Worthington Enterprises (WOR) Invested Capital (2010 - 2026)
Worthington Enterprises (WOR) posted Invested Capital of $1.35 billion for fiscal Q1 2027 (quarter ended Aug 31, 2026), up 6.9% from $1.27 billion a year earlier and up 1.5% from the prior quarter.
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Analysis
Worthington Enterprises (WOR) Invested Capital (2010 - 2026) Analysis & Trends
For FY2026 (ended May 31, 2026), Worthington Enterprises' Invested Capital came in at $1.33 billion, up 7.4% from FY2025.
- 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 Q1 2027 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 seven quarters, with an average decline of 2.6% 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 $1.33 billion (Q4 2026), $1.31 billion (Q3 2026) and $1.27 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 88.43 Bn | 83.04 Bn | 2.38 Bn | 13.35 Bn |
| 2 | Johnson Controls International | 81.95 Bn | 79.68 Bn | 2.47 Bn | 22.99 Bn |
| 3 | Carrier Global | 43.09 Bn | 37.47 Bn | 1.90 Bn | 21.90 Bn |
| 4 | Comfort Systems Usa | 35.64 Bn | 29.60 Bn | 934.48 Mn | 3.38 Bn |
| 5 | Otis Worldwide | 30.11 Bn | 26.50 Bn | 1.16 Bn | 2.85 Bn |
| 6 | James Hardie Industries | 16.21 Bn | 15.14 Bn | 562.40 Mn | 10.74 Bn |
| 7 | Masco | 16.11 Bn | 13.92 Bn | 720.00 Mn | 2.80 Bn |
| 8 | Allegion | 15.72 Bn | 14.35 Bn | 548.20 Mn | 4.20 Bn |
| 9 | Carlisle Companies | 14.80 Bn | 11.71 Bn | 494.90 Mn | 4.33 Bn |
| 10 | Worthington Enterprises | 2.94 Bn | 2.67 Bn | 90.90 Mn | 1.35 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.35 Bn |
| 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 | 1.20 Bn |
| May 31, 2024 | 1.19 Bn |
| Feb 29, 2024 | 1.21 Bn |
| Nov 30, 2023 | 2.87 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 |
API Access
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_KEYimport 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();