Feed / UFPI

UFP Industries, Inc.

UFPI

Basic Materials · 80.09 -2.3% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

UFP Industries, Inc.'s move is spreading beyond its market group.

No new filing conclusion is available. 4 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-2.3% todayVolume comparison unavailable
Market group4 of 18 activeHousing Construction · inactive
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • IBP remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Research brief

The story so far

Basic Materials · Lumber & Wood Production

No new filing conclusion is available. 4 of 18 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • IBP remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements179
Verified relationships1
Evidence supporting the case
  • Operating cash flow covered net income at 1.85x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -5.0% year over year.
  • Operating margin changed -1.6 percentage points in the latest annual period.
  • Net margin changed -1.6 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 26% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 80% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

80.09
6m-11.6%12m-20.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-25$8.6B+67.6%$8.59+0.7%
2022-12-31$9.6B+11.5%$10.97+0.5%
2023-12-30$7.2B-25.0%$8.07-0.0%
2024-12-28$6.7B-7.8%$6.77-2.9%
2025-12-27$6.3B-5.0%$5.00-3.5%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 5 filings
Despite the softer near-term demand outlook, our backlog has increased as a result of several newly awarded projects for which contracts are in place, with projected margins generally consistent with those of other recent projects.
10-Q · Aug 5, 2026
Pricing and mixnegative · 5 filings
Overall selling prices were flat as higher selling prices in our ProWood business unit, driven by the pass-through of higher commodity lumber costs to customers, were offset by competitive pricing pressure in our Site Built business unit.
10-Q · Aug 5, 2026
Restructuring and cost reductionsmixed · 3 filings
The change in gross profit was attributable to the following: ● The gross profit of our Edge business unit improved by $3 million as a result of cost savings from the closure of the Bonner, MT facility and restructuring of this business unit which led to oper…
10-Q · Aug 5, 2026
Supply chain and availabilitypositive · 2 filings
As indicated in the table below, our cash cycle increased to 63 days in 2025 from 60 days in 2024.
10-K · Feb 25, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.7× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

80.09-2.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for UFPI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for UFPI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind UFPI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

TREXTrex Company, Inc.competitorFeb 25, 2026

Our principal competitors include Azek (a division of James Hardie Industries PLC), Deckorators (a division of UFP Industries, Inc.), and Fiberon (a division of Fortune Brands, Inc.).

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

UFPI is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.