Zacks Research Expects Weaker Earnings for UFP Industries
Zacks Research has lowered its earnings estimates for UFP Industries (NASDAQ:UFPI) for Q2 2026 and subsequent quarters, maintaining a "Strong Sell" rating on the stock. This revision follows UFP Industries' Q1 results, which missed analyst expectations for both EPS and revenue. The firm projects weaker profitability throughout 2026 and 2027 for the construction company.
ProWood TrueFrame Joist Now Available Across Northeast, South Atlantic
ProWood TrueFrame Joist is now available across the Northeast and South Atlantic regions. This announcement was made via a PR release and features UFP Industries Inc. (UFPI), with alerts sent to Quantisnow Plus members shortly after publication. Quantisnow is a real-time market data and news platform that delivers insights like SEC filings, FDA approvals, analyst ratings, insider trades, and press releases to retail investors.
UFP Industries Insiders Sold US$1.1m Of Shares Suggesting Hesitancy
The article discusses recent insider selling at UFP Industries, with insiders selling US$1.1 million worth of shares over the last year, despite individual purchases totaling US$240k. While insider selling does not always indicate future stock price drops, sustained selling by multiple individuals can be a red flag. The article suggests that UFP Industries' stock might be worth further investigation, taking into account both insider trading patterns and the company's financial performance.
New treated lumber for straighter decks now sold in Northeast, South Atlantic
UFP Industries' (Nasdaq: UFPI) ProWood brand has expanded the availability of its TrueFrame Joist enhanced treated lumber to the Northeast and South Atlantic regions. This product is designed to provide consistently straight and stable deck framing, featuring #1 Southern Yellow Pine, KDAT processing, and a Limited Lifetime Warranty. The expansion aims to offer quality-focused deck builders a practical solution for elevated performance without over-engineered substructures.
UFP Industries Stock Down 10%: Three Reasons for Caution in 2026 - News and Statistics
UFP Industries stock has fallen 10% in the last six months, contrasting sharply with the S&P 500's gains, due to weak fundamentals. Analysts highlight stagnant sales, declining earnings per share over five years, and a significant decrease in return on invested capital as major concerns. Despite a seemingly reasonable forward P/E, these issues suggest substantial downside risk, leading analysts to advise caution and suggest alternative investments.
Discipline and Rules-Based Execution in UFPI Response
This article from Stock Traders Daily discusses Ufp Industries Inc. (NASDAQ: UFPI), highlighting weak near and mid-term sentiment, but a neutral long-term outlook. It presents institutional trading strategies for UFPI, including position trading, momentum breakout, and risk hedging, along with a multi-timeframe signal analysis. The report is generated by AI models and provides key price levels and risk parameters.
UFP Industries stock (US9035311066): Director sells shares amid steady trading
A director at UFP Industries, Daniel Croteau, recently sold shares valued at over $635,000, according to insider transaction filings. The company, which specializes in custom-engineered components and specialty packaging for various markets including medical devices, continues to trade steadily on Nasdaq. This activity highlights ongoing insider transactions within a firm known for its innovation in foam, plastic, and composite materials.
Press Release: UFP Packaging Expands Upper Midwest Pallet Manufacturing Footprint With Acquisition of Berry Pallets
UFP Packaging has announced the acquisition of Berry Pallets, a manufacturer and distributor of wood pallets and crates in the Upper Midwest. This strategic move is expected to enhance UFP Packaging's presence in the region, particularly in Wisconsin and Michigan, and support its growth in the agricultural and food industries. The acquisition will allow UFP Packaging to leverage Berry Pallets' established operations and customer base while improving efficiency and customer service.
UFPI SEC Filings - Ufp Industries Inc 10-K, 10-Q, 8-K Forms
This article provides access to SEC filings for UFP Industries, Inc. (UFPI), including 10-K, 10-Q, and 8-K forms, detailing material event disclosures, operating results, and insider trading activities. StockTitan tracks 95 such filings, with the most recent filed on July 28, 2025. The page also includes AI-generated summaries, impact scoring, and sentiment analysis for each filing, along with company stock data and rankings.
Stifel Maintains UFP Industries(UFPI.US) With Hold Rating, Cuts Target Price to $87
Stifel has reiterated its Hold rating on UFP Industries (UFPI.US), but has reduced its price target for the company's stock to $87. This adjustment reflects a revised outlook from the analyst firm.
UFP Industries Q1 2026 slides: earnings miss amid broad demand weakness
UFP Industries reported a significant earnings and revenue miss for Q1 2026, with EPS of $0.89 against an expected $1.11 and revenue of $1.46 billion, 4% below forecasts. The company attributed the poor performance to broad demand weakness, competitive pressures, and high costs across all its business segments, leading to an 8% year-over-year decline in net sales and a compressed adjusted EBITDA margin. Despite the challenging quarter, UFP Industries emphasized its strong long-term performance, strategic focus on value-added products, and sound financial position, projecting future growth as market conditions improve.
Earnings call transcript: UFP Industries Q1 2026: Missed Earnings, Stock Declines
UFP Industries (UFPI) reported first-quarter 2026 earnings that missed analyst expectations for both EPS ($0.89 vs. $1.11 forecast) and revenue ($1.46 billion vs. $1.52 billion expected), leading to an initial 6.54% stock decline. The company cited macroeconomic challenges, increased costs (healthcare, transportation), and a longer-than-normal winter as contributing factors. Despite the Q1 performance, UFP Industries maintains a strong financial position, plans strategic acquisitions like MoistureShield to expand capacity, and is focused on cost reduction initiatives and long-term growth in its core businesses.
K.J. Harrison & Partners Inc Makes New $1.09 Million Investment in UFP Industries, Inc. $UFPI
K.J. Harrison & Partners Inc recently invested $1.09 million in UFP Industries, acquiring 12,000 shares in Q4. Despite this new institutional holding, UFP Industries missed its latest quarterly earnings expectations with $0.89 EPS against an anticipated $1.15 and a revenue decline of 8.4% year-over-year. The company has a consensus "Hold" rating from analysts with an average target price of $107.60, and announced a quarterly dividend of $0.36 per share.
UFP Industries Acquisition Builds Packaging Scale And Valuation Upside Potential
UFP Industries recently acquired John Rock, Inc., a large pallet manufacturer, which expands its packaging operations in the Northeast. This acquisition aims to boost UFP Packaging's ability to serve national customers, despite the company's mixed stock performance in recent years. While the stock trades below analyst targets and Simply Wall St's fair value estimate, the success of the acquisition hinges on smooth integration and realization of cost efficiencies, which investors will be closely monitoring.
Horizon Investments LLC Makes New $1.12 Million Investment in UFP Industries, Inc. $UFPI
Horizon Investments LLC has made a new investment of $1.12 million in UFP Industries, Inc. (NASDAQ:UFPI), acquiring 12,305 shares in the fourth quarter. This move highlights continued institutional interest, with such investors now owning approximately 81.81% of the company's stock. Despite a recent earnings per share miss and an 8.4% revenue decline year-over-year, analysts maintain a "Hold" rating with an average target price of $107.60 for UFPI.
UFP Industries Acquisition Builds Packaging Scale And Valuation Upside Potential
UFP Industries (NasdaqGS:UFPI) has acquired John Rock, Inc.'s operating assets, a move set to expand UFP Packaging's nationwide reach and strengthen its core packaging business in the Northeast. Despite a mixed past performance of its share price, the acquisition aligns with the company's growth strategy. Investors are advised to monitor the integration process for potential cost efficiencies and updated capital allocation plans.
UFP Industries (UFPI) director granted 396 shares of common stock
UFP Industries director Mary Tuuk Kuras was granted 396 shares of common stock at $85.18 per share, increasing her direct holdings to 22,389 shares. This transaction was a compensation-related award, not an open-market purchase or sale. She also holds indirect ownership through a trust and deferred compensation interests.
Earnings call transcript: UFP Industries Q1 2026 earnings miss, stock slides
UFP Industries reported a disappointing Q1 2026, missing EPS and revenue expectations, leading to a significant stock price drop. The company faced headwinds from declining sales across segments but plans strategic initiatives like product innovation, capacity expansion, and M&A, including the acquisition of MoistureShield, to drive future growth and improve profitability. Despite current market challenges, UFP Industries remains optimistic about achieving long-term financial targets and maintaining a strong liquidity position.
UFP Industries (UFPI) director receives 396-share stock grant and reports 17,070 total holdings
Michael G. Wooldridge, a director at UFP Industries (UFPI), received a grant of 396 shares of common stock valued at $85.18 per share. Following this compensation-related award, Wooldridge directly holds 15,415 shares and indirectly holds an additional 1,655 shares through deferred compensation interests, totaling 17,070 shares. The transaction, filed as a Form 4, is considered a routine part of director compensation rather than a discretionary trade.
Director Joan Budden granted 396 UFP (UFPI) shares as award
UFP Industries director Joan A. Budden was granted 396 shares of Common Stock as equity compensation, valued at $85.18 per share. Following this award, her direct ownership in UFP Industries totals 1,767 shares. This transaction is categorized as a grant, award, or other acquisition and is detailed in a Form 4 SEC filing.
UFP Packaging acquires two pallet manufacturers for $105M
UFP Packaging, a division of UFP Industries, has acquired John Rock, Inc. and Berry Pallets, Inc. for a combined total of $105 million, significantly expanding its pallet manufacturing presence in the Northeast and Upper Midwest. These acquisitions are expected to add over $105 million in annual revenue and approximately 375 employees to UFP Packaging's network. Despite recent underwhelming financial results for UFP Industries, the company maintains a strong balance sheet and a strategy focused on investments in core, higher-margin businesses.
Vanguard Group Inc. Grows Stake in UFP Industries, Inc. $UFPI
Vanguard Group Inc. increased its stake in UFP Industries, Inc. (NASDAQ:UFPI) by 0.3% in the fourth quarter of 2025, now owning over 6.1 million shares valued at approximately $557 million. Despite Vanguard's increased position, UFP Industries missed analysts' consensus estimates for both earnings per share and revenue in its latest quarterly report, with revenue down 8.4% year-over-year. The company recently declared a quarterly dividend of $0.36 per share, representing an annualized dividend of $1.44 and a yield of about 1.8%.
UFP Packaging Expands National Pallet Manufacturing Network, Strengthening Coast-to-Coast Reach
UFP Packaging, a division of UFP Industries, has expanded its national pallet manufacturing network through the acquisition of John Rock, Inc. and Berry Pallets, Inc. These strategic moves strengthen its presence in the Northeast and Upper Midwest, adding over $105 million in annual revenue and 375 employees. The expansion aims to enhance UFP Packaging's ability to provide consistent, large-scale pallet solutions to national customers.
BMO Capital Upgrades UFP Industries to Outperform From Market Perform, Price Target is $108
BMO Capital has upgraded its rating for UFP Industries (UFPI) from Market Perform to Outperform, setting a new price target of $108. The article, published by MT Newswires, highlights this significant analyst recommendation. UFP Industries is a holding company specializing in wood, composites, and other materials, serving retail, packaging, and construction sectors.
UFP Industries (NASDAQ: UFPI) expands northeast pallets with $48M John Rock deal
UFP Industries is acquiring the operating assets of John Rock, Inc., a pallet manufacturer, for approximately $48 million. This acquisition adds about $82 million in annual sales and nearly 250 employees, expanding UFP's PalletOne network in the northeast to better serve national customers. The deal includes three operating locations in Pennsylvania and Virginia, strengthening UFP's core packaging business.
UFP Industries (UFPI) Expands Reach with $48M Acquisition of John Rock Assets
UFP Industries (UFPI) has acquired the operational assets of John Rock, a pallet manufacturing company, for approximately $48 million. This acquisition is expected to enhance UFP Packaging's capacity and geographic coverage in the northeast U.S. UFP Industries has a strong GF Score of 81/100, indicating potential for long-term returns, despite recent insider selling and challenges in revenue growth.
UFP Industries Drops 5.4% Amid Sector-Wide Selling
UFP Industries (UFPI) saw its stock drop 5.4% to $80.58, participating in a broader sector-wide selloff that impacted lumber and wood production companies. This decline, alongside similar drops for peers like Simpson Manufacturing and Armstrong World Industries, suggests investors are rotating out of the sector rather than reacting to company-specific issues for UFP Industries. The coordinated decline may indicate concerns about demand trends in construction and building materials.
UFP Industries acquires John Rock assets for about $48M, adds $82M sales and ~250 employees
UFP Industries (UFPI) has acquired the operating assets of John Rock for approximately $48 million, adding $82 million in annual sales and nearly 250 employees. This acquisition aims to expand PalletOne’s footprint in the northeast, including three new locations, and integrate operations to serve national customers. The move is expected to drive operational improvements and ensure manufacturing continuity.
3 John Rock plants join UFP deal, adding $82M sales, 250 employees
UFP Industries (NASDAQ: UFPI) acquired the operating assets of John Rock, Inc. for approximately $48 million, purchasing three of its four sites in Pennsylvania and Virginia. This acquisition is expected to add about $82 million in annual sales and bring nearly 250 employees into PalletOne, significantly expanding its footprint in the northeast. The deal aims to strengthen UFP's core packaging business, leverage operational synergies, and better serve national customers while maintaining local relationships.
UFP Industries Expands PalletOne's northeast Footprint Through Acquisition of John Rock, Inc.
UFP Industries (NASDAQ: UFPI) has acquired the operating assets of John Rock, Inc., a new pallet manufacturer based in Coatesville, Pa., for approximately $48 million. This acquisition fills a critical geographic gap for PalletOne, Inc. in the northeast region, boosting UFP Packaging's capacity to serve national clients. The transaction includes three of John Rock's four operating locations, adding roughly $82 million in annual sales and nearly 250 employees to the UFP Industries family.
UFP Industries Acquires John Rock to Strengthen Market Position
UFP Industries has acquired the operating assets of John Rock, Inc. for approximately $48 million, aiming to strengthen its packaging business and expand its footprint in the northeast. This acquisition is expected to add about $82 million in annual sales and nearly 250 employees, improving operational efficiency and service levels by integrating into PalletOne's existing network. CEO Will Schwartz emphasized that the move will unlock value through operational synergies and enhance the company's competitive position.
UFP Industries buys three John Rock pallet sites in Northeast
UFP Industries has acquired the operating assets of John Rock, Inc., a pallet manufacturer, from Kamps Pallets for approximately $48 million. This acquisition includes three operating locations in Pennsylvania and Virginia, adding about $82 million in annual sales and nearly 250 employees. The Dilwyn, Va., sawmill, previously part of John Rock, will remain with Kamps Pallets.
Ufp Industries stock hits 52-week low at $84.55
Ufp Industries (UFPI) stock has fallen to a new 52-week low of $84.55, representing a 15.25% decrease over the past year. Despite this downturn and a recent earnings miss, InvestingPro analysis suggests the stock is undervalued, with a fair value of $96.65, supported by the company's strong cash position and consistent dividend increases. DA Davidson has lowered its price target to $105 but maintains a Buy rating on UFPI.
UFPI SEC Filings - Ufp Industries Inc 10-K, 10-Q, 8-K Forms
This page provides access to Ufp Industries (UFPI) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 documents, to help investors and traders research the company's financial and operational disclosures. Stock Titan enhances these filings with AI-powered summaries, impact scoring, and sentiment analysis. The article highlights that UFP Industries is a Michigan-based holding company involved in construction, packaging, and retail solutions.
UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
UFP Industries (NASDAQ: UFPI) recently reported first-quarter results, missing both revenue and statutory earnings estimates. Following this, analysts have revised their 2026 forecasts, notably lowering EPS expectations from US$5.35 to US$4.50, though revenue projections remained largely stable. Despite the lowered earnings forecast, the consensus price target for UFPI remained unchanged at US$110, suggesting analysts believe the earnings decline may not significantly impact the company's valuation.
Executive chair at UFP Industries (UFPI) awarded phantom units
UFP Industries' Executive Chairman, Matthew J. Missad, was granted 16 phantom stock units on April 30, 2026. These units, valued at $89.49 each, were issued under the company's Deferred Compensation Plan and are convertible to common stock upon his death, disability, or retirement. Following this grant, Missad now directly holds a total of 95,281 phantom stock units.
UFP Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:UFPI) 2026-05-01
UFP Industries, Inc. (NASDAQ:UFPI) announced its Q1 2026 earnings, reporting an EPS of $0.89, which missed estimates by $0.21. The company's revenue for the quarter was $1.46 billion, an 8.41% year-over-year decrease, missing expectations by $52.32 million. The information was released in conjunction with their earnings call presentation.
UFP Industries ramps up deals as new executive role targets faster payoff
UFP Industries is intensifying its acquisition activities and has created a new executive role to accelerate the returns from these deals. This strategic move aims to optimize the benefits derived from its mergers and acquisitions. The company is leveraging a 33-year veteran for this new position to enhance efficiency in integrating acquired entities and realizing value faster.
UFP forecasts $100M growth as composite decking capacity expands
UFP Industries Inc. anticipates significant growth for its Deckorators-brand composite decking, projecting sales to increase by $100 million in 2026 due to expanding capacity. This growth outlook was highlighted by Catherine Kavanaugh on May 01, 2026.
UFP Industries Updates Strategy and Long-Term Growth Targets
UFP Industries (UFPI) has updated its strategy and long-term growth targets, revealing trailing twelve-month net sales of $6.2 billion and adjusted EBITDA of $532.8 million. The company aims for 7–10% compound annual unit sales growth, a 12.5% adjusted EBITDA margin, and returns above 15% on new investments. Analysts currently rate UFPI as a Hold with a $108.00 price target, while TipRanks' AI Analyst, Spark, rates it as Outperform due to balance sheet strength and durable cash generation.
Pictet Asset Management Holding SA Sells 11,188 Shares of UFP Industries, Inc. $UFPI
Pictet Asset Management Holding SA reduced its stake in UFP Industries Inc. (NASDAQ:UFPI) by 3.5% in the fourth quarter, selling 11,188 shares and now owning 311,164 shares valued at $28.33 million. Other institutional investors have also adjusted their holdings in UFPI. The company recently reported Q1 earnings of $0.89 per share, missing consensus estimates, and declared a quarterly dividend of $0.36 per share.
UFP Industries targets $100M Deckorators growth in 2026 while doubling wood/plastic composite capacity by 2027
UFP Industries Inc. (UFPI) is aiming for significant growth in its Deckorators brand, targeting $100 million in sales by 2026. This expansion will be supported by doubling its wood/plastic composite capacity by 2027. The move indicates a strategic focus on expanding its high-growth product lines and increasing market share in the composite decking and railing sector.
Vanguard holds 2.99M shares of UFP Industries (UFPI) in Schedule 13G
Vanguard Capital Management has reported a beneficial ownership of 2,988,983 shares, representing 5.26% of UFP Industries (UFPI) common stock, according to a recent Schedule 13G SEC filing. This passive investment indicates Vanguard has sole dispositive power over all these shares and sole voting power over 445,816 shares. The filing, signed on April 30, 2026, suggests a neutral impact on corporate governance.
UFP Industries (NASDAQ:UFPI) Shares Gap Down After Earnings Miss
UFP Industries (NASDAQ:UFPI) gapped down after reporting weaker than expected Q1 earnings, with EPS of $0.89 against a consensus of $1.15 and revenue of $1.46 billion, missing estimates. The company also declared a quarterly dividend of $0.36 per share, yielding approximately 1.6%. Analysts generally rate the stock as a Hold, with a consensus price target of $107.00.
UFP Industries (UFPI) furnishes Q1 2026 investor presentation to shareholders
UFP Industries (UFPI) has provided its First Quarter 2026 Investor Relations Presentation to shareholders, which has been furnished as Exhibit 99.1 in an 8-K filing and is available on the company's investor website. This presentation offers an update to investors, covering financial performance, growth strategies, and market outlook across its UFP Packaging, UFP Construction, and UFP Retail Solutions segments. The information is provided under Regulation FD, distinguishing it from formally filed documents in terms of liability and incorporation into other SEC filings.
New UFP Industries (UFPI) director files initial Form 3 report
UFP Industries director Ronald K. Grubbs Jr. has filed an initial Form 3 report, designating him as a director of the company. This filing serves as a baseline disclosure of his insider status but indicates no transactions or beneficial ownership of securities at this time. The report clarifies that he neither bought nor sold UFPI shares and holds no derivative securities.
Is UFP Industries (UFPI) Still 10.2% Undervalued After Q1 2026 E
UFP Industries (UFPI) reported Q1 2026 earnings below analyst estimates, with net sales down 8.4% and diluted EPS at $0.89. The company cited weaker residential markets, adverse weather, and rising costs as primary challenges. Despite the miss, GuruFocus data suggests UFPI is undervalued by 10.2% based on its GF Value, with a strong GF Score of 81/100 and solid financial strength.
UFP Industries, Inc. Reveals Decline In Q1 Bottom Line
UFP Industries, Inc. (UFPI) reported a decline in its first-quarter earnings and revenue compared to the previous year. The company's earnings dropped to $50.77 million, or $0.89 per share, from $78.75 million, or $1.30 per share. Revenue for the period also decreased by 8.2% to $1.46 billion.
Earnings Flash (UFPI) UFP Industries, Inc. Reports Q1 Revenue $1.46B, vs. FactSet Est of $1.51B
UFP Industries, Inc. (UFPI) reported first-quarter revenue of $1.46 billion, falling short of FactSet's estimate of $1.51 billion. The company's Q1 earnings per share (EPS) were $0.89, also below the FactSet estimate of $1.10. These results indicate a weaker financial performance than anticipated by analysts for the quarter ended March 28, 2026.
UFP Industries (Nasdaq: UFPI) Q1 2026 profit drops as costs rise
UFP Industries reported a significant drop in Q1 2026 profit and revenue, primarily due to a weaker residential construction market, adverse weather conditions, and rising costs. Despite these challenges, the company maintains strong liquidity and is implementing a cost-reduction program while pursuing strategic acquisitions and maintaining long-term growth targets.
