UFP Industries (UFPI)
Market Price (3/30/2026): $89.72 | Market Cap: $4.9 BilSector: Industrials | Industry: Building Products
UFP Industries (UFPI)
Market Price (3/30/2026): $89.72Market Cap: $4.9 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 5.6% | Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -41% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -9.0% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% | Key risksUFPI key risks include [1] its significant customer concentration, Show more. | |
| Low stock price volatilityVol 12M is 31% | ||
| Megatrend and thematic driversMegatrends include Circular Economy & Recycling, and Sustainable Resource Management. Themes include Sustainable Packaging Materials, Green Building Materials, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 5.6% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Circular Economy & Recycling, and Sustainable Resource Management. Themes include Sustainable Packaging Materials, Green Building Materials, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -41% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.0%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -9.0% |
| Key risksUFPI key risks include [1] its significant customer concentration, Show more. |
Qualitative Assessment
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UFP Industries (UFPI) stock has lost about 5% since 11/30/2025 because of the following key factors:
1. UFP Industries experienced a significant decline in its fourth-quarter 2025 financial performance, which exerted downward pressure on the stock. The company reported diluted earnings per share (EPS) of $0.70, missing analysts' consensus estimates of $1.03 by $0.33. Additionally, quarterly revenue fell 9.0% year-over-year to $1.33 billion, falling short of analyst estimates of $1.40 billion. This underperformance was driven by a 7% decline in units and a 2% decline in pricing, with the Retail segment seeing a 15% sales decrease and the Construction segment facing a 10% sales decline due to a 17% unit decrease in the Site Built business.
2. Strategic capital allocation, including a dividend increase and substantial share repurchases, provided a stabilizing force for the stock. Despite the challenging quarter, UFP Industries' Board of Directors increased the quarterly cash dividend to $0.36 per share, representing a 3% year-over-year increase, payable on March 16, 2026. Furthermore, the company repurchased 4.5 million shares for $443 million in 2025, accounting for approximately 7% of its outstanding shares, demonstrating a commitment to returning capital to shareholders.
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1. UFP Industries experienced a significant decline in its fourth-quarter 2025 financial performance, which exerted downward pressure on the stock. The company reported diluted earnings per share (EPS) of $0.70, missing analysts' consensus estimates of $1.03 by $0.33. Additionally, quarterly revenue fell 9.0% year-over-year to $1.33 billion, falling short of analyst estimates of $1.40 billion. This underperformance was driven by a 7% decline in units and a 2% decline in pricing, with the Retail segment seeing a 15% sales decrease and the Construction segment facing a 10% sales decline due to a 17% unit decrease in the Site Built business.
2. Strategic capital allocation, including a dividend increase and substantial share repurchases, provided a stabilizing force for the stock. Despite the challenging quarter, UFP Industries' Board of Directors increased the quarterly cash dividend to $0.36 per share, representing a 3% year-over-year increase, payable on March 16, 2026. Furthermore, the company repurchased 4.5 million shares for $443 million in 2025, accounting for approximately 7% of its outstanding shares, demonstrating a commitment to returning capital to shareholders.
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Stock Movement Drivers
Fundamental Drivers
The -2.9% change in UFPI stock from 11/30/2025 to 3/29/2026 was primarily driven by a -6.8% change in the company's Net Income Margin (%).| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 92.32 | 89.68 | -2.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,453 | 6,320 | -2.0% |
| Net Income Margin (%) | 5.0% | 4.7% | -6.8% |
| P/E Multiple | 16.1 | 16.8 | 4.2% |
| Shares Outstanding (Mil) | 56 | 55 | 2.1% |
| Cumulative Contribution | -2.9% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| UFPI | -2.9% | |
| Market (SPY) | -5.3% | 30.8% |
| Sector (XLI) | 3.9% | 56.6% |
Fundamental Drivers
The -10.5% change in UFPI stock from 8/31/2025 to 3/29/2026 was primarily driven by a -12.1% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 100.24 | 89.68 | -10.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,542 | 6,320 | -3.4% |
| Net Income Margin (%) | 5.3% | 4.7% | -12.1% |
| P/E Multiple | 16.5 | 16.8 | 1.7% |
| Shares Outstanding (Mil) | 57 | 55 | 3.6% |
| Cumulative Contribution | -10.5% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| UFPI | -10.5% | |
| Market (SPY) | 0.6% | 27.2% |
| Sector (XLI) | 5.5% | 56.2% |
Fundamental Drivers
The -14.7% change in UFPI stock from 2/28/2025 to 3/29/2026 was primarily driven by a -25.2% change in the company's Net Income Margin (%).| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 105.14 | 89.68 | -14.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,652 | 6,320 | -5.0% |
| Net Income Margin (%) | 6.2% | 4.7% | -25.2% |
| P/E Multiple | 14.8 | 16.8 | 13.1% |
| Shares Outstanding (Mil) | 58 | 55 | 6.0% |
| Cumulative Contribution | -14.7% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| UFPI | -14.7% | |
| Market (SPY) | 9.8% | 45.0% |
| Sector (XLI) | 18.4% | 56.7% |
Fundamental Drivers
The 8.8% change in UFPI stock from 2/28/2023 to 3/29/2026 was primarily driven by a 136.9% change in the company's P/E Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 82.41 | 89.68 | 8.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9,730 | 6,320 | -35.0% |
| Net Income Margin (%) | 7.2% | 4.7% | -35.0% |
| P/E Multiple | 7.1 | 16.8 | 136.9% |
| Shares Outstanding (Mil) | 60 | 55 | 8.7% |
| Cumulative Contribution | 8.8% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| UFPI | 8.8% | |
| Market (SPY) | 69.4% | 48.2% |
| Sector (XLI) | 65.1% | 62.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UFPI Return | 67% | -13% | 60% | -9% | -18% | -0% | 73% |
| Peers Return | 75% | -27% | 80% | -1% | -30% | -5% | 52% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| UFPI Win Rate | 58% | 42% | 50% | 50% | 42% | 33% | |
| Peers Win Rate | 62% | 45% | 60% | 53% | 32% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| UFPI Max Drawdown | -3% | -29% | -4% | -14% | -21% | -4% | |
| Peers Max Drawdown | -4% | -40% | -6% | -18% | -37% | -9% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BLDR, WY, BCC, LPX, TREX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)
How Low Can It Go
| Event | UFPI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -30.3% | -25.4% |
| % Gain to Breakeven | 43.4% | 34.1% |
| Time to Breakeven | 228 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.9% | -33.9% |
| % Gain to Breakeven | 84.8% | 51.3% |
| Time to Breakeven | 129 days | 148 days |
| 2018 Correction | ||
| % Loss | -37.6% | -19.8% |
| % Gain to Breakeven | 60.3% | 24.7% |
| Time to Breakeven | 213 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -71.8% | -56.8% |
| % Gain to Breakeven | 254.3% | 131.3% |
| Time to Breakeven | 1,911 days | 1,480 days |
Compare to BLDR, WY, BCC, LPX, TREX
In The Past
UFP Industries's stock fell -30.3% during the 2022 Inflation Shock from a high on 12/29/2021. A -30.3% loss requires a 43.4% gain to breakeven.
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About UFP Industries (UFPI)
UFP Industries, Inc., through its subsidiaries, designs, manufactures, and markets wood and wood-alternative products in North America, Europe, Asia, and Australia. It operates through Retail, Industrial, and Construction segments. The Retail segment offers preserved and unpreserved dimensional lumber; and outdoor living products, including wood and wood composite decking and related accessories, decorative lawn, garden, craft, and hobby products. This segment serves national home center retailers, and retail-oriented regional and contractor-oriented lumberyards under the ProWood, ProWood FR, Deckorators, UFP-Edge, Outdoor Essentials, Dimensions, and Handprint trademarks. The Industrial segment provides pallets, specialty crates, wooden boxes, and other containers and products that are used for packaging, shipping, and material handling applications, as well as various other protective packaging applications. The construction segment offers roof trusses, cut and shaped lumbers, plywood, oriented strand boards, and dimensional lumbers; and engineered wood components, including roof and floor trusses, wall panels, I-joists, and lumber packages, as well as distributes siding, electrical, and plumbing products to factory-built housing and recreational vehicle customers. This segment also engages in the manufacture of components; design, manufacture, and supply of wood forms and related products to set or form concrete for structures, such as parking garages, stadiums, and bridges, as well as provides farming services for builders. It also offers interior fixtures, millwork, and casework for retail, commercial, and other structures; and structural wood packaging, other packing materials, and original equipment manufacturer components for various industries. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was founded in 1955 and is headquartered in Grand Rapids, Michigan.
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Here are 1-2 brief analogies for UFP Industries (UFPI):
- The Sherwin-Williams of wood and wood-alternative products.
- A 3M for wood-based products and solutions.
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- Dimensional Lumber: Preserved and unpreserved wood products for various applications, including outdoor living.
- Outdoor Living Products: Wood and wood composite decking, accessories, and decorative items for lawns, gardens, crafts, and hobbies.
- Industrial Packaging Solutions: Pallets, specialty crates, wooden boxes, and other containers for packaging, shipping, and material handling.
- Engineered Wood Components: Roof and floor trusses, wall panels, I-joists, and lumber packages for construction.
- Concrete Forming Products: Wood forms and related products used to set or form concrete for structures like parking garages and bridges.
- Interior Fixtures and Millwork: Custom interior fixtures, millwork, and casework for retail, commercial, and other structures.
- Building Material Distribution: Distribution of siding, electrical, and plumbing products to factory-built housing and recreational vehicle customers.
- Farming Services for Builders: Services provided to builders related to supplying components and specialized products for construction projects.
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UFP Industries (UFPI) primarily sells its products and services to other companies (business-to-business). Based on the provided description, its major customers fall into the following categories:
- National home center retailers: This category includes major chains such as The Home Depot, Inc. (NYSE: HD) and Lowe's Companies, Inc. (NYSE: LOW).
- Retail-oriented regional and contractor-oriented lumberyards.
- Factory-built housing and recreational vehicle (RV) manufacturers: Examples in the RV sector include Thor Industries, Inc. (NYSE: THO) and Winnebago Industries, Inc. (NYSE: WGO).
- Builders and contractors: This encompasses companies involved in residential, commercial, and infrastructure construction projects (e.g., parking garages, stadiums, bridges), as well as those requiring interior fixtures, millwork, and casework.
- Industrial companies and manufacturers: These customers utilize UFP Industries' products for packaging, shipping, and material handling applications across various industries, including original equipment manufacturers (OEMs).
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William "Will" Schwartz, President, Chief Executive Officer
William "Will" Schwartz became the Chief Executive Officer of UFP Industries on December 29, 2024, and assumed the role of President effective at the start of fiscal 2025. He began his career with UFP in 1998 as a sales trainee and advanced through various sales and operations positions. Before his appointment as CEO, he served as president of UFP Retail Solutions, the company's retail business unit, starting January 1, 2023. During his tenure leading UFP Retail Solutions, he was responsible for a significant restructuring that enhanced its offerings and expanded its reach in the market.
Michael R. Cole, Chief Financial Officer, Treasurer and President - Corporate Services
Michael R. Cole was promoted to Chief Financial Officer of Universal Forest Products (now UFP Industries) in July 2000. He joined the company in November 1993, having previously served as Vice President of Finance since January 2000. Effective December 29, 2024, he also assumed the title of President of Corporate Services, expanding his responsibilities within the management team.
Matthew J. Missad, Executive Chairman of the Board
Matthew J. Missad transitioned to the role of Executive Chairman of the Board on December 29, 2024. Prior to this, he served as the Chief Executive Officer of UFP Industries from July 13, 2011, until December 29, 2024. Missad began his journey with the company as a high school student, working part-time on the maintenance crew, and joined full-time in 1985 as a manager of legal compliance. His tenure as CEO saw significant strategic changes, including a reorganization of the company's operating structure to align with market segments rather than geographical regions, which aimed to improve customer alignment and decision-making. He also prioritized innovation and the development of new products. Missad utilized his work at Universal to finance his law school education and obtained his CPA Certificate of Examination in 1984. He has also served as a Director and a member of the Compensation Committee for Independent Bank Corporation.
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The key risks to UFP Industries (UFPI) are:
- End-market cyclicality and commodity exposure: UFP Industries is highly susceptible to the cyclical nature of its primary end markets, including residential construction, manufactured housing, and retail/DIY cycles. Fluctuations in demand within these sectors can significantly impact sales and profitability. Additionally, the company faces substantial exposure to volatile commodity prices, particularly for lumber and other building materials, which can rapidly compress profit margins.
- Competitive pricing pressures and margin uncertainty: The company operates in a highly competitive environment, where strong competition from large distributors, local fabricators, and lower-cost suppliers can lead to aggressive pricing pressures. This, combined with a soft demand environment, can result in declining sales volumes and squeezed profit margins. There is also uncertainty regarding the company's ability to fully recover operating margins and successfully implement targeted operational improvements and cost-reduction plans.
- Execution risk on strategic investments and acquisitions: UFP Industries is actively investing in automation, capacity expansion, and pursuing strategic bolt-on acquisitions to drive future growth and enhance margins. However, there is a risk that these investments or acquisitions may not be optimally timed or may not perform as planned, which could negatively impact returns and cash flow.
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UFP Industries (UFPI) operates in diverse markets related to wood and wood-alternative products. Here's an overview of the addressable market sizes for their main products and services:
- Plywood: The North American plywood market was valued at approximately USD 22.10 billion in 2025. It is projected to reach USD 23.37 billion by 2033 from USD 16.82 billion in 2024. In terms of volume, the North American plywood market reached 16.3 million cubic meters in 2025.
- Oriented Strand Board (OSB): The North American OSB market size was USD 9.805 billion in 2024. It was valued at approximately USD 13.88 billion in 2023 and is expected to reach USD 19.92 billion by 2029. North America held a significant share of the global OSB market, accounting for 69.8% in 2024.
- Pallets: The North American pallet market was valued at USD 3.27 billion in 2024 and USD 3.12 billion in 2024. Another report indicated the North American pallet market was valued at USD 28.70 billion in 2025. Wooden pallets constituted the largest segment, holding 59.2% of the North American pallet market share in 2024. Over 1.8 billion pallets circulate in North America.
- Decking (Wood and Wood Composite): The North American siding and decking market is projected to be USD 19.14 billion in 2025. The North American decks market was estimated at USD 4.10 billion in 2022. The global wood decking market was valued at USD 8.36 billion in 2025. The global wooden decking market is expected to grow from USD 26.45 billion in 2025 to USD 39.74 billion by 2031. North America is a leading region in the wooden decking market, accounting for 36.0% of global demand. The composite decking market in North America is a dominant region due to high consumer demand. The wood plastic composite market in North America was USD 2.12 billion in 2019 and is projected to reach USD 3.09 billion by 2027 in the U.S.
- Roof Trusses and Engineered Wood Components: The North American roof truss market was valued at USD 778.05 million in 2023. North America holds the largest roof truss market share, approximately 35.4% of the global market in 2024. The wood segment held the highest market share of 60.49% in the overall roof truss market in 2022. The global wood truss market size was valued at USD 1.07 billion in 2024. North America is the largest market for engineered wood products, holding approximately 45% of the global market share. The global engineered wood market size is estimated at USD 282.96 billion in 2025.
- Dimensional Lumber: U.S. demand for lumber is projected to reach 68.8 billion board feet in 2025. The North American wood or timber market size was valued at US$ 650.0 billion in 2026. North America holds approximately 32% market share in the global wood and timber products market.
- Siding: The North American siding market generated a revenue of USD 20.7 million in 2024. The United States siding industry, which represents about 76% of the North American market, generated an estimated USD 28.5 billion in revenue in 2024. North America is the largest market for siding, accounting for approximately 40% of the global share. The global cladding and siding market is estimated at USD 88.60 billion in 2026.
- Millwork and Casework: While a specific market size for "millwork and casework" was not directly found, it falls under broader categories. The North American secondary wood products market size was valued at USD 228.84 billion in 2025.
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UFP Industries (UFPI) is anticipated to drive future revenue growth over the next two to three years through several key strategies and market opportunities:
- Expansion of Deckorators and Surestone Products: The company expects continued momentum from its Deckorators business, particularly with Surestone composite decking, driven by expanded manufacturing and distribution capabilities, as well as initial stocking orders. UFP Industries also plans for retail placement expansion of Deckorators products to approximately 1,500 stores in 2026.
- New Product Development and Value-Added Offerings: UFP Industries has a long-term strategic objective to achieve at least 10% of its total sales from new products. The company is focused on innovation, introducing value-added products, and exploring alternative materials to broaden its markets and enhance EBITDA margins. In Q4 2025, new product sales accounted for 7.6% of total sales.
- Strategic Acquisitions: UFP Industries leverages its strong balance sheet and free cash flow to pursue strategic mergers and acquisitions (M&A). These acquisitions are aimed at consolidating core businesses, entering complementary value-added adjacencies, and are expected to contribute to annual unit sales growth.
- Market Share Gains and Growth in Diversified Construction and Packaging Segments: Despite headwinds in the site-built residential construction market, UFP Industries is experiencing growth in its factory-built housing, commercial, and concrete forming businesses within the Construction segment. Additionally, the company continues to gain market share with key customers in its Packaging segment.
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Share Repurchases
- In 2025, UFP Industries repurchased approximately $450 million of shares.
- A $300 million share repurchase authorization was approved on July 23, 2025, effective through July 31, 2026.
- The company repurchased $141.1 million in 2024 and $82.1 million in 2023.
Share Issuance
- UFP Industries had very minor common stock issuances, with $2.5 million in 2025 and $2.8 million in both 2024 and 2023.
- The number of shares outstanding has generally declined over the past few years, indicating that repurchases outweighed any issuances.
Outbound Investments
- In January 2025, UFP Packaging, LLC acquired C&L Wood Products, Inc., a pallet and mulch manufacturer, which had $24.8 million in trailing 12-month sales through November 2024.
- UFP Industries acquired PalletOne for approximately $232 million in January 2021, significantly expanding its industrial packaging capabilities.
- In 2021, the company also made several other acquisitions, including Spartanburg Forest Products for $16.5 million plus $146.5 million for working capital, Walnut Hollow Farm, Inc., and J.C. Gilmore Pty Ltd.
Capital Expenditures
- UFP Industries' capital expenditures were approximately $237.9 million in 2025, $220.8 million in 2024, and $177.1 million in 2023.
- The company anticipates capital projects between $300 million and $325 million in 2026.
- A long-term plan announced in 2024 includes up to $1 billion in capital investments through 2028, focusing on automation, technology upgrades, geographic expansion, and increased capacity for its Deckorators, Site Built, and Packaging business units.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
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| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 02202026 | LZ | LegalZoom.com | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.2% | 7.2% | -5.0% |
| 02132026 | ADP | Automatic Data Processing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.1% | 1.1% | -3.0% |
| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 72.86 |
| Mkt Cap | 5.0 |
| Rev LTM | 6,362 |
| Op Inc LTM | 314 |
| FCF LTM | 108 |
| FCF 3Y Avg | 234 |
| CFO LTM | 464 |
| CFO 3Y Avg | 588 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.9% |
| Rev Chg 3Y Avg | -10.3% |
| Rev Chg Q | -9.4% |
| QoQ Delta Rev Chg LTM | -2.2% |
| Op Mgn LTM | 6.2% |
| Op Mgn 3Y Avg | 9.8% |
| QoQ Delta Op Mgn LTM | -1.7% |
| CFO/Rev LTM | 8.4% |
| CFO/Rev 3Y Avg | 12.3% |
| FCF/Rev LTM | 3.9% |
| FCF/Rev 3Y Avg | 6.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.0 |
| P/S | 1.3 |
| P/EBIT | 14.1 |
| P/E | 20.5 |
| P/CFO | 10.7 |
| Total Yield | 5.2% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 3.6% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -13.5% |
| 3M Rtn | -1.9% |
| 6M Rtn | -9.1% |
| 12M Rtn | -22.3% |
| 3Y Rtn | 6.9% |
| 1M Excs Rtn | -6.7% |
| 3M Excs Rtn | 7.0% |
| 6M Excs Rtn | -4.5% |
| 12M Excs Rtn | -36.1% |
| 3Y Excs Rtn | -53.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Retail | 2,844 | ||||
| Construction | 2,190 | ||||
| Packaging | 1,729 | ||||
| All Other | 596 | ||||
| Corporate | -707 | ||||
| Total | 6,652 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Retail | 179 | ||||
| Construction | 176 | ||||
| Packaging | 103 | ||||
| All Other | 21 | ||||
| Corporate | 13 | ||||
| Total | 492 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Corporate | 1,571 | 1,452 | 875 | 580 | 770 |
| Retail | 816 | 829 | 889 | 844 | 510 |
| Packaging | 799 | 799 | 886 | 742 | 416 |
| Construction | 621 | 622 | 713 | 736 | 511 |
| All Other | 343 | 316 | 309 | 343 | 197 |
| Total | 4,151 | 4,018 | 3,672 | 3,245 | 2,405 |
Price Behavior
Price Behavior
| Market Price | $89.68 | |
| Market Cap ($ Bil) | 5.0 | |
| First Trading Date | 11/10/1993 | |
| Distance from 52W High | -22.2% | |
| 50 Days | 200 Days | |
| DMA Price | $101.80 | $97.28 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -11.9% | -7.8% |
| 3M | 1YR | |
| Volatility | 30.7% | 30.7% |
| Downside Capture | 0.35 | 0.64 |
| Upside Capture | 58.33 | 58.35 |
| Correlation (SPY) | 33.8% | 44.4% |
UFPI Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.12 | 0.65 | 0.60 | 0.51 | 0.70 | 0.99 |
| Up Beta | 0.86 | 1.07 | 1.29 | 1.14 | 0.96 | 1.13 |
| Down Beta | 1.04 | 1.34 | 0.95 | 0.44 | 0.34 | 0.61 |
| Up Capture | -35% | 65% | 57% | 32% | 51% | 100% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 20 | 29 | 55 | 112 | 364 |
| Down Capture | -37% | -31% | -8% | 40% | 85% | 104% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 21 | 32 | 69 | 139 | 384 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPI | |
|---|---|---|---|---|
| UFPI | -17.5% | 30.7% | -0.61 | - |
| Sector ETF (XLI) | 20.5% | 19.2% | 0.84 | 55.7% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 44.4% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | -1.4% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 4.2% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 51.6% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 18.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPI | |
|---|---|---|---|---|
| UFPI | 6.1% | 32.8% | 0.24 | - |
| Sector ETF (XLI) | 12.3% | 17.2% | 0.56 | 64.5% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 54.5% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 5.0% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 10.9% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 55.1% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 19.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPI | |
|---|---|---|---|---|
| UFPI | 13.7% | 35.1% | 0.46 | - |
| Sector ETF (XLI) | 13.0% | 19.8% | 0.58 | 63.5% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 58.5% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 4.3% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 18.9% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 53.9% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 13.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/23/2026 | 2.3% | -4.7% | -14.3% |
| 10/29/2025 | 2.0% | 1.7% | 3.1% |
| 7/28/2025 | -1.9% | -5.5% | 0.7% |
| 2/18/2025 | -1.6% | -8.3% | -7.2% |
| 10/28/2024 | -6.5% | -5.9% | 4.5% |
| 7/30/2024 | 6.5% | -7.8% | -4.4% |
| 4/30/2024 | -2.7% | 1.9% | -0.4% |
| 2/20/2024 | -7.2% | -6.1% | -1.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 13 |
| # Negative | 10 | 8 | 7 |
| Median Positive | 4.8% | 4.6% | 11.4% |
| Median Negative | -1.9% | -6.0% | -4.4% |
| Max Positive | 11.1% | 19.3% | 17.7% |
| Max Negative | -7.2% | -10.1% | -14.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/25/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Missad, Matthew J | Executive Chairman | Direct | Sell | 12122025 | 92.26 | 11,000 | 1,014,860 | 28,649,775 | Form |
| 2 | Wooldridge, Michael G | Direct | Sell | 12012025 | 93.43 | 1,192 | 111,369 | 1,373,141 | Form | |
| 3 | Benton, Patrick M | Pres, UFP Construction, LLC | Direct | Sell | 3032025 | 107.04 | 13,384 | 1,432,623 | 8,826,304 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.