UFP Industries（UFPI）株式概要
UFPインダストリーズ社は、その子会社とともに、米国内外で木材および非木材複合材料、その他の材料の設計、製造、供給を行っている。 詳細
報酬
リスク分析
リスクチェックの結果、UFPI 、リスクは検出されなかった。
UFPI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$120
FV
29.2% 割安 内在価値ディスカウント7.59%
Revenue growth p.a.
64
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UFP Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$84.91 |
| 52週高値 | US$118.00 |
| 52週安値 | US$77.89 |
| ベータ | 1.23 |
| 1ヶ月の変化 | -1.93% |
| 3ヶ月変化 | -11.35% |
| 1年変化 | -18.58% |
| 3年間の変化 | -14.73% |
| 5年間の変化 | 15.90% |
| IPOからの変化 | 3,240.72% |
最新ニュース
Recent updates
Seeking Alpha • Jun 11
UFP Industries: Short-Term Pain Does Not Negate The Potential For Long-Term Gain
Summary UFP Industries remains a 'buy' despite recent revenue, profit, and cash flow declines driven by weak housing and end-market conditions. UFPI's strong balance sheet, with $534.2 million in net cash, provides stability and flexibility during ongoing market softness. Forward valuation is less attractive than last year, but UFPI trades at a reasonable EV/EBITDA multiple versus peers, supporting continued upside. I expect near-term weakness but see transitory housing headwinds and management targeting $100 million in Deckorators revenue growth in FY26. Read the full article on Seeking Alpha
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...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 AlphaSeeking 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株主還元
| UFPI | US Building | US 市場 | |
|---|---|---|---|
| 7D | 0.7% | -2.9% | -0.7% |
| 1Y | -18.6% | 1.6% | 17.3% |
業界別リターン: UFPI過去 1 年間で1.6 % の収益を上げたUS Building業界を下回りました。
リターン対市場: UFPIは、過去 1 年間で17.3 % のリターンを上げたUS市場を下回りました。
価格変動
| UFPI volatility | |
|---|---|
| UFPI Average Weekly Movement | 5.1% |
| Building Industry Average Movement | 5.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: UFPI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: UFPIの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1955 | 13,800 | Will Schwartz | ufpi.com |
UFPインダストリーズ社は、その子会社とともに、米国内外で木材・非木材複合材料およびその他の材料の設計、製造、供給を行っている。UFPインダストリーズ社は3つのセグメントで事業を展開している：小売事業、建設事業、パッケージング事業である。小売部門では、ProWoodブランドの加圧処理製品および難燃性製品、Outdoor Essentialsブランドの木製およびビニール製フェンスやラティス、ガーデンベッドやプランター、パーゴラ、ピクニックテーブルなどの芝生・ガーデン製品、Wood Plastic Compositeブランドの木質プラスチック複合材、Mineral Based Composite Decking（ミネラルベース複合材）およびその関連製品を提供している；鉱物ベースの複合デッキ材および関連デッキ付属品（Surestoneブランドのアルミ製手すりシステム、手すり、柱キャップを含む）、カスタマイズ・アルミ製フェンス、外装用サイディング、パターン、トリム、筋交い製品、塗装済み・下塗り済みのシップラップ、プロジェクト・ボード。パッケージング部門は、木材と金属製のカスタムパッケージング製品の設計、エンジニアリング、製造、テスト、木材と熱処理木材製のパレットの設計と製造、段ボール、発泡スチロール、ラベル、ストラップ、フィルムの提供を行っている。建設部門は、屋根トラス、寸法・板材、合板、配向性ストランドボードの設計・製造、住宅および軽商用プロジェクトの骨組みに使用される屋根・床トラス、壁パネル、I ジョイスト、製材パッケージ、エンジニアードウッド部品の設計・製造を行っている。また、小売店や商業施設で使用される、カスタマイズされた内装備品、ケースワーク、建築用造作品の設計、製造、設置、住宅、非住宅、流通、インフラ向けの木材型枠および関連製品の設計、製造、供給も行っている。同社は以前はユニバーサル・フォレスト・プロダクツ社として知られていたが、2020年4月にUFPインダストリーズ社に社名を変更した。UFPインダストリーズ社は1955年に設立され、ミシガン州グランドラピッズに本社を置いている。
UFP Industries, Inc. 基礎のまとめ
| UFPI 基礎統計学 | |
|---|---|
| 時価総額 | US$4.82b |
| 収益（TTM） | US$256.71m |
| 売上高(TTM) | US$6.19b |
18.7x
PER（株価収益率0.8x
P/SレシオUFPI は割高か？
公正価値と評価分析を参照収益と収入
| UFPI 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.19b |
| 売上原価 | US$5.16b |
| 売上総利益 | US$1.03b |
| その他の費用 | US$771.14m |
| 収益 | US$256.71m |
直近の収益報告
Mar 28, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | 4.55 |
| グロス・マージン | 16.62% |
| 純利益率 | 4.15% |
| 有利子負債／自己資本比率 | 7.6% |
UFPI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.7%
現在の配当利回り31%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/21 21:19 |
| 終値 | 2026/07/21 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
UFP Industries, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Reuben Garner | Benchmark Company |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| Kurt Yinger | D.A. Davidson & Co. |