UFPI · Ufp Industries Inc
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. UFP Industries posted 2.6% Q2 net sales growth with first positive organic volume since 2022, but adjusted EBITDA fell 11% as a sharp spike in flatbed transportation costs (spot rates up ~30%, $27M net headwind) compressed margins, and full-year demand is now expected at the low end of prior guidance.
- + Packaging sales rose 7% to $458M with structural packaging organic units +8% and protective packaging +15%
- + Completed three acquisitions (MoistureShield, John Rock, Berry Pallets) for $122M with active pipeline and $1.9B liquidity
- + YTD repurchased $142M of shares at $84.95 with new $300M authorization and 3% dividend increase to $0.36
- − Adjusted EBITDA fell 11% to $154M and margin compressed to 8.2% from 9.5% due to transportation costs
- − Full-year demand now expected at lower end of prior guidance with elevated input costs
- − Construction segment sales declined 4% with site-built organic units -3% on weak new housing
- − Diluted EPS fell to $1.48 from $1.70 and net earnings dropped 17% to $83M
- − Packaging adjusted EBITDA fell 28% to $28M on freight costs, PalletOne pressure, and protective packaging startup costs
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Lumber & Wood Production — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UFPI
this stock
Ufp Industries Inc
|
$4.38B | -15.2% | +21.6% | 18.2 | 3.9% |
|
SSD
Simpson Manufacturing Co., Inc.
|
$7.24B | +5.8% | +4.5% | 19.3 | 2.6% |
|
WFG
West Fraser Timber Co., Ltd
|
$5.61B | +13.5% | — | — | 3.5% |
|
BCC
BOISE CASCADE Co
|
$2.65B | +0.7% | +12.7% | — | 4.6% |
|
NWGL
CL Workshop Group Ltd
|
$23.51M | +0.0% | — | — | 3.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UFPI | -5.6% | -6.4% | -18.6% | -8.6% | -15.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -4.9% | -6.5% | -30.8% | -8.1% | -27.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.