UFP Industries Q4 revenue misses estimates

UFP Industries

23/02/2026 21:15

Overview

U.S. manufacturer reported Q4 revenue down 9%, missing analyst expectations

Diluted EPS for Q4 was $0.70, down from $1.12 a year ago

Company repurchased nearly $450 mln of shares in 2025

Outlook

UFP Industries anticipates flat to slightly down demand across segments in 2026

Company plans to invest $300-325 mln in capital projects in 2026

Result Drivers

PRICE AND UNIT DECLINE - Q4 net sales fell 9% due to a 2% decrease in price and a 7% decline in organic units

COST CONTROL MEASURES - Co implemented $60 mln in cost reduction initiatives to streamline operations

NEW PRODUCT FOCUS - New product sales accounted for 7.6% of total net sales, highlighting innovation efforts

Company press release: ID:nPnbl1yQHa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$1.33 bln
$1.40 bln (5 Analysts)
Q4 EPS
$0.70


Analyst Coverage

The current average analyst rating on the shares is "hold" 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 $110.00, about 0.2% above its February 20 closing price of $109.77

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

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