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Jeffrey T. Stevenson

Vice President and Senior Equity Research Analyst at Loop Capital

Jeffrey T. Stevenson is a Vice President and Senior Equity Research Analyst at Loop Capital Markets, specializing in building products and home improvement sectors. He covers specific companies including TREX, SITE, AZEK, Core & Main (CNM), and Louisiana-Pacific (LPX), with a TipRanks performance track record showing a 43% success rate (39 out of 91 profitable ratings) and average return of +3.20% per rating over one year, highlighted by a standout Buy on CNM yielding +154.40%. Stevenson, based in Cleveland, OH, focuses on equity research at Loop Capital, with his analyst activity noted since at least 2023; prior career details are not specified in available sources. Professional credentials include his role as a registered research analyst, though specific FINRA licenses are not detailed.

Jeffrey T. Stevenson's questions to UFP INDUSTRIES (UFPI) leadership

Question · Q4 2025

Jeffrey Stevenson asked if the pace of Deckorators' market share gains is expected to accelerate in 2026 with new capacity and if there are further opportunities to expand distribution partnerships. He also inquired about signs of price stabilization in the Site-Built business for the first half of 2026, especially if the spring selling season meets expectations. Finally, he sought clarification on whether the $300 million-$325 million capital project investments for 2026 would be primarily allocated to the retail business.

Answer

President and CEO William G. Schwartz confirmed that an acceleration in Deckorators' share gains and further distribution expansion are fair assessments, driven by increased capacity and market excitement. Regarding Site-Built, William G. Schwartz noted it remains the 'cloudiest and most challenged market.' An unnamed executive added that mid-year 2026 is when they will lap difficult comparisons, with the first half expected to be tough due to sequential pricing challenges from Q3 to Q4 2025 and builders reducing inventory. The $300 million-$325 million CapEx for 2026 is most heavily weighted towards finishing the build-out of Deckorators, including the Buffalo plant and adding capacity for wood-plastic composite production.

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