# WS Stock: Worthington Steel Grew Sales 12% - So Why The Loss? Q4 FY2026 Page: https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026 Text version: https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026.md Podcast: [Charged Alpha Stock Encyclopedia](https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792) Published: 2026-06-25T12:35:04+00:00 Episode link: https://chargedalpha.podbean.com/e/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026/ Audio file: https://mcdn.podbean.com/mf/web/zy9o2rvhc7owhg8r/WS-Q4-FY2026-PipelineX-WorthingtonSteel_FULL.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026 Duration seconds: 654 ## Resource WS (Worthington Steel) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 4.0% on the print. Here's the breakdown: Is WS a buy, hold, or sell after this quarter? In this Worthington Steel (WS) 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 Basic stocks or WS earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) πŸ”” Subscribe for daily earnings deep-dives β†’ @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $39.62 - HOLD - BUY below $34.00 with $28.00 stop - AVOID above $46.00 TRIGGER: Adjusted operating margins recover + management demonstrates the Electrical Steel investment is earning its return WINDOW: Through FQ1 2027 earnings (September 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 1 Strong Buy / 1 Buy / 5 Hold / 1 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $43.00 (range $34 - $52) - Charged Alpha vs consensus: ALIGNED (HOLD) THESIS A cheap, cyclical steel processor with recovering volumes (net sales +12%) but a quarter marred by a non-cash impairment of its strategic Electrical Steel unit and an adjusted-EPS miss - growth on top, a profitability and capital-allocation question underneath. Bull lever: If steel demand keeps recovering, spreads firm, and the electrification thesis for Electrical Steel plays out, a stock at 0.7x sales with non-cash charges behind it could re-rate meaningfully off a low base. Key risk: If steel spreads roll… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.