$UFPI

UFP Industries (NASDAQ:UFPI) reported Q2 CY2026 revenue of $1.88 billion, up 2.6% year on year, and above Wall Street expectations. GAAP profit was $1.48 per share, 6.1% above consensus. The company cited stabilization in most of its portfolio and progress on a $60 million cost-out program, targeting at least $25 million by year end.

UFP INDUSTRIES INC (UFPI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ufpi-20260729xex99d1.htm EX-99.1 Exhibit 99.1 ​ ​ ​ ​ UFP Industries Announces Second Quarter 2026 Results ​ GRAND RAPIDS, MI (July 29, 2026) - UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packa

Edge, part of UFP Industries (NASDAQ: UFPI), announced the launch of Arris, a mineral-based composite exterior trim using Surestone technology. The company says Arris is dimensionally stable with minimal thermal movement and tight joints versus PVC. Arris is available now in S1S2E profiles, with S4S planned, in 4–12 inch widths and 20-foot lengths.

After President Trump said an Iran ceasefire was “over” and threatened new strikes, crude prices jumped and bond yields rose, contributing to a broad inflation-driven selloff. Building-materials stocks fell: UFP Industries (UFPI) -4.2%, Sherwin-Williams (SHW) -3.3%, and Vulcan Materials (VMC) -3.4%. The article cites energy-intensive production and mortgage-rate sensitivity to yields.

UFP Industries (NASDAQ:UFPI) declared a quarterly dividend of $0.36 per share, payable June 15 to shareholders of record June 1 (ex-dividend June 1). The company’s annualized dividend is $1.44, with a stated yield of 1.8%. Analysts expect EPS of $5.36 next year; the article cites a 21.1% payout ratio.

UFP Industries director Ronald K. Grubbs Jr. has filed an initial Form 3 report, designating him as a director of the company. This filing serves as a baseline disclosure of his insider status but indicates no transactions or beneficial ownership of securities at this time. The report clarifies that he neither bought nor sold UFPI shares and holds no derivative securities.

UFP Industries (UFPI) reported Q1 2026 earnings below analyst estimates, with net sales down 8.4% and diluted EPS at $0.89. The company cited weaker residential markets, adverse weather, and rising costs as primary challenges. Despite the miss, GuruFocus data suggests UFPI is undervalued by 10.2% based on its GF Value, with a strong GF Score of 81/100 and solid financial strength.

UFP Packaging, a division of UFP Industries, has acquired Berry Pallets, Inc., a pallet manufacturer in Waseca, Minnesota, to expand its presence in the Upper Midwest. This acquisition aligns with UFP Industries' strategy of investing in higher-margin businesses and expanding manufacturing capacity, supported by a strong balance sheet. The financial terms were not disclosed, but other recent news suggests the acquisition was for approximately $20 million, adding $23 million in annual sales and 75 employees.

UFP Packaging, a division of UFP Industries (NASDAQ: UFPI), has acquired Berry Pallets, Inc., a pallet manufacturer in Waseca, Minnesota. This acquisition expands UFP Packaging's presence into the Upper Midwest, aligning with its strategy to invest in core, higher-margin businesses and enhance manufacturing capacity for national customers. The deal, valued at $20 million with Berry Pallets reporting $23 million in annual sales, is expected to preserve existing operations while providing broader resources and stability.

Flagship Capital Management Inc. has made a new investment in UFP Industries, Inc. (NASDAQ:UFPI), purchasing 17,022 shares valued at approximately $1.55 million during the fourth quarter. This acquisition makes UFP Industries the 27th largest holding in Flagship Capital Management Inc.'s portfolio, accounting for about 1.1%. Institutional investors collectively own 81.81% of the company's stock, with several firms significantly increasing their positions recently.