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Apr 30, 2026·SEC
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UFP Industries, Inc.(UFPI)Earnings, Financials & Key Ratios
UFPI•NASDAQ
$85.44
17.1× P/E·Price updated Jul 7, 2026
AboutUFP Industries, Inc., through its subsidiaries, designs, manufactures, and markets wood and wood-alternative products in North America, Europe, Asia, and Australia. It operates through Retail, Industrial, and Construction segments. The Retail segment offers preserved and unpreserved dimensional lumber; and outdoor living products, including wood and wood composite decking and related accessories, decorative lawn, garden, craft, and hobby products. This segment serves national home center retailers, and retail-oriented regional and contractor-oriented lumberyards under the ProWood, ProWood FR, Deckorators, UFP-Edge, Outdoor Essentials, Dimensions, and Handprint trademarks. The Industrial segment provides pallets, specialty crates, wooden boxes, and other containers and products that are used for packaging, shipping, and material handling applications, as well as various other protective packaging applications. The construction segment offers roof trusses, cut and shaped lumbers, plywood, oriented strand boards, and dimensional lumbers; and engineered wood components, including roof and floor trusses, wall panels, I-joists, and lumber packages, as well as distributes siding, electrical, and plumbing products to factory-built housing and recreational vehicle customers. This segment also engages in the manufacture of components; design, manufacture, and supply of wood forms and related products to set or form concrete for structures, such as parking garages, stadiums, and bridges, as well as provides farming services for builders. It also offers interior fixtures, millwork, and casework for retail, commercial, and other structures; and structural wood packaging, other packing materials, and original equipment manufacturer components for various industries. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was founded in 1955 and is headquartered in Grand Rapids, Michigan.Show more
- Revenue$6.32B-5.0%
- EBITDA$528M-17.5%
- Net Income$295M-28.9%
- EPS (Diluted)5.00-26.1%
- Gross Margin16.77%-9.0%
- EBITDA Margin8.36%-13.2%
- Operating Margin5.81%-21.5%
- Net Margin4.66%-25.2%
- ROE9.31%-29.3%
UFPI Price & Volume
UFP Industries, Inc. (UFPI) stock price & volume — 10-year historical chart
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Persistent Revenue Contraction Challenges Operational Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Strained
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Commodity price volatility exposure
Key Thesis Takeaways
- UFP Industries faces a challenging environment characterized by ten consecutive quarters of revenue contraction, culminating in a -8.4% year-over-year decline as of 2026Q1.
- While the company maintains a fortress balance sheet with a conservative 0.08 debt-to-equity ratio, the lack of clear capital deployment strategies for its $728.4 million cash position remains a concern.
- Investors should monitor whether the firm can stabilize its operating margins, which have compressed from 8.4% in 2024Q2 to 4.3% in 2026Q1, before committing capital to this cyclical industrial play.
Verdict Logic
while the company holds a substantial $728.4 million cash buffer, the consistent -8.4% revenue contraction and deteriorating operating margins suggest that the firm lacks a clear near-term catalyst for growth.
UFPI Growth Metrics
UFP Industries, Inc. (UFPI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.15%
5 Years4.16%
3 Years-13.09%
TTM-6.4%
Profit CAGR
10 Years13.85%
5 Years3.62%
3 Years-24.78%
TTM-29.14%
EPS CAGR
10 Years14.16%
5 Years4.56%
3 Years-23.04%
TTM-25.37%
Return on Capital
10 Years19.91%
5 Years22.36%
3 Years14.66%
Last Year10.24%
UFPI Recent Earnings
UFP Industries, Inc. (UFPI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$0.89-22.6%
$1.15
Rev
$1.5B-3.5%
$1.5B
Q1 2026
Feb 23, 2026Metric
Actual
Est
EPS
$0.70-32.0%
$1.03
Rev
$1.3B-5.0%
$1.4B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$1.29-5.8%
$1.37
Rev
$1.6B+11.4%
$1.4B
Q3 2025
Jul 28, 2025Metric
Actual
Est
EPS
$1.70-12.8%
$1.95
Rev
$1.8B+11.6%
$1.6B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.89vs $1.15-22.6% | $1.5Bvs $1.5B-3.5% |
| Q1 2026 | Feb 23, 2026 | $0.70vs $1.03-32.0% | $1.3Bvs $1.4B-5.0% |
| Q4 2025 | Oct 29, 2025 | $1.29vs $1.37-5.8% | $1.6Bvs $1.4B+11.4% |
| Q3 2025 | Jul 28, 2025 | $1.70vs $1.95-12.8% | $1.8Bvs $1.6B+11.6% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for UFP Industries, Inc. (UFPI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $85.44 | $4.85B | 17.09 | -4.99% | 4.66% | 9.31% | 1.63% | |
| $23.29 | $16.79B | 51.76 | -3.07% | 5.74% | 4.2% | — | |
| $74.78 | $5.22B | 35.95 | -7.92% | 3.2% | 4.72% | — | |
| $73.40 | $2.58B | 20.85 | -4.75% | 1.73% | 5.26% | — | |
| $78.42 | $8.67B | 20.16 | -7.38% | 1.97% | 6.92% | — | |
| $112.88 | $6.91B | 19.04 | -0.48% | 3.77% | 4.96% | — |
Compare UFPI vs Peers
UFP Industries, Inc. (UFPI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
UFPI SEC Filings & Documents
UFP Industries, Inc. (UFPI) SEC filings — annual & quarterly reports (10-K, 10-Q)
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UFPI Frequently Asked Questions
UFP Industries, Inc. (UFPI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is UFP Industries, Inc.'s revenue?
UFP Industries, Inc. (UFPI) reported $6.19B in revenue for fiscal year 2025. This represents a 594% increase from $891.2M in 1996.
How fast is UFP Industries, Inc. growing?
UFP Industries, Inc. (UFPI) saw revenue decline by 5.0% over the past year.
Is UFPI profitable?
Yes, UFP Industries, Inc. (UFPI) is profitable, generating $264.0M in net income for fiscal year 2025 (4.7% net margin).
Dividend & Returns
Does UFPI pay dividends?
Yes, UFP Industries, Inc. (UFPI) pays a dividend with a yield of 1.63%. This makes it attractive for income-focused investors.
What is UFPI's return on equity?
UFP Industries, Inc. (UFPI) has a return on equity (ROE) of 9.3%. This is below average, suggesting room for improvement.
What is UFP Industries, Inc.'s free cash flow?
UFP Industries, Inc. (UFPI) generated $298.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.