{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"WS Stock: Worthington Steel Grew Sales 12% - So Why The Loss? Q4 FY2026","slug":"ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026","published_at":"2026-06-25T12:35:04+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/zy9o2rvhc7owhg8r/WS-Q4-FY2026-PipelineX-WorthingtonSteel_FULL.mp3","summary":"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 &amp; 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 &amp; Spotify) 🔔 Subscribe for daily earnings deep-dives → @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…","meta_description":"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 thi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":654,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/ws-stock-worthington-steel-grew-sales-12-so-why-the-loss-q4-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}