UFP Industries (UFPI)
NASDAQ:UFPI
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.42Last Year’s EPS
1.65Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced view: significant near-term operating challenges—declining revenue, compressed margins, segment-level weakness (notably Site Built and Retail), and higher input/medical/transportation costs—were offset by strong liquidity (~$2.0B), disciplined capital allocation, active M&A (MoistureShield and Berry Pallets) that materially expand Deckorators capacity and technology, targeted cost-out initiatives ($60M program with $25M remaining), and promising Deckorators product momentum (Surestone +27%). Management reiterated long-term targets and a cautious but constructive path to growth. Given the mix of meaningful strategic positives and notable near-term operational pressures, the tone is measured and prudent.Company Guidance
Strong Liquidity and Capital Flexibility
Approximately $2.0 billion total liquidity (including $714 million surplus cash) with no borrowings under credit facilities; $300 million share repurchase authorization through July 2026, 30 million shares repurchased YTD at an average price under $90; Board approved quarterly dividend of $0.36 per share (up 3% YoY); company converted ~80% of adjusted EBITDA into free cash flow last year.
Deckorators: Robust Demand and Capacity Expansion
Decking sales increased 16% YoY, driven by Surestone growth of 27% and wood/plastic composite (WPC) growth of 4%; 2025 decking & railing sales were ~$245 million (decking ~$165M of which Surestone ~$90M and WPC ~$75M); organic capacity expansion plus the MoistureShield acquisition increases WPC capacity from ~$100M to ~$200M and raises Surestone capacity from ~$100M to ~$350M, supporting management's target of $100 million incremental Deckorators growth in 2026.
Strategic Acquisitions and Technology Adds
Completed acquisition of MoistureShield (April 6) and announced acquisition of Berry Pallets (April 28); MoistureShield adds a Springdale, AR WPC plant, redundancy and the proprietary 'cool deck' technology (reduces heat transfer by up to 35%), and removes the need for a planned greenfield to meet capacity.
Product Innovation and New Commercial Initiatives
Launched new products and initiatives including TrueFrame Joists, Arris trim with Surestone, Frame Forward Systems (launched in February) and ramped new Surestone plant in Buffalo (first truck mid-April); new product sales remain ~7.5% of sales on a trailing 12-month basis.
Disciplined Cost-Out and Operational Improvement Plan
On track to deliver the remaining $25 million of a $60 million cost-out program by year-end (with potential to capture incremental savings beyond the target); consolidated SG&A declined over $3 million YoY with continued focus on automation, consolidation and productivity.
Solid Return Metrics Despite Cycle
Trailing 12-month return on invested capital remained near ~11%, reported as above the company's weighted average cost of capital, indicating continued value creation through the cycle.
Focused M&A Pipeline and Capital Allocation Framework
Management emphasizes disciplined, higher-return M&A aligned to core businesses and intends to balance M&A with dividends and opportunistic buybacks; expected 2026 CapEx of $250–$275 million (reduced ~$50M due to MoistureShield transaction).
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 |
|---|---|---|---|
Apr 29, 2026 | $92.94 | $89.49 | -3.71% |
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% |
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 Aug 04, 2026, After Close (Confirmed).
What is UFP Industries (UFPI) earnings time?
UFP Industries (UFPI) earnings time is at Aug 04, 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 (Q2) is 1.42.