UFPI
UFP Industries, Inc.92.94
+0.52+0.56%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
5.41BP/E (TTM)
17.21Basic EPS (TTM)
5.40Dividend Yield
0.01%Recent Filings
10-Q
8-K
8-K
10-Q
Q2 FY2025 results
UFP Industries posted Q2 net sales of $1.8B, down 3.5% y/y from $1.9B amid softer demand, with units off 3% while prices dipped 0.5%; gross profit fell 14% to $313M as margins slipped to 17.0% from 19.1%, hit by competitive pricing in site-built housing and structural packaging. Operating earnings dropped 23% to $123M, though SG&A eased 9% on lower bonuses, yielding diluted EPS of $1.70 versus $2.05 y/y—consistent with 57.2M weighted shares. Cash from operations for the half-year slowed to $113M from $239M, pressured by seasonal working capital buildup, yet $842M in cash bolsters liquidity at $2.1B total with no revolver draws and steady $234M long-term debt. Acquisitions like RWP West in June for $7.4M (asset purchase, Construction segment) added modest sales but no pro forma impact. Subsequent plant closures in Montana signal cost cuts targeting $60M profit lift by 2026, while tariffs loom as a supply risk.
8-K
UFP Q2 2025 results overview
UFP Industries released its Q2 2025 investor presentation, highlighting trailing twelve-month net sales of $6.5 billion and adjusted EBITDA of $613.9 million, with a 9.4% margin. While organic unit sales dipped 2% year-over-year amid low-single-digit demand declines across construction, retail, and packaging segments, the company targets 7-10% annual growth through acquisitions and innovation. Value-added products now comprise 52-81% of sales by segment. Margins held steady despite pricing pressures.
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