UFP Industries, Inc.

NasdaqGS:UFPI 주식 리포트

시가총액: US$4.5b

UFP Industries 경영진

경영진 기준 점검 3/4

UFP Industries CEO는 Will Schwartz, Dec2024 에 임명되었습니다 의 임기는 1.42 년입니다. 총 연간 보상은 $3.72M, 16.2% 급여 및 83.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.23M 가치에 해당하는 회사 주식의 0.14% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.7 년과 10.3 년입니다.

핵심 정보

Will Schwartz

최고경영자

US$3.7m

총 보수

CEO 급여 비율16.16%
CEO 재임 기간1.4yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간3.7yrs
이사회 평균 재임 기간10.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...

CEO 보수 분석

Will Schwartz의 보수는 UFP Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$257m

Dec 27 2025US$4mUS$601k

US$284m

Sep 27 2025n/an/a

US$311m

Jun 28 2025n/an/a

US$334m

Mar 29 2025n/an/a

US$358m

Dec 28 2024US$2mUS$385k

US$398m

Sep 28 2024n/an/a

US$431m

Jun 29 2024n/an/a

US$462m

Mar 30 2024n/an/a

US$485m

Dec 30 2023US$2mUS$319k

US$489m

보상 대 시장: Will의 총 보수(USD3.72M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.00M)보다 낮습니다.

보상과 수익: Will의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Will Schwartz (47 yo)

1.4yrs
재임 기간
US$3,716,568
보수

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...


리더십 팀

이름직위재임 기간보수지분
Matthew Missad
Executive Chairman15.3yrsUS$2.15m0.57%
$ 25.9m
William Schwartz
CEO, President & Director1.4yrsUS$3.72m0.14%
$ 6.2m
Michael Cole
CFO & Treasurer26.3yrsUS$2.46m0.37%
$ 16.8m
Patrick Benton
President of UFP Construction LLC6.3yrsUS$1.90m0.16%
$ 7.2m
Landon Tarvin
President of UFP Retail Solutions LLC1.4yrsUS$1.77m0.038%
$ 1.7m
Stanley Elliott
Director of Investor Relations1.7yrs데이터 없음데이터 없음
R. Guerre
Corporate Secretary & Director of Corporate Compliance1.8yrs데이터 없음데이터 없음
Allen Peters
COO of UFP Retail Solutions LLC & Executive VP of Innovation3.7yrsUS$2.67m데이터 없음
Chad Uhlig-Eastin
Executive Vice President of ProWood10.3yrs데이터 없음데이터 없음
Mike Ellerbrook
Executive Vice President of UFP Site Built6.3yrs데이터 없음데이터 없음
Scott Worthington
President of UFP Packaging LLC6.3yrsUS$1.59m0.21%
$ 9.7m
3.7yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: UFPI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).


이사회 구성원

이름직위재임 기간보수지분
Matthew Missad
Executive Chairman15.3yrsUS$2.15m0.57%
$ 25.9m
William Schwartz
CEO, President & Director1.1yrsUS$3.72m0.14%
$ 6.2m
Brian Walker
Independent Director11.3yrsUS$228.75k0.0016%
$ 74.6k
Mary E. Kuras
Independent Director12.3yrsUS$210.00k0.041%
$ 1.9m
Michael Wooldridge
Independent Director10.3yrsUS$216.88k0.027%
$ 1.2m
Joan Budden
Independent Director7.3yrsUS$205.25k0.0031%
$ 142.4k
Thomas Rhodes
Lead Independent Director14.1yrsUS$239.50k0.0016%
$ 74.6k
Benjamin McLean
Independent Director6.3yrsUS$215.63k0.0012%
$ 53.7k
Ronald Grubbs Jr.
Directorless than a year데이터 없음0.000010%
$ 454.9
10.3yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: UFPI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 12:13
종가2026/05/26 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

UFP Industries, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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