UFP Industries, Inc.

NasdaqGS:UFPI Stock Report

Market Cap: US$4.8b

UFP Industries Management

Management criteria checks 3/4

UFP Industries' CEO is Will Schwartz, appointed in Dec 2024, has a tenure of 1.42 years. total yearly compensation is $3.72M, comprised of 16.2% salary and 83.8% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth $6.58M. The average tenure of the management team and the board of directors is 3.7 years and 10.3 years respectively.

Key information

Will Schwartz

Chief executive officer

US$3.7m

Total compensation

CEO salary percentage16.16%
CEO tenure1.4yrs
CEO ownership0.1%
Management average tenure3.7yrs
Board average tenure10.3yrs

Recent management updates

Recent updates

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.

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

May 02
UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

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.

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.

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.

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

Mar 17

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.

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).

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.

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).

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.

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

Dec 30
When Should You Buy UFP Industries, Inc. (NASDAQ:UFPI)?

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.

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

Dec 16
UFP Industries (NASDAQ:UFPI) Has A Pretty Healthy Balance Sheet

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.

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.

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.

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.

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.

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

Sep 08
UFP Industries, Inc.'s (NASDAQ:UFPI) Price In Tune With Earnings

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

Jul 27
What Is UFP Industries, Inc.'s (NASDAQ:UFPI) Share Price Doing?

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

May 27
Shareholders Should Be Pleased With UFP Industries, Inc.'s (NASDAQ:UFPI) Price

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

May 13
UFP Industries (NASDAQ:UFPI) Will Be Hoping To Turn Its Returns On Capital Around

UFP Industries: A Downgrade After An Excellent Run

Feb 14

UFP Industries: A Hard Pass

Nov 29

UFP Industries: A Sound Story

Sep 10
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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 Compensation Analysis

How has Will Schwartz's remuneration changed compared to UFP Industries's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 28 2026n/an/a

US$256m

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

Compensation vs Market: Will's total compensation ($USD3.72M) is below average for companies of similar size in the US market ($USD8.73M).

Compensation vs Earnings: Will's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Will Schwartz (47 yo)

1.4yrs
Tenure
US$3,716,568
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Matthew Missad
Executive Chairman15.3yrsUS$2.15m0.57%
$ 27.4m
William Schwartz
CEO, President & Director1.4yrsUS$3.72m0.14%
$ 6.6m
Michael Cole
CFO & Treasurer26.3yrsUS$2.46m0.37%
$ 17.8m
Patrick Benton
President of UFP Construction LLC6.3yrsUS$1.90m0.16%
$ 7.6m
Landon Tarvin
President of UFP Retail Solutions LLC1.4yrsUS$1.77m0.038%
$ 1.8m
Stanley Elliott
Director of Investor Relations1.7yrsno datano data
R. Guerre
Corporate Secretary & Director of Corporate Compliance1.8yrsno datano data
Allen Peters
COO of UFP Retail Solutions LLC & Executive VP of Innovation3.7yrsUS$2.67mno data
Chad Uhlig-Eastin
Executive Vice President of ProWood10.3yrsno datano data
Mike Ellerbrook
Executive Vice President of UFP Site Built6.3yrsno datano data
Scott Worthington
President of UFP Packaging LLC6.3yrsUS$1.59m0.21%
$ 10.2m
3.7yrs
Average Tenure
55yo
Average Age

Experienced Management: UFPI's management team is considered experienced (3.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Matthew Missad
Executive Chairman15.3yrsUS$2.15m0.57%
$ 27.4m
William Schwartz
CEO, President & Director1.1yrsUS$3.72m0.14%
$ 6.6m
Brian Walker
Independent Director11.3yrsUS$228.75k0.0016%
$ 78.9k
Mary E. Kuras
Independent Director12.3yrsUS$210.00k0.040%
$ 2.0m
Michael Wooldridge
Independent Director10.3yrsUS$216.88k0.026%
$ 1.3m
Joan Budden
Independent Director7.3yrsUS$205.25k0.0024%
$ 116.6k
Thomas Rhodes
Lead Independent Director14.1yrsUS$239.50k0.0016%
$ 78.9k
Benjamin McLean
Independent Director6.3yrsUS$215.63k0.0012%
$ 56.6k
Ronald Grubbs Jr.
Directorless than a yearno datano data
10.3yrs
Average Tenure
63yo
Average Age

Experienced Board: UFPI's board of directors are seasoned and experienced ( 10.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 09:47
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/28
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

UFP Industries, Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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