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UFPI
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UFPIUFP Industries, Inc.
$79.92$4.5B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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UFPI logo

UFP Industries, Inc.

UFPI
NASDAQ · Paper & Forest Products
$79.92
At close - Nov 6, 4:00 PM EST - USD
Market Cap$4.51B
P/E19.1x
52W High$118.00
Volume327.89K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q3

Margin Compression and Revenue Decline Test UFPI's Fortress Balance Sheet

UFP Industries' trailing revenue has contracted roughly 5.0% over the last four quarters, and gross margin has compressed from 19.1% in 2024 Q2 to 14.1% in 2026 Q3, suggesting commodity pass-through limits and volume weakness have not yet reversed.

GrowthContracting
ProfitabilityModerate
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

UFPI price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

3/12 Beats

EPS beat 3 of last 12 quarters

02

Valuation risk

-7% Peers

P/E is 7% below peer median

03

Market leadership

RS 46 · Lag

Laggard (Underperforming 54% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Jan 28

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
UFPI-12.13%
S&P 500 (^GSPC)+7.63%
1-Year Return
UFPI-11.94%
S&P 500 (^GSPC)+9.69%
3-Year Return
UFPI-17.61%
S&P 500 (^GSPC)+64.04%
5-Year Return
UFPI-2.05%
S&P 500 (^GSPC)+51.87%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
19.1x
Forward P/E
19.1x
EV/EBITDA40th %ile
8.2x
FCF YieldCash Flow
4.3%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
19.1x
15.6x
100th· High
EV/EBITDA
8.2x
8.8x
40th· Fair
Price/FCF
23.2x
14.7x
100th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$16.56-79.3%
Base (Fair)$27.61-65.5%
Bull$30.65-61.6%
$16.56 Bear$27.61 Base$30.65 Bull
Current Market Price: $79.92
Trades at a 189.5% premium to Base DCF ($27.61)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$6.32B-5.0% YoY
Net income FY25
$295M-28.9% YoY
Free cash flow FY25
$276M-32.6% YoY
Operating margin FY25
5.8%-1.6 pts YoY
ROIC (FY25)11.4%
Avg ROIC 5Y21.8%
ROE (TTM)7.5%
Piotroski Score4 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate3/12 (25%)
Revenue Beat Rate6/12 (50%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 28, 2026
$1.05-12.5%
vs $1.20
$1.7B+8.3%
vs $1.6B
Q3 2026
Jul 29, 2026
$1.48+8.0%
vs $1.37
$1.9B+5.4%
vs $1.8B
Q2 2026
Apr 29, 2026
$0.89-22.6%
vs $1.15
$1.5B-3.5%
vs $1.5B
Q1 2026
Feb 23, 2026
$0.70-32.0%
vs $1.03
$1.3B-5.0%
vs $1.4B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·Oct 29, 2026
UFP Industries, Inc. (UFPI) Q3 2026 Earnings Call Transcript

UFP Industries, Inc. ( UFPI ) Q3 2026 Earnings Call October 29, 2026 10:00 AM EDT Company Participants Stanley Elliott - Director of Investor Relations William Schwartz - CEO, President & Director Michael Cole - CFO & Treasurer Conference Call Participants Kurt Yinger - D.A. Davidson & Co., Research Division Reuben Garner - StoneX Financial, Inc., Research Division Ketan Mamtora - BMO Capital Markets Equity Research W.

MarketBeat·Oct 29, 2026
What UFP Industries (UFPI) Said on Its Q3 Earnings Call

UFP Industries NASDAQ: UFPI reported third-quarter 2026 net sales growth of 11% as organic unit volume rose 4%, marking the company's second consecutive quarter of year-over-year volume growth. Management said demand appeared to be stabilizing across much of its portfolio, though end markets remained challenging and uneven.

Zacks Investment Research·Oct 28, 2026
Here's What Key Metrics Tell Us About UFP Industries (UFPI) Q3 Earnings

Although the revenue and EPS for UFP Industries (UFPI) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research·Oct 28, 2026
UFP Industries (UFPI) Lags Q3 Earnings Estimates

UFP Industries (UFPI) came out with quarterly earnings of $1.05 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.29 per share a year ago.

Filtered for UFP Industries, Inc.More Headlines
04

Compare before deciding

Benchmark UFPI against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for UFP Industries, Inc. (UFPI)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
UFPI logoUFPIUFP Industries, Inc.Current
$79.92$4.51B19.05-4.99%3.61%7.53%1.75%
WY logoWYWeyerhaeuser Company
$20.98$15.13B33.41-3.07%6.47%4.81%4%
LPX logoLPXLouisiana-Pacific Corporation
$75.36$5.27B77.58-7.92%2.72%3.92%1.48%
BCC logoBCCBoise Cascade Company
$70.24$2.47B20.44-4.75%1.82%5.89%1.33%
BLDR logoBLDRBuilders FirstSource, Inc.
$62.54$6.73B165.80-7.38%0.28%0.99%—
MHK logoMHKMohawk Industries, Inc.
$150.52$9.17B17.42-0.48%4.63%6.17%—

Compare UFPI vs Peers

UFP Industries, Inc. (UFPI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs WY

Most directly comparable listed peer for UFPI.

Scale Benchmark

vs HD

Larger-name benchmark to compare UFPI against a more recognizable public peer.

Peer Set

Compare Top 5

vs WY, LPX, BCC, BLDR

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

UFPI SEC Filings & Documents

UFP Industries, Inc. (UFPI) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Oct 28, 2026·SEC

Material company update

Oct 28, 2026·SEC

Material company update

Oct 26, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 26, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 5, 2026·SEC

FY 2026

May 6, 2026·SEC

FY 2025

Nov 5, 2025·SEC

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UFPI Frequently Asked Questions

UFP Industries, Inc. (UFPI) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is UFP Industries, Inc.'s revenue?

UFP Industries, Inc. (UFPI) reported $6.41B in revenue over the trailing twelve months. Revenue was $6.32B in fiscal year 2025. That is 609% more than the $891.2M of fiscal year 1996.

How fast is UFP Industries, Inc. growing?

UFP Industries, Inc. (UFPI) revenue fell by 0.7% over the trailing twelve months, compared with the twelve months before.

Is UFPI profitable?

Yes. UFP Industries, Inc. (UFPI) earned $231.6M in net income over the trailing twelve months (a 3.6% net margin).

Dividend & Returns
Does UFPI pay dividends?

Yes. UFP Industries, Inc. (UFPI) pays a dividend that yields 1.75% at the current price, a moderate yield.

What is UFPI's return on equity?

UFP Industries, Inc. (UFPI) had a return on equity (ROE) of 7.5% over the trailing twelve months. That is below the market's typical 10-15%.

What is UFP Industries, Inc.'s free cash flow?

UFP Industries, Inc. (UFPI) generated $194.5M in free cash flow over the trailing twelve months.

What if you invested $1,000 in UFPI back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →