UFP Industries (UFPI)
Manufacturer of outdoor-living products, engineered packaging, pallets, and construction components.
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Manufactures wood, composite, and related products for retail, industrial packaging, and construction markets, earning revenue from branded outdoor products, engineered packaging, pallets, trusses, structural components, and concrete-forming systems. A distributed plant network supports local service, while lumber prices, building activity, industrial demand, freight costs, and large retail customers shape results.
Designs, manufactures, and supplies wood, wood-composite, non-wood-composite, and related products through Retail, Packaging, and Construction. Operations span North America, Europe, Asia, and Australia.
Retail sells ProWood treated lumber, Deckorators outdoor-living products, UFP-Edge specialty wood, and related goods through home centers and other retailers. Packaging combines Structural Packaging's custom engineered products, PalletOne's new and recycled pallets, and Protective Packaging Solutions. Construction serves factory-built housing, site-built and commercial projects, and concrete forming with trusses, structural components, lumber, and prefabricated systems.
A distributed plant network places production near customers and suppliers, supporting mixed loads and rapid turnaround; purchasing scale and material utilization underpin manufacturing economics. Results remain tied to lumber prices, housing and repair activity, industrial demand, freight costs, and concentrated relationships with major home-improvement retailers.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Stifel Nicolaus | Target | Target: $87 | Target: $90 |
| May 11, 2026 | Stifel Nicolaus | Target | Target: $98 | Target: $87 |
| May 5, 2026 | BMO Capital | Upgrade | ||
| Apr 20, 2026 | BMO Capital | Reiterate | Rating: —Target: $88 | Target: $108 |
| Dec 2, 2025 | Stifel Nicolaus | Target | Target: $95 | Target: $98 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $645.2M · Total debt $234.3M · Total assets $4.10B · Shareholders' equity $3.06B
- Revenue
- $1.88B
- Operating income
- $103.7M
- Net income
- $82.9M
HistoryDividendAnnual yield
| Institutions | 89.95% | 49.62M shares | |
|---|---|---|---|
| 389 holders · as of Jun 30, 2026 | |||
| Insiders | 2.09% | 1.15M shares | |
| 16 holders · as of Aug 4, 2026 | |||
| Other | 7.96% | 4.39M shares | |
| remainder | |||
55.16M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.75% | 7.58M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.06% | 3.34M | as of Jun 30, 2026 |
Kayne Anderson Rudnick Investment Management LLCInstitution | 5.42% | 2.99M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.61% | 2.54M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.97% | 2.19M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Matthew J. Missad | officer: Executive Chairman | −11,000 | $92.26 |
| Nov 26, 2025 | Michael G. Wooldridge | director | −1,192 | $93.43 |
- Builders FirstSource
Construction-component scale rival in site-built housing
- Boise Cascade
Engineered wood and distribution overlap in construction channels
- Trex Company
Direct Deckorators rival in composite decking and railing
- Fortune Brands Innovations
Fiberon makes composite decking and railing for the same channels
- Louisiana-Pacific
Engineered siding and OSB compete in construction materials
- BlueLinx
Building-products distributor across lumber, panels, and outdoor living
- West Fraser Timber
Lumber, OSB, and engineered-wood scale pressure construction inputs
- Greif Class A
Industrial and protective packaging alternative to UFP Packaging
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| UFP Industries | $82.69 | −0.40% | $4.69B | 19.1 | 16.2 | 0.8 | +2.6% |
| Builders FirstSource | $60.39 | −0.80% | $6.55B | 66.9 | 16.8 | 0.5 | −8.8% |
| Boise Cascade | $78.89 | −0.14% | $2.78B | 26.8 | 18.0 | 0.4 | +5.2% |
| Trex Company | $44.50 | +0.84% | $4.59B | 26.3 | 23.1 | 3.8 | +7.8% |
| Fortune Brands Innovations | $39.64 | −1.44% | $4.80B | 32.7 | 13.1 | 1.1 | −4.1% |
| Louisiana-Pacific | $68.03 | +0.01% | $4.75B | 86.1 | 38.4 | 1.9 | −12.1% |
| BlueLinx | $81.92 | −0.69% | $642.0M | — | 43.6 | 0.2 | +4.4% |
| West Fraser Timber | $73.39 | −1.26% | $5.65B | — | 813.9 | 1.2 | −7.9% |
| Greif Class A | $84.66 | +0.08% | $3.91B | — | 16.5 | — | +2.7% |
| Median | 32.7 | 20.5 | 1.1 | −0.7% |