The earnings call reflects a balanced view with significant strides in innovation, cost reduction, and potential M&A activities, juxtaposed against challenges in sales declines, particularly in site-built and packaging segments. The company maintains a strong balance sheet and has a strategic long-term outlook, despite current market pressures.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, UFP Industries reported several key metrics reflecting a challenging market environment. The company recorded net sales of $1.8 billion, a decrease of 3.5% from the previous year, attributed to a 3% decline in units and a 1% decline in pricing. Adjusted EBITDA fell by 15% to $174 million, with a margin decrease from 10.7% to 9.5%. Earnings per share stood at $1.70 for the quarter. The company is actively pursuing a $60 million cost-out program, expected to be realized by 2026, and plans to invest $1 billion in growth capital over the next five years. Notably, sales of new products reached $129 million, representing 7% of total sales, with a target to increase this to 10% over time. The company also announced plans to close certain facilities, aiming to improve operating profit by $16 million by 2026. Despite current pressures, UFP remains committed to achieving long-term targets, including 7% to 10% unit growth and 12.5% EBITDA margins.

Innovative Product Launches

Introduction of new products like SureStone in the Deckorators brand, with sales increasing by 45% year over year. New product sales totaled $129 million or 7% of total sales.

Cost Reduction Progress

On track with the $60 million cost-out program, expecting to realize full savings by exiting 2026. Recent initiatives include the divestiture of a small industrial components business and selling certain real estate assets for potential one-time gains of $15 million.

Strong M&A Pipeline

Active pursuit of strategic M&A opportunities, with an emphasis on innovation, automation, and expanding value-added product offerings. The board also approved a new $300 million share repurchase authorization through July 2026.

Stable Cash Flow and Balance Sheet

Operating cash flow was $113 million, and the company maintains a strong balance sheet with $842 million in cash and a total liquidity of $2.1 billion.

Universal Forest (UFPI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

UFPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q3)	1.43 / -	1.633	―	―	―
Jul 28, 2025	2025 (Q2)	1.84 / 1.65	2.086	-20.90% (-0.44)
Apr 28, 2025	2025 (Q1)	1.56 / 1.30	1.957	-33.62% (-0.66)
Feb 17, 2025	2024 (Q4)	1.24 / 1.18	1.622	-27.37% (-0.44)
Oct 28, 2024	2024 (Q3)	1.89 / 1.63	2.1	-22.24% (-0.47)
Jul 30, 2024	2024 (Q2)	2.03 / 2.09	2.36	-11.61% (-0.27)
Apr 30, 2024	2024 (Q1)	1.66 / 1.96	1.976	-0.96% (-0.02)
Feb 20, 2024	2023 (Q4)	1.65 / 1.62	2.111	-23.16% (-0.49)
Oct 31, 2023	2023 (Q3)	2.14 / 2.10	2.66	-21.05% (-0.56)
Aug 02, 2023	2023 (Q2)	2.39 / 2.36	3.248	-27.34% (-0.89)

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
Jul 28, 2025	$104.27	$102.30	-1.89%
Apr 28, 2025	$106.20	$99.91	-5.92%
Oct 28, 2024	$130.35	$121.90	-6.48%
Jul 30, 2024	$125.54	$133.72	+6.52%

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 Oct 16, 2025, After Close (Confirmed).

What is UFP Industries (UFPI) earnings time?

UFP Industries (UFPI) earnings time is at Oct 16, 2025, 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 2025 (Q3) is 1.43.

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