UFPI
UFP INDUSTRIES INC
Next earnings Jul 27, 2026 · consensus $1.42 EPS, $1.83B rev
Last earnings -2.9% on 2026-04-29
$92.20
▲ +0.14%$92.20▼ -6.15%
over 1Y
L $78.82EODHDH $114.70
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.1%
1W+7.9%
1M+12.0%
3M+3.3%
YTD+0.8%
1Y-6.1%
Hold
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 11 analysts
Buy
UFP Industries has a fortress balance sheet and is buying back stock hand over fist, but earnings have fallen three straight years as wood markets normalize.
Revenue $6.32B · FY2025
The read
Middling fundamentals and a rich price (~56% above fair value) leave little margin of safety — a wait-and-see.
UFP Industries is a diversified manufacturer and distributor of wood and wood-alternative products across retail, packaging and construction end markets. The defining feature is balance-sheet quality: liabilities/equity is just 0.31x, the company holds $914M of cash against only $229M of long-term debt, and it generated $546M of operating cash flow even in a down year. That financial strength lets UFP play offense — it repurchased $433M of stock (up 207%), cutting the share count 6.7%, while still raising the dividend and investing $269M in capex (+16%).
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $8.64B | $9.63B | $7.22B | $6.65B | $6.32B |
| Gross profit | $1.41B | $1.79B | $1.42B | $1.23B | $1.06B |
| Operating income | $738M | $950M | $647M | $492M | $364M |
| Net income | $536M | $693M | $514M | $415M | $295M |
| Diluted EPS | $8.59 | $10.97 | $8.07 | $6.77 | $5.00 |
| Net margin | 6.2% | 7.2% | 7.1% | 6.2% | 4.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$4.53B
EV / EBITDA—
EV / Sales0.7
EV / FCF16.4
P / FCF18.9
PEG (trailing)—
Earnings yield5.6%
FCF yield5.3%
Quality & risk
ROIC (est.)8.7%
Free cash flow$276M
Total debt$230M
Net cash$684M
Altman Z-Score6.64 safe
Piotroski F-Score4/9
Capital returns
Buyback yield8.3%
Dividend yield (est.)1.6%
Shareholder yield9.9%
Shares Δ YoY-6.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRoutine disclosure cadence — no material red flags in recent filings.
Recent filings
all on EDGAR ↗11-KPeriod ending 2025-12-312026-06-12open ↗4Period ending 2026-05-292026-06-03open ↗4Period ending 2026-05-292026-06-03open ↗4Period ending 2026-05-292026-06-03open ↗4Period ending 2026-05-292026-06-03open ↗8-KPeriod ending 2026-05-292026-06-01open ↗SDFiling2026-05-22open ↗10-QPeriod ending 2026-03-282026-05-06open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗
Frequently asked
- Is UFP INDUSTRIES INC (UFPI) a buy?
- UFPI currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. UFP Industries has a fortress balance sheet and is buying back stock hand over fist, but earnings have fallen three straight years as wood markets normalize.
- What is UFPI's fair value?
- A Modified-Graham model based on UFPI's SEC fundamentals estimates a fair value of about $40.38. It is an estimate from reported earnings, not a price target.
- Is UFPI overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, UFPI currently appears overvalued relative to its SEC-grounded earnings power.
- What is UFP INDUSTRIES INC's quality score?
- UFPI scores 63.431372549019606/100 (grade C+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000912767, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 9:02:40 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.