UFP Industries, Inc.

NasdaqGS:UFPI 株式レポート

時価総額：US$4.5b

UFP Industries 将来の成長

Future 基準チェック /16

UFP Industriesは、12.6%と4.5%でそれぞれ年率12.6%で利益と収益が成長すると予測される一方、EPSはgrowで9%年率。

主要情報

12.6%

収益成長率

9.03%

EPS成長率

Building 収益成長20.7%
収益成長率4.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日10 May 2026

今後の成長に関する最新情報

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...
分析記事 • 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...

Recent updates

ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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...
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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
新しいナラティブ • 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.
分析記事 • 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...

業績と収益の成長予測

NasdaqGS:UFPI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,194N/A407N/A1
12/31/20276,5823182064595
12/31/20266,2352681864585
3/28/20266,186257301551N/A
12/27/20256,320284276546N/A
9/27/20256,453311272544N/A
6/28/20256,542334261517N/A
3/29/20256,609358300551N/A
12/28/20246,652398410643N/A
9/28/20246,715431531746N/A
6/29/20246,893462676878N/A
3/30/20247,035485789980N/A
12/30/20237,218489780960N/A
9/30/20237,6085188191,010N/A
7/1/20238,1035518751,062N/A
4/1/20238,9606038591,040N/A
12/31/20229,627665657832N/A
9/24/20229,730671609764N/A
6/25/20229,501628575719N/A
3/26/20229,300601316464N/A
12/25/20218,636518361512N/A
9/25/20218,013446301433N/A
6/26/20217,405404-4874N/A
3/27/20215,94730189186N/A
12/26/20205,154240247336N/A
9/26/20204,758216251336N/A
6/27/20204,435191336426N/A
3/28/20204,433180263359N/A
12/28/20194,416175N/A349N/A
9/28/20194,406168N/A255N/A
6/29/20194,456158N/A224N/A
3/30/20194,510148N/A145N/A
12/29/20184,489145N/A117N/A
9/29/20184,467146N/A99N/A
6/30/20184,311139N/A85N/A
3/31/20184,089129N/A123N/A
12/30/20173,941117N/A137N/A
9/30/20173,835107N/A133N/A
7/1/20173,605101N/A148N/A
4/1/20173,404101N/A132N/A
12/31/20163,240100N/A173N/A
9/24/20163,03598N/A184N/A
6/25/20162,97096N/A172N/A
3/26/20162,93688N/A189N/A
12/26/20152,88780N/A169N/A
9/26/20152,85470N/A124N/A
6/27/20152,80564N/A87N/A

アナリストによる今後の成長予測

収入対貯蓄率: UFPIの予測収益成長率 (年間12.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: UFPIの収益 ( 12.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: UFPIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: UFPIの収益 ( 4.5% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: UFPIの収益 ( 4.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: UFPIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 09:38
終値2026/05/21 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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