UFP Industries, Inc.

Report azionario NasdaqGS:UFPI

Capitalizzazione di mercato: US$4.6b

UFP Industries Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di UFP Industries sono diminuiti a un tasso medio annuo di -9.4%, mentre il settore Building ha visto gli utili crescere a un tasso medio annuo di 11.7%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 6.1%. Il ritorno sul capitale proprio di UFP Industries è 8.6% e ha margini netti di 4.1%.

Informazioni chiave

-9.36%

Tasso di crescita degli utili

-8.44%

Tasso di crescita dell'EPS

Building Crescita del settore13.32%
Tasso di crescita dei ricavi-6.14%
Rendimento del capitale proprio8.63%
Margine netto4.15%
Ultimo aggiornamento sugli utili28 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione May 02

UFPI: Market Share Gains Will Offset Delayed Cyclical Demand Recovery

Analysts have trimmed their price targets on UFP Industries by about $6 to $7 to align with updated fair value estimates near $105.60, citing slightly softer margin expectations, modestly adjusted P/E assumptions, and a slower timing for cyclical demand improvements, even as they factor in continued market share gains. Analyst Commentary Recent research updates on UFP Industries point to a mix of optimism around market share gains and disciplined execution, alongside caution around near term earnings power and the timing of a fuller cyclical recovery.
Articolo di analisi May 02

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

UFP Industries, Inc. ( NASDAQ:UFPI ) just released its latest first-quarter report and things are not looking great. It...
Aggiornamento della narrazione Apr 17

UFPI: Market Share Gains And Offsite Expansion Will Drive Future Upside

Analysts have nudged UFP Industries' consensus price target slightly lower, with moves such as a trim from $112 to $110 and an increase from $98 to $100. These changes reflect softer recent results, a more measured outlook for cyclical demand and expectations for the company to continue adding an estimated 3% to 4% of market share.
Aggiornamento della narrazione Apr 02

UFPI: Offsite Execution And Capital Returns Will Support Future Upside

Analysts have made only modest tweaks to their outlook on UFP Industries, with price targets shifting within a relatively tight $98 to $112 range as they factor in weaker Q4 results and a slower timeline for potential cyclical demand recovery. Analyst Commentary Bullish Takeaways Bullish analysts are still assigning triple digit price targets in the US$100 to US$110 range, which suggests they see room for execution to support current valuations despite softer Q4 results.
Aggiornamento della narrazione Mar 19

UFPI: Offsite Building Execution And Buybacks Will Support Future Upside Potential

Analysts have adjusted their views on UFP Industries, with the average price target moving slightly from about $112 to around $111, reflecting weaker than expected Q4 results and a later timeline for cyclical demand improvement. One firm has lifted its target to $100, while another has trimmed its target to $110.
Seeking Alpha Mar 17

UFP Industries: Even With Weak Conditions, Shares Are Too Cheap To Pass Up

Summary UFP Industries remains a "Buy" despite ongoing revenue and profit declines tied to weakness in residential and construction markets. UFPI trades at a compelling valuation, both absolutely and relative to peers, supported by a robust balance sheet with $729.7 million in net cash. Management anticipates flat or slightly down demand in 2026 but is executing $60 million in cost cuts and planning $300–$350 million in strategic investments. Segment performance is mixed: retail and construction segments are pressured, while packaging is more resilient due to diversified end markets. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 04

UFPI: Offsite Building And Trim Execution Will Support Future Upside Potential

Analysts raised their UFP Industries fair value estimate from $109.80 to $112.20, citing recent Street research, including a $2 increase in one firm’s price target to $100, as support for the updated view. Analyst Commentary Recent Street research around UFP Industries focuses on how the current share price lines up with updated targets and what that implies for execution risk and upside potential.
Aggiornamento della narrazione Feb 18

UFPI: Offsite Building Solutions And Exterior Trim Strength Will Support Steady Outlook

Analysts have kept their $109.80 price target for UFP Industries broadly unchanged, with only minor tweaks to assumptions such as the discount rate and future P/E, helping to fine tune their valuation rather than shift it in a new direction. What's in the News UFP Industries and its family of companies showcased a range of new products and brands at the 2026 NAHB International Builders Show, with a focus on time and cost saving solutions for customers across the construction sector (Key Developments).
Aggiornamento della narrazione Feb 04

UFPI: Exterior Trim Recognition And Stable Outlook Will Support Patient Housing Exposure

Analysts have kept their fair value estimate for UFP Industries steady at about $109.80 per share, with only minor tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E that indicate a largely unchanged outlook. What's in the News Edge's EvoTrim engineered wood trim received a Good Housekeeping 2026 Home Reno Award in the Exterior Enhancements category, highlighting third party recognition for the product line.
Aggiornamento della narrazione Jan 20

UFPI: Exterior Product Strength And Buybacks Will Support Patient Housing Exposure

Analysts have raised their price target for UFP Industries to about US$109.80, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Edge EvoTrim high performance engineered wood trim was selected as a Good Housekeeping 2026 Home Reno Awards winner in the Exterior Enhancements category, highlighting its durability focus and exterior application use cases such as fascia, corner boards, and window trim (Key Developments).
Aggiornamento della narrazione Jan 05

UFPI: Housing Recovery Will Eventually Reward Patient Home Improvement Exposure

Analysts have maintained their fair value estimate for UFP Industries at $109.40, making only minor model adjustments, as they balance a Hold-rated $95 target with a call for patience in light of muted home improvement spending and softer new residential construction. Analyst Commentary Recent research keeps UFP Industries in Hold territory, with a fair value estimate of $109.40 and a $95 target.
Articolo di analisi Dec 30

When Should You Buy UFP Industries, Inc. (NASDAQ:UFPI)?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it maintained its current share price over...
Aggiornamento della narrazione Dec 21

UFPI: Housing Recovery Will Drive Future Upside As Home Improvement Cycle Normalizes

Analysts have modestly reduced their price target on UFP Industries, trimming fair value by about $4 to roughly $109 per share. They are balancing improving long term profitability and revenue growth assumptions with a cautious stance toward near term softness in home improvement spending and residential construction.
Articolo di analisi Dec 16

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione Dec 07

UFPI: Housing Recovery Will Drive Future Upside Despite Present Demand Weakness

Analysts have nudged their price target on UFP Industries modestly higher to about $114 per share from roughly $113, citing a slightly improved profit margin outlook even as they remain cautious given current softness in home improvement spending and new residential construction. Analyst Commentary Recent coverage of UFP Industries reflects a balanced but cautious stance, with analysts acknowledging solid long term demand drivers while highlighting near term headwinds that could constrain upside to the stock.
Aggiornamento della narrazione Nov 23

UFPI: Home Improvement Spending Will Drive Long-Term Upside After Current Weakness

Analysts have maintained their price target for UFP Industries at $113.17 per share. They cite continued caution due to subdued home improvement spending and ongoing weakness in new residential construction.
Aggiornamento della narrazione Nov 08

UFPI: Home Improvement Spending Will Drive Recovery Despite Near-Term Headwinds

Analysts have slightly lowered their fair value price target for UFP Industries from $114.50 to $113.17. They cite ongoing challenges in home improvement spending and new residential construction as reasons for a more cautious outlook.
Aggiornamento della narrazione Oct 25

Patient Approach and Market Recovery Will Drive Future Opportunity Expansion

Analysts have maintained their price target for UFP Industries at $114.50 per share, citing ongoing caution because of subdued home improvement spending and weakness in new residential construction. Analyst Commentary Analysts evaluating UFP Industries have identified both strengths and challenges impacting the company’s outlook and valuation.
Aggiornamento della narrazione Oct 10

Automation And Sustainable Materials Will Unlock Future Opportunities

Analysts have lowered their fair value price target for UFP Industries from $118.40 to $114.50. They cite the current softness in home improvement spending and new residential construction as reasons for a more cautious outlook.
Articolo di analisi Sep 08

UFP Industries, Inc.'s (NASDAQ:UFPI) Price In Tune With Earnings

There wouldn't be many who think UFP Industries, Inc.'s ( NASDAQ:UFPI ) price-to-earnings (or "P/E") ratio of 18.1x is...
Articolo di analisi Jul 27

What Is UFP Industries, Inc.'s (NASDAQ:UFPI) Share Price Doing?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it saw a decent share price growth of...
Articolo di analisi May 27

Shareholders Should Be Pleased With UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Articolo di analisi May 13

UFP Industries (NASDAQ:UFPI) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Apr 30

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that UFP Industries, Inc. ( NASDAQ:UFPI ) released its first-quarter result to the...
Articolo di analisi Apr 28

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Apr 14

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), might not be a large cap stock, but it saw significant share price movement...
Articolo di analisi Feb 21

UFP Industries' (NASDAQ:UFPI) Dividend Will Be Increased To $0.35

The board of UFP Industries, Inc. ( NASDAQ:UFPI ) has announced that it will be increasing its dividend by 6.1% on the...
Seeking Alpha Feb 14

UFP Industries: A Downgrade After An Excellent Run

Summary UFP Industries has seen significant stock growth but recent performance has fallen a bit short of expectations. The company's revenue and profitability have declined due to falling lumber prices and reduced demand, impacting financial performance. Despite a strong net cash position and relative valuation advantages, the stock is no longer as cheap, warranting a cautious approach. Analysts expect continued revenue and profit declines; long-term prospects are positive, but current market risks justify a 'hold' rating. Read the full article on Seeking Alpha
Articolo di analisi Feb 03

UFP Industries, Inc.'s (NASDAQ:UFPI) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Articolo di analisi Jan 08

Return Trends At UFP Industries (NASDAQ:UFPI) Aren't Appealing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Articolo di analisi Dec 23

UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 29

UFP Industries: A Hard Pass

Summary UFP Industries' stock is near 52-week highs despite a weak housing market, with a lot of investor optimism for economic and housing sector improvement in 2025. The company does have a rock-solid balance sheet, impressive operational cash flow, but is trading at a historically high price to sales ratio. With the housing sector moribund and likely to remain so over the near term, we highlight why UFPI is likely to disappoint in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Nov 12

Should You Think About Buying UFP Industries, Inc. (NASDAQ:UFPI) Now?

UFP Industries, Inc. ( NASDAQ:UFPI ), is not the largest company out there, but it received a lot of attention from a...
Articolo di analisi Oct 22

Subdued Growth No Barrier To UFP Industries, Inc.'s (NASDAQ:UFPI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Articolo di analisi Sep 12

UFP Industries, Inc. (NASDAQ:UFPI) Shares Could Be 35% Above Their Intrinsic Value Estimate

Key Insights UFP Industries' estimated fair value is US$84.33 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Sep 10

UFP Industries: A Sound Story

Summary UFP Industries operates across three divisions, with significant exposure to value-added products, mitigating risks from volatile lumber prices. The company has shown solid long-term growth with stable margins and a strong balance sheet, making it a reliable investment. Despite recent revenue declines due to falling lumber prices, UFP maintains strong earnings and a resilient balance sheet with substantial net cash holdings. Shares trade at a reasonable 12-13 times earnings multiple, offering potential for long-term gains through buybacks, dividends, and strategic acquisitions. Read the full article on Seeking Alpha
Articolo di analisi Aug 31

Does UFP Industries (NASDAQ:UFPI) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
Nuova narrazione Aug 27

Calculated Investments And Innovations Poised To Fuel Growth Amidst Market Challenges

UFP Industries' focus on automation, plant specialization, and strategic facility rationalization aims to cut costs and enhance operational efficiency.
Articolo di analisi Aug 17

UFP Industries (NASDAQ:UFPI) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...

Ripartizione dei ricavi e delle spese

Come UFP Industries guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:UFPI Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
28 Mar 266,1862576900
27 Dec 256,3202846930
27 Sep 256,4533116880
28 Jun 256,5423347010
29 Mar 256,6093587190
28 Dec 246,6523987350
28 Sep 246,7154317500
29 Jun 246,8934627620
30 Mar 247,0354857640
30 Dec 237,2184897670
30 Sep 237,6085187780
01 Jul 238,1035517970
01 Apr 238,9606038070
31 Dec 229,6276658320
24 Sep 229,7306718270
25 Jun 229,5016287820
26 Mar 229,3006017520
25 Dec 218,6365186820
25 Sep 218,0134465910
26 Jun 217,4054045560
27 Mar 215,9473014850
26 Dec 205,1542404450
26 Sep 204,7582164630
27 Jun 204,4351914440
28 Mar 204,4331804430
28 Dec 194,4161754390
28 Sep 194,4061684260
29 Jun 194,4561584130
30 Mar 194,5101484040
29 Dec 184,4891453920
29 Sep 184,4671463900
30 Jun 184,3111393780
31 Mar 184,0891293680
30 Dec 173,9411173620
30 Sep 173,8351073600
01 Jul 173,6051013430
01 Apr 173,4041013260
31 Dec 163,2401003100
24 Sep 163,035982890
25 Jun 162,970962830
26 Mar 162,936882730
26 Dec 152,887802640
26 Sep 152,854702550
27 Jun 152,805642470

Guadagni di qualità: UFPI ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di UFPI (4.1%) sono inferiori rispetto allo scorso anno (5.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di UFPI sono diminuiti del 9.4% all'anno negli ultimi 5 anni.

Accelerare la crescita: UFPI ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: UFPI ha avuto una crescita negativa degli utili ( -28.5% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Building ( -8.3% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 8.6% ) di UFPI è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 09:11
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2026/03/28
Utili annuali2025/12/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

UFP Industries, Inc. è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Reuben GarnerBenchmark Company
Ketan MamtoraBMO Capital Markets Equity Research
Kurt YingerD.A. Davidson & Co.