Worthington Steel (WS) Invested Capital (2023 - 2026)
Worthington Steel (WS) posted Invested Capital of $1.45 billion for fiscal Q4 2026 (quarter ended May 31, 2026), up 7.8% from $1.35 billion a year earlier but down 3.8% from the prior quarter.
Worthington Steel (WS) Invested Capital (2023 - 2026) Analysis & Trends
Since fiscal Q4 2023, Worthington Steel has reported Invested Capital for 12 quarters.
- Annual Invested Capital shows a three-year compound annual growth rate of 7.2% (FY2023 to FY2026).
- In prior fiscal years, Worthington Steel's Invested Capital was $1.35 billion in FY2025 (-4.5%), $1.41 billion in FY2024 (+19.8%) and $1.18 billion in FY2023.
- Quarterly Invested Capital has run from a low of $1.18 billion in fiscal Q4 2023 to a high of $1.54 billion in fiscal Q2 2024 over five years.
- On a year-over-year basis, Invested Capital has increased in each of the last four quarters, with growth averaging 2.1% over the last seven quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q3 2026, with growth of 20.4%; the weakest was fiscal Q2 2025, with a decline of 10.8%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $1.51 billion (Q3 2026), $1.43 billion (Q2 2026) and $1.47 billion (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 321.38 Bn | 293.08 Bn | 7.76 Bn | 64.54 Bn |
| 2 | Amphenol | 179.17 Bn | 173.75 Bn | 3.55 Bn | 34.42 Bn |
| 3 | Deere | 169.52 Bn | 137.62 Bn | 4.66 Bn | 85.74 Bn |
| 4 | Eaton | 142.16 Bn | 139.35 Bn | 2.86 Bn | 40.91 Bn |
| 5 | Parker-Hannifin | 112.89 Bn | 111.02 Bn | 2.25 Bn | 23.93 Bn |
| 6 | 3M | 90.34 Bn | 71.78 Bn | 2.78 Bn | 19.17 Bn |
| 7 | Emerson Electric | 87.81 Bn | 80.54 Bn | 2.66 Bn | 33.51 Bn |
| 8 | Illinois Tool Works | 79.50 Bn | 76.06 Bn | 1.90 Bn | 12.59 Bn |
| 9 | Vertiv Holdings | 74.83 Bn | 65.45 Bn | 1.23 Bn | 7.70 Bn |
| 10 | Worthington Steel | 1.97 Bn | 1.46 Bn | 261.20 Mn | 3.83 Bn |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 3.83 Bn |
| May 31, 2026 | 1.45 Bn |
| Feb 28, 2026 | 1.51 Bn |
| Nov 30, 2025 | 1.43 Bn |
| Aug 31, 2025 | 1.47 Bn |
| May 31, 2025 | 1.35 Bn |
| Feb 28, 2025 | 1.26 Bn |
| Nov 30, 2024 | 1.38 Bn |
| Aug 31, 2024 | 1.39 Bn |
| May 31, 2024 | 1.41 Bn |
| Feb 29, 2024 | 1.36 Bn |
| Nov 30, 2023 | 1.56 Bn |
| May 31, 2023 | 1.20 Bn |
Worthington Steel 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=WS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "WS", "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=WS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();