UFP Industries misses Q2 sales estimates amid soft demand

UFP Industries

28/07/2025 21:18

Overview

UFP Industries Q2 sales decline 4% to $1.84 bln, missing estimates

Net earnings fall to $100.7 mln from $126.0 mln year-over-year

Adjusted EBITDA decreases to $174.1 mln from $203.9 mln last year

Outlook

Company anticipates low single-digit unit declines in 2025

UFP Industries expects Factory Built segment to see increased demand

Company plans strategic investments to drive growth and profitability

UFP Industries positioned to adapt to potential tariff impacts

Result Drivers

TARIFF UNCERTAINTY - Co says tariff uncertainty remained a challenge impacting consumer and business sentiment

SOFT DEMAND - End market demand remains soft but stable, contributing to sales decline

SALES - Net sales fell due to 1 percent decrease in price and a 3 percent decline in organic units

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$1.84 bln
$1.85 bln (5 Analysts)
Q2 Net Income
$100.70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "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 $112.00, about 6.4% above its July 25 closing price of $104.84

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBwbwyPp8a

(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.)