January 16, 2026
Finance

Worthington Steel Advances to New Heights with Kloeckner Acquisition Plan

Strategic Deal Expected to Spur Growth and Enhance Market Positioning

Loading...
Loading quote...

Summary

Worthington Steel, Inc. has announced its intention to acquire Kloeckner & Co. through a voluntary public tender offer at 11 euros per share, signaling a significant move towards expanding its footprint in the steel industry. With backing from Kloeckner’s major shareholder and a targeted completion date in the latter part of 2026, this acquisition aims to create one of North America’s leading steel service centers, enhancing product diversity and operational scale.

Key Points

Worthington Steel announced a voluntary public tender offer to acquire Kloeckner & Co. at 11 euros per share, with management support and leadership expected to remain.
The proposed acquisition values Kloeckner at about $2.4 billion, with an EV/EBITDA multiple of approximately 8.5x, or around 5.5x including synergies.
The combined company will become the second-largest steel service center in North America, with revenues exceeding $9.5 billion and a broadened product range
Annual run-rate synergies estimated at $150 million are projected to materially enhance earnings per share starting in the first full year post-closing.

Worthington Steel, Inc. (NYSE: WS) made public on Thursday its strategy to acquire Kloeckner & Co. in a deal designed to broaden its product lines and expand its geographical reach. The company is launching a voluntary public tender offer set at 11 euros per share, equivalent to approximately $12.80, to purchase all outstanding shares of Kloeckner & Co. The offer has secured endorsement from Kloeckner’s management team, and leadership continuity is anticipated following the deal’s closure.

A key development in the transaction is the commitment from SWOCTEM GmbH, Kloeckner’s largest shareholder owning 42%, to tender their shares, providing substantial support to the acquisition proposal. Completion of the offer hinges on obtaining the acceptance of not less than 65% of Kloeckner shareholders alongside regulatory approvals, with the closing anticipated during the second half of 2026.

Financially, the business combination corresponds to an enterprise valuation of approximately $2.4 billion. The valuation translates to an enterprise value to EBITDA (earnings before interest, taxes, depreciation, and amortization) multiple near 8.5 times, based on Kloeckner’s trailing EBITDA as of September 30, 2025. Considering the expected annual synergies from the transaction, this multiple effectively decreases to about 5.5 times.

The acquisition funding will be sourced through a mix of Worthington Steel’s available cash reserves and newly arranged debt facilities. The financing arrangement benefits from underwritten commitments, eliminating conditions related to financing contingencies. Post-closing, management projects a pro forma net leverage ratio around 4.0 times, inclusive of synergy effects.

Worthington Steel’s immediate priorities following the acquisition will include reducing leverage and capturing the anticipated synergies. The company targets bringing net leverage below 2.5 times within a two-year window from the closing date, leveraging expected efficiency gains and integration benefits.

Kloeckner & Co. is known for its diverse product portfolio, which includes carbon flat-roll steel, electrical steel, aluminum, stainless steel, and long steel products. The transaction is positioned to create the second-largest steel service center in North America, with combined revenues exceeding $9.5 billion. This complementary merger enhances Worthington Steel’s capabilities and market coverage by broadening its product offerings, penetrating new end markets, and extending its regional influence across both North America and Europe.

Moreover, operational synergies borne from this union are projected to generate approximately $150 million in annual run-rate savings. These efficiencies, alongside the broadened scale and product mix, are set to substantially increase earnings per share starting from the first full fiscal year after transaction close.

Worthington Steel anticipates recognizing commercial synergies primarily in North America, with full realization expected by the end of its fiscal year 2028, marking a phased yet clear path towards unlocking incremental value.

Reflecting on this strategic move, Worthington Steel president and CEO Geoff Gilmore stated, "The acquisition of Kloeckner & Co. represents a significant step forward in expanding our offerings in high-value metal processing. It creates an opportunity to deliver meaningful shareholder value, nurture deeper customer and supplier partnerships, and foster growth prospects for our workforce."

Gilmore further emphasized the cultural and operational alignment between the two companies, citing shared commitments to operational excellence, innovation, and disciplined execution. He expressed confidence that integrating Kloeckner’s capabilities within North America and Europe will fortify the combined entity, building resilience and enhancing shareholder returns.

On a recent financial snapshot dated November 30, 2025, Worthington Steel reported debt obligations totaling $182.1 million against cash and cash equivalents amounting to $89.8 million.

Following the announcement, premarket trading on Friday saw Worthington Steel’s stock rise by 1.29% to $39.25, marking a fresh 52-week high for the shares according to market data services.

Risks
  • The acquisition completion depends on receiving at least 65% shareholder acceptance and regulatory approvals, posing potential approval risks.
  • Post-acquisition net leverage is forecasted around 4.0x, with a targeted reduction to below 2.5x within 24 months, indicating potential financial risks tied to leverage management.
  • Integration of Kloeckner’s operations and realization of projected synergies may face execution challenges potentially impacting expected benefits.
  • Market and economic uncertainties in North America and Europe could affect combined company performance and synergy achievement.
Disclosure
Education only / not financial advice
Search Articles
Category
Finance

Financial News

Ticker Sentiment
WS - positive
Related Articles
Nebius Strengthens AI Platform with Tavily Acquisition

Nebius Group is advancing its artificial intelligence capabilities by acquiring Tavily, an agentic s...

Treasury Secretary Highlights Urgency for Crypto Regulatory Clarity Amidst Coinbase Opposition

In light of recent fluctuations in cryptocurrency markets, U.S. Treasury Secretary Scott Bessent emp...

Robinhood Reports Q4 Revenue Peak and Expands Market Contracts to 8.5 Billion

Robinhood Markets Inc. delivered a notable fourth-quarter performance with record revenue of $1.28 b...

Becton Dickinson Faces Market Headwinds Amid Transition and Revised Earnings Projections

Becton Dickinson & Co. posted first-quarter earnings above analyst expectations but trimmed its fisc...

Charles Schwab Shares Slip Amid Industry Concerns Over AI-Driven Disruption

Shares of Charles Schwab Corp experienced a significant decline following the introduction of an AI-...

UniFirst Shares Climb Amid Renewed Acquisition Conversations with Cintas

UniFirst Corporation's stock has experienced a significant rise following reports that it is activel...