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Ufp Industries Inc.

UFPI · Materials

Last earnings Oct 28, 2026

Key results

EPSquarter

$1.29

Diluted earnings per share of $1.29 compared to $1.64 a year ago.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net incomequarter

$75 million

Net earnings attributable to controlling interests of $75 million compared to $100 million a year ago.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$1.29
-21.3% vs year ago computed from stated figures
EX-99 · Oct 29, 2025
Net income · Q3 2025
$75M
-25.0% -$25M vs year ago computed from stated figures
EX-99 · Oct 29, 2025

The quarter in charts

Diluted EPS — GAAP

Per diluted share, as stated

00.671.332$1.64Same quarter last year$1.29Q3 2025 (quarter)

EX-99 · Oct 29, 2025 EPS values as stated in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS$1.29—$1.64
Net income$75 million—$100 million

EX-99 · Oct 29, 2025

Guidance · company-stated

Direction: Reiterated

Revenue

“The company s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure Page 3 Exhibit 99(a) Conference Call UFP Industries will host a conference call on Thursday, October 30, 2025, to discuss these results and outlook.”

Company outlook — Reiterated

“Reaffirming volume outlook across each business segment for the remainder of 2025.”

Company outlook — Reiterated

“2025 Full Year and Long-Term Outlook Our 2025 outlook remains largely unchanged.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.35

Repurchased approximately $350 million in company shares year to date in 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the third quarter 2025

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “The company s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure Page 3 Exhibit 99(a) Conference Call UFP Industries will host a conference call on Thursday, October 30, 2025, to discuss these results and outlook.”

Company outlook — Reiterated (“Reaffirming”)
“Reaffirming volume outlook across each business segment for the remainder of 2025.”

Company outlook — Reiterated (“unchanged”)
“2025 Full Year and Long-Term Outlook Our 2025 outlook remains largely unchanged.”

Revenue — Reiterated (“unchanged”)
“The company s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure Page 3 Exhibit 99(a) Conference Call UFP Industries will host a conference call on Thursday, October 30, 2025, to discuss these results and outlook.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Repurchased approximately $350 million in company shares year to date in 2025.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Our robust financial position remains a competitive advantage enabling us to repurchase approximately $350 million of our shares through the end of October, while increasing our cash dividend year over year.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Capital Structure, Leverage and Liquidity Information UFP Industries maintains a strong balance sheet and as of September 27, 2025, had liquidity of approximately $2.3 billion consisting of $1.0 billion of cash and $1.3 billion of remaining availability under its revolving credit facility and a shelf agreement with certain lenders.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

On October 23, 2025, the UFP Industries Board of Directors approved a quarterly cash dividend payment of $0.35 per share, which represents a 6 percent year over year increase.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This dividend is payable on December 15, 2025, to shareholders of record on December 1, 2025.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We continue to consider our payout ratio and yield when determining the appropriate dividend rate and have a long-term objective of increasing our dividend in line with our earnings growth .

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

(Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the third quarter 2025.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Schwartz continued, Looking ahead, we are driving innovation across the product portfolio and making strategic investments to create shareholder value.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

M&A remains a key component to our capital allocation strategy, and we have identified targets across each of our business units that complement our core strengths.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Grounded in the strength of our team and business model, we remain focused on the strategies to grow our core, higher margin businesses, develop innovative new products and drive operational efficiencies across our network of plants.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Falling lumber prices, temporary startup costs associated with the expansion of our Surestone product launch, inefficiencies from our Edge restructuring efforts, and higher marketing spend drove declines in the quarter.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

These statements do not guarantee future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Investors are cautioned that all forward-looking statements involve risks and uncertainty.

SEC original ↗Ufp Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Documents

Earnings deck slides

0 decks with slide view

Ufp Industries Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials

Filings

33 documents

Earnings releases

41 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Ufp Industries Inc. are held in this edition of the library.

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