“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 ↗
UFP Industries, Inc.
UFPI
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 1.85x in the latest annual period.
- 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.
- 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.
Price as of Sep 10, 2026
80.09Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.