Earnings summaries and quarterly performance for UFP INDUSTRIES.
Executive leadership at UFP INDUSTRIES.
Board of directors at UFP INDUSTRIES.
Research analysts who have asked questions during UFP INDUSTRIES earnings calls.
KM
Ketan Mamtora
BMO Capital Markets
4 questions for UFPI
Also covers: ALH, AZEK, BCC +8 more
KY
Kurt Yinger
D.A. Davidson & Co.
4 questions for UFPI
Also covers: BCC, BLD, BXC +8 more
RG
Reuben Garner
Stifel
4 questions for UFPI
Also covers: BCC, BECN, BLD +12 more
JM
Jay McCanless
Wedbush Securities
3 questions for UFPI
Also covers: BLDR, BZH, CCS +20 more
Jeffrey Stevenson
Loop Capital Markets LLC
1 question for UFPI
Also covers: BCC, BLD, BLDR +8 more
SG
Stephan Guillaume
Sidoti & Company, LLC
1 question for UFPI
Recent press releases and 8-K filings for UFPI.
UFP Industries Reports Q3 2025 Results Amidst Soft Demand
UFPI
Earnings
Share Buyback
Demand Weakening
- UFP Industries reported Q3 2025 net sales of $1.56 billion, a 5% decline from the prior year, primarily due to a 4% decline in units and a 1% decline in price. Adjusted EBITDA for the quarter was $140 million, a 15% decrease, resulting in an adjusted EBITDA margin of 9%.
- The company returned significant capital to shareholders, repurchasing $347 million or approximately 6.5% of its market capitalization in 2025 through October. A quarterly dividend of $0.35 per share was approved, marking a 6% increase from the previous year.
- Strategic initiatives include targeting $60 million in cost reductions by the end of 2026, with specific actions like the closure of two Edge manufacturing facilities expected to improve adjusted EBITDA by $16 million in 2026. The company also completed three bolt-on acquisitions and plans $275 million-$300 million in capital expenditures for the year.
- Management noted continued cyclically soft demand, trade uncertainty, and competitive pricing pressures, expecting low single-digit unit declines across segments through year-end. Despite this, the company expressed cautious optimism for 2026, driven by stabilization in some business units and market share gains, particularly in Deckorators, with a goal to double composite decking and railing market share over the next five years.
Oct 30, 2025, 2:00 PM
UFP Industries Reports Q3 2025 Financial Results and Strategic Progress
UFPI
Earnings
New Projects/Investments
Demand Weakening
- UFP Industries reported consolidated net sales of $1,560 million for Q3 2025, a (1)% year-over-year decrease, with total unit sales declining (4)% year-over-year.
- For the trailing twelve months (TTM) ending Q3 2025, the company recorded $6.453 billion in net sales and $589 million in Adjusted EBITDA, resulting in an Adjusted EBITDA Margin of 9.1%.
- The company aims for a long-term adjusted EBITDA margin of 12.5% and an incremental return on new investment exceeding its 15% hurdle rate, supported by a commitment of $100 million over 5 years to its UFP Venture Fund for external growth.
Oct 30, 2025, 2:00 PM
UFP Industries Reports Q3 2025 Financial Results and Strategic Initiatives
UFPI
Earnings
Share Buyback
New Projects/Investments
- UFP Industries reported Q3 2025 net sales of $1.56 billion, a 5% decline from the prior year, with adjusted EBITDA at $140 million and an adjusted EBITDA margin of 9%.
- The company maintained a strong financial position with over $1 billion in cash and $2.3 billion in total liquidity, enabling $347 million in share repurchases (approximately 6.5% of market capitalization) through October 2025 and a 6% increase in its quarterly dividend to $0.35 per share.
- Strategic initiatives include a $1 billion capital expenditure program (with $200 million earmarked for automation), completing three bolt-on acquisitions, and targeting $60 million in cost reductions by the end of 2026.
- Despite cyclically soft demand and competitive pricing pressures, particularly in the site-built segment, the company is expanding its Deckorators SureStone product capacity, with new facilities expected to be fully operational in Q1 2026, aiming to double composite decking and railing market share over the next five years.
Oct 30, 2025, 2:00 PM
UFPI Reports Q3 2025 Financial Results Amidst Soft Demand and Strategic Investments
UFPI
Earnings
Demand Weakening
Share Buyback
- UFPI reported net sales of $1.56 billion for Q3 2025, a 5% decline from the prior year, with adjusted EBITDA falling 15% to $140 million and an adjusted EBITDA margin of 9%, primarily due to cyclically soft demand, competitive pricing, and a 4% decline in units.
- The company maintains a strong financial position with over $1 billion in cash and $2.3 billion in total liquidity.
- UFPI returned significant capital to shareholders, repurchasing approximately $347 million or 6.5% of its market capitalization through October 2025, and increased its quarterly dividend by 6% to $0.35 per share.
- Strategic initiatives include completing three bolt-on acquisitions, investing $206 million in capital expenditures (with $124 million for expansionary CapEx), and targeting $60 million in annual EBITDA improvements from cost and capacity reductions by 2026.
- Despite market headwinds, the company sees signs of stabilization in some business units and anticipates significant sales growth and margin improvement from its Deckorators unit, particularly SureStone, with new capacity becoming fully operational in Q1 2026.
Oct 30, 2025, 2:00 PM
UFP Industries Reports Q3 2025 Results and Provides Investor Update
UFPI
Earnings
Guidance Update
New Projects/Investments
- UFP Industries reported Q3 2025 TTM Net Sales of $6,453 million and Adjusted EBITDA of $589 million, with an Adjusted EBITDA Margin of 9.1% and Return on Invested Capital (ROIC) of 14.5%.
- For the third quarter of 2025, the company recorded consolidated Net Sales of $1,560 million and Adjusted EBITDA of $140 million.
- The company maintains a conservative capital structure with Net Debt to TTM Adjusted EBITDA at 0.0 as of Q3 2025 , and has $222 million remaining on its share repurchase authorization expiring July 31, 2026.
- Strategically, UFP Industries aims for 7-10% annual unit sales growth and a 12.5% adjusted EBITDA margin, supported by a $100 million UFP Venture Fund commitment over five years to drive innovation.
Oct 29, 2025, 8:10 PM
UFP Industries Announces Third Quarter 2025 Results
UFPI
Earnings
Guidance Update
Share Buyback
- UFP Industries reported net sales of $1.56 billion for the third quarter of 2025, marking a 5% decrease year-over-year, primarily driven by a 1% decrease in price and a 4% decline in organic units.
- Diluted earnings per share for Q3 2025 were $1.29, compared to $1.64 in the prior year.
- Adjusted EBITDA for the quarter was $140.0 million, or 9.0% of net sales, down from 10.0% a year ago.
- The company repurchased approximately $350 million in shares year to date in 2025 and reaffirmed its volume outlook across each business segment for the remainder of the year.
- Management highlighted a competitive environment and limited visibility in residential construction, while also announcing plans to reduce structural costs by $60 million from 2024 levels by the end of 2026.
Oct 29, 2025, 8:10 PM
UFP Industries Announces Third Quarter 2025 Results
UFPI
Earnings
Share Buyback
Demand Weakening
Guidance Update
- UFP Industries reported net sales of $1.56 billion for the third quarter of 2025, a 5 percent decrease from the prior year, primarily due to a 1 percent decrease in price and a 4 percent decline in organic units.
- Diluted earnings per share for Q3 2025 were $1.29, compared to $1.64 a year ago, with net earnings attributable to controlling interests at $75 million.
- Adjusted EBITDA for the quarter was $140.0 million, or 9.0 percent of net sales.
- The company repurchased approximately $350 million in shares year to date in 2025.
- Management reaffirmed its volume outlook for the remainder of 2025, anticipating continued softer demand and competitive pricing, with low single-digit unit declines across all segments.
Oct 29, 2025, 8:09 PM
UFP Industries' UFP Factory Built Acquires Robert Weed Corporation Facility
UFPI
M&A
New Projects/Investments
- UFP Factory Built, a division of UFP Industries’ Construction segment, has acquired the Twin Falls, Idaho facility of Robert Weed Corporation.
- This acquisition is intended to add regional service and greater capacity to UFP Factory Built’s operations.
- The transaction aims to strengthen the company’s position in the RV, cargo trailer, and manufactured housing spaces by expanding its western footprint.
Jun 17, 2025, 3:51 PM
Quarterly earnings call transcripts for UFP INDUSTRIES.
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