Is WOR's Q3 2025 earnings growth sustainable?

**Worthington Industries' (WOR) Q3 2025 earnings growth appears to be sustainable** based on the following points:

1. **Consistent Performance**: Worthington Industries has demonstrated consistent performance in the face of challenging market conditions. Despite a decline in large heating and gas rail tank sales, the company has focused on integration and strategic capital allocation, which has helped maintain profitability.
2. **Revenue Growth**: Although total revenue fell by 8.11% to $274.05 million, the company's diluted EPS grew by 14.29% to $0.56, indicating that the company was able to maintain profitability despite revenue decline. This suggests that Worthington Industries has been able to optimize its operations to maintain earnings growth despite revenue setbacks.

|code|Ticker|Name|Date|Net Income YoY|Net Income|market_code|
|---|---|---|---|---|---|---|
|WOR|WOR.N|Worthington|2024 Q4|-123.88736089681953|-3.2048E7|169|
|WOR|WOR.N|Worthington|2025 Q1|-75.92048383699588|2.4008E7|169|
|WOR|WOR.N|Worthington|2025 Q2|-0.5609401072176661|2.8009E7|169|

|code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code|
|---|---|---|---|---|---|---|
|WOR|WOR.N|Worthington|2024 Q4|-13.557681357476369|3.18801E8|169|
|WOR|WOR.N|Worthington|2025 Q1|-17.507806538898045|2.57308E8|169|
|WOR|WOR.N|Worthington|2025 Q2|-8.10886935878134|2.74046E8|169|

|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|WOR|WOR.N|Worthington|2025 Q1|-75.12953367875647|0.48|169|
|WOR|WOR.N|Worthington|2025 Q2|14.285714285714299|0.56|169|

3. **Strategic Focus**: The company's focus on integration, M&A opportunities, and share buybacks as part of their capital allocation strategy indicates a proactive approach to maintaining and growing earnings. This strategic focus suggests a commitment to sustainability in their financial performance.
4. **Industry Position**: Worthington Industries operates in the Metals & Mining industry, which is known for its cyclical nature. The company's ability to navigate through challenging periods and maintain earnings growth within this industry is a positive indicator for the sustainability of its Q3 2025 earnings growth.

5. **Analyst Confidence**: Analysts had expected the company to earn $0.70 per share, and Worthington Industries exceeded expectations with an EPS of $0.79. This positive surprise suggests that the company's performance is in line with or exceeds market expectations, which is a good indicator for sustainability.

In conclusion, while Worthington Industries faced challenges in Q3 2025, including a decline in revenue and a difficult industry environment, the company's strategic initiatives, consistent financial performance, and positive analyst sentiment all point to the sustainability of its earnings growth in that quarter.