Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+1.97%
$89.43
100% positive prob.
5-Day Prediction
+1.71%
$89.21
100% positive prob.
20-Day Prediction
+3.89%
$91.12
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | BUY | +1.97% | +1.71% | +3.89% | 100.0% | Pending |
| Q1 2026 | SELL | -2.64% | -6.40% | -5.95% | 100.0% | -9.34% |
| Q4 2025 | BUY | +1.97% | +1.71% | +3.89% | 100.0% | -4.72% |
SEC 8-K filings with transcript text
Jul 29, 2026 · 100% conf.
1D
+1.97%
$89.43
Act: -1.75%
5D
+1.71%
$89.21
20D
+3.89%
$91.12
2 ufpi-20260729xex99d1.htm
Exhibit 99.1
UFP Industries Announces Second Quarter 2026 Results
GRAND RAPIDS, MI (July 29, 2026) - UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the second quarter 2026.
●Net Sales of $1.88 billion increased by 3 percent compared to $1.84 billion a year ago due to a 1 percent increase in organic units (excluding growth from acquisitions within the last 12 months) and a 2 percent increase due to acquisitions.
●Diluted earnings per share of $1.48 compared to $1.70 a year ago, and Net Earnings Attributable to Controlling Interests of $83 million compared to $101 million a year ago. Earnings were primarily impacted by higher freight costs while a weaker residential construction market was offset by improvements in other business units.
●Adjusted EBITDA1 was $154.5 million in the quarter, or 8.2 percent of net sales compared to $174.1 million, or 9.5 percent of net sales a year ago, as transportation costs increased by 1.6 percent as a percent of net sales.
●Cash flows from operating activities in the first six months of 2026 was $61 million. Cash used to invest in seasonal working capital requirements during the first six months totaled almost $170 million and is expected to be converted to cash by the beginning of the fourth quarter. Free cash flow1 of $198 million for the first six months of 2026 was used to repurchase nearly $142 million of our shares.
Will Schwartz, President and CEO of UFP Industries, commented, “As we’ve discussed in prior quarters, we are seeing stabilization across the majority of our portfolio, and we believe our second quarter results reflect the progress we have made to strengthen our business and structurally improve our operations. The business environment remains challenging with geopolitical tensions, a weak housing market, rising input costs, and most recently, elevated transportation costs. We are actively managing these short-term disruptions while investing in initiatives that will improve our margin profile and drive above-market growth over the long term. We remain focused on the factors under our control and we are on track to deliver the remaining $25 million or more from our initial $60 million cost out program by year end. We also continue to strengthen our core businesses through organic investments and strategic M&A, positioning the company for long-term growth and returns as markets recover.”
Schwartz continued, “Our balanced approach to our business has helped us navigate this uncertain environment while driving strong performance relative to market conditions. We continue to invest strategically by expanding geographically, improving operational efficiencies, and introducing innovative value-added products. To that point, the investments we’ve made to grow our Surestone products helped sales increase 37 percent from year ago levels, and our backlog remains robust. We also completed three acquisitions in the quarter that complement our core business and our M&A pipeline remains active. We will continue to make these investments in a targeted manner, while returning more of our free cash flow to shareholders through dividends and share repurchases. With $1.9 billion in liquidity at quarter end, we are confident in our ability to create shareholder value through prudent capital allocation.”
1 Represents a non-GAAP measurement; see the reconciliation of non-GAAP financial measures and related explanations below.
Page 1
Exhibit 99.1
Second Quarter 2026 Highlights
UFP Consolidated
(In thousands)
Quarter Period
Year to Date
2026
2025
% Change
2026
2025
% Change
Net sales
$
1,882,937
$
1,835,374
2.6
%
$
3,344,204
$
3,430,893
(2.5)
%
Net earnings
83,171
100,871
(17.5)
134,268
180,294
(25.5)
Net margin
4.4
%
5.5
%
4.0
%
5.3
%
Adjusted EBITDA
154,480
174,147
(11.3)
265,836
316,298
(16.0)
Adjusted EBITDA margin
8.2
%
9.5
%
7.9
%
9.2
%
Percentage change in net sales:
Organic units
1
%
(3)
%
Acquisitions
2
1
Selling prices
—
—
●Net sales increased 3 percent in the quarter, driven primarily by acquisitions, as well as organic volume improvements in our Deckorators, Structural Packaging, Protective Packaging, Concrete Forming, and Commercial business units.
●Freight costs as a percent of net sales have increased by 1.6 percent, or $27 million, net of fuel surcharges and
Apr 29, 2026 · 100% conf.
1D
-2.64%
$90.49
Act: -3.71%
5D
-6.40%
$86.99
Act: -9.34%
20D
-5.95%
$87.41
Act: -12.30%
2 ufpi-20260429xex99da.htm
Exhibit 99(a)
UFP Industries Announces First Quarter 2026 Results
GRAND RAPIDS, MI (April 29, 2026) - UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the first quarter 2026.
●Net Sales of $1.46 billion decreased by 8 percent compared to $1.6 billion a year ago due to a 1 percent decrease in price and a 7 percent decline in organic units.
●Diluted earnings per share of $0.89 compared to $1.30 a year ago, and Net Earnings Attributable to Controlling Interests of $51 million compared to $79 million a year ago. Earnings were primarily impacted by a weaker residential construction market, adverse weather, and higher healthcare and fuel costs.
●Adjusted EBITDA1 was $111.4 million in the quarter, or 7.6 percent of net sales compared to 8.9 percent a year ago.
●New product sales were 7.8 percent of total net sales.
●Cash flows used in operating activities in 2026 was $104 million. Free cash flow1 of $87 million was used to repurchase nearly $30 million of our shares.
Will Schwartz, President and CEO of UFP Industries, commented, “After seeing stabilization earlier in the quarter, geopolitical tensions, unfavorable weather, and rising input costs added volatility to our operations in March, which accounted for more than half of the year-over-year decline in profits in the quarter. While we believe these headwinds will be temporary, we are actively working to offset these higher costs, particularly transportation. Despite the current backdrop, we have made considerable progress managing the things under our control and executing our strategies to position the business for long-term success. We are on track to deliver the remaining $25 million or more from our initial $60 million cost out program by year end. At the same time, we have continued to invest through the cycle. By combining greenfield expansion with disciplined M&A, we are strengthening our core businesses, introducing innovative products, and structurally lowering our cost base. I’m incredibly proud of our team for their continued hard work. Our scale, diversified portfolio, and deep customer relationships have consistently positioned us well during periods like these and we continue to strengthen our position to drive above market growth and returns when markets recover.”
Schwartz continued, “We have maintained a patient and disciplined approach to deploying capital this cycle while staying focused on finding the best and highest returns for our capital. This remains central to how we operate. After the quarter closed, we completed one transaction that strengthens our core businesses and supports our strategy to expand our footprint and drive higher-margin growth, and we expect to close an additional transaction in May. Our M&A pipeline remains active, and we continue to pursue strategic targets and organic investments, while opportunistically returning cash to our shareholders given our robust financial position. Following $56 million in a recent acquisition, $30 million in share repurchases, and a 3% dividend increase, we continue to maintain ample liquidity and financial flexibility. We are confident in our diversified business model and balanced capital allocation approach, which we believe puts us in a strong position to continue to drive shareholder value.”
1 Represents a non-GAAP measurement; see the reconciliation of non-GAAP financial measures and related explanations below.
Page 1
Exhibit 99(a)
First Quarter 2026 Highlights
UFP Consolidated
(In thousands)
Quarter Period and Year to Date
2026
2025
% Change
Net sales
$
1,461,267
$
1,595,519
(8.4)
%
Net earnings
51,097
79,423
(35.7)
Net margin
3.5
%
5.0
%
Adjusted EBITDA
111,356
142,151
(21.7)
Adjusted EBITDA margin
7.6
%
8.9
%
Percentage change in net sales:
Organic units
(7)
%
Acquisitions
—
Selling prices
(1)
UFP Retail
(In thousands)
Quarter Period and Year to Date
2026
2025
% Change
Net sales
$
531,176
$
607,383
(12.5)
%
Net earnings
18,672
20,663
(9.6)
Net margin
3.5
%
3.4
%
Adjusted EBITDA
34,832
35,849
(2.8)
Adjusted EBITDA margin
6.6
%
5.9
%
Percentage change in net sales:
Organic units
(13)
%
Acquisitions
—
Selling prices
1
●ProWood organic unit sales declined 15 percent in the quarter from year ago levels due to un
Feb 23, 2026 · 100% conf.
1D
+1.97%
$108.41
Act: +2.29%
5D
+1.71%
$108.14
Act: -4.72%
20D
+3.89%
$110.45
UFP INDUSTRIES, INC._February 23, 2026 0000912767false00009127672026-02-232026-02-23
Washington, D.C. 20549
Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2026
(Exact name of registrant as specified in its charter)
Michigan (State or other Jurisdiction of Incorporation)
0-22684 (Commission File Number)
38-1465835 (IRS Employer Identification No.)
2801 East Beltline, NE Grand Rapids, Michigan (Address of Principal Executive Offices)
49525 (Zip Code)
Registrant's telephone number, including area code: (616) 364-6161 None (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425). ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12). ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)). ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)). Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s) Name of each exchange on which registered
Common Stock
The NASDAQ Stock Market, LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition On February 23, 2026, the Registrant issued a press release announcing its financial results for the quarter-ended December 27, 2025. A copy of the Registrant’s press release is attached as Exhibit 99(a) to this Current Report. Item 9.01 Financial Statements, Pro Forma Financial Information, and Exhibits (c)Exhibits 99(a)Press Release dated February 23, 2026 104Cover Page Interactive File (the cover page XBRL tags are embedded in the Inline XBRL document).
2
Exhibit Number Document
99(a) Press Release, dated February 23, 2026.
104 Cover Page Interactive Data File (the cover page XBRL tags are embedded in the Inline XBRL document).
3
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
(Registrant)
Dated: February 23, 2026
By:
/s/ Michael R. Cole
Michael R. Cole
Chief Financial Officer,
Principal Financial Officer and
Treasurer
4
This page provides UFP Industries Inc. (UFPI) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on UFPI's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.