Worthington Enterprises (WOR) Invested Capital (2010 - 2026)
Worthington Enterprises (WOR) posted Invested Capital of $1.33 billion for fiscal Q4 2026 (quarter ended May 31, 2026), up 7.4% from $1.24 billion a year earlier and up 1.4% from the prior quarter.
Worthington Enterprises (WOR) Invested Capital (2010 - 2026) Analysis & Trends
Since fiscal Q4 2010, Worthington Enterprises has reported Invested Capital for 65 quarters.
- Annual Invested Capital shows a five-year compound annual growth rate of -10.0% (FY2021 to FY2026).
- In prior fiscal years, Worthington Enterprises' Invested Capital was $1.24 billion in FY2025 (+3.2%), $1.2 billion in FY2024 (-52.2%), $2.51 billion in FY2023 (+6.6%) and $2.36 billion in FY2022 (+4.2%).
- The fiscal Q4 2026 figure stands as the highest quarterly Invested Capital since fiscal Q2 2024.
- On a year-over-year basis, Invested Capital has increased in each of the last six quarters, with an average decline of 9.5% over the last eight quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q2 2024, with growth of 16.5%; the weakest was fiscal Q2 2025, with a decline of 55.5%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $1.31 billion (Q3 2026), $1.27 billion (Q2 2026) and $1.27 billion (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 101.08 Bn | 95.82 Bn | 2.26 Bn | 13.26 Bn |
| 2 | Johnson Controls International | 91.92 Bn | 89.68 Bn | 2.47 Bn | 22.99 Bn |
| 3 | Comfort Systems Usa | 59.34 Bn | 54.59 Bn | 844.23 Mn | 3.27 Bn |
| 4 | Carrier Global | 45.52 Bn | 40.15 Bn | 1.94 Bn | 25.42 Bn |
| 5 | Otis Worldwide | 24.55 Bn | 21.15 Bn | 1.14 Bn | 2.69 Bn |
| 6 | James Hardie Industries | 14.62 Bn | 13.36 Bn | 548.70 Mn | 10.82 Bn |
| 7 | Masco | 13.47 Bn | 11.57 Bn | 868.00 Mn | 2.88 Bn |
| 8 | Allegion | 13.13 Bn | 11.84 Bn | 517.50 Mn | 4.15 Bn |
| 9 | Carlisle Companies | 12.95 Bn | 9.29 Bn | 568.40 Mn | 4.50 Bn |
| 10 | Worthington Enterprises | 2.89 Bn | 2.50 Bn | 101.89 Mn | 1.33 Bn |
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 1.33 Bn |
| Feb 28, 2026 | 1.31 Bn |
| Nov 30, 2025 | 1.27 Bn |
| Aug 31, 2025 | 1.27 Bn |
| May 31, 2025 | 1.24 Bn |
| Feb 28, 2025 | 1.23 Bn |
| Nov 30, 2024 | 1.21 Bn |
| Aug 31, 2024 | 1.21 Bn |
| May 31, 2024 | 1.20 Bn |
| Feb 29, 2024 | 1.21 Bn |
| Nov 30, 2023 | 2.72 Bn |
| Aug 31, 2023 | 2.35 Bn |
| May 31, 2023 | 2.51 Bn |
| Feb 28, 2023 | 2.41 Bn |
| Nov 30, 2022 | 2.34 Bn |
| Aug 31, 2022 | 2.35 Bn |
| May 31, 2022 | 2.36 Bn |
| Feb 28, 2022 | 2.42 Bn |
| Nov 30, 2021 | 2.34 Bn |
| Aug 31, 2021 | 2.32 Bn |
Worthington Enterprises Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=WOR&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "WOR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=WOR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();