The company expects A2L refrigerant headwinds to ease by the second quarter of fiscal 2027.
Worthington Enterprises projected shipping at least 13 million ASME-certified data center tanks in the first quarter of fiscal 2027. The outlook follows a period of A2L refrigerant-related challenges, which management anticipates will moderate by Q2 FY2027.
The guidance contrasts with prior quarters, where supply chain and regulatory pressures weighed on production. Analysts had not previously disclosed a specific volume target for the segment, though demand for data center cooling solutions has risen amid AI-driven infrastructure expansion.
No immediate market reaction was detailed in the earnings call summary.