UFP Industries (UFPI)
NASDAQIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-11-05
$82.97-3.87%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsPaper, Lumber & Forest ProductsSnapshot 2026-11-05
QuarterlyIQ Insights · UFPI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks UFPI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We now expect to meet or exceed our initial $60 million cost-savings objective by year-end, and we continue to pursue additional productivity, capacity consolidation, and cost reduction opportunities.
Stated in 4 of 4 supplied quarters. Management reported: “We now expect to meet or exceed our initial $60 million cost-savings objective by year-end, and we continue to pursue additional productivity, capacity consolidation, and cost reduction opportunities.” “The company’s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure.”
“We now expect to meet or exceed our initial $60 million cost-savings objective by year-end, and we continue to pursue additional productivity, capacity consolidation, and cost reduction opportunities.”
“3 [/TABLE] [TABLE] ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth…”
“3 ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth and compounding m…”
“3 ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth and compounding m…”
The company’s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new…
Stated in 4 of 4 supplied quarters. Management reported: “The company’s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure.” “These non-GAAP financial measures should not be considered an alternative or substitute for, and should not be considered superior to, the reported financial results.”
The company expects to invest approximately $150 million to $175 million on capital projects for the year.
Stated in 4 of 4 supplied quarters. Management reported: “The company expects to invest approximately $150 million to $175 million on capital projects for the year.” “Our M&A pipeline remains active, and we will stay disciplined, pursuing opportunities that strengthen our core businesses, expand our value-added portfolio, and meet our return criteria .”
“The company expects to invest approximately $150 million to $175 million on capital projects for the year.”
Our M&A pipeline remains active, and we will stay disciplined, pursuing opportunities that strengthen our core businesses, expand our value-added portfolio, and meet our return criteria .
Stated in 4 of 4 supplied quarters. Management reported: “Our M&A pipeline remains active, and we will stay disciplined, pursuing opportunities that strengthen our core businesses, expand our value-added portfolio, and meet our return criteria .” “We expect that with both this investment and additional capital investments at this location, we will have the ability to double Deckorators’ overall capacity of WPC to a total of $200M by 2027.””
We continue to consider our payout ratio and yield when determining the appropriate dividend rate and have a long-term objective of increasing our dividend in line with our future earnings and free c…
Stated in 4 of 4 supplied quarters. Management reported: “We continue to consider our payout ratio and yield when determining the appropriate dividend rate and have a long-term objective of increasing our dividend in line with our future earnings and free cash flow growth.” “On May 29, 2026, our board authorized a new repurchase plan for up to $300 million worth of our shares through April 30, 2027.”
Over the trailing year it converted 0.05x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.
“The company’s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new…”
“3 [/TABLE] [TABLE] ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth…”
“3 ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth and compounding m…”
“3 ~3% Average Annual Unit growth ~24% Average Annual ROIC 2025: 13.2% ~170bps Expansion in adjusted EBITDA Margin 2025: 8.9% UFP Industries is focused on driving above market growth and compounding m…”
“24 [/TABLE] [TABLE] BALANCED USE OF FREE CASH FLOW $212 $571 $477 $451 $413 $25 $68 $81 $82 $81 $82 $159 $443 $323 $31 $70 $108 $164 $133 $39 $52 $30 $18 $124 $90 $288 $51 $3 $5 2019 2023 2024 2025 F…”
“24 BALANCED USE OF FREE CASH FLOW $212 $571 $477 $451 $425 $25 $68 $81 $82 $81 $82 $159 $443 $398 $31 $70 $108 $164 $149 $39 $52 $30 $18 $14 $90 $288 $51 $3 $32 2019 2023 2024 2025 Free Cash Flow and…”
“24 BALANCED USE OF FREE CASH FLOW Return-focused approach to capital allocation $349 $832 $960 $643 $546 $25 $59 $68 $81 $82 $96 $82 $159 $443 $85 $174 $180 $232 $269 $39 $180 $52 $30 $18 Acquisition…”
“Our M&A pipeline remains active, and we will stay disciplined, pursuing opportunities that strengthen our core businesses, expand our value-added portfolio, and meet our return criteria .”
“24 [/TABLE] [TABLE] BALANCED USE OF FREE CASH FLOW $212 $571 $477 $451 $413 $25 $68 $81 $82 $81 $82 $159 $443 $323 $31 $70 $108 $164 $133 $39 $52 $30 $18 $124 $90 $288 $51 $3 $5 2019 2023 2024 2025 F…”
“24 BALANCED USE OF FREE CASH FLOW $212 $571 $477 $451 $425 $25 $68 $81 $82 $81 $82 $159 $443 $398 $31 $70 $108 $164 $149 $39 $52 $30 $18 $14 $90 $288 $51 $3 $32 2019 2023 2024 2025 Free Cash Flow and…”
“24 BALANCED USE OF FREE CASH FLOW Return-focused approach to capital allocation $349 $832 $960 $643 $546 $25 $59 $68 $81 $82 $96 $82 $159 $443 $85 $174 $180 $232 $269 $39 $180 $52 $30 $18 Acquisition…”
“We continue to consider our payout ratio and yield when determining the appropriate dividend rate and have a long-term objective of increasing our dividend in line with our future earnings and free c…”
“Increasing dividends in line with long-term growth in earnings and free cash flow Committed to maintaining conservative capital structure with adjusted EBITDA <1.5x Non-GAAP Financial Information: Pl…”
“Increasing dividends in line with long-term growth in earnings and free cash flow Committed to maintaining conservative capital structure with adjusted EBITDA <1.5x Non-GAAP Financial Information: Pl…”
“Increasing dividends in line with long-term growth in earnings and free cash flow Committed to maintaining conservative capital structure with adjusted EBITDA <1.5x RETURN ON INVESTED CAPITAL Hurdle…”