{ "schemaVersion": "deck-intelligence.v1", "id": "019de514-2820-7254-9b6f-bc3e9f94e13f", "slug": "e2731677bccc7a03853985055611b093", "title": "Worthington Industries | Mergers and Acquisitions Presentation Deck | 22 slides", "subtitle": "Worthington Industries · 2022-09", "author": "Worthington Industries", "date": "2022-09-01 00:00:00", "pageCount": 22, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7794254, "document": { "id": "019de514-2820-7254-9b6f-bc3e9f94e13f", "slug": "e2731677bccc7a03853985055611b093", "title": "Worthington Industries | Mergers and Acquisitions Presentation Deck | 22 slides", "rawTitle": "Worthington Industries | Mergers and Acquisitions Presentation Deck | 22 slides", "authorId": "worthington-industries", "authorName": "Worthington Industries", "authorDisplay": "Worthington Industries", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2022-09__worthington-industries__ma__e2731677.pdf", "sourceUrl": "https://www.slidebook.io/company/worthington-industries/presentation/e2731677bccc7a03853985055611b093/", "sourceDate": "2022-09-29 00:00:00", "presentationDate": "2022-09-01 00:00:00", "ingestedAt": "2026-05-01 19:46:36.788306+00", "status": "ready", "pageCount": 22, "orientation": "landscape", "aspectRatio": 1.7794254, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "metal-fabrication", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-09__worthington-industries__ma__e2731677", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Mergers and Acquisitions Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 22, "pagesIndexed": 22, "pagesWithImages": 22, "pagesWithMetadata": 22, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 139, "chartCount": 10, "metricSlides": 0, "toolMatches": 12, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "evidence": "The document follows a clear problem-agitate-solution structure, presenting the need for separation, the benefits of the plan, and the proposed solution", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:03:39.228192+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Problem", "beatId": "3918f3cf-1a26-4ad9-94d7-271b29786693", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document introduces the need for separation and the current situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Agitate", "beatId": "d99164da-5566-4c49-b018-fc4e24ab394b", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document highlights the benefits of separation and the potential for growth", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "6c8e6212-52f2-4ee8-9410-b17bb4453e3c", "evidence": "The document implies that not separating may limit growth and value creation", "position": 0, "objective": "What are the costs of not separating?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.356653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6242f4c4-0794-4d3b-95f2-3059b56a2d73", "evidence": "type: cover", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:00.726353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "50003537-49fe-4c40-849e-3467a9a98efb", "evidence": "list/bullet: WORTHINGTON STEEL Geoff G. Gilmore Chief Executive Officer - Worthington Steel Current Chief Operating Officer with 24 Years at Worthington Industries", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.525363+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a10ee44d-10b5-409d-84b2-62574ac03a4a", "evidence": "title/headline: CREATING TWO MARKET-LEADING, INDEPENDENT PUBLIC COMPANIES...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.565239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "72f06895-8465-4a26-a9df-9bda98850378", "evidence": "chart/pie: Worthington Steel: Automotive 49%, Other 20%, Construction 18%, Agriculture 7%, Heavy Truck 6% chart/pie: New Worthington: Consumer Products 49%, Building Products 41%, Sustainable Energy 10%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:36:17.644693+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "1113075d-f5e5-4273-b162-3cbe9a89efd6", "evidence": "paragraph/paragraph: Our deeply-held Philosophy is rooted in the Golden Rule – we treat our customers, employees, investors, and suppliers as we would like to be treated", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 0.6, "extraction": { "at": "2026-07-17 01:36:17.724401+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "353dcc06-9b59-45be-8f04-40119b0adb38", "evidence": "list/comparison: Key Trends: Consumers increasingly focused on sustainability, Increased backup power needs, Investment and regulation is accelerating the energy transition, Monitoring solutions and connectivity enable c", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.921436+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "7cda13ac-a01d-4aba-a49c-9ff51ae9cc8d", "evidence": "list/bullet: Grow market share and strategically acquire companies in growth markets Focus on higher margin, asset-light businesses with strong cash flows", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.999442+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "40842753-3c7e-4e32-9ba6-3cde723a1850", "evidence": "list/bullet: #2 Global Producer of Stamped Electrical Steel Laminations #1 Producer of Tailor Welded Blanks in North America #1 Trader of Steel Futures by Volume in North America", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:18.156318+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Logical chain", "slug": "logical-chain", "status": "active", "bestFor": null, "canonId": "019dd9e1-5104-702f-8953-85757af6553d", "version": 1, "bodyDocId": null, "description": "If-then, premise-conclusion, deductive chain.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa85d007-5cad-4ec5-afca-797b663ed9c5", "evidence": "table/data: Decarbonization of Transportation, Energy Transition, Infrastructure, Offering / Products, Key Trends, Market Growth Drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 01:36:18.235583+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ea012a67-c7e5-461e-a8ba-64b1a0612743", "evidence": "The components list includes multiple bullet points grouped by category, suggesting a 2x2 matrix or a similar structured framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:01.745906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9c84d82e-1653-43e0-a100-70b5cb8e8e14", "evidence": "The slide contains a table with data, specifically 'Transaction Structure' and 'Timing & Approvals'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:01.857904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "70c94ecd-50c3-4edb-b59d-5552e7e16626", "evidence": "The slide contains multiple tables with data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:02.03936+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/rS__gigzyi_3vT02q15gKlipFFNJVeget0EflW1co9g/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMjczMTY3N2JjY2M3YTAzODUzOTg1MDU1NjExYjA5My9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 157, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:45.9+00", "seconds": 4.298, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/1", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-1", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.129, "x": 0.769, "y": 0.14 }, "kind": "image", "text": "MAKERS OF BETTER", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:45.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a4f8568-9f16-46c9-879a-5b59552ca1ba", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.179, "x": 0.047, "y": 0.14 }, "kind": "image", "text": "WORTHINGTON INDUSTRIES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:45.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8b4bc5b-6986-4bf8-9db0-aeb043c9354b", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.389, "x": 0.565, "y": 0.38 }, "kind": "other", "text": "MAKERS\nOF\nMORE", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:45.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ebd43fa-39dd-4211-ac73-ec16368543fa", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.189, "x": 0.047, "y": 0.65 }, "kind": "paragraph", "text": "September 29, 2022", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:45.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc817fd5-35d5-43b7-85a6-ce6344ae2117", "parentComponentId": null }, { "bbox": { "h": 0.346, "w": 0.476, "x": 0.047, "y": 0.294 }, "kind": "title", "text": "WORTHINGTON INDUSTRIES\nPLANS TO CREATE TWO\nMARKET-LEADING,\nINDEPENDENT PUBLIC\nCOMPANIES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:45.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46468155-92ab-4a94-ab07-a09f36e38274", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6242f4c4-0794-4d3b-95f2-3059b56a2d73", "evidence": "type: cover", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:00.726353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 1, "name": "Problem", "beatId": "3918f3cf-1a26-4ad9-94d7-271b29786693", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document introduces the need for separation and the current situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/ZyYp1Qjht9FqQZIdfj5BitLRVkH8v0a8XRxS8UEv1v0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMjczMTY3N2JjY2M3YTAzODUzOTg1MDU1NjExYjA5My9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/VJrq8mCnhFneF88tpVW2HBnq4Y8lfjPWM6yJNTT3KZw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMjczMTY3N2JjY2M3YTAzODUzOTg1MDU1NjExYjA5My9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/Mbm7Mn_GYra1ti6ctDDDkvc4nV67L7f5Pi-zskuVD4g/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMjczMTY3N2JjY2M3YTAzODUzOTg1MDU1NjExYjA5My9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 2, "textChars": 5124, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:46.976+00", "seconds": 5.326, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/2", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-2", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.83, "w": 0.945, "x": 0.028, "y": 0.09 }, "kind": "disclaimer", "text": "FORWARD LOOKING STATEMENTS. Worthington Industries, Inc. (the \"Company\" or \"Worthington\") wishes to take advantage of the Safe Harbor provisions included in the Private Securities Litigation Reform Act of 1995 (the \"Act\"). Statements by the Company relating to the intended separation of Worthington's Steel Processing business; the timing and method of the separation; the anticipated benefits of the separation; the expected financial and operating performance of, and future opportunities for, each company following the separation, the tax treatment of the transaction; the leadership of each company following the separation; and other non-historical matters constitute \"forward-looking statements\" within the meaning of the Act. Forward-looking statements may be characterized by terms such as \"believe,\" \"anticipate,\" \"should,\" \"would,\" \"intend,\" \"plan,\" \"will,\" \"expect,\" \"estimate,\" \"project,\" \"positioned,\" \"strategy,\" \"targets,\" \"aims,\" \"seeks,\" \"sees\" and similar expressions. Because they are based on beliefs, estimates and assumptions, forward-looking statements are inherently subject to risks and uncertainties that could cause actual results to differ materially from those projected. Any number of factors could affect actual results, including, without limitation, the final approval of the separation by our board of directors; the uncertainty of obtaining regulatory approvals in connection with the separation, including rulings from the Internal Revenue Service; the ability to satisfy the necessary closing conditions to complete the separation on a timely basis, or at all; our ability to successfully separate the two companies and realize the anticipated benefits of the separation; the risks, uncertainties and impacts related to the COVID-19 pandemic – the duration, extent and severity of which is impossible to predict, including the possibility of future resurgence in the spread of COVID-19 or variants thereof – and the availability, effectiveness and acceptance of vaccines, and other actual or potential public health emergencies and actions taken by governmental authorities or others in connection therewith; the effect of national, regional and global economic conditions generally and within major product markets, including significant economic disruptions from COVID-19, the actions taken in connection therewith and the implementation of related fiscal stimulus packages; the effect of conditions in national and worldwide financial markets, including inflation and increases in interest rates, and with respect to the ability of financial institutions to provide capital; the impact of tariffs, the adoption of trade restrictions affecting the Company's products or suppliers, a United States withdrawal from or significant renegotiation of trade agreements, the occurrence of trade wars, the closing of border crossings, and other changes in trade regulations or relationships; changing oil prices and/or supply; product demand and pricing; changes in product mix, product substitution and market acceptance of the Company's products; volatility or fluctuations in the pricing, quality or availability of raw materials (particularly steel), supplies, transportation, utilities, labor and other items required by operations (especially in light of COVID-19 and Russia's invasion of Ukraine); the outcome of adverse claims experience with respect to workers' compensation, product recalls or product liability, casualty events or other matters; effects of facility closures and the consolidation of operations; the effect of financial difficulties, consolidation and other changes within the steel, automotive (especially in light of the semi-conductor shortages), construction and other industries in which the Company participates; failure to maintain appropriate levels of inventories; financial difficulties (including bankruptcy filings) of original equipment manufacturers, end-users and customers, suppliers, joint venture partners and others with whom the Company does business; the ability to realize targeted expense reductions from headcount reductions, facility closures and other cost reduction efforts; the ability to realize cost savings and operational, sales and sourcing improvements and efficiencies, and other expected benefits from transformation initiatives, on a timely basis; the overall success of, and the ability to integrate, newly-acquired businesses and joint ventures, maintain and develop their customers, and achieve synergies and other expected benefits and cost savings therefrom; capacity levels and efficiencies, within facilities, within major product markets and within the industries in which the Company participates as a whole; the effect of disruption in the business of suppliers, customers, facilities and shipping operations due to adverse weather, casualty events, equipment breakdowns, labor shortages (especially in light of the COVID-19 pandemic), interruption in utility services, civil unrest, international conflicts (especially in light of Russia's invasion of Ukraine), terrorist activities or other causes:", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:46.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e42a9e5-2e0a-476c-a9fd-7902b3d0b536", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.44, "x": 0.028, "y": 0.03 }, "kind": "title", "text": "NOTES TO INVESTORS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:46.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6bafb2a-8ad1-4ff5-b051-6df5eeec0a83", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 1, "name": "Problem", "beatId": "3918f3cf-1a26-4ad9-94d7-271b29786693", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document introduces the need for separation and the current situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 4185, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:50.133+00", "seconds": 7.998, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/3", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-3", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.126, "x": 0.833, "y": 0.95 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "785f3720-9189-4eb5-932f-3a80720683d4", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.939, "x": 0.026, "y": 0.61 }, "kind": "paragraph", "text": "NON-GAAP MEASURES. While Worthington Industries reports its results in accordance with generally accepted accounting principles in the United States, or GAAP, certain statements made in these materials include or make reference to adjusted EBITDA, a \"non-GAAP\" measure. This measure is included to provide investors additional useful information regarding Worthington Industries' financial results and is not a substitute for its comparable GAAP measure. An explanation of this non-GAAP measure, and a reconciliation of this non-GAAP measure to its most directly comparable GAAP measure, is included in the Appendix. Descriptions of this and many of our other non-GAAP measures are also included in Worthington Industries' SEC reports.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ba846d9-b6cc-49f0-a2b7-1fe012e1a7b4", "parentComponentId": null }, { "bbox": { "h": 0.499, "w": 0.939, "x": 0.026, "y": 0.068 }, "kind": "paragraph", "text": "changes in customer demand, inventories, spending patterns, product choices, and supplier choices; risks associated with doing business internationally, including economic, political and social instability (especially in light of Russia's invasion of Ukraine), foreign currency exchange rate exposure and the acceptance of the Company's products in global markets; the ability to improve and maintain processes and business practices to keep pace with the economic, competitive and technological environment; the effect of inflation and interest rate increases, which may negatively impact the Company's operations and financial results; deviation of actual results from estimates and/or assumptions used by the Company in the application of its significant accounting policies; the level of imports and import prices in the Company's markets; the impact of environmental laws and regulations or the actions of the United States Environmental Protection Agency or similar regulators which increase costs or limit the Company's ability to use or sell certain products; the impact of increasing environmental, greenhouse gas emission and sustainability regulations: the impact of judicial rulings and governmental regulations, both in the United States and abroad, including those adopted by the United States Securities and Exchange Commission (\"SEC\") and other governmental agencies as contemplated by the Coronavirus Aid, Relief and Economic Security (CARES) Act, the Consolidated Appropriations Act, 2021, the American Rescue Act of 2021, and the Dodd-Frank Wall Street Reform and the Consumer Protection Act of 2010; the effect of healthcare laws in the United States and potential changes for such laws, especially in light of the COVID-19 pandemic which may increase the Company's healthcare and other costs and negatively impact the Company's operations and financial results; the effect of tax laws in the U.S. and potential changes for such laws, which may increase the Company's costs and negatively impact its operations and financial results; cyber security risks; the effects of privacy and information security laws and standards; and other risks described from time to time in the filings of Worthington Industries, Inc. with the SEC, including those described in \"Part I—Item 1A. — Risk Factors\" of Worthington's Annual Report on Form 10-K for the fiscal year ended May 31, 2022, and its subsequent filings with the SEC. Forward-looking statements should be construed in the light of such risks. Readers are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date made. Worthington does not undertake, and hereby disclaim, any obligation to update any forward-looking statements, whether as a result of new information, future developments or otherwise.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b25b2e5-8c6d-4d1f-96b4-ae81f8d91786", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.939, "x": 0.026, "y": 0.763 }, "kind": "paragraph", "text": "USE OF CERTAIN TERMS. As used in these materials:\nThe term \"Adjusted EBITDA\" is defined as Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization, and consists of EBITDA (calculated by adding or subtracting, as appropriate, interest expense, income tax expense and depreciation and amortization to/from net earnings attributable to controlling interest), which is further adjusted to exclude impairment and restructuring charges (gains) as well as other items that management believes are not reflective of, and thus should not be included when evaluating the performance of its ongoing operations.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87e2fc98-350d-486f-bab2-304a14b3a34b", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.35, "x": 0.026, "y": 0.03 }, "kind": "title", "text": "NOTES TO INVESTORS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:50.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8fa8b00-6fdb-4c85-a732-3fe57af16cde", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 1, "name": "Problem", "beatId": "3918f3cf-1a26-4ad9-94d7-271b29786693", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document introduces the need for separation and the current situation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 3, "textChars": 573, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:46.172+00", "seconds": 3.952, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/4", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-4", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.48, "w": 0.85, "x": 0.09, "y": 0.32 }, "kind": "list", "text": "Transaction will create two distinct, market-leading companies that are more specialized and fit-for purpose, with enhanced prospects for growth and value creation\nEnhanced management focus and operational functionality\nHighly compelling and distinct growth strategies\nModest leverage and ample liquidity to fund growth\nSeparation expected to enhance shareholder value\nDifferentiated investment theses\nAlignment with appropriate comparable company peers", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:46.172+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4dd012a-9474-469e-95f2-576057bbf4b1", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.106, "x": 0.836, "y": 0.94 }, "kind": "source-note", "text": "MAKERS OF BETTER", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:46.172+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc83d927-dec4-423a-a88a-8c3232a4f2ed", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.87, "x": 0.069, "y": 0.059 }, "kind": "title", "text": "WORTHINGTON INDUSTRIES PLANS TO SEPARATE INTO TWO MARKET-LEADING, INDEPENDENT, PUBLICLY TRADED COMPANIES", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:46.172+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33e09935-f5c7-448e-a758-cc3dad41b2d1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 4, "name": "Agitate", "beatId": "d99164da-5566-4c49-b018-fc4e24ab394b", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document highlights the benefits of separation and the potential for growth", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "6c8e6212-52f2-4ee8-9410-b17bb4453e3c", "evidence": "The document implies that not separating may limit growth and value creation", "position": 0, "objective": "What are the costs of not separating?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.356653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 5, "textChars": 1154, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:47.851+00", "seconds": 5.495, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/5", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-5", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.059, "w": 0.18, "x": 0.409, "y": 0.199 }, "kind": "image", "text": "WORTHINGTON INDUSTRIES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:47.851+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c65456d-90d4-47da-a69f-2d2bb8294289", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.45, "x": 0.51, "y": 0.33 }, "kind": "list", "text": "WORTHINGTON STEEL\nGeoff G. Gilmore\nChief Executive Officer - Worthington Steel\nCurrent Chief Operating Officer\nwith 24 Years at Worthington Industries\nA best-in-class, value-added steel processor with a blue chip customer\nbase in growing end-markets\nA market-leader in electrical steel laminations and automotive\nlightweighting solutions capitalizing on electrification, sustainability and\ninfrastructure spending\nSophisticated supply chain and pricing solutions to manage complex\nprograms for customers, grow market share and increase margins", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:47.851+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08b35018-4ec8-49ae-b801-c45a99620d95", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.41, "x": 0.079, "y": 0.33 }, "kind": "list", "text": "NEW WORTHINGTON\nAndy Rose\nChief Executive Officer - New Worthington\nCurrent Chief Executive Officer & President\nwith 14 Years at Worthington Industries\nA market leader with premier brands in attractive end markets in\nConsumer Products, Building Products and Sustainable Energy\nSolutions\nHigh margins and asset-light business model enable strong cash flow\ngeneration\nGrowth strategy driven by focus on sustainable, technology-enabled\nsolutions disrupting mature markets", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:47.851+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f94ec168-fe57-4c7d-b1f4-ab09fcffc58f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.568, "x": 0.216, "y": 0.84 }, "kind": "paragraph", "text": "Improved Strategic Focus and Differentiated Investment Theses", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:47.851+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d390fe3b-58b6-43a6-a114-0dfdd7f25367", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.939, "x": 0.027, "y": 0.04 }, "kind": "title", "text": "CREATING TWO MARKET-LEADING, INDEPENDENT PUBLIC COMPANIES...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:47.851+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "962e207e-a03f-44fc-a81e-f2f3570b68c3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "50003537-49fe-4c40-849e-3467a9a98efb", "evidence": "list/bullet: WORTHINGTON STEEL Geoff G. Gilmore Chief Executive Officer - Worthington Steel Current Chief Operating Officer with 24 Years at Worthington Industries", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.525363+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a10ee44d-10b5-409d-84b2-62574ac03a4a", "evidence": "title/headline: CREATING TWO MARKET-LEADING, INDEPENDENT PUBLIC COMPANIES...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.565239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 4, "name": "Agitate", "beatId": "d99164da-5566-4c49-b018-fc4e24ab394b", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document highlights the benefits of separation and the potential for growth", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "6c8e6212-52f2-4ee8-9410-b17bb4453e3c", "evidence": "The document implies that not separating may limit growth and value creation", "position": 0, "objective": "What are the costs of not separating?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.356653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 14, "textChars": 823, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:52.57+00", "seconds": 9.079, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/6", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-6", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.206, "x": 0.689, "y": 0.26 }, "kind": "chart", "text": "Worthington Steel: Automotive 49%, Other 20%, Construction 18%, Agriculture 7%, Heavy Truck 6%", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9087df3c-a183-4151-b494-79e361394429", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.206, "x": 0.279, "y": 0.26 }, "kind": "chart", "text": "New Worthington: Consumer Products 49%, Building Products 41%, Sustainable Energy 10%", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4730a7d-3efc-4a42-ad38-6fc8a82e3dd7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.11, "x": 0.048, "y": 0.36 }, "kind": "list", "text": "Net Sales* Mix (8/31/22 TTM)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20ee499e-6067-4526-b32d-2136fc8ad63e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.19, "y": 0.84 }, "kind": "list", "text": "Technology Sustainability Construction Outdoor Living", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4309bb45-c3a9-42e8-9188-82005a87fd97", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.31, "x": 0.22, "y": 0.65 }, "kind": "list", "text": "Essential commercial and residential building solutions Branded specialty consumer products H2 and CNG fuel containment solutions", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eb9636a-94ce-4c08-b2f0-acf5a6d85fa3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.11, "x": 0.048, "y": 0.55 }, "kind": "list", "text": "Key Financials", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72799ac9-938b-41ad-84a3-a08a2a1f5454", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.048, "y": 0.68 }, "kind": "list", "text": "Key Products & Services", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93780ac3-afb1-4c79-b758-30b5b7a5c272", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.31, "x": 0.59, "y": 0.65 }, "kind": "list", "text": "Broad portfolio of value-added processing capabilities Laser welding solutions for lightweighting Electrical steel laminations", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9920f0e2-1e48-4f93-9a6a-ed56eac44ea0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.22, "y": 0.52 }, "kind": "list", "text": "08/31/22 TTM Net Sales*: $1,391M Adj. EBITDA: $347M", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5bbb498-3b01-4a46-ae6c-2c60ec749e33", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.62, "y": 0.52 }, "kind": "list", "text": "08/31/22 TTM Net Sales*: $4,149M Adj. EBITDA: $192M", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc0ab680-d141-422c-8e14-6eb04d3ea018", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.048, "y": 0.81 }, "kind": "list", "text": "Key Growth Thematics", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d12b55ed-59c3-4c0b-aa3a-88b575af2812", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.59, "y": 0.84 }, "kind": "list", "text": "Electric Vehicles Infrastructure Renewable Energy", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc28d0a6-991c-4cda-90e9-cef7666dc91d", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "*Excludes pro-rata share of unconsolidated JV sales;", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f543618a-8548-480c-adfc-173d60be5647", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.899, "x": 0.048, "y": 0.036 }, "kind": "title", "text": "...WELL POSITIONED FOR SUCCESS AND FUTURE GROWTH", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:52.57+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7b8b52d-773c-4858-a415-967f52a0c4b6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "72f06895-8465-4a26-a9df-9bda98850378", "evidence": "chart/pie: Worthington Steel: Automotive 49%, Other 20%, Construction 18%, Agriculture 7%, Heavy Truck 6% chart/pie: New Worthington: Consumer Products 49%, Building Products 41%, Sustainable Energy 10%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:36:17.644693+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 4, "name": "Agitate", "beatId": "d99164da-5566-4c49-b018-fc4e24ab394b", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document highlights the benefits of separation and the potential for growth", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "6c8e6212-52f2-4ee8-9410-b17bb4453e3c", "evidence": "The document implies that not separating may limit growth and value creation", "position": 0, "objective": "What are the costs of not separating?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.356653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 5, "textChars": 724, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:48.743+00", "seconds": 4.773, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/7", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-7", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.59, "w": 0.35, "x": 0.59, "y": 0.201 }, "kind": "diagram", "text": "TECHNOLOGY\nINNOVATION\nTRANSFORMATION\nOUR PHILOSOPHY\nACQUISITION\nSUSTAINABILITY", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d78614ef-016e-452b-bae2-82e71916599c", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.48, "x": 0.029, "y": 0.329 }, "kind": "list", "text": "Through continuous transformation, we drive higher margins within Manufacturing, Commercial, Sourcing, and Supply Chain Excellence\nWe innovate in partnership with our customers and suppliers\nWe acquire strategic capabilities and invest in accretive opportunities\nWe invest in technology and sustainability to create value for customers\nWe are disciplined stewards of capital, focused on earning exceptional returns for our shareholders", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8957a77-390f-4c0e-8e12-6edc0ee01384", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.48, "x": 0.029, "y": 0.177 }, "kind": "paragraph", "text": "Our deeply-held Philosophy is rooted in the Golden Rule – we treat our customers, employees, investors, and suppliers as we would like to be treated", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ffdba20-07eb-4fc6-a3ce-92c750b401cf", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.83, "y": 0.95 }, "kind": "source-note", "text": "MAKERS OF BETTER", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11c34954-5bb1-4789-bc11-cf40b489ea1a", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.938, "x": 0.029, "y": 0.04 }, "kind": "title", "text": "BOTH POWERED BY THE WORTHINGTON BUSINESS SYSTEM", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35d875a6-4847-490d-b98d-d3750a9e3064", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "1113075d-f5e5-4273-b162-3cbe9a89efd6", "evidence": "paragraph/paragraph: Our deeply-held Philosophy is rooted in the Golden Rule – we treat our customers, employees, investors, and suppliers as we would like to be treated", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 0.6, "extraction": { "at": "2026-07-17 01:36:17.724401+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." } ], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 4, "name": "Agitate", "beatId": "d99164da-5566-4c49-b018-fc4e24ab394b", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document highlights the benefits of separation and the potential for growth", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 4, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "6c8e6212-52f2-4ee8-9410-b17bb4453e3c", "evidence": "The document implies that not separating may limit growth and value creation", "position": 0, "objective": "What are the costs of not separating?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.356653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 27, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:48.01+00", "seconds": 3.983, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/8", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-8", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.03333333333333333, "w": 0.15833333333333333, "x": 0.42083333333333334, "y": 0.8333333333333334 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.01+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2a1583e-a865-4b3b-b73d-dc5c8a5e3060", "parentComponentId": null }, { "bbox": { "h": 0.06666666666666667, "w": 0.08333333333333333, "x": 0.4583333333333333, "y": 0.20833333333333334 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.01+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e637ac1d-cebd-44c8-b956-3994dc0fb1a9", "parentComponentId": null }, { "bbox": { "h": 0.18333333333333335, "w": 0.4166666666666667, "x": 0.2916666666666667, "y": 0.39166666666666666 }, "kind": "title", "text": "Overview of\nNew Worthington", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.01+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b6420f1-9b44-4ea5-93b1-bd1012ee1aba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 11, "textChars": 1023, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:54.409+00", "seconds": 10.227, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/9", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-9", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.28, "x": 0.29, "y": 0.56 }, "kind": "chart", "text": "Adjusted EBITDA ($M)\n$208 $232 $340 $347\nFY20 FY21 FY22 08/31/22 TTM\n% Margin 22% 22% 26% 25%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "053cf632-ab5a-450f-b103-19991796476d", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.28, "x": 0.04, "y": 0.56 }, "kind": "chart", "text": "Net Sales* ($M)\n$954 $1,061 $1,309 $1,391\nFY20 FY21 FY22 08/31/22 TTM", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09aa661d-8eef-4279-a7b6-82b641594e4f", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.28, "x": 0.54, "y": 0.56 }, "kind": "chart", "text": "Adj. EBITDA less Capital Expenditures ($M)\n$168 $187 $289 $300\nFY20 FY21 FY22 08/31/22 TTM", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8d2b357-e9a6-4200-b9dd-bbda31625b49", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.18, "x": 0.78, "y": 0.53 }, "kind": "chart", "text": "Business Segments 8/31/22 TTM Net Sales*\nSustainable Energy Solutions $136\nBuilding Products $577\nConsumer Products $677", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22c82759-f0d3-40f4-9db1-07a7e401e7aa", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.609, "x": 0.36, "y": 0.27 }, "kind": "list", "text": "Proven management team with a value creation focused mindset\nDemonstrated financial stability and strong free cash flow generation\nFocused on asset-light investments to enable strong cash flow and capitalize on emerging trends\nRobust new product development pipeline disrupting mature markets\nWorthington Business System powers continuous business improvements and higher profitability\nDisciplined stewards of capital with conservative leverage and ample liquidity", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d07a1cb-3fdf-459b-bca6-c2e618f57ce5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.23, "y": 0.44 }, "kind": "metric", "text": "$644M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07257fef-db8e-49be-b7cf-0d5026f0303f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.07, "x": 0.13, "y": 0.44 }, "kind": "metric", "text": "63%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdea934c-4dea-4a3e-8525-e41fa21bae43", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.07, "x": 0.049, "y": 0.44 }, "kind": "metric", "text": "37%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eba08de1-5408-428d-899b-1e9d8d643d97", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.32, "x": 0.049, "y": 0.229 }, "kind": "paragraph", "text": "3 Year Financial Snapshot (FY20 – FY22)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfdcd4f1-77ea-4fa5-86ad-222cb3698c67", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.31, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "*Sales exclude pro-rata share of unconsolidated JV sales;", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa05ebed-0edf-4b87-b591-4eaea0de2033", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.947, "x": 0.026, "y": 0.039 }, "kind": "title", "text": "NEW WORTHINGTON IS A MARKET LEADER WITH PREMIER BRANDS IN ATTRACTIVE END MARKETS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:54.409+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42732970-614d-45da-9197-10e26957825a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 5, "textChars": 780, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:56.238+00", "seconds": 11.851, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/10", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-10", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.79 }, "kind": "image", "text": "SELECT BRANDS: Worthington Industries, Wave, Amtrol, ClarkDietrich, Coleman, Bernzomatic, General, Level5, Balloon Time, MagTorch, Pactool, Worthington Industries.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.238+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a94ed24-64c8-4a1a-bd33-eaf65a5b1533", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.04, "y": 0.59 }, "kind": "list", "text": "PRODUCT CATEGORIES: Building Products: Ceiling Solutions, Heating & Cooling Products, Back-up Power, Metal Framing. Consumer Products: DIY & Pro Tools, Outdoor Living, Camping, Celebrations. Sustainable Energy Solutions: H2 Ecosystems, Mobility Solutions, Transport and Storage Offerings.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.238+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "832e769d-e85a-4b63-819f-c415e13935b1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.06, "y": 0.95 }, "kind": "source-note", "text": "*Sales exclude pro-rata share of unconsolidated JV sales;", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.238+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05d974f5-b970-443c-917c-8e8980128984", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.93, "x": 0.03, "y": 0.18 }, "kind": "table", "text": "BUSINESS SEGMENTS: Building Products (41% of Sales), Consumer Products (49% of Sales), Sustainable Energy Solutions (10% of Sales). 8/31/22 TTM NET SALES*: $577M, $678M, $136M. 8/31/22 TTM ADJ. EBITDA: $239M, $106M, $2M.", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.238+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac9ea36e-4a24-470b-9631-f5fee4a4b61e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "COMPRISED OF THREE MARKET-FOCUSED REPORTING SEGMENTS", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.238+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c73a540b-cbaa-4234-8eea-d964ba990513", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 6, "textChars": 1458, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:51.668+00", "seconds": 6.317, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/11", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-11", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.899, "x": 0.05, "y": 0.84 }, "kind": "list", "text": "Market Growth Drivers: 200 Million Tons forecasted hydrogen needed by 2030, $500 Billion of expected spending in Industrial Internet of Things industry by 2025, $450 Billion expected annual remodeling expenditures in the U.S. by 2023, ~$120 Billion of outdoor recreation annual spending by U.S. consumers", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cf6710e-9f94-494d-b0bf-041a3efdff19", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.899, "x": 0.05, "y": 0.63 }, "kind": "list", "text": "Key Trends: Consumers increasingly focused on sustainability, Increased backup power needs, Investment and regulation is accelerating the energy transition, Monitoring solutions and connectivity enable customers to manage their businesses and lives, Applications for mobility solutions aid in improving efficiency in transportation and distribution, Increased remodeling activity, Shortages in skilled labor, Public investment in education and infrastructure, Rural migration, Home inventory shortfalls, Healthy indoor spaces, Investment in year-round outdoor living spaces, Outdoor participation growing, Growing legislative support for outdoor recreation", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34253f94-73f6-4f19-a254-39bb88f95eb6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.899, "x": 0.05, "y": 0.49 }, "kind": "list", "text": "Offering/Products: H2 & CNG Systems, Refillable Solutions, Remote Monitoring, Asset Tracking, Ceiling Solutions, Metal Framing, Tools, HVAC Products, Lawn & Garden, BBQ / Grill Products, Camping Products", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fb231d7-19b3-4dd0-93da-3333c4c0f732", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.899, "x": 0.05, "y": 0.32 }, "kind": "list", "text": "Business Segment: Sustainability, Technology, Commercial & Residential Remodeling & Construction, Outdoor Living", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2618c6d-479b-41f4-807f-d5cf6e30225d", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.69, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Sources: International Energy Agency McKinsey Joint Center for Housing Studies of Harvard University (JCHS) Outdoor Industry Association", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b108e02-47ae-4cf0-91a0-c06ff7cfcf0d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.879, "x": 0.059, "y": 0.04 }, "kind": "title", "text": "WELL-POSITIONED TO TAKE ADVANTAGE OF KEY TRENDS", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.668+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1426d536-cd9d-4e2e-9238-378c4835cdd4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "353dcc06-9b59-45be-8f04-40119b0adb38", "evidence": "list/comparison: Key Trends: Consumers increasingly focused on sustainability, Increased backup power needs, Investment and regulation is accelerating the energy transition, Monitoring solutions and connectivity enable c", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.921436+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 731, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:51.004+00", "seconds": 5.484, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/12", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-12", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.34, "x": 0.63, "y": 0.67 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09aa0348-8d8d-4672-93b2-df4266912c14", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.28, "x": 0.05, "y": 0.71 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "156ac629-6a6a-40cf-941d-6a0edddb4683", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.34, "y": 0.7 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9aeb5c6-95ac-4c60-9711-28c3aa7614cb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.28, "x": 0.63, "y": 0.42 }, "kind": "list", "text": "Grow market share and strategically acquire companies in growth markets\nFocus on higher margin, asset-light businesses with strong cash flows", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5714b544-fa7a-4dbc-8820-b6e9aa138579", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.28, "x": 0.34, "y": 0.42 }, "kind": "list", "text": "Robust new product development pipeline disrupting mature markets\nSmartlid™ enables remote monitoring of propane levels for home and industrial heating\nDYNAMAX™ specialized suspension platforms data centers", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdc61e55-3fd3-466e-8212-c9dabe0866a1", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.28, "x": 0.05, "y": 0.42 }, "kind": "list", "text": "A systematic approach to continuously identify opportunities that improve the business\nOn-going collaboration between sales, supply chain, purchasing, and operations functions to reduce working capital and increase earnings\nPredictive analytics and automation to enhance operational efficiency, reduce unplanned downtime, and improve safety", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da2e4ed6-8022-49f3-b863-2b976079cde1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "12", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "158ebad9-039a-434c-bed2-1b4b71deeae3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.84, "x": 0.047, "y": 0.037 }, "kind": "title", "text": "POWERED BY THE WORTHINGTON BUSINESS SYSTEM", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "990d8a26-4420-42ea-82bd-a4bfa51849b2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "7cda13ac-a01d-4aba-a49c-9ff51ae9cc8d", "evidence": "list/bullet: Grow market share and strategically acquire companies in growth markets Focus on higher margin, asset-light businesses with strong cash flows", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:17.999442+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 45, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:48.925+00", "seconds": 3.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/13", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-13", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.082, "x": 0.459, "y": 0.24 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0459aefb-0be3-49c0-bdf7-dccf53059960", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.44, "y": 0.84 }, "kind": "legend", "text": "MAKERS OF BETTER", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf69a084-7472-472f-ad87-871f01032277", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.44, "x": 0.28, "y": 0.43 }, "kind": "title", "text": "Overview of Worthington Steel", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:48.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33a72717-9315-4e43-8be2-ce2daeceeedb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 95, "componentCount": 11, "textChars": 999, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:58.753+00", "seconds": 12.914, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/14", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-14", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.29, "w": 0.2, "x": 0.54, "y": 0.57 }, "kind": "chart", "text": "Adj. EBITDA less Capital Expenditures ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22609e4c-6ebc-462b-a3dd-f7a2928a2e10", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.2, "x": 0.29, "y": 0.57 }, "kind": "chart", "text": "Adjusted EBITDA ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bebb1a9-009c-4f2f-bf90-1ab0b53d6581", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.24, "x": 0.03, "y": 0.57 }, "kind": "chart", "text": "Net Sales* ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a24e67ec-e4bd-455b-b417-66399ad55018", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.19, "x": 0.78, "y": 0.57 }, "kind": "chart", "text": "End Market Sales (8/31/22 TTM Net Sales*)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b0d00f1-78fa-42ef-9733-990066b89ec4", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.61, "x": 0.36, "y": 0.19 }, "kind": "list", "text": "Key Investment Highlights\nProven management team that is focused on value creation\nOne-of-a-kind business with a unique capability set and leading market positions across multiple value-added services, reliably solving complex supply chain challenges for blue chip customers\nMarket-leading supplier to growing end markets including electric vehicles and renewable energy\nSophisticated supply chain and pricing solutions drive market share and margin growth\nWorthington Business System powers base business improvements and higher profitability", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dccb66db-a0fe-4871-85a0-abaa2643da35", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.14, "x": 0.04, "y": 0.37 }, "kind": "metric", "text": "4.2M Tons of Steel Delivered in FY22", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0480c7fb-3032-48d7-8937-34adc2505f88", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.14, "x": 0.19, "y": 0.37 }, "kind": "metric", "text": ">50% of US passenger vehicles contain steel processed by Worthington", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a30ffb59-a9b3-4118-b092-29c557b8731a", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.14, "x": 0.29, "y": 0.37 }, "kind": "metric", "text": "$484M 3-year cumulative Adj. EBITDA less Cap Ex FY20-FY22", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8e029a5-60ba-4735-ad10-85370b0ee9ff", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.28, "x": 0.04, "y": 0.24 }, "kind": "paragraph", "text": "Financial & Operational Snapshot", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e297c519-c973-4e48-b527-7fa851a41e0d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.04, "y": 0.95 }, "kind": "source-note", "text": "*Sales exclude pro-rata share of unconsolidated JV sales;", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71b98a9c-0c8c-44e3-90b0-83f1b5be1d22", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "WORTHINGTON STEEL IS A BEST-IN-CLASS, VALUE-ADDED STEEL PROCESSOR IN GROWING END-MARKETS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:58.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a417b07-bcb2-401b-a5fe-f01047b94971", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 8, "textChars": 691, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:53.369+00", "seconds": 7.09, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/15", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-15", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.12, "x": 0.24, "y": 0.52 }, "kind": "image", "text": "TWB", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b7f0104-e9df-4c04-acbe-2f878185bc16", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.84, "y": 0.52 }, "kind": "image", "text": "serviacero WORTHINGTON", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aca5e783-68b3-437c-a369-0b9a9d75d96f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.45, "y": 0.52 }, "kind": "image", "text": "WORTHINGTON INDUSTRIES", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d67592dd-4c90-40b1-9db0-8b3609936e39", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.05, "y": 0.52 }, "kind": "image", "text": "TEMPEL", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d81b991e-e8e6-4492-9e5a-9c42143347f4", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.78, "x": 0.16, "y": 0.77 }, "kind": "list", "text": "General Motors Supplier of the Year 2020 & 2021\nJohn Deere 2021 Partner Level Supplier and member of Hall of Fame\nSchaeffler 2021 Schaeffler Supplier Excellence Award\nStellantis 2020 Raw Material Supplier of the Year", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "795ae4d1-fa8d-4b00-a0d5-a7c14d09806b", "parentComponentId": null }, { "bbox": { "h": 0.405, "w": 0.88, "x": 0.069, "y": 0.18 }, "kind": "list", "text": "#2 Global Producer of Stamped Electrical Steel Laminations\n#1 Producer of Tailor Welded Blanks in North America\n#1 Trader of Steel Futures by Volume in North America\n#1 Network of Independent Picklers in North America\n#1 Independent Producer of Hot Dipped Galvanized Steel in North America\n#2 Independent flat rolled service center in Mexico", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a607cbc3-48e2-4a84-b136-0c98aa5442bd", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.22, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Source: Internal management estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bc7dc2b-43c4-450b-9af4-dd64d6c4713f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.68, "x": 0.16, "y": 0.69 }, "kind": "title", "text": "Blue Chip Customer Recognition and Accolades", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.369+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af6cdd91-9b88-4219-86dd-01ed301c149c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "40842753-3c7e-4e32-9ba6-3cde723a1850", "evidence": "list/bullet: #2 Global Producer of Stamped Electrical Steel Laminations #1 Producer of Tailor Welded Blanks in North America #1 Trader of Steel Futures by Volume in North America", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:18.156318+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 793, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:53.157+00", "seconds": 6.669, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/16", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-16", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.69, "x": 0.19, "y": 0.46 }, "kind": "image", "text": "EV Traction Motors, Automotive Frames, Solar panel racks, Transformer Cores, Drainage Culvert / Renewables", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60b6f6f5-74c3-4f44-b3a4-9b82a31ab287", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.24, "x": 0.705, "y": 0.63 }, "kind": "list", "text": "Aging infrastructure and electrical grid in the US, Increased government spending to improve the electrical grid and expand EV charging", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bbe2d4e-d7ab-4b91-870a-577ac08c292e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.29, "x": 0.17, "y": 0.63 }, "kind": "list", "text": "Worldwide transition to electric vehicles, Lightweighting, via innovative processes and material combinations, remains a high priority for automotive OEMs, Aggressive carbon reduction targets by automotive OEMs", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fe9b674-a431-47e2-b4a0-a71f7fc83d05", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.24, "x": 0.46, "y": 0.63 }, "kind": "list", "text": "Transition to renewable energy sources such as hydro, solar, and wind, Energy grid emergency back-up power supply", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8798c0ad-a3e0-41e4-9fc2-027f4b7625b9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.705, "y": 0.83 }, "kind": "metric", "text": "$1 Trillion", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05f0c36b-8c4b-42a3-97e3-f68fee7d6b8e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.46, "y": 0.83 }, "kind": "metric", "text": "$25 Billion", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3758e097-de2e-4c03-bfd8-23b513bc3a0e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.17, "y": 0.83 }, "kind": "metric", "text": "80% of passenger vehicles", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84d471cf-4560-4dc5-9819-0cc261d9b66c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.16, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Sources: IHS Markit, PEY", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0569e145-5a65-4c7f-b415-d56f7083d065", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.78, "x": 0.109, "y": 0.17 }, "kind": "table", "text": "Decarbonization of Transportation, Energy Transition, Infrastructure, Offering / Products, Key Trends, Market Growth Drivers", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6f7ff43-ad6a-4e0a-9966-0f212d7ca5bf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.66, "x": 0.029, "y": 0.036 }, "kind": "title", "text": "POISED TO CAPITALIZE ON KEY TRENDS", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:53.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05dfbd17-0380-4fc1-93d8-28875d7a1aa1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Logical chain", "slug": "logical-chain", "status": "active", "bestFor": null, "canonId": "019dd9e1-5104-702f-8953-85757af6553d", "version": 1, "bodyDocId": null, "description": "If-then, premise-conclusion, deductive chain.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa85d007-5cad-4ec5-afca-797b663ed9c5", "evidence": "table/data: Decarbonization of Transportation, Energy Transition, Infrastructure, Offering / Products, Key Trends, Market Growth Drivers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 01:36:18.235583+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "appendix", "function": "frame_situation", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 87, "componentCount": 13, "textChars": 1152, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:56.548+00", "seconds": 9.873, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/17", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-17", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.09, "x": 0.88, "y": 0.02 }, "kind": "diagram", "text": "TECHNOLOGY, INNOVATION, TRANSFORMATION, ACQUISITION, OUR PHILOSOPHY", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a34d6a5-96cf-4f1c-8255-216123713ed9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.14, "x": 0.8, "y": 0.76 }, "kind": "image", "text": "TWB", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "073059e7-86a2-4a48-9688-6f60c197c681", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.14, "x": 0.64, "y": 0.76 }, "kind": "image", "text": "TEMPEL", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83f4e7b5-30fe-49d9-bbf7-5bfc4cf6024f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.17, "y": 0.73 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b39bf264-6d16-4e29-9019-2812c7776a27", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.49, "y": 0.73 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e454be41-3781-4cb4-ba3a-2ad3cd5dc9ff", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.36, "y": 0.73 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f98798f0-ac5b-4159-8f02-04e9682664a7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.03, "y": 0.73 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fea8afb2-18df-441b-ad1f-bdcae6cb58cd", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.28, "x": 0.64, "y": 0.24 }, "kind": "list", "text": "ACQUISITIONS\nStrategic Capabilities Enabling the Green Energy Transition\nTempel specifically increases exposure to electrification megatrend in transportation\nTempel directly participates in electrical grid modernization and upgrade\nTWB enables vehicle lightweighting for more fuel-efficiency and improved safety performance", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03fb0c42-9af1-4ebc-8b76-be0570540bb9", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.28, "x": 0.34, "y": 0.24 }, "kind": "list", "text": "INNOVATION\nTailored Customer Solutions\nCross-functional teams developing sophisticated supply chain and pricing solutions\nUtilize the steel futures market to provide tailored pricing mechanisms\nMetallurgical expertise to co-develop custom metals solutions for customers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26824789-05eb-4786-8f46-d8d925e891dc", "parentComponentId": null }, { "bbox": { "h": 0.43, "w": 0.28, "x": 0.04, "y": 0.24 }, "kind": "list", "text": "TRANSFORMATION\nLeveraging Lean Practices and Technology for World-Class Operations\nA systematic approach to continuously identify opportunities that improve the business\nOn-going collaboration between sales, supply chain, purchasing, and operations functions to reduce working capital and increase earnings\nPredictive analytics and automation to enhance operational efficiency, reduce unplanned downtime, and improve safety", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46af1048-5a9b-413c-810a-47e8d5587f0e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "17", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56d236a3-e887-4912-9cab-18c556dc4a9b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.83, "y": 0.95 }, "kind": "source-note", "text": "MAKERS OF BETTER", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c2b8b44-bb23-411d-b050-6a62b4490d4b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.79, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "POWERED BY THE WORTHINGTON BUSINESS SYSTEM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:56.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adabee24-5582-4bfb-acd2-38f22d6226f8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ea012a67-c7e5-461e-a8ba-64b1a0612743", "evidence": "The components list includes multiple bullet points grouped by category, suggesting a 2x2 matrix or a similar structured framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:36:01.745906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 38, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:55.997+00", "seconds": 8.811, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/18", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-18", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.083, "x": 0.458, "y": 0.199 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:55.997+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33c32597-2b86-419d-9a9a-20cea7e35eed", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.16, "x": 0.42, "y": 0.84 }, "kind": "image", "text": "MAKERS OF BETTER", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:55.997+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92312bc4-13ec-402d-83ad-aff0592cbc2e", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.029, "x": 0.48, "y": 0.95 }, "kind": "source-note", "text": "18", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:55.997+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4035b844-696c-485c-af81-87fa10b339f0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.474, "x": 0.263, "y": 0.459 }, "kind": "title", "text": "Transaction Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:55.997+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "107f49d1-e04c-40af-8284-63dc35734796", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "appendix", "function": "frame_situation", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 5, "textChars": 803, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:49:51.107+00", "seconds": 5.276, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/19", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-19", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.77, "x": 0.19, "y": 0.25 }, "kind": "list", "text": "Pro rata distribution of Worthington Steel stock, which is expected to be tax-free to shareholders for U.S. federal income tax purposes\nWorthington Steel to become publicly traded company that will be owned by Worthington Industries' then-current shareholders", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:51.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02661c09-bec6-4aae-91d3-6c34b470c76c", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.77, "x": 0.19, "y": 0.43 }, "kind": "list", "text": "Transaction targeted to be completed by early 2024\nSubject to, among other things, market conditions, finalization of the capital structure of the two companies, completion of steps to qualify transaction as tax-free, and final approval by Worthington Industries Board of Directors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:51.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b36ca464-fce2-42d1-aa59-6d84907a0048", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.77, "x": 0.19, "y": 0.62 }, "kind": "list", "text": "Both companies expected to be well capitalized and positioned for growth\nNo material changes anticipated to Worthington's current capital allocation policy", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:51.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f055ebba-39d2-4045-87b5-0efac8679b8b", "parentComponentId": null }, { "bbox": { "h": 0.46, "w": 0.16, "x": 0.02, "y": 0.23 }, "kind": "table", "text": "Transaction Structure\nTiming & Approvals\nExpected Capital Structures & Financial Policies", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:51.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c1aad26-b46f-47ca-a845-1d0c374b15a1", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.36, "x": 0.027, "y": 0.04 }, "kind": "title", "text": "TRANSACTION DETAILS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:51.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e0fa660-c81b-4ce9-b51b-120d94b5ec22", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9c84d82e-1653-43e0-a100-70b5cb8e8e14", "evidence": "The slide contains a table with data, specifically 'Transaction Structure' and 'Timing & Approvals'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:01.857904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 2, "textChars": 557, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:51.522+00", "seconds": 3.629, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/20", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-20", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.88, "x": 0.08, "y": 0.32 }, "kind": "list", "text": "Transaction will create two distinct, market-leading companies that are more specialized and fit-for purpose, with enhanced prospects for growth and value creation\nEnhanced management focus and operational functionality\nHighly compelling and distinct growth strategies\nModest leverage and ample liquidity to fund growth\nSeparation expected to enhance shareholder value\nDifferentiated investment theses\nAlignment with appropriate comparable company peers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.522+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d95f2956-7170-44ce-abd5-f818a8016085", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.95, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "WORTHINGTON INDUSTRIES PLANS TO SEPARATE INTO TWO MARKET-LEADING, INDEPENDENT, PUBLICLY TRADED COMPANIES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.522+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aca16a8-c4d9-4396-b8ec-483bb18ad2cf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 8, "name": "Solution", "beatId": "531f96ea-9f9d-4452-ab4e-3b84edb29fa0", "matchId": "9bb25096-098f-486d-a47d-dc31c7cbb44a", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document presents the proposed solution and provides details on the separation plan", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 8, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "78b85a27-be21-48c1-bfb2-8bbd20739414", "evidence": "The document highlights the potential benefits of separation, including increased focus and growth", "position": 1, "objective": "What are the benefits of separation?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:39.388369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "setup", "function": "appendix", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 24, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:47:51.667+00", "seconds": 3.471, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/21", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-21", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.05925926, "w": 0.09375, "x": 0.453125, "y": 0.2888889 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db6b592f-2107-44d4-a996-eaaa18c57bd2", "parentComponentId": null }, { "bbox": { "h": 0.022222222, "w": 0.140625, "x": 0.4296875, "y": 0.837037 }, "kind": "legend", "text": "MAKERS OF BETTER", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db3ddecf-6605-42d9-a4ed-c502e1123438", "parentComponentId": null }, { "bbox": { "h": 0.05925926, "w": 0.21875, "x": 0.390625, "y": 0.4592593 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:47:51.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cedb1d8-cd3a-48f0-aa3d-bd1783a34f74", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 8, "textChars": 3113, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:49:56.207+00", "seconds": 10.375, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-2820-7254-9b6f-bc3e9f94e13f/22", "deck": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f", "deckAnchor": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f#slide-22", "deckJson": "/decks/019de514-2820-7254-9b6f-bc3e9f94e13f.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.902, "x": 0.039, "y": 0.19 }, "kind": "paragraph", "text": "Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization (Adjusted EBITDA). Adjusted EBITDA consists of EBITDA (calculated by adding or subtracting, as appropriate, interest expense, income tax expense and depreciation and amortization to/from net earnings attributable to controlling interest), which is further adjusted to exclude impairment and restructuring charges (gains) as well as other items that management believes are not reflective of, and thus should not be included when evaluating the performance of its ongoing operations. Management uses adjusted EBITDA as a measure of operating performance and to engage in financial and operational planning because it believes this measure provides additional perspective and, in some circumstances are more closely correlated to, the performance of the Company's ongoing operations. Additionally, management believes this non-GAAP measure provides useful information to investors because it allows for meaningful comparisons and analysis of trends in Worthington's businesses and enables investors to evaluate operations and future prospects in the same manner as management", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fe8e9d0-9a5a-441b-96a6-8888cc6615eb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.902, "x": 0.039, "y": 0.101 }, "kind": "paragraph", "text": "Worthington has provided in this presentation certain financial information that has not been prepared in accordance with accounting principles generally accepted in the United States of America (\"non-GAAP\"). Non-GAAP measures should not be considered in isolation from, or as a substitute for, financial information calculated in accordance with GAAP.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b89f599-54e2-4211-aeb0-634d1314b46b", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.077, "y": 0.909 }, "kind": "source-note", "text": "Excludes the impact of the noncontrolling interests.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bdee37a-b73a-4bcc-87f6-e89d4b96cab1", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.407, "x": 0.534, "y": 0.699 }, "kind": "source-note", "text": "Other includes divested businesses that are no longer part of the Company's management structure as well as unallocated corporate costs.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3d63b56-8ca9-4b67-bca8-126f86a8b42a", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.407, "x": 0.534, "y": 0.56 }, "kind": "table", "text": "Worthington Steel $38.7 $35.9 $28.3 $40.6 New Worthington 47.1 50.9 44.7 39.8 Other 6.4 7.8 9.2 15.1 Total capital expenditures $92.2 $94.6 $82.2 $95.5", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d3b2b2e-fa43-4ffd-a5fb-c9b2d2090590", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.407, "x": 0.534, "y": 0.329 }, "kind": "table", "text": "TTM August 31, 2022, Fiscal Year Ended May 31, 2022, 2021, 2020 (in millions) Worthington Steel $191.6 $259.0 $249.0 $80.5 New Worthington 346.6 340.3 232.0 208.1 Other 21.4 16.0 2.1 11.7 Total adjusted EBITDA $559.6 $615.3 $483.1 $300.3", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e6cc9c9-e487-41e6-8467-e4790ed4b406", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.456, "x": 0.077, "y": 0.329 }, "kind": "table", "text": "TTM August 31, 2022, Fiscal Year Ended May 31, 2022, 2021, 2020 (in millions) Net earnings attributable to controlling interest $311.0 $379.4 $723.8 $78.8 Interest expense 32.2 31.3 30.3 31.6 Income tax expense 94.4 115.0 176.3 26.3 Earnings before interest and taxes (EBIT) $437.6 $525.7 $930.4 $136.7 Incremental expense related to Level5 earnout 0.5 Impairment of goodwill and long-lived assets 2.1 2.0 13.7 81.8 Restructuring and other expense (income), net (5.9) (11.2) 55.9 9.0 Pension settlement charge 4.8 Loss on sale of investment in ArtiFlex 15.8 Incremental expenses related to Nikola gains Gains on investment in Nikola 50.6 Loss on early extinguishment of debt (655.1) Impairment of investment in unconsolidated joint venture 4.0 Gain on sale of assets within equity income 4.3 Gain on consolidation of Samuel (23.1) Other non-recurring expense (6.0) 0.9 Adjusted EBIT $454.9 $515.5 $395.5 $207.6 Depreciation and Amortization 104.7 98.8 87.6 92.7 Adjusted EBITDA $559.6 $615.3 $483.1 $300.3", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e736d1-6050-4245-a0e8-eb788f6572aa", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.039, "y": 0.04 }, "kind": "title", "text": "RECONCILIATION OF NON-GAAP MEASURES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:56.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e259f5bc-edc5-41d0-a7f5-9d7d523f064d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "70c94ecd-50c3-4edb-b59d-5552e7e16626", "evidence": "The slide contains multiple tables with data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:36:02.03936+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Problem", "description": "The document introduces the need for separation and the current situation" }, { "from": 4, "to": 7, "label": "Agitate", "description": "The document highlights the benefits of separation and the potential for growth" }, { "from": 8, "to": 20, "label": "Solution", "description": "The document presents the proposed solution and provides details on the separation plan" } ], "loops": [ { "from": 4, "to": 7, "label": "Cost Of Inaction", "description": "What are the costs of not separating?" }, { "from": 8, "to": 20, "label": "Quick Win Big Bet", "description": "What are the benefits of separation?" } ] }