Building materials firm UFP Industries' Q3 sales miss estimates

UFP Industries

29/10/2025 20:21

Overview

UFP Industries Q3 net sales fell 5% to $1.56 bln, missing analyst expectations

Adjusted EBITDA for Q3 decreased to $140 mln, reflecting competitive pricing and weaker demand

Company repurchased $350 mln in shares year-to-date, focusing on shareholder value

Outlook

UFP Industries reaffirms volume outlook for each segment for the rest of 2025

Company expects low single-digit unit declines across segments in 2025

UFP Industries plans $60 mln structural cost reduction by end of 2026

Result Drivers

COMPETITIVE ENVIRONMENT - CEO Will Schwartz noted the quarter reflected the competitive environment across end markets, impacting pricing and demand

SURESTONE EXPANSION - Startup costs from Surestone product launch affected Retail segment's profitability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$1.56 bln
$1.61 bln (5 Analysts)
Q3 EPS
$1.29
Q3 Net Income
$76 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the forest & wood products peer group is "buy"

Wall Street's median 12-month price target for Ufp Industries Inc is $111.00, about 17.1% above its October 28 closing price of $91.98

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw10ThWva

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)