Worthington Steel, Inc.

NYSE:WS 주식 리포트

시가총액: US$2.0b

Worthington Steel 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Geoff Gilmore

최고경영자

US$5.3m

총 보수

CEO 급여 비율19.23%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간2.4yrs
이사회 평균 재임 기간2.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Apr 07

Worthington Steel: Growing Bigger, Becoming More Uncertain

Summary Worthington Steel faces heightened volatility and caution following its $2.4B Kloeckner acquisition announcement. The deal triples Worthington´s revenues to $9.5B but raises pro forma leverage to 4.0x, with lower-margin European operations adding integration complexity. Synergies of $150M are targeted, but achieving them is critical as Kloeckner's margins lag Worthington Steel's, and acceptance rates were barely met. I remain very cautious on Worthington Steel; the risk-reward is unattractive given leverage, integration challenges, and uncertain economic conditions. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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
분석 기사 Jul 01

These 4 Measures Indicate That Worthington Steel (NYSE:WS) Is Using Debt Safely

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 11

Worthington Steel, Inc. (NYSE:WS) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 0.5x Worthington Steel, Inc. ( NYSE:WS ) is a stock worth...

CEO 보수 분석

Geoff Gilmore의 보수는 Worthington Steel의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Geoff의 총 보수(USD5.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.45M) 수준입니다.

보상과 수익: Geoff의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Geoff Gilmore (53 yo)

3.3yrs
재임 기간
US$5,329,928
보수

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...


리더십 팀

이름직위재임 기간보수지분
John Blystone
Executive Chairman2.4yrsUS$2.68m0.45%
$ 8.8m
Geoffrey Gilmore
CEO, President & Directorno dataUS$5.33m0.60%
$ 11.9m
Timothy Adams
VP & CFO2.4yrsUS$1.60m0.087%
$ 1.7m
Jeffrey Klingler
Executive VP & COO2.4yrsUS$2.08m0.19%
$ 3.8m
Clifford Larivey
President of Flat-Roll Steel Processingno dataUS$1.26m0.14%
$ 2.7m
William Wertz
VP & Chief Information Officerno data데이터 없음데이터 없음
Melissa Dykstra
Vice President of Corporate Communication & Investor Relationsno data데이터 없음데이터 없음
Joseph Heuer
VP, General Counsel & Secretary2.3yrsUS$523.73k0.028%
$ 556.8k
Nikki Ballinger
Vice President of Human Resourcesno data데이터 없음데이터 없음
Brad Kern
Senior Vice President of Operationsno data데이터 없음데이터 없음
Steven Witt
Corporate Controllerno data데이터 없음0.075%
$ 1.5m
2.4yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: WS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.4 년).


이사회 구성원

이름직위재임 기간보수지분
John Blystone
Executive Chairman2.4yrsUS$2.68m0.45%
$ 8.8m
Geoffrey Gilmore
CEO, President & Director3.3yrsUS$5.33m0.60%
$ 11.9m
Mary Schiavo
Independent Director2.4yrsUS$254.74k0.19%
$ 3.8m
Sidney Ribeau
Independent Director2.4yrsUS$239.74k0.16%
$ 3.1m
Mark Davis
Independent Directorless than a year데이터 없음0.042%
$ 827.5k
George Stoe
Lead Independent Director2.4yrsUS$336.94k0.043%
$ 860.5k
Nancy Mistretta
Independent Director2.4yrsUS$239.74k0.030%
$ 600.4k
Scott Kelly
Independent Director1.4yrsUS$184.50k0.032%
$ 630.1k
Charles Chiappone
Independent Director2.4yrsUS$254.74k0.034%
$ 672.5k
Jon Bowsher
Independent Director2.4yrsUS$239.74k0.035%
$ 697.9k
John McConnell
Director2.4yrsUS$239.74k0.074%
$ 1.5m
2.4yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: WS의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 17:01
종가2026/05/22 00:00
수익2026/02/28
연간 수익2025/05/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Worthington Steel, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Philip GibbsKeyBanc Capital Markets Inc.
Martin EnglertSeaport Research Partners