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UFP Industries (UFPI)
NASDAQ:UFPI
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.1Last Year’s EPS
1.3Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: significant near-term revenue and gross profit headwinds driven by housing and some legacy businesses contrasted with strong cash generation, aggressive capital returns, clear progress on cost reductions, material growth and capacity plans in higher‑margin Deckorators products, and an active M&A pipeline. Management is cautiously optimistic for 2026 but acknowledges lingering pressure (especially in Site‑Built) and several nonrecurring accounting impacts that obscure underlying operational improvements.Company Guidance
Strong Free Cash Flow and Capital Returns
Free cash flow of $451M for 2025 (down 5% YoY) enabled $443M of share repurchases (~7% of shares outstanding) and $82M in dividends; Board approved quarterly dividend of $0.36 (3% YoY increase) and maintained $2.2B total liquidity (including $914M surplus cash).
Balance Sheet Strength and M&A Capacity
No borrowings outstanding under lending agreements, $914M surplus cash, $2.2B total liquidity and stated intent to pursue meaningful M&A with an active pipeline and disciplined valuation approach.
Deckorators Product and Capacity Momentum
Surestone sales increased 44% in the quarter and wood plastic composite sales increased 35%; Selma expansion complete and Buffalo plant start-up progressing (expected online by end of Q1/early Q2) with management targeting a $100M increase in Deckorators sales in 2026, largely decking-driven.
Cost-Out and SG&A Improvements
Progress toward $60M cost-out program with annual core SG&A reduced by $21M in 2025 (surpassing a $30M SG&A target) and $7M of capacity consolidation savings achieved in 2025; company expects an additional $25M of capacity consolidation savings in 2026, likely surpassing the $30M target.
Adjusted EBITDA and Operational Resilience
Adjusted EBITDA excluding bonus expense was $124M versus $135M last year (down 8%), with management pointing to underlying structural improvements and emphasizing adjusted metrics given nonrecurring accounting items.
Stable Return on Invested Capital
Return on invested capital remained resilient at 13.2% for the year, well above the company’s weighted average cost of capital, indicating decent capital efficiency despite cyclical headwinds.
Product Innovation and New Product Sales
New product sales totaled 7.6% of total sales; introduced multiple product innovations (Surestone trim board, Class B fire-rated composite, TrueFrame Joist, Frame Forward Systems), and secured a patent for the U-Loc 200 packaging fastener.
Packaging Segment Stabilization
Packaging sales were essentially stable: $370M (down 1% YoY) with units down 1% and flat pricing; Structural Packaging volume grew 1%—the first positive YoY since 2021—and management sees above-market growth when markets recover.
UFPI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UFPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $105.95 | $108.38 | +2.29% |
Oct 29, 2025 | $89.38 | $91.13 | +1.97% |
Jul 28, 2025 | $103.16 | $101.21 | -1.89% |
Apr 28, 2025 | $105.07 | $98.84 | -5.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does UFP Industries (UFPI) report earnings?
UFP Industries (UFPI) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is UFP Industries (UFPI) earnings time?
UFP Industries (UFPI) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UFPI EPS forecast?
UFPI EPS forecast for the fiscal quarter 2026 (Q1) is 1.1.