UFP Industries
Manufacturer of outdoor-living products, engineered packaging, pallets, and construction components.
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Profile
Manufactures wood, composite, and related products for retail, industrial packaging, and construction markets, earning revenue from branded outdoor products, engineered packaging, pallets, trusses, structural components, and concrete-forming systems. A distributed plant network supports local service, while lumber prices, building activity, industrial demand, freight costs, and large retail customers shape results.
Designs, manufactures, and supplies wood, wood-composite, non-wood-composite, and related products through Retail, Packaging, and Construction. Operations span North America, Europe, Asia, and Australia.
Retail sells ProWood treated lumber, Deckorators outdoor-living products, UFP-Edge specialty wood, and related goods through home centers and other retailers. Packaging combines Structural Packaging's custom engineered products, PalletOne's new and recycled pallets, and Protective Packaging Solutions. Construction serves factory-built housing, site-built and commercial projects, and concrete forming with trusses, structural components, lumber, and prefabricated systems.
A distributed plant network places production near customers and suppliers, supporting mixed loads and rapid turnaround; purchasing scale and material utilization underpin manufacturing economics. Results remain tied to lumber prices, housing and repair activity, industrial demand, freight costs, and concentrated relationships with major home-improvement retailers.
Company facts
Categories
Key statistics
Year to date −6.7% · Average volume (30d) 434.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Stifel Nicolaus | Target | $87 | $90 | ||
| May 11, 2026 | Stifel Nicolaus | Target | $98 | $87 | ||
| May 5, 2026 | BMO Capital | Upgrade | Market Perform | Outperform | ||
| Apr 20, 2026 | BMO Capital | Reiterate | Market Perform | $88 | $108 | |
| Dec 2, 2025 | Stifel Nicolaus | Target | $95 | $98 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.37 | $1.48 | +8.0% | $1.79B | $1.88B | +5.4% | −1.74% |
| Apr 29, 2026Q1 FY26 | $1.15 | $0.89 | −22.6% | $1.51B | $1.46B | −3.5% | −3.71% |
| Feb 23, 2026Q4 FY25 | $1.03 | $0.70 | −32.0% | $1.40B | $1.33B | −5.0% | +2.29% |
| Oct 29, 2025Q3 FY25 | $1.37 | $1.29 | −5.8% | $1.40B | $1.56B | +11.4% | +1.97% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.84B | $1.56B | $1.33B | $1.46B | $1.88B | |
| Gross profit | $268.2M | $312.7M | $262.7M | $216.5M | $235.9M | $290.2M | |
| Operating income | $92.3M | $123.1M | $92.7M | $56.8M | $62.4M | $103.7M | |
| Net income | $78.8M | $100.7M | $72.5M | $40.0M | $50.8M | $82.9M | |
| Diluted EPS | $1.30 | $1.70 | $1.27 | $0.70 | $0.89 | $1.48 | |
| Gross margin | 16.8% | 17.0% | 16.8% | 16.3% | 16.1% | 15.4% | |
| Operating margin | 5.8% | 6.7% | 5.9% | 4.3% | 4.3% | 5.5% |
Fiscal years (4-quarter sums)FY21 $8.64B · FY22 $9.63B · FY23 $7.22B · FY24 $6.65B · FY25 $6.32B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 27, 2026Cash & short-term investments $645.2M · Total debt $234.3M · Total assets $4.10B · Shareholders' equity $3.06B
Dividends
Raised for 31 straight years — most recently to $0.36 from $0.35 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.36 | |
| Mar 2, 2026 | Mar 2 | Mar 16 | $0.36 | raised from $0.35 |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.35 | |
| Aug 29, 2025 | Sep 1 | Sep 15 | $0.35 | |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.35 | |
| Mar 3, 2025 | Mar 3 | Mar 17 | $0.35 | raised from $0.33 |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.33 | |
| Aug 30, 2024 | Sep 2 | Sep 16 | $0.33 |
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 56.48M · Float 55.32M · 97.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.58M | 13.43% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.34M | 5.92% | 13F | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 2.99M | 5.29% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.54M | 4.50% | 13F | Aug 13, 2026 |
| State Street Corp | 2.19M | 3.88% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Matthew J. Missad | officer: Executive Chairman | −11,000 | $92.26 |
| Nov 26, 2025 | Michael G. Wooldridge | director | −1,192 | $93.43 |
Peers
- Builders FirstSource
Construction-component scale rival in site-built housing
- Boise Cascade
Engineered wood and distribution overlap in construction channels
- Trex Company
Direct Deckorators rival in composite decking and railing
- Fortune Brands Innovations
Fiberon makes composite decking and railing for the same channels
- Louisiana-Pacific
Engineered siding and OSB compete in construction materials
- BlueLinx
Building-products distributor across lumber, panels, and outdoor living
- West Fraser Timber
Lumber, OSB, and engineered-wood scale pressure construction inputs
- Greif Class A
Industrial and protective packaging alternative to UFP Packaging
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| UFP Industries | $86.01 | +0.03% | $4.86B | 19.8 | 16.9 | 0.8 | +2.6% |
| Builders FirstSource | $67.72 | +0.06% | $7.29B | 74.4 | 18.5 | 0.5 | −8.8% |
| Boise Cascade | $78.75 | 0.00% | $2.77B | 26.7 | 17.9 | 0.4 | +5.2% |
| Trex Company | $45.77 | −0.01% | $4.76B | 27.2 | 23.8 | 3.9 | +7.8% |
| Fortune Brands Innovations | $45.50 | −0.02% | $5.43B | 37.0 | 15.1 | 1.2 | −4.1% |
| Louisiana-Pacific | $71.26 | +0.03% | $4.98B | 90.2 | 40.3 | 2.0 | −12.1% |
| BlueLinx | $79.42 | +0.05% | $618.1M | — | 42.3 | 0.2 | +4.4% |
| West Fraser Timber | $67.67 | −0.25% | $5.14B | — | 3,768.9 | 0.9 | −7.9% |
| Greif Class A | $84.08 | +0.02% | $3.88B | 4.8 | 18.2 | 1.1 | +2.7% |
| Median | 32.1 | 21.1 | 1.0 | −0.7% |