Basic Materials · Paper, Lumber & Forest Products
Price
$92.20
Market Cap
$5.2B
Employees
15,000
Beta
1.25
Avg Volume
481,825
CEO
William D. Schwartz Jr.
Business Description
UFP Industries, Inc., a company founded in 1955 and based in Grand Rapids, Michigan, specializes in the global design, manufacturing, and distribution of both traditional wood and innovative wood-alternative products. Operating across North America, Europe, Asia, and Australia, the organization was previously known as Universal Forest Products, Inc. before adopting its current name in April 2020. Its operations are structured into three primary business segments: Retail, Industrial, and Construction. The Retail segment caters to consumers and contractors by supplying a diverse array of products. This includes treated and untreated dimensional lumber, alongside a comprehensive selection of outdoor living solutions such as wood and composite decking with associated accessories, as well as decorative items for lawns, gardens, crafts, and hobbies. These offerings reach national home improvement chains and both regional and contractor-focused lumberyards, marketed under established brand names like ProWood, Deckorators, UFP-Edge, Outdoor Essentials, Dimensions, ProWood FR, and Handprint. Within the Industrial segment, the focus is on creating essential components for packaging, shipping, and material handling. Products range from various types of pallets, specialized crates, and wooden boxes to other containers and protective packaging solutions, all designed for robust industrial applications. The Construction segment provides a wide range of structural and building materials. Key offerings include roof trusses, cut and shaped lumber, plywood, oriented strand boards (OSB), and dimensional lumber, as well as sophisticated engineered wood components like roof and floor trusses, wall panels, and I-joists, often supplied in full lumber packages. This segment also acts as a distributor for siding, electrical, and plumbing products, primarily serving the factory-built housing and recreational vehicle (RV) industries. Furthermore, it is involved in the fabrication of components, the engineering and supply of wood forms for concrete structures such as parking garages, stadiums, and bridges, and offers agricultural support services to builders. Complementing these, the segment produces interior fixtures, millwork, and casework for commercial and retail spaces, along with structural wood packaging and original equipment manufacturer (OEM) components for diverse industrial sectors.
Business History
Price Overview
Last updated: Jun 27, 2026 9:01am (just now)$92.20
+0.13 (+0.14%)
Day Range
$91.45 – $92.65
52-Week Range
$77.89 – $118.00
50-Day MA
$85.67
200-Day MA
$93.42
Volume
1,016,915.00
Analyst Price Targets
Low
$87.00
Consensus
$97.50
High
$108.00
(9 analysts)
Share Structure
Outstanding
56,480,230.00
Float
55,400,750.00
Free Float
98.1%
High free float
— 98.1% of shares trade freely, ~1.9% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
19.70
Stock Price: $92.20
EPS (Diluted): 5.00
EPS (Diluted): 5.00
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
1.77
Stock Price: $92.20
Total Equity: $3.08B
Shares: 58,958,000
Total Equity: $3.08B
Shares: 58,958,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
8.86
Market Cap: $5.21B
Total Debt: $229.76M
Cash: $925.07M
EBITDA: $564.21M
Total Debt: $229.76M
Cash: $925.07M
EBITDA: $564.21M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$4.8B
Market Cap: $5.21B
Total Debt: $229.76M
Cash: $925.07M
Total Debt: $229.76M
Cash: $925.07M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
16.8%
Gross Profit: $1.06B
Revenue: $6.32B
Revenue: $6.32B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
5.8%
Operating Income: $367.03M
Revenue: $6.32B
Revenue: $6.32B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
4.7%
Net Income: $294.79M
Revenue: $6.32B
Revenue: $6.32B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
8.4%
Net Income: $294.79M
Total Equity: $3.08B
Total Equity: $3.08B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
7.0%
Operating Income: $367.03M
Tax Rate: 24.5%
Equity: $3.08B
Total Debt: $229.76M
Cash: $925.07M
Tax Rate: 24.5%
Equity: $3.08B
Total Debt: $229.76M
Cash: $925.07M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
4.59
Current Assets: $2.27B
Current Liabilities: $494.22M
Current Liabilities: $494.22M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.07
Short-Term Debt: $899,000
Long-Term Debt: $228.86M
Total Debt: $229.76M
Total Equity: $3.08B
Long-Term Debt: $228.86M
Total Debt: $229.76M
Total Equity: $3.08B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$107.20
Revenue: $6.32B
Shares: 58,958,000
Shares: 58,958,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$52.31
Total Equity: $3.08B
Shares: 58,958,000
Shares: 58,958,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$4.69
Operating CF: $545.74M
CapEx: -$269.38M
Shares: 58,958,000
CapEx: -$269.38M
Shares: 58,958,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
1.5%
Last Dividend: N/A
Stock Price: $92.20
Stock Price: $92.20
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $294.79M
Net Income: $294.79M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares UFPI against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 21, 2026 6:52pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $8.6B | $9.6B | $7.2B | $6.7B | $6.3B |
| Cost of Revenue | $7.2B | $7.8B | $5.8B | $5.4B | $5.3B |
| Gross Profit | $1.4B | $1.8B | $1.4B | $1.2B | $1.1B |
| Operating Expenses | $669.4M | $839.3M | $772.4M | $734.5M | $693.1M |
| Operating Income | $737.6M | $950.2M | $646.5M | $492.2M | $367.0M |
| Net Income | $535.6M | $692.7M | $514.3M | $414.6M | $294.8M |
| EBITDA | $838.3M | $1.1B | $816.0M | $701.0M | $564.2M |
| EPS | $8.61 | $11.05 | $8.20 | $6.78 | $5.00 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 21, 2026 6:52pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $286.7M | $559.4M | $1.1B | $1.2B | $925.1M |
| Total Current Assets | $2.1B | $2.3B | $2.5B | $2.5B | $2.3B |
| Total Assets | $3.2B | $3.7B | $4.0B | $4.2B | $4.0B |
| Current Liabilities | $776.0M | $611.8M | $568.0M | $512.4M | $494.2M |
| Long-Term Debt | $277.6M | $275.2M | $233.5M | $229.8M | $228.9M |
| Total Liabilities | $1.2B | $1.1B | $967.6M | $900.9M | $934.2M |
| Total Equity | $2.0B | $2.6B | $3.0B | $3.2B | $3.1B |
| Retained Earnings | $1.7B | $2.2B | $2.6B | $2.8B | $0 |
Cash Flow (Annual)
Last updated: Jun 21, 2026 6:52pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $512.5M | $831.6M | $959.9M | $642.6M | $545.7M |
| Capital Expenditure | -$151.2M | -$174.1M | -$180.4M | -$232.3M | -$269.4M |
| Free Cash Flow | $361.3M | $657.4M | $779.5M | $410.3M | $276.4M |
| Acquisitions (net) | -$476.0M | -$180.2M | -$54.5M | -$29.8M | $13.8M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | -$95.8M | -$82.1M | -$141.1M | -$433.0M |
| Net Change in Cash | -$145.4M | $268.4M | $562.6M | $57.3M | -$254.5M |
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 9:01am (just now)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$6.4B $6.4B – $6.4B
|
$6.2B $6.2B – $6.3B
|
$6.6B $6.5B – $6.7B
|
$7.2B $7.2B – $7.2B
|
| EBITDA |
$658.4M $657.3M – $660.4M
|
$642.3M $637.2M – $646.5M
|
$678.0M $669.9M – $686.2M
|
$740.7M $740.5M – $740.9M
|
| Net Income |
$315.1M $310.9M – $319.2M
|
$267.8M $267.2M – $281.0M
|
$317.8M $312.9M – $334.2M
|
$399.7M $397.1M – $402.1M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 21, 2026 6:52pm (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +11.5% | -25.0% | -7.8% | -5.0% |
| Gross Profit Growth | +27.2% | -20.7% | -13.5% | -13.6% |
| Operating Income Growth | +28.8% | -32.0% | -23.9% | -25.4% |
| Net Income Growth | +29.3% | -25.7% | -19.4% | -28.9% |
| EBITDA Growth | +26.7% | -23.2% | -14.1% | -19.5% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-29 | Tarvin Landon C | A-Award | 18.00 | $0.00 | $0 |
| 2026-05-29 | MISSAD MATTHEW J | A-Award | 18.00 | $0.00 | $0 |
| 2026-05-29 | Guerre Robert Paul | A-Award | 18.00 | $0.00 | $0 |
| 2026-05-29 | COLE MICHAEL R | A-Award | 18.00 | $0.00 | $0 |
| 2026-05-01 | Grubbs Ronald K Jr. | A-Award | 32.00 | $0.00 | $0 |
| 2026-05-01 | Grubbs Ronald K Jr. | A-Award | 8.00 | $85.18 | $681 |
| 2026-05-01 | Wooldridge Michael G. | A-Award | 396.00 | $85.18 | $33,731 |
| 2026-05-01 | WALKER BRIAN C | A-Award | 397.00 | $0.00 | $0 |
| 2026-05-01 | Tuuk Kuras Mary | A-Award | 396.00 | $85.18 | $33,731 |
| 2026-05-01 | Rhodes Thomas Wayne | A-Award | 704.00 | $0.00 | $0 |
| 2026-05-01 | McLean Benjamin J. | A-Award | 639.00 | $0.00 | $0 |
| 2026-05-01 | Budden Joan A | A-Award | 396.00 | $85.18 | $33,731 |
| 2026-04-30 | Tarvin Landon C | A-Award | 13.00 | $0.00 | $0 |
| 2026-04-30 | MISSAD MATTHEW J | A-Award | 16.00 | $0.00 | $0 |
| 2026-04-30 | Guerre Robert Paul | A-Award | 16.00 | $0.00 | $0 |
| 2026-04-30 | COLE MICHAEL R | A-Award | 16.00 | $0.00 | $0 |
| 2026-04-22 | Grubbs Ronald K Jr. | 0.00 | $0.00 | $0 | |
| 2026-04-01 | Tarvin Landon C | M-Exempt | 438.00 | $91.14 | $39,919 |
| 2026-04-01 | Tarvin Landon C | D-Return | 118.00 | $91.14 | $10,755 |
| 2026-04-01 | SCHWARTZ WILLIAM DANNY | M-Exempt | 603.00 | $91.14 | $54,957 |
Dividend History (Last 20)
Last updated: Jun 21, 2026 6:52pm (5d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-06-01 | $0.36 | 2026-04-22 | 2026-06-01 | 2026-06-15 |
| 2026-03-02 | $0.36 | 2026-02-12 | 2026-03-02 | 2026-03-16 |
| 2025-12-01 | $0.35 | 2025-10-23 | 2025-12-01 | 2025-12-15 |
| 2025-08-29 | $0.35 | 2025-07-23 | 2025-09-01 | 2025-09-15 |
| 2025-06-02 | $0.35 | 2025-04-23 | 2025-06-02 | 2025-06-16 |
| 2025-03-03 | $0.35 | 2025-02-17 | 2025-03-03 | 2025-03-17 |
| 2024-12-02 | $0.33 | 2024-10-23 | 2024-12-02 | 2024-12-16 |
| 2024-08-30 | $0.33 | 2024-07-24 | 2024-09-02 | 2024-09-16 |
| 2024-06-03 | $0.33 | 2024-04-24 | 2024-06-03 | 2024-06-17 |
| 2024-02-29 | $0.33 | 2024-02-01 | 2024-03-01 | 2024-03-15 |
| 2023-11-30 | $0.30 | 2023-10-24 | 2023-12-01 | 2023-12-15 |
| 2023-08-31 | $0.30 | 2023-07-26 | 2023-09-01 | 2023-09-15 |
| 2023-05-31 | $0.25 | 2023-04-26 | 2023-06-01 | 2023-06-15 |
| 2023-02-28 | $0.25 | 2023-02-03 | 2023-03-01 | 2023-03-15 |
| 2022-11-30 | $0.25 | 2022-10-19 | 2022-12-01 | 2022-12-15 |
| 2022-08-31 | $0.25 | 2022-07-21 | 2022-09-01 | 2022-09-15 |
| 2022-05-31 | $0.25 | 2022-04-20 | 2022-06-01 | 2022-06-15 |
| 2022-02-28 | $0.20 | 2022-01-27 | 2022-03-01 | 2022-03-15 |
| 2021-11-30 | $0.20 | 2021-10-20 | 2021-12-01 | 2021-12-15 |
| 2021-08-31 | $0.15 | 2021-07-22 | 2021-09-01 | 2021-09-15 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for UFPI — it's generated by the pipeline (
market-narrative step).
No community reviews yet for UFPI.
Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30