# WOR Stock: Worthington’s Revenue Jumped 17% - So Why The Triple Miss? Q4 FY2026

Page: https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/wor-stock-worthington-s-revenue-jumped-17-so-why-the-triple-miss-q4-fy2026
Text version: https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/wor-stock-worthington-s-revenue-jumped-17-so-why-the-triple-miss-q4-fy2026.md
Podcast: [Charged Alpha Stock Encyclopedia](https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792)
Published: 2026-06-24T01:15:13+00:00
Episode link: https://chargedalpha.podbean.com/e/wor-stock-worthington-s-revenue-jumped-17-so-why-the-triple-miss-q4-fy2026/
Audio file: https://mcdn.podbean.com/mf/web/kzhmkyfrnzzbn42i/WOR-Q4-FY2026-PipelineX-Worthington_FULL.mp3
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JSON: https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/wor-stock-worthington-s-revenue-jumped-17-so-why-the-triple-miss-q4-fy2026
Duration seconds: 649

## Resource

WOR (Worthington) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 0.8% on the print. Here's the breakdown: Is WOR a buy, hold, or sell after this quarter? In this Worthington (WOR) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Industrials stocks or WOR earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $61.03 - HOLD - BUY below $52.00 with $45.00 stop - AVOID above $70.00 TRIGGER: ClarkDietrich JV income recovers AND organic revenue growth accelerates above ~5% for two quarters WINDOW: Through Q1 FY27 earnings (September 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 0 Strong Buy / 3 Buy / 5 Hold / 1 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $64.00 (range $52 - $75) - Charged Alpha vs consensus: IN-LINE THESIS The post-split asset-light consumer + building-products compounder - JV equity income (WAVE, ClarkDietrich) plus an M&A roll-up - with durable free cash flow and a rising dividend, but a quarter that missed on every line as JV income dropped. Bull lever: If ClarkDietrich JV income recovers with the building cycle and organic growth firms up while Consumer Products margins keep improving, the durable FCF compounds, the dividend keeps rising, and the asset-light multiple holds. Key risk: If organic growth stays near 3%, the JV incom…

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