Jun 2026 (Q2 FY26) — Jul 30, 2026
UFP Industries Q2 FY26 — Organic Volume Growth Returns Amidst Freight Headwinds
Read the full callUFP Industries (UFPI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
UFP Industries earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,883 | +2.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.5 | −1.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 82.9 | −17.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
1 of 4 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Buffalo, NY Deckorators plant opening | fully operational early 2026 (Q1 FY26) | Mar 2025 | In April, we began shipping Surestone decking products from our new greenfield location in Buffalo, and we are seeing throughput improvement at our Selma plant. | Delayed |
| Core SG&A expense (ex-bonus/sales incentives), full-year | approximately $570 million (2026 core SG&A, including Deckorators advertising) | Dec 2025 | SG&A remains on plan for the year as we focus on maintaining the savings achieved last year. | On Track |
3 of UFP INDUSTRIES INC's 18 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 16 more targets are in the full ledger.
Claimed
- Net sales increased 2.6% year-over-year, driven by 1% organic volume growth and 2% from acquisitions, marking the first positive organic growth since Q3 2022.
- Deckorators decking sales increased 59%, with Surestone products up 37% and wood plastic composite up 85%.
- New product sales increased 33%, representing 8.4% of total sales compared to 6.5% last year.
- Packaging segment sales increased 7%, with Structural Packaging volumes up 8%, PalletOne volumes up 9%, and Protective Packaging volumes up 15%.
- The Board approved a 3% increase in the quarterly dividend to $0.36 per share.
Qualified
- Adjusted EBITDA declined $20 million to $154 million, with the margin falling to 8.2% from 9.5% last year.
- Transportation costs, net of fuel surcharges, increased $27 million or 1.6% of net sales, with spot rates rising over 30% excluding fuel.
- New residential construction remained soft, accounting for all of the profit pressure in the Construction segment.
- Retail segment experienced a 1% organic unit decline, with ProWood units down 1% and Edge down 17%.
- Construction sales declined 4%, reflecting a 2% organic unit decline in Site-Built and a 5% decline in Factory-Built units.
Price
$78.22 −0.19% · −$0.15
Performance −13.7% 1Y
1Y: $90.66 on 17 Oct 2025 → $78.22. High $115.62 (10 Feb 2026), low $74.21 (9 Oct 2026).
- Previous close
- $78.37
- 52-week range
- $74.21 – $115.62
- One year
- −14.30%
Overview
- Symbol
- UFPI
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
1 of 4 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Buffalo, NY Deckorators plant opening | fully operational early 2026 (Q1 FY26) | Mar 2025 | In April, we began shipping Surestone decking products from our new greenfield location in Buffalo, and we are seeing throughput improvement at our Selma plant. | Delayed |
| Core SG&A expense (ex-bonus/sales incentives), full-year | approximately $570 million (2026 core SG&A, including Deckorators advertising) | Dec 2025 | SG&A remains on plan for the year as we focus on maintaining the savings achieved last year. | On Track |
Claimed
- Net sales increased 2.6% year-over-year, driven by 1% organic volume growth and 2% from acquisitions, marking the first positive organic growth since Q3 2022.
- Deckorators decking sales increased 59%, with Surestone products up 37% and wood plastic composite up 85%.
- New product sales increased 33%, representing 8.4% of total sales compared to 6.5% last year.
- Packaging segment sales increased 7%, with Structural Packaging volumes up 8%, PalletOne volumes up 9%, and Protective Packaging volumes up 15%.
- The Board approved a 3% increase in the quarterly dividend to $0.36 per share.
Qualified
- Adjusted EBITDA declined $20 million to $154 million, with the margin falling to 8.2% from 9.5% last year.
- Transportation costs, net of fuel surcharges, increased $27 million or 1.6% of net sales, with spot rates rising over 30% excluding fuel.
- New residential construction remained soft, accounting for all of the profit pressure in the Construction segment.
- Retail segment experienced a 1% organic unit decline, with ProWood units down 1% and Edge down 17%.
- Construction sales declined 4%, reflecting a 2% organic unit decline in Site-Built and a 5% decline in Factory-Built units.
The full ledger
Open UFP INDUSTRIES INC’s full ledger
A free account opens 5 company ledgers a month. All 18 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
UFP Industries Q1 FY26 — Strong Deckorators Growth and Strategic Acquisitions Amidst Macro Headwinds
Read the full callDec 2025 (Q4 FY25) — Feb 24, 2026
UFP Industries Q4 FY25 — Strong Deckorators Growth and Cost Reductions Offset Market Headwinds
Read the full callEvery analysed call
UFP Industries earnings calls (UFPI)
Financials
What the filings say
Net profit, year on year: −18% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,649 | 1,462 | 1,596 | 1,835 | 1,560 | 1,330 | 1,461 | 1,883 |
| Operating profit | 120 | 79 | 92 | 123 | 89 | 59 | 64 | 103 |
| Operating margin | 7.3% | 5.4% | 5.8% | 6.7% | 5.7% | 4.4% | 4.4% | 5.5% |
| Other income | 14 | 12 | 8 | 9 | 10 | 1 | 3 | 9 |
| Interest | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 |
| Profit before tax | 134 | 91 | 101 | 132 | 99 | 60 | 67 | 113 |
| Tax rate | 24.2% | 23.3% | 21.1% | 23.6% | 23.8% | 33.6% | 23.7% | 26.3% |
| Net profit | 100 | 68 | 79 | 101 | 75 | 40 | 51 | 83 |
| EPS ($ per share) | 1.64 | 1.12 | 1.30 | 1.70 | 1.29 | 0.70 | 0.90 | 1.48 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 61 | 61 | 61 | 62 | 62 | 62 | 61 | 57 |
| Reserves | 840 | 995 | 1,183 | 1,678 | 2,217 | 2,582 | 2,775 | 2,559 |
| Total liabilities | 559 | 632 | 922 | 1,229 | 1,068 | 968 | 901 | 934 |
| Fixed assets | 355 | 387 | 417 | 589 | 689 | 777 | 891 | 993 |
| Investments | 15 | 19 | 24 | 36 | 36 | 35 | 31 | 34 |
| Total assets | 1,648 | 1,889 | 2,405 | 3,245 | 3,672 | 4,018 | 4,151 | 4,023 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 117 | 349 | 336 | 512 | 832 | 960 | 643 | 546 |
| Cash from investing | -121 | -142 | -155 | -611 | -354 | -240 | -271 | -273 |
| Cash from financing | 4 | -67 | 85 | -45 | -210 | -163 | -307 | -530 |
| Net cash flow | -1 | 140 | 268 | -145 | 268 | 563 | 57 | -255 |
| Capital expenditure | -96 | -85 | -89 | -151 | -174 | -180 | -232 | -269 |
| Free cash flow | 21 | 264 | 247 | 361 | 657 | 780 | 410 | 276 |
UFPI revenue by segment
Retail grew from 39% to 43% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Retail | 39% | 36% | 38% | 43% | 38% | 33% | — | 43% | +3.9% |
| Construction | 32% | 33% | 32% | 30% | 32% | 33% | 32% | 28% | -4.5% |
| Packaging | 24% | 26% | 26% | 23% | 25% | 28% | 27% | 24% | +6.9% |
| All Other Segments | 5% | 5% | 4% | 4% | 5% | 6% | 5% | 4% | +18.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
42 filings between Nov 3, 2025 and Aug 3, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.13M
2 sales by 2 insiders
Compensation
not trading decisions- 32
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
Also filed: 4 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MISSAD MATTHEW J | — | $1.01M | Dec 11, 2025 |
| Wooldridge Michael G. | — | $111.4K | Nov 26, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 3, 2026 | Wooldridge Michael G. Director | Award | 368 | $33.7K |
| Aug 3, 2026 | Tuuk Kuras Mary Director | Award | 368 | $33.7K |
| Aug 3, 2026 | Budden Joan A Director | Award | 368 | $33.7K |
| Aug 3, 2026 | Grubbs Ronald K Jr. Director | Award | 73 | $6.7K |
| May 1, 2026 | Tuuk Kuras Mary Director | Award | 396 | $33.7K |
| May 1, 2026 | Budden Joan A Director | Award | 396 | $33.7K |
| May 1, 2026 | Wooldridge Michael G. Director | Award | 396 | $33.7K |
| May 1, 2026 | Grubbs Ronald K Jr. Director | Award | 8 | $681 |
| Apr 1, 2026 | Benton Patrick M. President, UFP Construction | Option exercise | 603 | $55.0K |
| Apr 1, 2026 | COLE MICHAEL R Chief Financial Officer | Option exercise | 438 | $39.9K |
| Apr 1, 2026 | COLE MICHAEL R Chief Financial Officer | Disposition to issuer | 115 | $10.5K |
| Apr 1, 2026 | Benton Patrick M. President, UFP Construction | Disposition to issuer | 157 | $14.3K |
| Apr 1, 2026 | SCHWARTZ WILLIAM DANNY Chief Executive Officer | Option exercise | 603 | $55.0K |
| Apr 1, 2026 | SCHWARTZ WILLIAM DANNY Chief Executive Officer | Disposition to issuer | 132 | $12.0K |
| Apr 1, 2026 | Tarvin Landon C President,UFP Retail Solutions | Option exercise | 438 | $39.9K |
| Apr 1, 2026 | Tarvin Landon C President,UFP Retail Solutions | Disposition to issuer | 118 | $10.8K |
| Feb 27, 2026 | COLE MICHAEL R Chief Financial Officer | Award | 2,188 | $241.9K |
| Feb 27, 2026 | Benton Patrick M. President, UFP Construction | Award | 1,860 | $205.6K |
| Feb 27, 2026 | MISSAD MATTHEW J Executive Chairman | Award | 5,734 | $633.9K |
| Feb 27, 2026 | Worthington Scott A President, UFP Packaging | Award | 1,724 | $190.6K |
| Feb 26, 2026 | COLE MICHAEL R Chief Financial Officer | Award | 179 | $19.8K |
| Feb 26, 2026 | MISSAD MATTHEW J Executive Chairman | Award | 337 | $37.3K |
| Feb 26, 2026 | Benton Patrick M. President, UFP Construction | Award | 174 | $19.2K |
| Feb 26, 2026 | Worthington Scott A President, UFP Packaging | Award | 174 | $19.2K |
| Feb 26, 2026 | SCHWARTZ WILLIAM DANNY Chief Executive Officer | Award | 316 | $34.9K |
| Feb 26, 2026 | Guerre Robert Paul Insider | Award | 132 | $14.6K |
| Feb 26, 2026 | Tarvin Landon C President,UFP Retail Solutions | Award | 174 | $19.2K |
| Feb 19, 2026 | COLE MICHAEL R Chief Financial Officer | Award | 7,727 | $854.2K |
| Feb 19, 2026 | MISSAD MATTHEW J Executive Chairman | Award | 4,788 | $529.3K |
| Feb 19, 2026 | Benton Patrick M. President, UFP Construction | Award | 4,997 | $552.4K |
| Feb 19, 2026 | Worthington Scott A President, UFP Packaging | Award | 1,778 | $196.6K |
| Feb 19, 2026 | SCHWARTZ WILLIAM DANNY Chief Executive Officer | Award | 13,018 | $1.44M |
| Feb 19, 2026 | Guerre Robert Paul Insider | Award | 452 | $50.0K |
| Feb 19, 2026 | Tarvin Landon C President,UFP Retail Solutions | Award | 5,915 | $653.9K |
| Feb 2, 2026 | Tuuk Kuras Mary Director | Award | 322 | $33.8K |
| Feb 2, 2026 | Budden Joan A Director | Award | 322 | $33.8K |
| Feb 2, 2026 | Wooldridge Michael G. Director | Award | 322 | $33.8K |
| Dec 11, 2025 | MISSAD MATTHEW J Executive Chairman | Sale | 11,000 | $1.01M |
| Nov 26, 2025 | Wooldridge Michael G. Director | Sale | 1,192 | $111.4K |
| Nov 3, 2025 | Tuuk Kuras Mary Director | Award | 366 | $33.7K |
| Nov 3, 2025 | Budden Joan A Director | Award | 366 | $33.7K |
| Nov 3, 2025 | Wooldridge Michael G. Director | Award | 366 | $33.7K |
| Aug 1, 2025 | Budden Joan A Director | Award | 346 | $33.8K |
| Aug 1, 2025 | Tuuk Kuras Mary Director | Award | 346 | $33.8K |
| Aug 1, 2025 | Wooldridge Michael G. Director | Award | 346 | $33.8K |
| May 1, 2025 | Tuuk Kuras Mary Director | Award | 337 | $33.7K |
| May 1, 2025 | Budden Joan A Director | Award | 337 | $33.7K |
| May 1, 2025 | Wooldridge Michael G. Director | Award | 337 | $33.7K |
| Apr 1, 2025 | Benton Patrick M. Pres, UFP Construction, LLC | Disposition to issuer | 135 | $14.4K |
| Apr 1, 2025 | Benton Patrick M. Pres, UFP Construction, LLC | Option exercise | 515 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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