UFP Industries, Inc. (UFPI) Stock

UFP Industries, Inc. (UFPI) is a Materials stock trading at $82.92 (as of 2026-09-02), with a market capitalization of $4.68B and a trailing P/E of 17.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

UFP Industries, Inc., through its subsidiaries, designs, manufactures, and markets wood and wood-alternative products in North America, Europe, Asia, and Australia. It operates through Retail, Industrial, and Construction segments. The Retail segment offers preserved and unpreserved dimensional lumber; and outdoor living products, including wood and wood composite decking and related accessories, decorative lawn, garden, craft, and hobby products. This segment serves national home center retailers, and retail-oriented regional and contractor-oriented lumberyards under the ProWood, ProWood FR, Deckorators, UFP-Edge, Outdoor Essentials, Dimensions, and Handprint trademarks. The Industrial segment provides pallets, specialty crates, wooden boxes, and other containers and products that are used for packaging, shipping, and material handling applications, as well as various other protective packaging applications. The construction segment offers roof trusses, cut and shaped lumbers, plywood, oriented strand boards, and dimensional lumbers; and engineered wood components, including roof and floor trusses, wall panels, I-joists, and lumber packages, as well as distributes siding, electrical, and plumbing products to factory-built housing and recreational vehicle customers. This segment also engages in the manufacture of components; design, manufacture, and supply of wood forms and related products to set or form concrete for structures, such as parking garages, stadiums, and bridges, as well as provides farming services for builders. It also offers interior fixtures, millwork, and casework for retail, commercial, and other structures; and structural wood packaging, other packing materials, and original equipment manufacturer components for various industries. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was founded in 1955 and is headquartered in Grand Rapids, Michigan.

Understand UFP Industries, Inc.: how it makes money

UFP Industries designs, manufactures, and markets wood and wood-alternative products, including preserved and unpreserved dimensional lumber and outdoor living products, and sells into Retail and construction related channels to generate revenue from product sales.

UFP’s profit model shows up as low overall operating margin (4.4%) paired with small operating-profit dollars by segment (Retail about 0.04B, Construction about 0.05B), so results depend heavily on segment-level conversion of sales into operating profit.

Revenue by segment (latest quarter)
Retail$0.6B
Industrial$0.4B
Construction$0.5B

Business quality (Weak): Segment mix is clear (Retail, Construction, and a Packaging/Industrial revenue component in the provided KPI set), but operating profit is relatively small versus revenue, so execution and segment economics matter a lot.

Valuation: At 18× earnings, UFPI trades 27% below the Construction Materials average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified sales across multiple segment channels: The provided segment revenue KPIs show material contributions from Retail (0.59B) and Construction (0.5B), plus an additional Packaging/Industrial revenue component (0.4B).
  • Segment operating profitability is measurable and not just overall results: The dataset provides segment operating profit figures, including Retail Segment Operating Profit (0.04B) and Construction Segment Operating Profit (0.05B), which helps track where profitability is coming from.

Bear case

  • Low operating margin implies limited room for error: With operating margin at 4.4% and segment operating profits of only about 0.04B to 0.05B in the provided figures, small changes in segment economics can have an outsized impact.
  • Potential segment label mismatch in the provided data: The company is described as having Retail, Industrial, and Construction segments, but the provided segment KPI labels include “Packaging Segment Revenue” rather than “Industrial Segment Revenue,” which can complicate interpretation.
Valuation — source: SEC EDGAR (first-party)
Price$82.92
Market Cap$4.68B
P/E Ratio17.6
EV / EBITDA8.8
Price / Book1.51
Price / Sales0.76
FCF Yield5.9%
DCF Value (model)$92.60
DCF Upside vs Price11.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.32B
Net Margin4.7%
Revenue Growth (YoY)-8.4%
EPS Growth (YoY)-30.8%
FCF Growth (YoY)-13.7%
Financial Health — source: SEC EDGAR
Altman Z-Score6.29 (safe)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Stock P/E17.6
Sector P/E (Materials)23.9
Industry P/E (Construction Materials)20.2
vs Sector-26.3%
vs Industry-12.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($709.43M)
Institutional Holders Tracked10
Congressional Trades (recent)8
Company
SectorMaterials
IndustryConstruction Materials
CEOWilliam D. Schwartz Jr.
Employees15,000
CountryUS
IPO Date1993-11-10

UFP Industries, Inc. earnings call transcripts

  • UFPI Q4 FY25 earnings call transcript (reported 2026-02-23) · analysis

All UFPI earnings calls

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UFPI earnings history · UFPI institutional & insider holders · UFPI KPIs & operating metrics · UFPI financials · UFPI investor presentations & press releases · UFPI SEC filings · UFPI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.