

During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.

COLUMBUS, Ohio, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Worthington Enterprises Inc. (NYSE: WOR), a designer and manufacturer of market-leading brands that improve everyday life by elevating spaces and experiences, today announced it will participate in next month's Baird Global Industrial Conference in Chicago. President and Chief Executive Officer Joe Hayek and Vice President and Chief Financial Officer Colin Souza will share the company's strategies for accelerating long-term growth and shareholder value by leveraging the proven Worthington Business System and its three pillars—innovation, transformation and M&A.

Lennox International (NYSE: LII - Get Free Report) and Worthington Enterprises (NYSE: WOR - Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, dividends, profitability, risk and valuation. Insider and Institutional Ownership 67.1% of Lennox International

Worthington Enterprises (NYSE: WOR) reported a 13% increase in fiscal 2027 first-quarter sales to $344 million, supported by 7% organic growth and $19 million of revenue from recent acquisitions. Adjusted earnings per share rose to $0.82 from $0.78 a year earlier, while adjusted EBITDA increased 10% to $74 million. President and Chief Executive Officer Joe Hayek

Worthington Enterprises, Inc. remains in a robust multi-decade bullish trend, with shares resiliently rebounding from corrections since 2000. I maintain a cautious Buy rating on WOR, favoring purchases on price weakness, as historical corrections have offered optimal entry points. Recent earnings exceeded forecasts, with data center ASME tanks and bundling providing a key growth catalyst amid rising steel prices and longer lead times.

Worthington's ASME tanks help to cool AI computing infrastructure. The company's data center business could grow exponentially in the coming years.

Worthington Enterprises, Inc. (WOR) Q1 2027 Earnings Call Transcript

Major indexes are moving moving lower, with sentiment waning