UFP Industries (UFPI) Q2 FY26 earnings call

UFP Industries achieved its first positive organic volume growth in nearly four years, driven by strong performance in Deckorators and the Packaging segment, alongside successful new product introductions. However, profitability was significantly impacted by a sharp, structural increase in transportation costs, particularly affecting the Retail and Packaging segments. New residential construction continued to be a drag, though management is focused on passing through costs and optimizing operations.