UFP Industries, Inc.

UFPI Basic Materials Lumber & Wood Production

UFP Industries, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $6.3 billion, down 4.99% from fiscal 2024.

Revenue
+11.1%
EPS
−17.7%
Free cash flow
−35.1%
Total debt
−0.01%

Quarter to September 2026, against a year earlier

82.99 3.32 −3.85%
Market cap
$4.6B
P/E
20.0×
Fwd P/E
19.5×
Dividend yield
1.72%
F-score
5/9
Altman Z
6.59
Beneish M
−2.71
Dividend safety
86/100

Insider Decisions last twelve months

Sold, $m 1.01
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 — — — — — — — — — — —
Insider Ownership 2.13%

Capital & Financial Ratios $m

Size
Market Cap 4,580.00
Revenue ttm 6,406.86
Net income ttm 233.06
Free cash flow ttm 227.90
Net debt Q (491.70)
Valuation
P/E 20.04
Forward P/E 19.50
Price / sales 0.72
Forward P/S Powerpack
Price / FCF 20.10
Price / book 1.50
Financial health
Current ratio Q 3.86 (at or above 1.5: strong)
Debt / equity Q 0.08 (at or below 0.5: strong)
Interest coverage Q 51.50
Growth
Revenue growth Q +11.11% (above 0%: growing)
Operating income growth Q −21.59% (below 0%: shrinking)
EPS, this year −16.70% (below 0%: weak)
EPS, next year A +11.30%
Revenue, next year A +2.65%
EPS, past 5 yrs +4.56%
EPS, next 5 yrs A +4.26%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 89.81%
10-year low 10-year high
P/S against its own 10 years 64.69%
10-year low 10-year high
P/B against its own 10 years 3.89%
10-year low 10-year high
EV/Sales against its own 10 years 48.92%
10-year low 10-year high
EV/FCF against its own 10 years 71.42%
10-year low 10-year high

Dividends

Yield
1.72%
Annual rate
1.43
Payout ratio
34.6%
Growth, 2018–26
+14.7%/yr
  1. 0.36 ’18
  2. 0.40 ’19 +11
  3. 0.50 ’20 +25
  4. 0.65 ’21 +30
  5. 0.95 ’22 +46
  6. 1.10 ’23 +16
  7. 1.32 ’24 +20
  8. 1.40 ’25 +6
  9. 1.08 ’26 −23
paid change on the year, %

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,157 1,211 959 726
Receivables 579 522 514 685
Inventory 728 721 722 748
Other 38 50 73 99
2,502 2,503 2,269 2,257
2023 2024 2025 Q'26
Payables 203 225 206 280
ST’ Debt 43 4 1 5
Other — — — —
568 512 494 584

Compound Annual Growth %

10y 5y 3y
Sales 8.15% 4.16% (13.09%)
Cash Flow 12.45% 10.16% (13.10%)
Earnings 13.56% 3.41% (24.73%)
Book Value 14.94% 15.77% 5.90%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.89 1.48 1.06 — —
’25 1.30 1.70 1.29 0.70 5.00
’24 1.96 2.05 1.64 1.12 6.77
’23 1.98 2.36 2.10 1.62 8.07
’22 3.00 3.23 2.66 2.10 10.97
’21 1.67 2.78 1.93 2.21 8.59
’20 0.65 1.08 1.25 1.02 4.00
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,461 1,883 1,733 — —
’25 1,596 1,835 1,560 1,330 6,320
’24 1,639 1,902 1,649 1,462 6,652
’23 1,822 2,044 1,828 1,524 7,218
’22 2,489 2,901 2,323 1,914 9,627
’21 1,825 2,701 2,094 2,017 8,636
’20 1,032 1,242 1,486 1,394 5,154
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (104) 164 174 — —
’25 (109) 222 286 147 546
’24 (17) 256 259 145 643
’23 (37) 358 391 248 960
’22 (245) 335 443 299 832
’21 (197) 81 397 231 512
’20 (46) 193 38 151 336
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (146) 132 145 — —
’25 (175) 162 224 97 308
’24 (65) 199 201 86 422
’23 (75) 312 346 200 783
’22 (276) 297 401 240 661
’21 (226) 38 386 193 391
’20 (73) 174 20 130 250
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 3,240 3,941 4,489 4,416 5,154 8,636 9,627 7,218 6,652 6,320 6,407 +7.7% 6,488 6,684 6,962 +3.3%
Gross margin, % 14.65 13.77 13.21 15.52 15.53 16.29 18.59 19.66 18.44 16.77 15.41 +2.1 pt
EBT 161 176 198 241 341 726 935 671 540 392 317 +10.4%
EBT margin, % 4.96 4.47 4.41 5.45 6.62 8.41 9.71 9.30 8.12 6.21 4.95 +1.3 pt
Net income 105 124 152 182 254 552 705 514 419 296 233 +12.1%
Per share, $
Per share, $ Revenue 53.90 65.39 74.38 73.47 86.03 143.47 159.97 121.08 113.22 111.50 116.06 +8.4%
Earnings 1.66 1.95 2.41 2.91 4.00 8.61 11.05 8.21 6.78 5.00 4.14 +13.1%
Cash flow 2.87 2.27 1.93 5.81 5.62 8.51 13.82 16.10 10.94 9.63 6.90 +14.4%
Capex (0.84) (1.13) (0.95) (1.38) (1.44) (2.01) (2.83) (2.97) (3.76) (4.20) (2.78) +19.5%
Free cash flow 2.03 1.13 0.98 4.43 4.18 6.50 10.99 13.13 7.18 5.43 4.13 +11.6%
Book value 14.31 16.16 18.04 20.93 24.76 33.50 43.15 50.83 55.22 54.41 55.36 +16.0%
Shares, m 60 60 60 60 60 60 60 60 59 57 55 (0.7%)
Valuation, ×
Valuation, × P/E 20.96 19.24 10.77 16.39 13.89 10.69 7.21 15.07 16.64 18.25 20.04 14.9
P/S 0.64 0.57 0.35 0.65 0.65 0.64 0.50 1.02 0.99 0.82 0.72 0.7
P/B 2.43 2.32 1.44 2.28 2.24 2.75 1.85 2.43 2.04 1.67 1.50 2.1
EV/Sales 0.67 0.61 0.39 0.64 0.62 0.64 0.47 0.90 0.85 0.70 0.64 0.6
EV/FCF 17.84 34.99 29.62 10.68 12.70 14.18 6.77 8.29 13.38 14.40 17.95 16.3
Cash, $m
Cash, $m Operating cash flow 173 137 117 349 336 512 832 960 643 546 381 +13.7%
Capex (51) (68) (57) (83) (86) (121) (170) (177) (221) (238) (153) +18.8%
Free cash flow 122 68 59 266 250 391 661 783 422 308 228 +10.8%
Balance, $m
Balance, $m Working capital 485 560 685 739 1,075 1,297 1,650 1,934 1,991 1,774 1,673 +15.5%
Net debt 87 132 187 (24) (149) 10 (318) (881) (977) (730) (492) n/m
Shareholders’ equity 860 974 1,089 1,258 1,483 2,017 2,597 3,030 3,245 3,084 3,056 +15.2%
Returns, %
Returns, % ROA 8.43 8.67 9.33 9.90 11.17 18.35 19.23 12.72 9.76 6.94 5.44 (1.5) pt
ROIC 10.85 10.26 10.16 12.40 16.20 22.75 26.05 18.80 13.57 9.66 7.23 (1.2) pt
ROE 12.44 13.03 14.08 14.93 17.50 29.62 28.84 17.39 12.70 8.97 0.00 (3.5) pt
People
People Employees 9,300 10,000 12,000 12,000 12,000 15,000 15,500 15,800 15,000 13,800 — +4.5%
Revenue/emp, $m 0.35 0.39 0.37 0.37 0.43 0.58 0.62 0.46 0.44 0.46 — +3.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

UFP Industries, Inc. vs peers in Lumber & Wood Production (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SSD Simpson Manufacturing Company, Inc. $8.2B 21.5× 20.7× +2.34% (above 0%: growing) +3.75% (above 0%: growing) +132.21% (above 0%: growing) 45.69% 22.10% Compare
WFG West Fraser Timber Co. Ltd. $5.4B — (loss-making) — (loss-making) +4.28% (above 0%: growing) n/m +157.58% (above 0%: growing) 11.23% (6.60%) Compare
UFPI UFP Industries, Inc. $4.6B 20.0× 19.5× +11.11% (above 0%: growing) −17.67% (below 0%: shrinking) −35.13% (below 0%: shrinking) 14.13% 4.05%
BCC Boise Cascade, L.L.C. $2.6B 21.7× 20.5× +8.06% (above 0%: growing) +79.45% (above 0%: growing) +45.57% (above 0%: growing) 16.40% 3.10% Compare
JCTC Jewett-Cameron Trading Company $10.1M — (loss-making) 19.3× −21.84% (below 0%: shrinking) n/m +309.53% (above 0%: growing) 18.01% (7.80%) Compare
NWGL Nature Wood Group Limited Sponsored ADR $1.5M — — — n/m — 20.56% 0.00% Compare
Median of peers $2.6B — 20.5× +3.31% — +144.90% 18.01% 0.00%

All 6 Lumber & Wood Production stocks →

Pay and ownership Proxy statement filed 9 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 3.72m 1.97m 174.00
2024 5.95m 5.41m 207.00
2023 8.45m 25.89m 230.00
2022 10.30m 8.17m 143.00
2021 9.76m 16.10m 157.00

Ownership

Directors and executive officers, together 2.45%
BlackRock, Inc. 13.16%
The Vanguard Group 12.12%
Kayne Anderson Rudnick Investment Management, LLC 6.60%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

UFP Industries, Inc. (UFPI) Latest News

30 Oct

29 Oct

Impact 4 · · MarketBeat transcript
Impact 4 · · The Motley Fool transcript

28 Oct

24 Sep

Impact 3 · · StockStory

30 Jul

Impact 3 · · MarketBeat transcript

25 Jun

UFPI metrics, ten years each

stockrow.com/UFPI · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com