Monitor next quarterly earnings for signs of stabilization or reversal of the declining revenue and margin trends. The large remaining buyback authorization ($273M) and zero net debt provide downside support, but end-market demand (down low-single digits across all segments) remains a headwind.
Price Chart
Executive Summary
UFP Industries filed an updated investor relations presentation for Q2 2026 (period ended June 27, 2026) under Item 7.01 Regulation FD Disclosure. The presentation shows consolidated net sales of $6.2B TTM, adjusted EBITDA of $513.1M (8.2% margin), and ROIC of 9.9% — all trending lower from prior years. No new guidance, preliminary results, or material corporate events were disclosed.
Key Facts
- Q2 2026 TTM Net Sales: $6.2B (down from $6.3B in 2025 and $6.7B in 2024)
- Q2 2026 TTM Adjusted EBITDA: $513.1M (8.2% margin, down from 8.9% in 2025 and 10.3% in 2024)
- Q2 2026 TTM ROIC: 9.9% (13.2% in 2025, 18.3% in 2024)
- Q2 2026 TTM Free Cash Flow: $413M
- Net Debt to Total Capitalization: 0.0% for all years shown
- Organic unit sales growth (consolidated): -3% for Q2 2026 TTM, -3% for Q2 2026 vs Q2 2025
- Share buyback authorization: $273M remaining as of July 30, 2026, expires April 30, 2027
- CapEx plan: $175M to $200M in 2026
- Long-term financial goals: Unit sales growth 7-10% CAGR, Adjusted EBITDA margin 12.5%, ROIC on new investments >15%
Financial Impact
Routine update—no material financial impact on its own. The presentation confirms declining revenue and margin trends, with adjusted EBITDA margin falling ~100bps from 2025 levels.
Risk Factors
- Continued soft demand across residential construction, retail, and industrial end markets
- Pricing pressures and excess capacity in packaging segment
- Lumber price volatility could compress margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000912767-26-000048 |
| Document: ufpi-20260730x8k.htm | 0000912767-26-000048 |
| Document: 0000912767-26-000048-index-headers.html | 0000912767-26-000048 |
| Document: 0000912767-26-000048-index.html | 0000912767-26-000048 |
| Document: 0000912767-26-000048.txt | 0000912767-26-000048 |
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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