Worthington Steel, Inc.

Informe acción NYSE:WS

Capitalización de mercado: US$2.1b

Worthington Steel Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Geoff Gilmore

Chief Executive Officer (CEO)

US$5.3m

Compensación total

Porcentaje del salario del CEO19.23%
Permanencia del CEO3.4yrs
Participación del CEO0.6%
Permanencia media de la dirección2.5yrs
Promedio de permanencia en la Junta Directiva2.5yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jun 21

Worthington Steel (WS) Stock Could Be 37% Below Fair Value After Strong Results

Worthington Steel (WS) is back in focus after reporting quarterly revenue of US$769.80 million and net profit growth of 24.64% year over year, figures that sharply contrast with mixed technical signals. See our latest analysis for Worthington Steel. At a latest share price of US$40.73, Worthington Steel’s 1-day share price return of 3.90% contrasts with a 7-day decline of 6.26%. Its 1-year total shareholder return of 69.30% and 90-day share price return of 24.82% point to momentum that has...
Seeking Alpha Jun 20

Worthington Steel Is A Solid Play As Q4 Earnings Near

Summary Worthington Steel is reaffirmed as a 'buy' following the completed $2.4B Kloeckner acquisition, which offers significant growth potential. WS's Q3 2026 showed 12% revenue growth driven by price increases, but profitability declined due to margin compression and lower toll volumes. The investment thesis hinges on realizing $150M in annual cost synergies by 2028; without these, higher interest expense makes the deal less attractive. WS remains attractively valued, with strategic capex aimed at growth in automotive and electrical steel, despite industry headwinds and near-term profit pressure. Read the full article on Seeking Alpha
Actualización de narrativa Jun 18

WS: Klöckner Integration And Higher Leverage Will Shape Future Share Performance

Analysts have maintained their $38 price target for Worthington Steel, indicating that recent adjustments to discount rate, growth and P/E assumptions are minimal and do not represent a change in their overall view of the stock. What’s in the News for Worthington Steel Worthington Steel completed its voluntary public takeover offer for German metals group Kloeckner & Co SE, securing about 62% of outstanding shares and receiving final regulatory approval, according to recent news reports.
Actualización de narrativa Jun 03

WS: Klöckner Financing And Higher Leverage Will Constrain Future Share Returns

Analysts have kept their $38.00 price target on Worthington Steel broadly in line with prior views, citing relatively unchanged assumptions around fair value, discount rate, long term revenue growth, profit margin and future P/E multiples. What's in the News Worthington Steel launched a private offering of US$900 million senior secured notes due 2033 to help finance its pending acquisition of Klöckner & Co SE.
Actualización de narrativa May 13

WS: Fair Value Will Hold With Refined Risk And Earnings Assumptions

Analysts have maintained their $38.00 price target for Worthington Steel, with the slight tweaks to discount rate, revenue growth, profit margin assumptions and future P/E reflecting updated views on the company’s risk profile and earnings power rather than a change in overall valuation. Valuation Changes Fair Value: unchanged at $38.00 per share, with the updated figure now shown to two decimal places.
Actualización de narrativa Apr 22

WS: Stable Fair Value With Slightly Lower Discount Rate And Higher P/E

Analysts have adjusted their price target for Worthington Steel to $38.00, reflecting updated assumptions around the discount rate and future P/E while keeping fair value estimates steady. Valuation Changes Fair Value: Kept steady at $38.0, indicating no change in the underlying fair value estimate.
Actualización de narrativa Apr 06

WS: Higher Discount Rate And Lower P/E Assumptions Will Support Future Upside

Analysts have trimmed their price target for Worthington Steel from $47 to $38, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that collectively point to a more cautious valuation framework. Valuation Changes Fair Value: reduced from $47 to $38, a cut of about 19% in the modeled valuation.
Actualización de narrativa Mar 22

WS: Stable Assumptions And Firm P/E Outlook Will Support Future Upside

Analysts have maintained their $47.00 price target for Worthington Steel, citing largely unchanged assumptions for discount rate, revenue growth, profit margin, and future P/E ratio, which together support a consistent view of the stock's valuation. Valuation Changes Fair Value: remains at $47.00, reflecting an unchanged central valuation point.
Actualización de narrativa Mar 07

WS: Local Impairment Will Be Contained While Higher P/E Expectations Will Support Upside

The analyst price target for Worthington Steel has been reaffirmed at $47.00. Analysts cite largely unchanged assumptions around fair value, revenue growth, profit margin, and future P/E, along with a modest adjustment to the discount rate, as the basis for maintaining their view.
Actualización de narrativa Feb 20

WS: Localized Impairment Will Be Managed While Keeping Outlook And P/E Expectations Balanced

Analysts have kept their price target for Worthington Steel steady at $47.00. This reflects only very small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E, rather than any major shift in their overall view.
Actualización de narrativa Feb 06

WS: Higher Future P/E Will Offset Localized Impairment While Keeping Outlook Balanced

Analysts have revised their price target on Worthington Steel to $47 from $41, citing updated fair value assumptions, a slightly lower discount rate, and a higher future P/E multiple in their models. What's in the News Worthington Steel, Inc.
Artículo de análisis Jan 30

Worthington Steel (NYSE:WS) Is Paying Out A Dividend Of $0.16

Worthington Steel, Inc. ( NYSE:WS ) will pay a dividend of $0.16 on the 27th of March. This means the annual payment...
Actualización de narrativa Jan 23

WS: Higher Future P/E Will Balance Impairment Charge And Margin Headwinds

Analysts have raised their price target on Worthington Steel to reflect an updated fair value of $41.00, supported by slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News Worthington Steel, Inc.
Artículo de análisis Jan 16

Worthington Steel (NYSE:WS) Has Affirmed Its Dividend Of $0.16

Worthington Steel, Inc.'s ( NYSE:WS ) investors are due to receive a payment of $0.16 per share on 27th of March. This...
Actualización de narrativa Jan 07

WS: Higher Future P/E Will Offset Modest Margin Headwinds

Analysts have lifted their price target on Worthington Steel from $39 to $41, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change. What's in the News Worthington Steel, Inc.
Artículo de análisis Dec 28

Worthington Steel (NYSE:WS) Has Affirmed Its Dividend Of $0.16

The board of Worthington Steel, Inc. ( NYSE:WS ) has announced that it will pay a dividend of $0.16 per share on the...
Artículo de análisis Dec 26

Worthington Steel's (NYSE:WS) Soft Earnings Are Actually Better Than They Appear

The market for Worthington Steel, Inc.'s ( NYSE:WS ) shares didn't move much after it posted weak earnings recently. We...
Actualización de narrativa Dec 16

WS: Faster Revenue And Higher Multiple Will Offset Rising Discount Rate

Analysts have raised their price target on Worthington Steel from 36 dollars to 39 dollars, citing expectations for faster revenue growth and a higher future earnings multiple despite slightly lower projected profit margins and a higher discount rate. Valuation Changes The consensus analyst price target has risen slightly from 36 dollars to 39 dollars, reflecting a modest upward revision in perceived fair value.
Artículo de análisis Dec 01

Worthington Steel's (NYSE:WS) Dividend Will Be $0.16

Worthington Steel, Inc. ( NYSE:WS ) will pay a dividend of $0.16 on the 26th of December. The dividend yield is 1.9...
Artículo de análisis Oct 18

Worthington Steel (NYSE:WS) Is Due To Pay A Dividend Of $0.16

Worthington Steel, Inc.'s ( NYSE:WS ) investors are due to receive a payment of $0.16 per share on 26th of December...
Actualización de narrativa Sep 17

Electrical Steel And AI Demand Will Spur Market Expansion

The upward revision in Worthington Steel’s price target is primarily driven by an increase in its forward P/E multiple, raising the consensus fair value from $34.00 to $36.00. Valuation Changes Summary of Valuation Changes for Worthington Steel The Consensus Analyst Price Target has risen from $34.00 to $36.00.
Artículo de análisis Sep 09

Worthington Steel (NYSE:WS) May Have Issues Allocating Its Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Artículo de análisis Aug 18

Worthington Steel (NYSE:WS) Is Due To Pay A Dividend Of $0.16

Worthington Steel, Inc.'s ( NYSE:WS ) investors are due to receive a payment of $0.16 per share on 26th of September...
Artículo de análisis Jul 12

Further Upside For Worthington Steel, Inc. (NYSE:WS) Shares Could Introduce Price Risks After 30% Bounce

Worthington Steel, Inc. ( NYSE:WS ) shares have continued their recent momentum with a 30% gain in the last month...
Artículo de análisis Jun 29

Worthington Steel, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders will be ecstatic, with their stake up 31% over the past week following Worthington Steel, Inc. 's...
Artículo de análisis Jun 11

Worthington Steel (NYSE:WS) Is Due To Pay A Dividend Of $0.16

The board of Worthington Steel, Inc. ( NYSE:WS ) has announced that it will pay a dividend of $0.16 per share on the...
Artículo de análisis May 13

Worthington Steel's (NYSE:WS) Returns On Capital Tell Us There Is Reason To Feel Uneasy

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Artículo de análisis Apr 08

Is Worthington Steel (NYSE:WS) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Mar 27

Worthington Steel: Tariff Woes Are A Concern, But The Firm Is A Buy Nonetheless

Summary Worthington Steel's stock has fallen 18% since December due to economic concerns and weak fundamentals, but long-term investors should consider it a buy due to its cheap valuation. The company's Q3 2025 revenue dropped 14.7% year-over-year, driven by a 10.6% decline in volume and lower pricing. Tariffs pose risks, especially to the automotive sector, but Worthington Steel's localized sales strategy helps mitigate some of these impacts. Despite short-term challenges, the stock remains attractive for long-term investors due to its low valuation and potential recovery in demand and pricing. Read the full article on Seeking Alpha
Artículo de análisis Mar 06

Worthington Steel (NYSE:WS) Will Pay A Dividend Of $0.16

Worthington Steel, Inc.'s ( NYSE:WS ) investors are due to receive a payment of $0.16 per share on 28th of March. Based...
Artículo de análisis Jan 19

Returns On Capital At Worthington Steel (NYSE:WS) Have Stalled

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
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Nueva narrativa Dec 22

Acquisition Of Sitem Group Will Expand European Presence And Drive Growth In EV Market

The acquisition of Sitem Group is set to boost Worthington Steel's Europe presence and electrical steel lamination business, supporting growth in the EV market.
Seeking Alpha Dec 20

The Plunge In Worthington Steel Represents A Buying Opportunity

Summary Despite a recent 14.4% plunge, I maintain a 'buy' rating on Worthington Steel due to its attractive long-term outlook and strategic growth initiatives. The company reported disappointing Q2 2025 results, with revenue dropping 8.5% year-over-year and missing analysts' expectations by $40.5 million. Worthington Steel's strategic investments in lightweighting, electrical steel, and acquisitions like Sitem Group aim to boost margins and future growth. WS stock is attractively priced on an absolute basis, and long-term value investors should see potential upside despite recent market displeasure. Read the full article on Seeking Alpha
Artículo de análisis Nov 08

We Think Worthington Steel (NYSE:WS) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Sep 26

Worthington Steel: Shares Fall Despite Exceeding Q1 Estimates

Summary Worthington Steel shares dropped 6.5% despite exceeding financial forecasts due to weak industry conditions and cautious market sentiment. The company, recently split from Worthington Enterprises, has significant operations in North America and focuses heavily on the automotive market. Financial results show mixed performance with declining volumes and steel prices, yet management exceeded analyst estimates. Given the relative valuation and industry volatility, a very soft 'buy' rating is appropriate for WS stock at this time. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Geoff Gilmore en comparación con los beneficios de Worthington Steel?
FechaCompensación totalSalarioIngresos de la empresa
Feb 28 2026n/an/a

US$122m

Nov 30 2025n/an/a

US$125m

Aug 31 2025n/an/a

US$119m

May 31 2025US$5mUS$1m

US$111m

Feb 28 2025n/an/a

US$108m

Nov 30 2024n/an/a

US$143m

Aug 31 2024n/an/a

US$125m

May 31 2024US$9mUS$753k

US$155m

Feb 29 2024n/an/a

US$169m

Nov 30 2023n/an/a

US$125m

Aug 31 2023n/an/a

US$115m

May 31 2023US$4mUS$657k

US$87m

May 31 2022US$4mUS$631k

US$180m

Compensación vs. Mercado: La compensación total ($USD5.33M) de Geoff está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.28M).

Compensación vs. Ingresos: La compensación de Geoff ha sido consistente con los resultados de la empresa en el último año.


CEO

Geoff Gilmore (54 yo)

3.4yrs
Permanencia
US$5,329,928
Compensación

Mr. Geoffrey G. Gilmore, also known as Geoff, is Chief Executive Officer and President of Worthington Steel, Inc. and serves as Director since 2023. He had been Executive Vice President and Chief Operating...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
John Blystone
Executive Chairman2.5yrsUS$2.68m0.45%
$ 9.2m
Geoffrey Gilmore
CEO, President & Directorno dataUS$5.33m0.60%
$ 12.4m
Timothy Adams
VP & CFO2.5yrsUS$1.60m0.087%
$ 1.8m
Jeffrey Klingler
Executive VP & COO2.5yrsUS$2.08m0.19%
$ 4.0m
Clifford Larivey
President of Flat-Roll Steel Processingno dataUS$1.26m0.13%
$ 2.6m
William Wertz
VP & Chief Information Officerno datasin datossin datos
Melissa Dykstra
Vice President of Corporate Communication & Investor Relationsno datasin datossin datos
Joseph Heuer
VP, General Counsel & Secretary2.4yrsUS$523.73k0.028%
$ 581.5k
Nikki Ballinger
Vice President of Human Resourcesno datasin datossin datos
Brad Kern
Senior Vice President of Operationsno datasin datossin datos
Steven Witt
Corporate Controllerno datasin datos0.075%
$ 1.6m
Dan Magnussen
Treasurerno datasin datossin datos
2.5yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de WS se considera experimentado (2.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
John Blystone
Executive Chairman2.5yrsUS$2.68m0.45%
$ 9.2m
Geoffrey Gilmore
CEO, President & Director3.4yrsUS$5.33m0.60%
$ 12.4m
Mary Schiavo
Independent Director2.5yrsUS$254.74k0.19%
$ 3.9m
Sidney Ribeau
Independent Director2.5yrsUS$239.74k0.16%
$ 3.2m
Mark Davis
Independent Director1yrsin datos0.042%
$ 864.2k
George Stoe
Lead Independent Director2.5yrsUS$336.94k0.043%
$ 898.7k
Nancy Mistretta
Independent Director2.5yrsUS$239.74k0.030%
$ 627.0k
Scott Kelly
Independent Director1.5yrsUS$184.50k0.032%
$ 658.1k
Charles Chiappone
Independent Director2.5yrsUS$254.74k0.034%
$ 702.3k
Jon Bowsher
Independent Director2.5yrsUS$239.74k0.035%
$ 728.8k
John McConnell
Director2.5yrsUS$239.74k0.074%
$ 1.5m
2.5yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de WS no se considera experimentada (2.5 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/22 21:14
Precio de las acciones al final del día2026/06/18 00:00
Beneficios2026/02/28
Ingresos anuales2025/05/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Worthington Steel, Inc. está cubierta por 3 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Philip GibbsKeyBanc Capital Markets Inc.
Samuel McKinneyKeyBanc Capital Markets Inc.
Martin EnglertSeaport Research Partners