Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$4.5B
55M shares
52-week range
$77.89 – $118.00
11% from low
Sector
SAWMILLS & PLANTING MILLS, GENERAL
Exchange
NASDAQ
CS
P/S (TTM)
0.7
EV / FCF (TTM)
16.1
UFP Industries Inc is a supplier of lumber to the manufactured housing industry. Today UFP Industries is a multibillion-dollar holding company with subsidiaries around the globe that serve three markets: retail, packaging and construction. Its business segments consist of UFP Retail Solutions, UFP Packaging, UFP Construction, All other and Corporate. It describes itself as an innovation company, a logistics company, a design company, an engineering and value-added product and solutions company.
www.ufpi.comNo one on the platform currently holds UFPI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 63,000 | $5.8M |
| Bridgewater Associatesas of 2026-03-31 | 46,984 | $4.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-01 | $0.3600 | 2026-09-15 |
| 2026-06-01 | $0.3600 | 2026-06-15 |
| 2026-03-02 | $0.3600 | 2026-03-16 |
| 2025-12-01 | $0.3500 | 2025-12-15 |
| 2025-08-29 | $0.3500 | 2025-09-15 |
| 2025-06-02 | $0.3500 | 2025-06-16 |
| 2025-03-03 | $0.3500 | 2025-03-17 |
| 2024-12-02 | $0.3300 | 2024-12-16 |
| 2024-08-30 | $0.3300 | 2024-09-16 |
| 2024-06-03 | $0.3300 | 2024-06-17 |
No one on the platform has traded UFPI yet.
| 2024-02-29 | $0.3300 | 2024-03-15 |
| 2023-11-30 | $0.3000 | 2023-12-15 |
| Execution date | Ratio |
|---|---|
| 2017-11-15 | 3-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.6% | 21.0% | 17.2% | — | — | — |
| Rev. Growth % | -5.0% | 4.2% | ||||
| Profit Margin % | 4.7% | 6.3% | 5.0% | |||
| Free Cash Flow Margin % | 4.4% | 6.5% | 4.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.9% on the P/E track.
At today's price, your expected annual return is +11.6% on the P/E track.
At today's price, your expected annual return is +15.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.3B | -1.3% | $4.53 | $4.28–$4.75 | 18.2× | 3 |
| 2027 | $6.6B | +5.0% | $5.47 | $5.14–$5.76 | 15.1× | 3 |
| 2028 | $7.1B | +7.6% | $6.86 | $6.81–$6.93 | 12.0× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 1 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $1.37 | $1.48 | +8.0% |
| 2026-04-29 | $1.15 | $0.89 | -22.6% |
| 2026-02-23 | $1.03 | $0.70 | -32.0% |
| 2025-10-29 | $1.37 | $1.29 | -5.8% |
| 2025-07-28 | $1.95 | $1.70 | -12.8% |
| 2025-04-28 | $1.57 | $1.30 | -17.2% |
| 2025-02-17 | $1.24 | $1.20 | -3.2% |
| 2024-10-28 | $1.89 | $1.64 | -13.2% |
| $8.4B |
| — |
| CLFCleveland-Cliffs Inc. | $11.79 | +1.25% | $6.7B | — |
| EGOEldorado Gold Corporation | $40.21 | -2.31% | $10.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
The most recent Momentum signal on $UFPI triggered on 2026-08-24. The expected return for the selected horizon is +6.99% with a historical profit probability of +61.28%. Learn more: https://axlfi.com/factor-analysis?symbol=UFPI&factor=momentum&timeframe=daily
View on StockTwits ↗$UFPI Geopolitical tensions and Iran-related supply disruptions are driving energy cost inflation across manufacturing and transportation sectors, compressing margins for companies with high energy exposure while benefiting energy producers. Learn more: https://axlfi.com/themes/461
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$UFPI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.47 down -13.53% YoY • Reported revenue of $1.88B up 2.59% YoY • UFP Industries expects overall demand for the balance of the year to be toward the lower end of prior guidance of flat to slightly down unit expectations in each segment.
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$LPX $TREX $UFPI $GFF $HD Anything building materials. Time to enter.. They have nothing to do with the KASPI. Oil is headed lower and rates are, too.
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$APOG deep value at these price vs the sub industry (screening for deep value) $REZI $ROCK $BLDR $UFPI
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$UFPI Elevated mortgage rates and geopolitical uncertainty are pressuring consumer affordability for housing and discretionary purchases, with homebuilders, RV retailers, and lumber producers reporting demand weakness. Learn more: https://axlfi.com/themes/245
View on StockTwits ↗$UFPI might finally be able to scoop some up at a decent price
View on StockTwits ↗$UFPI Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.90 down -30.77% YoY • Reported revenue of $1.46B down -8.41% YoY • UFP Industries anticipates the challenging market environment will continue in 2026, with overall demand likely towards the lower end of prior guidance for flat to slightly down unit expectations. Input costs are expected to remain a headwind.
View on StockTwits ↗
$UFPI down 6.7% in 6 months — hidden value or trouble ahead? 🤔 🏗️ Deckorators brand driving retail momentum with 44% growth in Surestone mineral-based decking sales 📉 Yet, EPS missed estimates in all four trailing quarters, with a 17.2% average negative surprise 🏠 Weakness in residential construction and cyclical industrial markets pressure volumes Opportunity assessment here 👉 https://www.zacks.com/stock/news/2882567/ufp-industries-banks-on-business-initiatives-amid-residential-weakness?cid=sm-stocktwits-2-2882567-body-37031&ADID=SYND_STOCKTWITS_TWEET_2_2882567_BODY_37031
View on StockTwits ↗$UFPI navigating a tough housing backdrop — but the growth levers are still firing. 🏗️ Deckorators’ momentum, Surestone innovation, and acquisitions are helping offset residential weakness, while cost cuts and share buybacks support the broader strategy. See how the business initiatives are shaping the outlook 👉 https://www.zacks.com/stock/news/2882567/ufp-industries-banks-on-business-initiatives-amid-residential-weakness?cid=sm-stocktwits-2-2882567-teaser-37021&ADID=SYND_STOCKTWITS_TWEET_2_2882567_TEASER_37021
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$UFPI Current Stock Price: $92.83 Contracts to trade: $105.0 UFPI Mar 20 2026 Call Entry: $6.64 Exit: $12.33 ROI: 86% Hold ~27 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$UFPI - UFP Industries Inc - 10K - Updated Risk Factors UFPI flags AI as a new operational and regulatory risk while reframing lumber-tariff exposure: less focus on broad U.S. trade-policy shifts, more emphasis on Canadian tariffs potentially driving higher domestic lumber costs but claiming strong positioning due to primarily domestic sourcing. #BuildingMaterials #AIRisk #TradeTariffs #DomesticSourcing #LumberCosts 🟢 Added 🟠 Removed https://d-risk.ai/UFPI/10-K/2026-02-25
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$UFPI reported 0.70 EPS and 1,330 revenue for Q4. http://www.estimize.com/intro/ufpi?chart=historical&metric_name=eps&utm_content=UFPI&utm_
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.