Worthington (WOR) Q3-26 earnings: The accidental AI cooling play & a $205M cash drain

Worthington Enterprises' Q3 FY2026 reveals a legacy metal manufacturer accidentally transforming into a critical AI infrastructure play while aggressively draining its cash for acquisitions.In ~10 minutes:• ASME data center liquid cooling business expects to triple• Stock staged a fierce V-shaped recovery after morning sell-off• Cash plummeted from $180M to $6M post-LSI acquisition• Consumer EBITDA jumped 132% on massive retail balloon expansion• A bot hallucination invented forward guidance that management never gaveDespite commercial real estate headwinds and halted Middle East shipments, Worthington managed an incredible +156% operating income jump. However, aggressive capital deployment and creative accounting shifts around inventory step-ups suggest management is buying margin breathing room while the core business integrates its newest acquisitions 🏗️.Worthington Enterprises (WOR) | Q3 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.