31, 2025
ASSETS
Current assets:
Cash and cash equivalents 84.6 38.0
Restricted cash - 54.9
Receivables, less allowances of $1.1 and $3.8, respectively 496.2 438.7
Inventories:
Raw materials 168.5 179.4
Work in process 145.9 165.6
Finished products 101.3 77.0
Total inventories 415.7 422.0
Income taxes receivable 14.3 0.1
Assets held for sale 9.1 11.5
Prepaid expenses and other current assets 110.0 83.3
Total current assets 1,129.9 1,048.5
Investment in unconsolidated affiliate 123.4 126.6
Operating lease right-of-use assets 77.8 72.6
Finance lease right-of-use assets, net of accumulated amortization of $4.4 and $–, respectively 7.5 -
Goodwill 44.5 79.6
Other intangible assets, net of accumulated amortization of $65.9 and $50.3, respectively 77.3 67.9
Deferred income taxes 12.7 11.4
Equity securities 122.2 -
Other assets 7.8 7.0
Property, plant and equipment:
Land 57.2 38.6
Buildings and improvements 272.5 190.4
Machinery and equipment 1,065.0 942.6
Construction in progress 105.9 132.7
Total property, plant and equipment 1,500.6 1,304.3
Less: accumulated depreciation 851.3 756.1
Total property, plant and equipment, net 649.3 548.2
Total assets 2,252.4 1,961.8
LIABILITIES, MEZZANINE EQUITY AND EQUITY
Current liabilities:
Accounts payable 424.0 402.5
Short-term borrowings 185.4 149.2
Accrued compensation, contributions to employee benefit plans and related taxes 60.0 43.0
Dividends payable 9.2 9.3
Other accrued items 56.2 15.3
Current operating lease liabilities 10.4 7.7
Current finance lease liabilities 2.9 -
Income taxes payable 0.7 4.5
Current maturities of long-term debt 27.0 -
Total current liabilities 775.8 631.5
Other liabilities 51.5 32.8
Long-term debt 44.4 2.3
Noncurrent operating lease liabilities 78.7 68.7
Noncurrent finance lease liabilities 5.5 -
Deferred income taxes 33.6 28.6
Total liabilities 989.5 763.9
Mezzanine equity:
Redeemable noncontrolling interest (“Redeemable NCI”) 65.3 -
Total mezzanine equity 65.3 -
Shareholders’ equity - controlling interest:
Preferred shares, without par value; authorized 1,000,000 shares; no shares issued or outstanding - -
Common shares, without par value; authorized 150,000,000 shares; issued and outstanding 49,920,298 shares and 49,548,895 shares, respectively - -
Additional Paid-in Capital (“APIC”) 919.4 913.9
Retained earnings 140.0 164.2
Accumulated other comprehensive income (loss), net of taxes of $(2.3) and $(2.0), respectively 3.9 (4.0)
Total shareholders’ equity controlling interest 1,063.3 1,074.1
Noncontrolling interests (“NCI”) 134.3 123.8
Total equity 1,197.6 1,197.9
Total liabilities, mezzanine equity and equity 2,252.4 1,961.8

Statements of Cash Flows

(In millions)

Description Fiscal years ended May 31, 2026 Fiscal years ended May 31, 2025 Fiscal years ended May 31, 2024
Operating activities:
Net earnings (loss) (12.9) 119.3 170.1
Adjustments to reconcile net earnings (loss) to net cash provided by operating activities:
Depreciation and amortization 84.2 66.0 65.3
Impairment of goodwill, long-lived assets, and other assets 114.3 7.4 1.4
Provision for (benefit from) deferred income taxes (10.4) (3.1) 1.1
Bad debt expense 0.8 1.8 1.1
Equity in net income of unconsolidated affiliate, net of distributions 3.2 8.4 (20.4)
Net (gain) loss on sale of assets (4.7) (0.7) 1.0
Stock-based compensation 13.9 11.0 10.3
Unrealized gain on equity securities (16.0) - -
Changes in assets and liabilities, net of impact of acquisitions:
Receivables (16.3) 34.1 (1.4)
Inventories 47.2 (16.7) 16.4
Accounts payable (17.4) 15.8 (26.7)
Accrued compensation and employee benefits 5.4 (9.8) 7.9
Other operating items, net 9.9 (3.2) (26.6)
Net cash provided by operating activities 201.2 230.3 199.5
Investing activities:
Investment in property, plant and equipment (121.2) (130.4) (103.4)
Acquisitions, net of cash acquired (2.9) - (21.0)
Proceeds from sale of assets, net of selling costs 16.6 1.3 1.2
Purchases of equity securities (106.2) - -
Other investing activities 0.3 - -
Net cash used in investing activities (213.4) (129.1) (123.2)
Financing activities:
Distribution to the Former Parent in connection with the Separation - - (150.0)
Transfers to the Former Parent, net - - (47.6)
Proceeds from short-term borrowings, net 25.0 15.0 127.2
Proceeds from revolving credit facility borrowings swing loans 1,622.0 508.7 266.1
Repayment of revolving credit facility borrowings swing loans (1,610.8) (522.5) (248.1)
Proceeds from long-term debt, net of issuance costs 38.1 2.3 -
Principal payments on long-term debt (22.4) - -
Payments of tax withholdings, net of proceeds from issuance of common shares (5.9) (3.1) 0.3
Payments to noncontrolling interests (6.0) (17.0) (8.8)
Dividends paid (32.6) (31.9) (7.9)
Payments of debt issuance costs (4.4) - -
Net cash provided by (used in) financing activities 3.0 (48.5) (68.8)
Effects of exchange rate changes on cash, cash equivalents, and restricted cash 0.9 - -
Increase (decrease) in cash, cash equivalents and restricted cash (8.3) 52.7 7.5
Cash, cash equivalents, and restricted cash at beginning of year 92.9 40.2 32.7
Cash, cash equivalents, and restricted cash at end of year 84.6 92.9 40.2

Amounts as printed on the EDGAR/iXBRL face — (In millions, except per common share amounts); (In millions, except share amounts); (In millions). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

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