UFP Industries, Inc. (UFPI)

UFP Industries' stock has been impacted by its earnings reports in the past six months. The company announced its first-quarter 2025 results on April 28, 2025, reporting net sales of $1.60 billion and earnings per diluted share of $1.30. On July 28, 2025, UFP Industries announced its second-quarter 2025 results, with net sales of $1.84 billion and earnings per diluted share of $1.70. Both the first and second-quarter results missed analysts' revenue and EPS expectations, with Q2 revenue down 3.5% year-on-year. Following the Q2 results, the stock was down by 1.89% in one day. Analysts anticipate a year-on-year revenue decline of 2.2% for the upcoming third-quarter 2025 earnings, scheduled for October 29, 2025. Over the last two years, the company has missed Wall Street's revenue estimates six times, and declining unit sales and falling earnings per share have caused investor concern. While the building products segment has seen positive investor sentiment, UFP Industries' stock price remained unchanged during the same period.

Demand for UFP Industries' products exhibits seasonality, particularly influenced by the cyclical nature of the construction and renovation industries. The company's operating cash flow in the first quarter of 2025 was a use of funds, primarily due to seasonal net working capital investments. While the construction market is expected to face challenges in the first half of the year, a rebound is anticipated in the latter half. Demand for Deckorators products is projected to accelerate in the second half of the year, driven by new retail distribution and improved manufacturing efficiency. Demand for many of UFP Industries' products, especially those related to outdoor living and construction, tends to be stronger in the latter half of the year.

UFP Industries, Inc. (UFPI) is a holding company that designs, manufactures, and supplies products made from wood, composites, and other materials across various markets globally, operating primarily within the building materials sector and the broader wood product industry. The company's business is diversified across three main segments: Retail, Packaging, and Construction. The Retail Solutions segment includes brands such as ProWood, Deckorators, Sunbelt, and UFP-Edge, offering products like decking, fencing, lattice, and lawn and garden products. The Packaging segment comprises business units like Structural Packaging, PalletOne, and Protective Packaging Solutions, providing wood crating and custom packaging for a variety of industrial and agricultural products. The Construction segment includes Factory-Built Housing, Site-Built Construction, Commercial Construction, and Concrete Forming, offering products such as trusses, building components, and forms for concrete work.

UFP Industries has a significant global presence, with subsidiaries and over 215 facilities located throughout North America, Europe, Asia, and Australia.

UFP Industries has maintained a strong brand reputation, marked by 70 consecutive profitable years since its founding in 1955. The company attributes its sustained success to its ability to recruit and retain high-achieving employees, a down-to-earth company culture, and an incentive system that aligns employee and shareholder interests. In 2019, the company rebranded from Universal Forest Products to UFP Industries to better reflect its diversified global business operations.

Institutional investors hold a significant portion of UFP Industries, Inc. at 71.39%, while individuals account for 2.06% of ownership. Major institutional owners include State Street Corp.