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Ufp Industries Inc

Ufp Industries Inc

UFPI
$82.06USD↓-1.39%-1.16 today

MARKET CAP

4.5B

P/E (TTM)

17.8x

FWD P/E

—

DAY RANGE

$81 – $83

52W RANGE

$78
$118

AI Summary

Stalk
Sell NowHigh

UFPI has decisively broken a multi-month support zone and is trading in a clear downtrend, confirmed by a high-volume support failure and a sequence of lower highs and lower lows. Both medium- and long-term biases are bearish, and short-term momentum remains negative with EMAs rolled over. Absent a reclaim of the 20 EMA and recent lower-high structure, further downside toward the 52-week low represents the path of least resistance, justifying a Sell Now posture.

  • ↑Net sales +3% YoY to $1.88B in Q2 2026, marking first organic growth since Q3 2022.
  • ↑FCF of $451M in Q1 2026 funded $443M (7% of shares) buybacks and 3% dividend hike.
  • ↓Net sales fell 8% YoY amid cyclically soft demand and competitive pricing.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

UFP Industries, Inc. (NASDAQ: UFPI) is a leading manufacturer and distributor of wood, wood-composite, and wood-alternative products primarily serving the construction, retail, and packaging sectors. As a dominant player within its industry, UFP leverages a diversified portfolio, offering innovative and sustainable solutions. The company is focused on strategic growth through acquisitions and operational excellence while capitalizing on demand shifts toward higher-value products amid challenging market conditions.

Bull says

  • ↑Net sales +3% YoY to $1.88B in Q2 2026, marking first organic growth since Q3 2022.
  • ↑FCF of $451M in Q1 2026 funded $443M (7% of shares) buybacks and 3% dividend hike.
  • ↑Acquisitions (MoistureShield, Berry Pallets) to double wood-plastic composite capacity by 2027.
  • ↑Decorators segment sales jumped 59% on SureStone demand, boosting market share.
  • ↑Strong balance sheet: ~$2B liquidity and favorable valuation via high earnings yield.
  • ↑Factor strengths include solid earnings yield and book-to-price, supported by strong balance sheet quality.

Bear says

  • ↓Net sales fell 8% YoY amid cyclically soft demand and competitive pricing.
  • ↓Adjusted EBITDA margin contracted to 8.2% from 9.5% YoY on higher costs.
  • ↓High interest-rate sensitivity may dampen housing demand and financing costs.
  • ↓Integration risk from aggressive M&A could erode synergies if poorly executed.
  • ↓Negative profitability and growth factors signal challenges in profit and revenue expansion.
  • ↓Weak consumer sentiment and inflation pressure threaten volume recovery and margins.

Investment themes with UFPI

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-16-2026neutral

Transcript signals

Bull points

  • It's really driven this year towards the consumer, emphasizing the value in our technology and what makes our product different, which is where we're focusing our efforts for this year.
  • We believe this highlights the strong returns our business can achieve, even when faced with challenging market conditions.
  • our balance sheet remains strong, providing us with ample flexibility to pursue our financial and strategic objectives as we move through 2025 and beyond.

Bear points

  • I wouldn't call any signs of improvement, but certainly sequentially, it feels like we found stabilization. It's still a very difficult market, a competitive market.
  • Net sales for our June quarter were $1.8 billion, down .5% from $1.9 billion last year.
  • Results were driven by a 3% decline in units and a 1% decline in pricing, with recent acquisitions providing a modest offset.
Read full transcript analysis ›