Inside the research

UFP Industries, Inc.

UFPI Research profile · latest available data

Price overview

$79.49

▲ +0.68 (+0.9%)

52w hi$114.21
52w lo$78.48
Vol424.10K
As of25 Sep 2026

The Verdict

Hold

Our score -0.38

Short-0.31
Medium-0.45
Long-0.37

computed 2026-09-27

Key fundamentals

UFP Industries, Inc.

Basic Materials · Lumber & Wood Production

Market cap$4.38B
Enterprise value$4.17B
Trailing P/E18.15x
Forward P/E14.37x
EV / EBITDA8.72x
P / S (ttm)0.70x
Profit margin4.0%
Return on equity8.0%
Revenue growth+2.6%
Earnings growth-13.0%
Debt / equity13.35

Layer Breakdown

LayerRawContribution
Fundamental+0.14
Sector-0.02
Technical-0.29
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

UFP Industries, Inc., together with its subsidiaries, designs, manufactures, and supplies wood and non-wood composites, and other materials in the United States and internationally. It operates through three segments: Retail, Construction, and Packaging. The Retail segment offers pressure-treated and fire-retardant products under the ProWood brand; lawn and garden products, such as wood and vinyl fencing and lattice, garden beds and planters, pergolas, picnic tables, and other landscaping products under the Outdoor Essentials brand; wood plastic composite; mineral based composite decking and related decking accessories, including aluminum railing systems, balusters, and post caps under the Surestone brand; customized and aluminum fencing; exterior siding, pattern, trim, and fascia products; and pre-painted and primed shiplap, and project boards. The Packaging segment designs, engineers, manufactures, and tests custom packaging products made of wood and metal; designs and manufactures pallets made of wood and heat-treated wood; and provides corrugate, foam, labels, strapping, and films. The Construction segment designs and manufactures roof trusses, cut-to-size dimensional and board lumber, plywood, and oriented strand board; designs and manufactures roof and floor trusses, wall panels, I-joists, lumber packages, and engineered wood components used to frame residential and light commercial projects. This segment also engages in the designing, manufacturing, and installing of customized interior fixtures, casework, and architectural millwork used in retail and commercial structures; designs, manufactures, and supplies wood forms and related products for residential building, non-residential building, distribution, and infrastructure verticals. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was incorporated in 1955 and is headquartered in Grand Rapids, Michigan.

United States · ufpi.com

Risk Metrics

Beta vs SPX0.82
Corr SPX0.42
Annual vol31.1%
Annual ret-20.1%
Sharpe-0.65
Max DD-43.3%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-30Reg FD Disclosure, Exhibitsread
2026-07-29Earnings Release, Exhibitsread
2026-07-22Other Material Event, Exhibitsread
2026-06-01Other Material Event, Exhibitsread
2026-05-04Reg FD Disclosure, Exhibitsread
2026-04-30Reg FD Disclosure, Exhibitsread
2026-04-29Earnings Release, Exhibitsread
2026-04-28Reg FD Disclosure, Exhibitsread
2026-04-23Shareholder Vote, Other Material Event…read
2026-04-225.01, Exhibitsread
2026-04-06Reg FD Disclosure, Exhibitsread
2026-02-24Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03Grubbs Ronald K Jr.Grant73$6.69K
2026-08-03Wooldridge Michael G.Grant368$33.74K
2026-08-03Tuuk Kuras MaryGrant368$33.74K
2026-08-03Budden Joan AGrant368$33.74K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share98.0%
HHI3,372 (concentrated)

Top Holders

HolderValueShares
State Street Corp$198.89M2.19M
Fidelity / FMR LLC$136.59M1.51M
AQR Capital Management$40.16M442.60K
Capital Research / Capital World$30.90M340.56K
Citadel Advisors$10.09M111.19K
Renaissance Technologies$5.49M60.50K
Bridgewater Associates$2.19M24.09K
Millennium Management$689.26K7.60K
T. Rowe Price Group$11.10K122.26K

As of 2026-06-30

Dividends

Yield (TTM)0.89%
$ / share (TTM)$0.71
5y CAGR+22.9%

Annual dividend per share

2021$0.65
2022$0.95
2023$1.10
2024$1.32
2025$1.40
2026$0.36

SEC Filings

DateFormDoc
2026-08-0510-Qview
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-044view
2026-08-034view
2026-08-034view
2026-08-034view
2026-08-034view
2026-08-034view
2026-07-308-Kview
2026-07-298-Kview

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$2.89B+7.3%
Gross profit$1.42B+13.4%
Operating income$646.53M+32.9%
Net income$75.35M+22.2%
Cash from ops$545.74M+38.2%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$78.81$80.03$78.49$79.49424.10K
Sep 24$81.78$82.29$78.07$78.81608.80K
Sep 23$82.37$82.89$81.71$81.78335.60K
Sep 22$81.72$83.25$81.50$83.02464.70K
Sep 21$79.20$80.96$79.00$80.27392.90K

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