Worthington Enterprises, Inc.

Good morning and welcome to the Worthington Enterprises third quarter fiscal 2026 earnings conference call. All participants will be able to listen only until the question and answer session of the call. This conference is being recorded at the request of Worthington Enterprises. If anyone objects, you may disconnect at this time. I'd now like to introduce Marcus Roge, Treasurer and Investor Relations Officer. Mr. Roge, you may begin.

Thank you, Regina. Good morning, everyone, and thank you for joining us for Worthington Enterprise's third quarter fiscal 2026 earnings call. On the call today are Joe Hayek, our president and chief executive officer, and Colin Souza, our chief financial officer. Before we begin, I'd like to remind everyone that certain statements made during today's call are forward-looking in nature and subject to risk and uncertainties that could cause actual results to differ materially from those expressed or implied. For more information on these risks and uncertainties, please refer to our earnings release issued yesterday after the market closed, which is available on the investor relations section of our website. Additionally, our remarks today will include references to non-GAAP financial measures. Reconciliations of these financial measures to the most directly comparable GAAP measures can also be found in the earnings release. Today's call is being recorded and a replay will be available later on our website at worthingtonenterprises.com. With that, I'll turn the call over to Joe for opening remarks.

Thank you, Marcus. Good morning, everybody. Welcome to Winter Enterprises' fiscal 2026 third quarter earnings call. We performed very well in Q3 and generated strong earnings growth, which is a reflection of the tremendous effort that our team exhibits every day. Our colleagues all over the world continue putting our customers first, and our solutions and approach are resonating, helping us to grow. In Q3, in market conditions that continue adjusted EBITDA, and earnings per share. Our revenue in Q3 was up over 24% from last year, while our SG&A expenditure has declined by 70 basis points as a percentage of sales. Our adjusted EBITDA grew by 15% year-over-year, and in the last 12 months, our adjusted EBITDA is now $297 million, up $54 million from a year ago, and our adjusted EBITDA margin is 22.4%. This growth is driven by our teens. They optimize and grow our business by developing and launching new products, expanding production capacity in key value streams, providing excellent customer service, and through strategic acquisitions. We believe we are very well positioned to capitalize on our strengths and continue to grow our market share as our markets improve. T3 is a great example of how we leverage the Woodington business system and how it shows up in our financial performance. and profitability for leveraging the WBS and its three growth drivers, innovation, transformation, and M&A, to maximize both our near and long-term success. Innovation is a big part of our growth strategy. Our ASME water tanks used for liquid cooling and data centers are a great example. Our pipeline is rapidly growing as data centers increasingly utilize liquid cooling solutions. In addition, innovation and new products have led to new store placements for balloon time, driving growth in our consumer business. Transformation has been a cornerstone of our operating strategy for some time. As new technologies emerge and we conceptualize and implement new tools that help transform our business, we're always focused not on how we did things yesterday, but on how we can do them better or more efficiently tomorrow. Our 80-20 initiative is a good example of that thinking, and we're very happy with our progress to date and excited about how we can continue to leverage that discipline. AI is now embedded across many of our applications, and our focus is shifting from experimentation to operational impact, deploying AI in specific workflows where it can drive measurable efficiencies, not just individual productivity gains. We also continue investing in automation as we gain efficiency opportunities for our colleagues. We're focused on acquiring companies in niche markets with sustainable competitive advantages. In January, we completed our acquisition of LSI. LSI is the leading U.S. manufacturer of standing seam metal roofing clips, components, and retrofit systems that enhances our position in engineered building systems. LSI's products are engineered into OEM certified roof systems creating meaningful requalification requirements and high switching costs. We're very happy the LSI team is now part of Worthington. Our integration efforts are off to a good start, and we're excited about the growth prospects that we have together. At the core of the WBS and at the core of Worthington is our culture and our philosophy. Our company was founded and grew up embracing the notion that people are our most important asset. Today, as visibly as ever, our people power our success. Part of our opportunity and our obligation as a U.S. manufacturer is to invest in and develop the workforce of the future. This year, we launched our largest career accelerator program to date. Our high school seniors spend 10 weeks developing career readiness on the shop floor and in the classroom. When these young men and women complete the program, they'll have a certified manufacturing associate credential and a full-time job offer from us. Our teams do not seek recognition for its own sake, but it is gratifying when we are recognized by others. For instance, Newsweek recently named us one of America's greatest workplaces for culture, belonging, and community for 2026. We were also named one of the world's most productive companies by L&S Research. While these awards do not independently drive our success, they reflect a group of talented individuals and teams doing things well and the right way. Teams like that are the kind you build around and that make you proud to come to work every day. Global events seem to be unfolding daily, and consequently, economic growth forecasts are cloudy. But we believe our value propositions continue to improve and to resonate with our customers. The demand in our end markets is steady and will grow as market conditions improve. Our strategies are solid and we're executing well. As we approach the end of our fiscal year, we believe we're very well positioned to continue growing orientation enterprises and creating meaningful value for all of our stakeholders. I will now turn it over to Colin, who will take you through some details related to our financial performance in the court.