The earnings call highlighted a mix of strategic growth initiatives and robust cash reserves, yet was overshadowed by sales declines, margin pressures, and uncertainty in the market outlook. While there are promising developments in new product sales and M&A opportunities, immediate challenges in the core business segments persist.
Company Guidance
During the Q1 2025 earnings call for UFP Industries Inc., the company provided detailed guidance on its financial and strategic outlook amidst a challenging macroeconomic environment. Total sales declined by 3% year-over-year, primarily due to a 2% reduction in volumes and a 1% decrease in selling prices, leading to an adjusted EBITDA of $142 million and an EBITDA margin of 8.9%. The company emphasized its focus on cost-out programs, aiming for $60 million in structural cost savings by 2026. New product sales totaled $106 million, representing 6.7% of total sales, with plans to expand this to 10% over time. UFP Industries ended the quarter with $905 million in cash, allowing for continued investment in growth and maintaining a conservative capital structure. The company committed to a balanced capital allocation strategy, including $1 billion in growth capital investments over the next five years, with a preference for M&A over greenfield expansion when valuations align. Despite ongoing market volatility, UFP Industries maintained its long-term targets of 7% to 10% unit growth and 12.5% EBITDA margins, while focusing on expanding its portfolio of value-add products and innovation to drive margins and shareholder value.
Strong Cash Position
Finished the quarter with $905 million in cash, providing ample flexibility for future investments while maintaining a conservative capital structure.
New Product Sales Growth
New product sales totaled $106 million in the quarter, representing 6.7% of sales, with a pathway to reach 10% of sales over time. Surestone technology showcased potential growth opportunities.
M&A Pipeline and Growth Strategy
The M&A pipeline is better than recent years, providing opportunities for acquisitions in alignment with strategic growth objectives.
Capital Expansion Plans
Announced plans for a new Deckorators facility in the Northeast, part of a capital expansion plan aimed at doubling market share over time.
UFP Industries (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
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 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%
Apr 30, 2024
$114.09
$111.04
-2.67%
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 Jul 17, 2025, TBA Not Confirmed.
What is UFP Industries (UFPI) earnings time?
UFP Industries (UFPI) earnings time is at Jul 17, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.