WS at a glance
Worthington Steel, Inc. (WS, SEC CIK 1968487) filed its latest 10-K annual report on July 30, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), Worthington Steel, Inc. (WS) reported revenue of $3.4 billion (up 11.3% from FY2025) and net income of $8.5 million. Diluted EPS was $0.17.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Worthington Steel, Inc. (WS) shares worth $574.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.4B
- +11.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $574.1M · +0 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 2026
Management Discussion & Analysis
- Section 'mda' was empty or not found.
Business Overview
- Section 'business' was empty or not found.
Risk Factors
- Regulatory risk: Escalated U.S. Section 232 steel tariffs, 50% effective June 4, 2025, uncertainty on continuation may impact U.S. steel prices and margins
- Geopolitical threat: February 2026 U.S.-Israel-Iran conflict risks global energy price spikes and supply chain disruptions affecting input costs
- Operational risk: Potential supplier labor strike post September 1, 2026 USW contract expiry could disrupt steel supply, raising raw material costs
- Competitive risk: Automotive shift to aluminum and electric motors reducing steel demand; Detroit Three automakers accounted for ~55% net sales in 2026
- Financial risk: Debt from Kloeckner Acquisition and capital expenditures ($121.2M in 2026) may restrict financial flexibility and increase interest expense
AI summary of the WS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Feb 28, 2026
Risk Factors
- New acquisition risk triggered by Kloeckner tender offer: regulatory conditions must be satisfied by March 12, 2027
- Regulatory risk from EU foreign subsidies, merger, investment-control, and foreign-investment clearances required before Offer Closing
- Financial risk from planned acquisition financing: new debt may restrict additional borrowing, capital expenditures, and dividends
- Integration risk from remaining minority Kloeckner shareholders and potential inability to establish a domination and profit-and-loss transfer agreement
- Market risk from February 2026 U.S.-Israel strikes against Iran: potential energy-price, supply-chain, currency, and financing disruptions
AI summary of the WS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders elected four directors, including Sidney Ribeau, despite 7,048,805 votes against
- Executive compensation received strong advisory support, with 41,997,257 votes for and 712,805 against
Item 7.01: Regulation FD Disclosure
- Worthington Steel announced execution of the DPLTA on September 8, 2026
- Exhibit 99.1 contains the press release and substantive transaction details
Item 1.01: Entry into a Material Definitive Agreement
- Worthington Steel gains control rights over Klöckner, including binding management instructions and access to annual profits
- Worthington Steel assumes responsibility for Klöckner’s annual losses, creating potential downside exposure
Item EX-99.1: Item EX-99.1
- Worthington Steel signed a DPLTA with Kloeckner, advancing integration after completing its takeover offer on June 3, 2026
- Kloeckner shareholder approval requires at least 75% of represented share capital at the expected October 23, 2026 meeting
Item 2.01: Completion of Acquisition or Disposition of Assets
- Amendment adds previously omitted acquisition-related financial statements and pro forma information under Items 9.01(a)(3) and 9.01(b)(2)
- No changes to the original transaction disclosures or other sections of the initial 8-K
Item EX-99.1: Item EX-99.1
- Audited IFRS statements received an unmodified PwC opinion for years ended December 31, 2025 and 2024
- 2025 sales €6.38B, down from €6.63B; operating result improved to €30.9M from a €19.9M loss
AI summaries of WS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Larivey Clifford | F | Sep 28, 2026 | 21,607 | $36.87 |
| Larivey Clifford | A | Jul 7, 2026 | 2,906 | - |
| ADAMS TIMOTHY A | F | Jul 7, 2026 | 1,266 | $32.16 |
| GILMORE GEOFFREY G | F | Jul 7, 2026 | 10,555 | $32.16 |
| ADAMS TIMOTHY A | A | Jul 7, 2026 | 2,837 | - |
| BLYSTONE JOHN B | F | Jul 7, 2026 | 6,408 | $32.16 |
| KLINGLER JEFFREY R | F | Jul 7, 2026 | 3,861 | $32.16 |
| KLINGLER JEFFREY R | A | Jul 7, 2026 | 8,655 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.1B | $3.4B |
| Gross Profit | - | $388.6M | $403.3M |
| Operating Income | - | $147.0M | -$1.4M |
| Net Income | - | $110.7M | $8.5M |
| Gross Margin | - | 12.6% | 11.7% |
| Op. Margin | - | 4.8% | -0.0% |
| Net Margin | - | 3.6% | 0.2% |
| Balance Sheet | |||
| Total Assets | $1.9B | $2.0B | $2.3B |
| Equity | $985.3M | $1.1B | $1.1B |
| ROE | - | 10.3% | 0.8% |
| Per Share | |||
| EPS | - | $2.19 | $0.17 |
| Cash Flow | |||
| Operating CF | - | $230.3M | $201.2M |
| CapEx | - | $130.4M | $121.2M |
Source: XBRL data in Worthington Steel, Inc. (WS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $574.1M |
| Q1 2026 | 33 | $518.2M |
| Q4 2025 | 31 | $578.6M |
| Q3 2025 | 30 | $510.3M |
| Q2 2025 | 31 | $524.4M |
| Q1 2025 | 29 | $312.4M |
| Q4 2024 | 25 | $345.3M |
| Q3 2024 | 22 | $232.6M |
- Invesco Ltd+134.9K (+36%)
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- Dimensional Fund Advisors+45.8K (+2%)
- Goldman Sachs Group+43.0K (+12%)
- Vanguard Capital Management LLC+27.4K (+2%)
- State Street Corp−185.5K (-8%)
- Prudential Financial−91.1K (-54%)
- Morgan Stanley−47.9K (-10%)
- Two Sigma Investments−34.3K (-56%)
- Ameriprise Financial−19.1K (-26%)
- D.E. Shaw & Co+31.6K
- Millennium Management−47.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 234 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 10-K | Jul 30, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| SC 13G | Jul 14, 2026 | - | - | |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
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WS SEC filings: frequently asked questions
Which institutions hold WS stock?
As of June 30, 2026, the largest Worthington Steel, Inc. (WS) holders among the 13F filers tracked by SignalX were BlackRock ($171.5 million), Dimensional Fund Advisors ($86.2 million), Vanguard Portfolio Management LLC ($76.6 million), State Street Corp ($69.8 million), Vanguard Capital Management LLC ($55.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WS's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), Worthington Steel, Inc. (WS) reported revenue of $3.4 billion (up 11.3% from FY2025) and net income of $8.5 million. Diluted EPS was $0.17. The figures come from the XBRL data in the 10-K.
What are the main risks in WS's latest 10-K?
In the 10-K filed July 30, 2026, Worthington Steel, Inc. (WS) flagged: Regulatory risk: Escalated U.S. Section 232 steel tariffs, 50% effective June 4, 2025, uncertainty on continuation may impact U.S. steel prices and margins. Geopolitical threat: February 2026 U.S.-Israel-Iran conflict risks global energy price spikes and supply chain disruptions affecting input costs. (AI summary of the Risk Factors section.)
What did WS report in its latest 8-K?
Worthington Steel, Inc. (WS) filed an 8-K on September 24, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). Shareholders elected four directors, including Sidney Ribeau, despite 7,048,805 votes against.
What are the latest WS SEC filings?
Worthington Steel, Inc. (WS) filed its latest 10-K annual report on July 30, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on September 30, 2026.
What is WS's SEC CIK number?
Worthington Steel, Inc. (WS)'s SEC Central Index Key (CIK) is 1968487. EDGAR lists every WS filing under that number.
Ask anything about WS
The research agent reads WS's filings, financials, insider trades and 13F holders, then answers with sources.