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UFP Industries Inc (UFPI) stock

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NASDAQ: UFPI Nasdaq Building Products Next results ~January 27, 2027

C Fundamentals grade

UFP Industries Inc is a US-listed company in the building products industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$130

Cash-flow model

Base case. Range ~$96–$160 across our lower- and higher-growth cases (-3%–7% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 51% above it.

Price used: $83.14, November 2, 2026

UFP Industries Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter UFP Industries files

Where UFP Industries stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $6.23bn, down 4.7% on a year earlier, a smaller fall than the 6.4% decline a quarter earlier. That puts it 28 of 31 for growth among the building products companies we cover. Free-cash-flow margin held at 4.3%. The diluted share count is down 5.5% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 7 of our 7 financial-health checks. Our cash-flow model value is $126 a share, against a share price of $81.36. At that price, our model says the market is pricing in cash flow shrinking about 6.2% a year for five years, close to the -6.3% a year revenue growth it has delivered.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 27, 2027 (estimated)

UFP Industries Inc's trailing-twelve-month revenue fell 4.7% year on year, with a free-cash-flow margin of 4.3%. Where it stands out: change in share count of -5.5% ranks 4 of 44 building products companies we cover. Where it lags: gross margin of 16.1% ranks 38 of 43 building products companies we cover.

Our discounted-cash-flow model values the business at ~$130 per share in the base case (~$96–$160 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 2.2% while net income fell 28.3%: a 31pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $83.14 is 51% below our value per share of $130.
  • Shrinking share count. Diluted shares fell 5.5% in a year, so each share owns more of the business.

Things to watch

  • Revenue shrinking. Revenue fell 4.7% over the last 12 months.
  • Below peers: gross margin. Gross margin of 16.1% ranks 38 of 43 building products companies we cover (median 32.1%).
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$1.05 against an average estimate of $1.21: missed by 12.9%
Revenue
$1.88bn, up 2.6% on a year earlier
Share reaction
+2.0% in the first session after the results on October 28, 2026, against 0.0% for the S&P 500
Next report
October 28, 2026; average EPS estimate $1.04

UFP Industries' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.5%
  • 1 week+2.7%
  • 1 month+7.8%
  • This year-7.6%
  • 1 year-8.3%
  • 5 years+3.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$6.2B
Operating margin
5.1%
Net margin
4.0%
EPS (TTM, diluted)
$4.53

Growth

Revenue growth
−4.7%
Change in growth rate
+1.7 pts
Share count change
−5.5%

Cash

Free cash flow (TTM)
$267M
FCF margin
4.3%

Earnings

Last results
October 28, 2026
Next results (est.)
January 27, 2027

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Announcement
  4. Deal
  5. Announcement
  6. Product
  7. Announcement
  8. Results
  9. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

UFP Industries Inc valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 5.6% a year for five years.That is close to the -6.3% a year revenue growth UFP Industries has delivered.

  • Priced in-5.6%
  • Last 12 months-4.7%
  • 3 years a year-8.4%
  • 5 years a year-6.3%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($81.64, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$130
Price used
$81.64close November 3, 2026
Implied change
▲ +53%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of UFP Industries Inc's free cash flow after stock-based pay with after-tax interest added back ($385M, FY2026 Q2 TTM), growing 3.9% and 2.1% in the next two years (forecasts, guidance and its record), then back to 2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$96–~$160 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of UFP Industries Inc's free cash flow after stock-based pay ( $385M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value UFP Industries Inc as an operating company, with every model that fits that kind of business. Cost of equity 9.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.92 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$130 ~$96–$160 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$85 ~$76–$110 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$150 ~$110–$220 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$140 ~$120–$160 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$120 ~$85–$150 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare UFP Industries Inc with Building Products in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −23%
  • Revenue growth 5 points higher ▲ +31%
  • Free-cash-flow margin 1 point lower ▼ −21%
  • Last year's free-cash-flow margin change, if it persists ▲ +6%
  • Discount rate 1 point higher ▼ −13%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $108$144$192$254$336$442
8.5% $84$110$145$190$248$323
10% $70$90$117$151$195$253

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$20.38$30.53$34.03$23.51$45.03$52.65$82.58$75.48$120.97$109.30$91.70$83.14
Market value$1.2bn$1.8bn$2.1bn$1.4bn$2.7bn$3.2bn$5.0bn$4.6bn$7.3bn$6.4bn$5.2bn$4.6bn
+ Net debt (− = net cash)−$2m$78m$118m$175m−$4m−$125m$34m−$281m−$842m−$938m−$684m−$363m
Enterprise value$1.2bn$1.9bn$2.2bn$1.6bn$2.7bn$3.0bn$5.0bn$4.3bn$6.5bn$5.5bn$4.5bn$4.2bn
Multiples
Price / sales 0.4x0.6x0.5x0.3x0.6x0.6x0.6x0.5x1.0x1.0x0.8x0.7x
Price / earnings 15.1x18.2x17.2x9.6x15.1x12.8x9.3x6.6x14.3x15.5x17.7x18.4x
Price / free cash flow 9.7x15.5x31.4x68.2x10.2x12.8x13.8x7.0x9.4x15.7x18.8x17.1x
EV / EBITDA 7.0x9.3x9.4x6.1x8.9x7.4x6.1x4.1x8.6x8.9x9.0x9.1x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

57 /100

Moderate moat

How hard UFP Industries's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 14 / 20

    Cash operating profit has been a median 11.2% of total assets over 10 years.

  • Pricing power 8 / 20

    Gross margin has been a median 16.1%, moving by 2.0 percentage points (standard deviation) across 10 years.

  • Durability 11 / 20

    Operating margin has been a median 6.2%; its worst year was 4.6%.

  • Cash conversion 10 / 20

    Free cash flow was positive in 8 of 10 years, at a median 4.1% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 8.4% over five years; stock-based pay has been a median 0.1% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (62 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $4.42 −12% $6.5bn +3%
Next $5.36 +21% $6.6bn +2%

Next year's EPS estimate has moved −2.4% in 90 days, across 5 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −2.6% on 90 days ago. In the last 30 days, 1 analyst raised UFP Industries Inc's forecast and 1 cut it.

Consensus EPS forecast UFP Industries Inc, last 90 days
$4.00 $4.50 $5.00 $5.50 $6.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $4.54 Current fiscal year, 60 days ago: $4.53 Current fiscal year, 30 days ago: $4.53 Current fiscal year, 7 days ago: $4.52 Current fiscal year, Now: $4.42 $4.42 Next fiscal year, 90 days ago: $5.49 Next fiscal year, 60 days ago: $5.53 Next fiscal year, 30 days ago: $5.53 Next fiscal year, 7 days ago: $5.49 Next fiscal year, Now: $5.36 $5.36

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $4.54$5.49
60 days ago $4.53$5.53
30 days ago $4.53$5.53
7 days ago $4.52$5.49
Now $4.42$5.36

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $1.21 $1.05 −12.9%
Jun 2026 $1.41 $1.48 +5.2%
Mar 2026 $1.10 $0.89 −19.2%
Dec 2025 $1.05 $0.70 −33.1%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows UFP Industries Inc's revenue by +3.9% next year and +2.1% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+5.1%, weight 62%) and the company's own record (+2.0%, weight 38%) . How the weights are set.

Analyst recommendations

6 analysts, Oct 2026
Buy350%
Hold350%
Sell00%

Monthly trend

  1. Oct 2026336
  2. Sep 2026336
  3. Aug 2026325
  4. Jul 2026325

Counts of recommendations published by analysts covering UFP Industries Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.8%
of tradable shares
Days to cover
4.51
at average volume
Short interest, 1 month
+6%
to October 15, 2026
Held by institutions
91%
of shares
Held by insiders
2.0%
of shares
Employees
13,800
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −8.3%

$90.67 on October 31, 2025 to $83.14

ThenNowEffect
Revenue (last 12 months) $6.5bn $6.2bn −4.7%
Net margin 5.3% 4.0% −24.8%
P/E multiple 15.2x 18.4x +20.9%
Share count 58m 55m +5.8%

Biggest factor: net margin.

Last 3 years −16.5%

$99.54 on November 3, 2023 to $83.14

ThenNowEffect
Revenue (last 12 months) $8.1bn $6.2bn −23.1%
Net margin 7.1% 4.0% −43.9%
P/E multiple 10.5x 18.4x +75.4%
Share count 61m 55m +10.3%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
UFPI+67%−13%+60%−9%−18%−8%
Industry peers (median)+22%−24%+44%+12%−11%+5%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
UFPI58%42%50%50%42%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
UFPI−23%−30%−23%−19%−25%−35%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 46% from February 20, 2020 to March 20, 2020. Getting back needed a 84% gain, reached on July 27, 2020, 129 days after the low.

Price behaviour

52-week range
$74.21 – $114.21
From 52-week high
−27.2%
vs 50-day average
+3.2%
vs 200-day average
−6.4%
Volatility (1 year)
31%
Beta vs S&P 500
0.64

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 10 down
typical move ±3.8%
After a week
2 up, 9 down
typical move ±5.1%
After a month
5 up, 6 down
typical move ±6.2%
Results releasedNext dayS&P 500 next day5 days21 days
October 28, 2026 +2.0% 0.0% — —
July 29, 2026 −5.3% +0.1% +1.9% −6.2%
April 29, 2026 −6.5% +1.0% −12.0% −15.4%
February 23, 2026 −0.9% −0.3% −7.4% −16.7%
October 29, 2025 −0.2% −1.1% −0.4% +1.1%
July 28, 2025 −2.4% −0.3% −6.0% +0.1%
April 28, 2025 −6.1% +0.7% −6.6% −8.7%
February 18, 2025 −3.0% +0.5% −5.6% −6.8%
October 28, 2024 −5.5% +0.5% −4.9% +5.7%
July 30, 2024 +3.8% +1.1% −6.0% −4.8%
April 30, 2024 −2.4% −1.9% +0.9% +1.9%
February 20, 2024 −7.2% −0.5% −4.3% +0.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How UFP Industries Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

UFP Industries Inc in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) UFP Industries Inc
$6B $6.5B $7B $7.5B $8B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $7.6B Revenue (TTM), FY23 Q4: $7.2B Revenue (TTM), FY24 Q1: $7B Revenue (TTM), FY24 Q2: $6.9B Revenue (TTM), FY24 Q3: $6.7B Revenue (TTM), FY24 Q4: $6.7B Revenue (TTM), FY25 Q1: $6.6B Revenue (TTM), FY25 Q2: $6.5B Revenue (TTM), FY25 Q3: $6.5B Revenue (TTM), FY25 Q4: $6.3B Revenue (TTM), FY26 Q1: $6.2B Revenue (TTM), FY26 Q2: $6.2B $6.2B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $7.6B
FY23 Q4 $7.2B
FY24 Q1 $7B
FY24 Q2 $6.9B
FY24 Q3 $6.7B
FY24 Q4 $6.7B
FY25 Q1 $6.6B
FY25 Q2 $6.5B
FY25 Q3 $6.5B
FY25 Q4 $6.3B
FY26 Q1 $6.2B
FY26 Q2 $6.2B
Revenue growth, TTM YoY UFP Industries Inc
-30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -21.8% Revenue growth, TTM YoY, FY23 Q4: -25.0% Revenue growth, TTM YoY, FY24 Q1: -21.5% Revenue growth, TTM YoY, FY24 Q2: -14.9% Revenue growth, TTM YoY, FY24 Q3: -11.7% Revenue growth, TTM YoY, FY24 Q4: -7.8% Revenue growth, TTM YoY, FY25 Q1: -6.1% Revenue growth, TTM YoY, FY25 Q2: -5.1% Revenue growth, TTM YoY, FY25 Q3: -3.9% Revenue growth, TTM YoY, FY25 Q4: -5.0% Revenue growth, TTM YoY, FY26 Q1: -6.4% Revenue growth, TTM YoY, FY26 Q2: -4.7% -4.7%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -21.8%
FY23 Q4 -25.0%
FY24 Q1 -21.5%
FY24 Q2 -14.9%
FY24 Q3 -11.7%
FY24 Q4 -7.8%
FY25 Q1 -6.1%
FY25 Q2 -5.1%
FY25 Q3 -3.9%
FY25 Q4 -5.0%
FY26 Q1 -6.4%
FY26 Q2 -4.7%
Operating margin (TTM) UFP Industries Inc
4% 6% 8% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 9.1% Operating margin (TTM), FY23 Q4: 9.0% Operating margin (TTM), FY24 Q1: 8.8% Operating margin (TTM), FY24 Q2: 8.5% Operating margin (TTM), FY24 Q3: 8.0% Operating margin (TTM), FY24 Q4: 7.4% Operating margin (TTM), FY25 Q1: 6.8% Operating margin (TTM), FY25 Q2: 6.3% Operating margin (TTM), FY25 Q3: 6.0% Operating margin (TTM), FY25 Q4: 5.8% Operating margin (TTM), FY26 Q1: 5.4% Operating margin (TTM), FY26 Q2: 5.1% 5.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 9.1%
FY23 Q4 9.0%
FY24 Q1 8.8%
FY24 Q2 8.5%
FY24 Q3 8.0%
FY24 Q4 7.4%
FY25 Q1 6.8%
FY25 Q2 6.3%
FY25 Q3 6.0%
FY25 Q4 5.8%
FY26 Q1 5.4%
FY26 Q2 5.1%
FCF margin (TTM) UFP Industries Inc
2% 4% 6% 8% 10% 12% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 10.8% FCF margin (TTM), FY23 Q4: 10.8% FCF margin (TTM), FY24 Q1: 11.2% FCF margin (TTM), FY24 Q2: 9.8% FCF margin (TTM), FY24 Q3: 7.9% FCF margin (TTM), FY24 Q4: 6.2% FCF margin (TTM), FY25 Q1: 4.5% FCF margin (TTM), FY25 Q2: 4.0% FCF margin (TTM), FY25 Q3: 4.2% FCF margin (TTM), FY25 Q4: 4.4% FCF margin (TTM), FY26 Q1: 4.9% FCF margin (TTM), FY26 Q2: 4.3% 4.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 10.8%
FY23 Q4 10.8%
FY24 Q1 11.2%
FY24 Q2 9.8%
FY24 Q3 7.9%
FY24 Q4 6.2%
FY25 Q1 4.5%
FY25 Q2 4.0%
FY25 Q3 4.2%
FY25 Q4 4.4%
FY26 Q1 4.9%
FY26 Q2 4.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar UFP Industries took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $6.3B
  2. Cost of revenue $5.3B · 83.2%
  3. Gross profit $1.1B · 16.8%
  4. Selling, general and admin $691M · 10.9%
  5. Operating income $364M · 5.8%
  6. Income tax $96.2M · 1.5%
  7. Net income $295M · 4.7%

Shares of revenue. Source: UFP Industries's 10-K for FY2025, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1,673 1,891 1,822 2,055 2,470 2,660 2,887 3,240 3,941 4,489 4,416 5,154 8,636 9,627 7,218 6,652 6,320 6,234
Gross profit 244 230 200 225 281 325 400 475 543 593 686 800 1,407 1,789 1,419 1,227 1,060 1,005
EBITDA 76 61 43 75 105 131 173 205 230 262 305 410 822 1,044 757 617 502 461
Operating income 43 30 12 45 74 97 135 164 181 207 245 346 738 950 647 492 364 316
Net income 24 17 5 24 43 58 81 101 120 149 180 247 536 693 514 415 295 249
Diluted EPS $0.42 $0.30 $0.08 $0.40 $0.72 $0.95 $1.33 $1.65 $1.94 $2.40 $2.91 $4.00 $8.59 $10.97 $8.07 $6.77 $5.00 $4.53
Growth (year on year)
Revenue — +13.0% −3.6% +12.8% +20.2% +7.7% +8.5% +12.2% +21.6% +13.9% −1.6% +16.7% +67.6% +11.5% −25.0% −7.8% −5.0% −4.7%
EBITDA — −19.8% −29.5% +75.1% +40.5% +24.6% +31.9% +18.5% +12.1% +14.0% +16.5% +34.2% +100.5% +27.1% −27.5% −18.5% −18.6% −15.5%
Operating income — −29.3% — — +66.8% +31.1% +39.1% +21.4% +10.4% +14.2% +18.2% +41.2% +113.3% +28.8% −32.0% −23.9% −26.1% −23.8%
Net income — — — — — — +40.0% +25.5% +18.1% +24.3% +20.9% +37.4% +117.1% +29.3% −25.7% −19.4% −28.9% −28.3%
Diluted EPS — — — — — — +39.5% +24.1% +17.6% +23.7% +21.3% +37.5% +114.8% +27.7% −26.4% −16.1% −26.1% −24.2%
Margins
Gross margin 14.6% 12.2% 11.0% 11.0% 11.4% 12.2% 13.9% 14.6% 13.8% 13.2% 15.5% 15.5% 16.3% 18.6% 19.7% 18.4% 16.8% 16.1%
EBITDA margin 4.5% 3.2% 2.3% 3.6% 4.3% 4.9% 6.0% 6.3% 5.8% 5.8% 6.9% 8.0% 9.5% 10.8% 10.5% 9.3% 7.9% 7.4%
Operating margin 2.6% 1.6% 0.7% 2.2% 3.0% 3.7% 4.7% 5.1% 4.6% 4.6% 5.5% 6.7% 8.5% 9.9% 9.0% 7.4% 5.8% 5.1%
Net margin 1.5% 0.9% 0.2% 1.2% 1.7% 2.2% 2.8% 3.1% 3.0% 3.3% 4.1% 4.8% 6.2% 7.2% 7.1% 6.2% 4.7% 4.0%
Free-cash-flow margin 6.7% 0.1% −1.2% −1.8% 0.5% 1.0% 4.3% 3.7% 1.7% 0.5% 6.0% 4.8% 4.2% 6.8% 10.8% 6.2% 4.4% 4.3%
Cash flow
Cash from operations 127 29 12 −6 53 73 169 173 137 117 349 336 512 832 960 643 546 493
Capital spending 16 27 33 30 40 45 44 54 71 96 85 89 151 174 180 232 269 226
Free cash flow 111 2 −21 −36 13 28 125 119 65 21 264 247 361 657 780 410 276 267
Stock-based pay 2 2 1 1 2 2 2 2 4 4 4 4 11 28 35 38 38 —
Free cash flow after stock pay 110 −0 −23 −37 11 26 123 117 62 17 260 243 350 629 745 372 239 —
Balance sheet
Cash 67 43 11 8 0 0 88 34 28 27 168 437 287 559 1,118 1,172 914 597
Total debt 0 55 93 96 85 99 86 112 146 203 164 312 320 278 277 234 230 234
Net debt (negative = net cash) −67 12 82 88 85 99 −2 78 118 175 −4 −125 34 −281 −842 −938 −684 −363
Diluted shares — 58m 59m 59m 59m 60m 60m 60m 60m 60m 60m 60m 60m 61m 61m 59m 57m 55m
Returned to shareholders
Dividends 5 8 8 8 8 12 3 3 20 22 25 31 40 59 68 81 82 81
Buybacks 3 5 0 0 0 5 1 0 13 25 — 29 — 96 82 141 433 322
Total returned 8 13 8 8 8 17 4 3 33 47 25 60 40 155 150 222 515 402

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

7 of 7 checks passed · June 27, 2026
What it owns · $4.1bn
Short-term assets $2.2bnLonger-term assets $1.9bn
What it owes, and who funded it · $4.1bn
Short-term liabilities $557mLonger-term liabilities $487mShareholders' equity $3.0bn
  • Short-term assets cover short-term liabilities $2.2bn of assets due within a year against $557m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $2.2bn short-term assets against $487m of longer-dated liabilities.
  • More cash than debt $597m of cash against $234m of debt.
  • Debt below 40% of shareholders' equity Debt is 8% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 14% to 8% over five years.
  • A year's operating cash flow covers at least 20% of debt $493m of operating cash flow against $234m of debt.
  • Operating profit covers interest at least five times over Operating income of $316m against $10m of interest.

From UFP Industries Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$322M
Dividends (TTM)
$80.8M
Returned to shareholders
151%
of free cash flow
Buybacks, last 3 fiscal years
$656M
Diluted share count
−5.5%
year over year
Total shareholder yield
8.8%
dividends 1.8% + buybacks 7.0% of market value
Dividend payout ratio
32%
of net income paid out
Sales & admin spending
11.0%
of revenue
Days sales outstanding
43 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in building products
Last 12 months unless stated UFPI LII CSL REZI MAS FBIN Median
Revenue, last 12 months $6.2bn $5.4bn $5.2bn $7.7bn $7.7bn $4.4bn $1.8bn
Revenue growth, last 12 months −4.7% 1.9% 4.0% 3.4% 0.9% −2.3% 3.7%
Revenue growth, 3-year average −8.4% 3.4% 4.2% 6.5% −1.4% −1.0% 3.6%
Revenue growth, latest quarter 2.6% 10.2% 8.6% 2.0% 2.6% −4.1% 8.0%
Gross margin 16.1% 32.6% 34.7% 29.6% 37.6% 45.9% 32.0%
Operating margin 5.1% 18.8% 19.5% 6.9% 17.9% 6.8% 7.0%
Operating margin, 3-year average 6.6% 19.4% 21.2% 7.7% 17.2% 11.9% 10.7%
Net margin 4.0% 13.8% 13.8% 5.6% 12.1% 3.4% 5.1%
Cash from operations / revenue 7.9% 18.2% 17.2% −16.6% 15.7% 11.3% 12.4%
Free-cash-flow margin 4.3% 15.3% 14.4% −18.3% 13.6% 9.1% 8.9%
Free-cash-flow margin, 3-year average 6.0% 12.9% 17.4% −2.6% 12.4% 9.4% 8.5%
Stock pay / revenue 0.1% 0.4% 0.7% 0.7% 0.3% 0.3% 0.7%
Change in share count −5.5% −1.9% −7.7% 2.0% −5.2% −2.7% −0.6%

Median of all 46 companies we cover in building products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

46 building products companies
Measure Company Peer median Rank
Revenue growth Growth -4.7% 4.0% 36 of 46
Change in growth rate Growth +1.7pp +0.8pp 16 of 46
Gross margin Profitability 16.1% 32.1% 38 of 43
Operating margin Profitability 5.1% 7.2% 30 of 45
Net margin Profitability 4.0% 5.6% 26 of 46
Free-cash-flow margin Cash generation 4.3% 9.1% 30 of 46
Long-term debt as % of assets Balance sheet 5.6% 25.7% 5 of 37
Change in share count Balance sheet -5.5% -0.6% 4 of 44
Days sales outstanding Balance sheet 43 days 53 days 8 of 34

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 27, 2025
Geography
Region Revenue Share YoY
United States $6B 95.5% ▼ 5.1%
Outside the US $282M 4.5% ▼ 3.5%

From UFP Industries Inc's 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$4.4B
Institutions reporting
381
Shares held vs prior quarter
▲ 1.3%
Positions opened / closed
37 / 50

Top buyers and sellers, Q2 2026: 167 institutions bought and 205 sold ; the biggest buyer was Gendell Jeffrey L (+376K shares) and the biggest seller Wasatch Advisors LP (−644K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $688M 7.6M 15.5% ▼ 1.5%
Vanguard Portfolio Management LLC $303M 3.3M 6.9% ▲ 1.4%
Kayne Anderson Rudnick Investment Management LLC $271M 3.0M 6.1% ▼ 6.2%
Vanguard Capital Management LLC $231M 2.5M 5.2% ▼ 0.1%
State Street Corp $199M 2.2M 4.5% ▲ 1.7%
Dimensional Fund Advisors LP $188M 2.1M 4.2% ▲ 8.3%
Boston Partners $166M 1.8M 3.8% ▲ 1.6%
Geode Capital Management, LLC $144M 1.6M 3.3% ▲ 3.1%
FMR LLC $137M 1.5M 3.1% ▲ 12.7%
Wasatch Advisors LP $127M 1.4M 2.9% ▼ 31.6%
Northern Trust Corp $102M 1.1M 2.3% ▲ 4.0%
Allspring Global Investments Holdings, LLC $95.1M 1.1M 2.1% ▲ 0.7%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not UFP Industries Inc's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $1.1M 2 trades by 2 insiders · 0% under pre-set plans
Net ▼ $1.1M net selling
Insider Date Trade Shares Price Value
Missad Matthew J Executive Chairman December 11, 2025 Sell 11,000 $92.26 $1M
Wooldridge Michael G. Director November 26, 2025 Sell 1,192 $93.43 $111,369

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 8 trades and filings

In the last 12 months, 1 member of Congress disclosed 1 purchase and 1 sale of UFP Industries Inc shares.

  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded March 3, 2026, filed April 7, 2026
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Sale (partial), $1,001 - $15,000, traded November 6, 2025, filed December 15, 2025
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Sale (partial), $1,001 - $15,000, traded October 30, 2025, filed November 18, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 27, 2027 estimated from the company's past filing pattern, not announced

  • October 28, 2026
  • July 29, 2026
  • April 29, 2026
  • February 23, 2026
  • October 29, 2025
  • July 28, 2025

Recent SEC filings

Data status

When each part of this page on UFP Industries Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

UFP Industries Inc in brief

What does UFP Industries Inc do?
UFP Industries Inc is a US-listed company in the building products industry. Its financial year ends in December.
What is UFP Industries Inc's stock ticker?
UFP Industries Inc trades under the ticker UFPI on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is UFP Industries Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, UFP Industries Inc reported revenue of $6.2B, 4.7% lower than a year earlier, according to its SEC filings.
What is UFP Industries Inc's free cash flow?
UFP Industries Inc's free-cash-flow margin is 4.3% of revenue over the trailing twelve months, ranking 30 of the 46 building products companies we cover.
What is UFP Industries Inc's fair value (intrinsic value) per share?
Our discounted-cash-flow model of UFP Industries Inc's free cash flow after stock-based pay gives ~$130 per share in the base case, and ~$96–$160 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are UFP Industries Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Kayne Anderson Rudnick Investment Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is UFP Industries Inc buying back stock, and does it pay a dividend?
UFP Industries Inc spent $322M on share repurchases over the trailing twelve months, and its diluted share count fell 5.5% over the year.
What is UFP Industries Inc's market cap?
On November 2, 2026, UFP Industries Inc's market capitalisation was about $4.6B, with a price-to-earnings ratio of 18.4 and net debt of -$363M. Market figures come from third-party market data and may be delayed.
Does UFP Industries Inc pay a dividend?
Yes: UFP Industries Inc paid $80.8M in dividends over the trailing twelve months, a dividend yield of 1.76% and a payout ratio of 32.4%.
How much debt does UFP Industries Inc have?
UFP Industries Inc's debt-to-equity ratio is 7.7%, from its latest balance sheet (14.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are UFP Industries Inc's competitors?
In our Building Products peer group, the companies closest to UFP Industries Inc are Lennox International, Carlisle Companies Inc, Resideo Technologies, Inc., Masco and Fortune Brands Innovations, Inc. The side-by-side comparison below sets their revenue, margins and growth against UFP Industries Inc's.
Are insiders buying or selling UFP Industries Inc stock?
Over the last 12 months, UFP Industries Inc's directors and officers reported 0 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is UFP Industries Inc's next earnings date?
Around January 27, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — UFP Industries Inc announces its own schedule.