The persistent revenue and margin decline across all three segments confirms a deteriorating operating trend. With Q1 2026 showing the steepest quarterly declines, watch for the next 10-Q filing for updated guidance and any restructuring announcements. The $84M remaining buyback authorization expiring July 31, 2026 provides limited downside support but does not offset the fundamental weakness.
Price Chart
Executive Summary
UFP Industries filed an 8-K with an investor relations presentation covering results through Q1 2026 (March 28, 2026). The presentation shows continued revenue declines across all segments, with consolidated Q1 2026 TTM net sales of $6.186B down from $6.320B in 2025 and $6.652B in 2024. Adjusted EBITDA margins have compressed to 8.6% (Q1 2026 TTM) from 10.3% in 2024 and 11.2% in 2023. The filing is a routine investor update with no new material events or guidance changes.
Key Facts
- Q1 2026 TTM net sales of $6.186B, down from $6.320B in 2025 and $6.652B in 2024
- Q1 2026 TTM adjusted EBITDA of $533M, down from $564M in 2025 and $682M in 2024
- Consolidated adjusted EBITDA margin of 8.6% (Q1 2026 TTM), down from 8.9% in 2025 and 10.3% in 2024
- Q1 2026 quarterly net sales of $1.461B, down 8.5% YoY from $1.596B in Q1 2025
- Q1 2026 quarterly adjusted EBITDA of $111M, down 21.8% YoY from $142M in Q1 2025
- All three segments (Retail Solutions, Packaging, Construction) reported YoY declines in Q1 2026 net sales and adjusted EBITDA
- ROIC declined to 10.7% (Q1 2026 TTM) from 13.2% in 2025 and 22.2% in 2023
- Share buyback authorization has $84M remaining, expires July 31, 2026
- CapEx plan of $250M to $275M for 2026
- Long-term financial goals: unit sales growth 7-10% CAGR, adjusted EBITDA margin 12.5%, ROIC >15%
Financial Impact
Q1 2026 TTM net sales declined ~2.1% YoY to $6.186B; adjusted EBITDA declined ~5.5% YoY to $533M; Q1 2026 quarterly net sales declined ~8.5% YoY to $1.461B; quarterly adjusted EBITDA declined ~21.8% YoY to $111M
Risk Factors
- Continued demand weakness across construction, retail, and packaging end markets
- Pricing pressures and excess capacity in packaging segment
- Lumber price volatility impacting margins
- Failure to achieve long-term margin targets (12.5% adjusted EBITDA margin)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000912767-26-000026 |
| Document: ufpi-20260430x8k.htm | 0000912767-26-000026 |
| Document: 0000912767-26-000026-index-headers.html | 0000912767-26-000026 |
| Document: 0000912767-26-000026-index.html | 0000912767-26-000026 |
| Document: 0000912767-26-000026.txt | 0000912767-26-000026 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | 8-K | $86.18 $85.33 | ▼ −0.98% | ▼ −4.95% | $77.15 (−10.47%) |
Jul 29, 2026 9w ago | Press Release | $86.18 $85.33 | ▲ +0.98% | ▲ +4.95% | $77.15 (+10.47%) |
Jul 22, 2026 10w ago | 8-K | $86.18 $88.12 | ▲ +2.26% | ▼ −1.05% | $77.15 (−10.47%) |
Jun 1, 2026 17w ago | 8-K | $79.46 $90.74 | ▲ +14.20% | ▲ +15.49% | $77.15 (−2.91%) |
May 4, 2026 21w ago | 8-K | $80.31 $79.46 | ▼ −1.06% | ▼ −6.70% | $77.15 (−3.93%) |
Apr 30, 2026 22w ago | 8-K | $89.49 $81.51 | ▲ +8.92% | ▲ +13.88% | $77.15 (+13.79%) |
Apr 28, 2026 22w ago | 8-K | $95.75 $81.49 | ▼ −14.89% | ▼ −20.36% | $77.15 (−19.43%) |
Apr 23, 2026 23w ago | 8-K | $96.48 $79.99 | ▼ −17.09% | ▼ −21.73% | $77.15 (−20.04%) |
Apr 22, 2026 23w ago | 8-K | $96.48 $79.99 | ▼ −17.09% | ▼ −21.73% | $77.15 (−20.04%) |
Apr 6, 2026 25w ago | 8-K | $90.69 $80.31 | ▼ −11.45% | ▼ −20.43% | $77.15 (−14.93%) |
US Market Status
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