UFP Industries マネジメント
マネジメント 基準チェック /34
UFP Industriesの CEO はWill Schwartzで、 Dec2024年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 3.72Mで、 16.2%給与と83.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.14%を直接所有しており、その価値は$ 6.69M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と10.4年です。
主要情報
Will Schwartz
最高経営責任者
US$3.7m
報酬総額
| CEO給与比率 | 16.16% |
| CEO在任期間 | 1.5yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 3.8yrs |
| 取締役会の平均在任期間 | 10.4yrs |
経営陣の近況
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.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...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 AlphaSeeking 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
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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$257m |
| Dec 27 2025 | US$4m | US$601k | US$284m |
| Sep 27 2025 | n/a | n/a | US$311m |
| Jun 28 2025 | n/a | n/a | US$334m |
| Mar 29 2025 | n/a | n/a | US$358m |
| Dec 28 2024 | US$2m | US$385k | US$398m |
| Sep 28 2024 | n/a | n/a | US$431m |
| Jun 29 2024 | n/a | n/a | US$462m |
| Mar 30 2024 | n/a | n/a | US$485m |
| Dec 30 2023 | US$2m | US$319k | US$489m |
報酬と市場: Willの 総報酬 ($USD 3.72M ) は、 US市場 ($USD 8.37M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Willの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Will Schwartz (48 yo)
1.5yrs
在職期間
US$3,716,568
報酬
Mr. William D. Schwartz, Jr. also known as Will, has been Chief Executive Officer & President of UFP Industries, Inc. from December 29, 2024. He served as President of UFP Retail Solutions, LLC at UFP Indu...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman | 15.4yrs | US$2.15m | 0.57% $ 27.9m | |
| CEO, President & Director | 1.5yrs | US$3.72m | 0.14% $ 6.7m | |
| CFO & Treasurer | 26.4yrs | US$2.46m | 0.37% $ 18.1m | |
| President of UFP Construction LLC | 6.4yrs | US$1.90m | 0.16% $ 7.7m | |
| President of UFP Retail Solutions LLC | 1.5yrs | US$1.77m | 0.038% $ 1.9m | |
| Director of Investor Relations | 1.8yrs | データなし | データなし | |
| Corporate Secretary & Director of Corporate Compliance | 1.9yrs | データなし | データなし | |
| COO of UFP Retail Solutions LLC & Executive VP of Innovation | 3.8yrs | US$2.67m | データなし | |
| Executive Vice President of ProWood | 10.4yrs | データなし | データなし | |
| Executive Vice President of UFP Site Built | 6.4yrs | データなし | データなし | |
| President of UFP Packaging LLC | 6.4yrs | US$1.59m | 0.21% $ 10.4m |
3.8yrs
平均在職期間
56yo
平均年齢
経験豊富な経営陣: UFPIの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman | 15.4yrs | US$2.15m | 0.57% $ 27.9m | |
| CEO, President & Director | 1.2yrs | US$3.72m | 0.14% $ 6.7m | |
| Independent Director | 11.4yrs | US$228.75k | 0.0016% $ 80.2k | |
| Independent Director | 12.4yrs | US$210.00k | 0.041% $ 2.0m | |
| Independent Director | 10.4yrs | US$216.88k | 0.027% $ 1.3m | |
| Independent Director | 7.4yrs | US$205.25k | 0.0031% $ 153.1k | |
| Lead Independent Director | 14.2yrs | US$239.50k | 0.0016% $ 80.2k | |
| Independent Director | 6.4yrs | US$215.63k | 0.0012% $ 57.7k | |
| Director | less than a year | データなし | 0.000010% $ 489.0 |
10.4yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: UFPIの 取締役会 は経験豊富で 経験豊富 です ( 10.4年の平均在任期間)。
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 | 2026/06/22 23:56 |
| 終値 | 2026/06/22 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. 1 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. |