UFP Industries, Inc. (UFPI) AI Stock Analysis

UFP Industries, Inc., founded in 1955 and headquartered in Grand Rapids, Michigan, supplies wood and wood-alternative products across North America, Europe, Asia, and Australia. The company organizes operations into three segments: Retail, Industrial, and Construction. The Retail segment offers preserved and unpreserved dimensional lumber, outdoor living products including decking, and lawn and garden items through brands such as ProWood, Deckorators, and UFP-Edge. Its Industrial segment manufactures pallets, specialty crates, wooden boxes, and protective packaging solutions. The Construction segment produces roof trusses, plywood, oriented strand boards, engineered wood components, siding, electrical, and plumbing supplies for factory-built housing, recreational vehicles, and construction projects.

UFP Industries delivered a 5-year revenue CAGR of 4.2% from FY2020 to FY2025, with revenue peaking at $9.63B in FY2022 before retreating to $7.22B in FY2023, $6.65B in FY2024, and $6.32B in FY2025. Net income fell from $692.7M in FY2022 to $294.8M in FY2025, as gross margin dropped from 18.6% to 16.8% and operating margin narrowed from 9.9% to 5.8%. Diluted EPS declined from $10.99 to $4.99 over the same period. For the latest quarter ended June 30, 2026, revenue increased 2.6% year-over-year, while quarterly earnings declined 13.0%. Trailing twelve month revenue stands at $6.23B with an operating margin of 5.5%.

As of June 30, 2026, UFP Industries had $645.2M in cash and short-term investments and $234.3M in total debt, resulting in a net cash position of $410.9M. Working capital is supported by a current ratio of 3.98, and the debt-to-equity ratio is 0.08 against $3.06B in shareholders' equity. In FY2025, operating cash flow reached $545.7M and free cash flow was $276.4M. Capital allocation in FY2025 included $269.4M for capital expenditures, $433.0M for share buybacks, and $82.3M in dividends paid.

UFPI trades at a trailing P/E of 17.9x and a forward P/E of 7.4x, both lower than the median of its US-listed Basic Materials peers at 19.7x and 13.4x, respectively. The company's EV to EBITDA multiple is 8.4x, compared to the peer median of 10.5x, while its price-to-sales ratio is 0.7x versus the peer median of 1.8x. Over the past year, UFPI delivered a return of -12.2%, trailing the S&P 500 return of 16.8%. Over five years, the stock gained 11.0% compared to an 83.0% return for the S&P 500.

UFPI pays a quarterly dividend with an annualized forward payout of $1.44 per share, translating to a dividend yield of 1.84%. The payout ratio stands at 32.8%, and the company has paid dividends for 34 consecutive years. Over the past five years, the dividend grew at an annualized rate of 22.9%. The most recent ex-dividend date was September 1, 2026.

Consensus coverage includes 3 Strong Buy and 3 Hold ratings, with no Buy, Sell, or Strong Sell ratings. The mean price target is $102.60, representing a 30.9% premium to the last closing price of $78.37. For the fiscal year ending December 31, 2026, analysts estimate EPS of $4.52 and revenue of $6.32B. UFPI beat EPS estimates in 1 of the last 4 quarters. The next earnings date is October 28, 2026.

This page is an AI-written research summary of UFP Industries, Inc. (UFPI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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