8-K ·Filed Apr 28, 2026

UFPI

UFP INDUSTRIES INC
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0000912767-26-000019
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

This is a small bolt-on acquisition with no near-term earnings impact. Monitor the Q2 2026 earnings call for integration updates and any margin contribution details. No immediate trading action warranted.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
UFPI ▼ -10.00% at T+60d
NEUTRAL call ✗ call lost -10.00% · α vs SPY -13.99% · entry $95.75 → $86.18
Entry anchored
Apr 28, 01:57 PM ET
via exchange tick
T+1d
-2.93%
call -2.93% · α -2.92%
$92.94
settled 5mo ago
T+5d
-16.13%
call -16.13% · α -17.82%
$80.31
settled 5mo ago
T+20d
-14.89%
call -14.89% · α -20.36%
$81.49
settled 4mo ago
T+60d
-10.00%
call -10.00% · α -13.99%
$86.18
settled 2mo ago

Price Chart

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Executive Summary

UFP Industries announced the acquisition of Berry Pallets, Inc. for approximately $20 million, adding about $23 million in annual sales and 75 employees to its pallet manufacturing network. The deal is expected to close on or around May 18, 2026, and represents a bolt-on expansion in the upper Midwest with no material financial impact relative to UFPI's $5.5B market cap.

Key Facts

  • Acquisition of Berry Pallets, Inc. for approximately $20 million
  • Adds approximately $23 million in annual sales
  • Adds 75 experienced employees
  • Expected to close on or around May 18, 2026
  • Facility located in Waseca, Minnesota
  • Will be integrated into UFP Packaging's existing pallet manufacturing network

Financial Impact

Approximately $20 million purchase price, adding ~$23 million in annual sales — less than 0.5% of UFPI's $5.5B market cap

revenue

Risk Factors

  • Integration risks typical of small acquisitions
  • No material impact on near-term financials

Market Snapshot

Exchange
Nasdaq
Sector
Sawmills & Planting Mills, General
Analyst Consensus
64% bullish (11 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000912767-26-000019
Document: ufpi-20260428xex99d1.htm0000912767-26-000019
Document: 0000912767-26-000019-index-headers.html0000912767-26-000019
Document: 0000912767-26-000019-index.html0000912767-26-000019
Document: 0000912767-26-000019.txt0000912767-26-000019
11 reports for UFPI
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +9.21%May 4, 2026
Filters
Rows
Reports for UFPI — sortable, filterable
TypeNow
Jul 30, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$86.18 $85.33▼ −0.98%▼ −4.95%$77.15 (−10.47%)
Jul 29, 2026
9w ago
Press Release
BEARISH ★ 6/10
$86.18 $85.33▲ +0.98%▲ +4.95%$77.15 (+10.47%)
Jul 22, 2026
10w ago
8-K
NEUTRAL ★ 2/10
$86.18 $88.12▲ +2.26%▼ −1.05%$77.15 (−10.47%)
Jun 1, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$79.46 $90.74▲ +14.20%▲ +15.49%$77.15 (−2.91%)
May 4, 2026
21w ago
8-K
BULLISH ★ 6/10
$80.31 $79.46▼ −1.06%▼ −6.70%$77.15 (−3.93%)
Apr 30, 2026
22w ago
8-K
BEARISH ★ 5/10
$89.49 $81.51▲ +8.92%▲ +13.88%$77.15 (+13.79%)
Apr 28, 2026
22w ago
8-K
NEUTRAL ★ 3/10
$95.75 $81.49▼ −14.89%▼ −20.36%$77.15 (−19.43%)
Apr 23, 2026
23w ago
8-K
NEUTRAL ★ 3/10
$96.48 $79.99▼ −17.09%▼ −21.73%$77.15 (−20.04%)
Apr 22, 2026
23w ago
8-K
NEUTRAL ★ 3/10
$96.48 $79.99▼ −17.09%▼ −21.73%$77.15 (−20.04%)
Apr 6, 2026
25w ago
8-K
BULLISH ★ 7/10
$90.69 $80.31▼ −11.45%▼ −20.43%$77.15 (−14.93%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (64h 16m)

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