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Jun 28, 2025
UFP Industries Q2 2025 Earnings Report
UFP Industries reported second quarter results with lower sales and earnings due to continued soft market demand and pricing pressure.
Key Takeaways
UFP Industries faced a 4% revenue decline in Q2 2025 driven by soft demand and pricing pressure. Net income fell to $100.7M and EPS to $1.70. The company maintained a strong balance sheet and emphasized cost savings and market share growth in key segments.
Revenue decreased to $1.84B, driven by lower prices and organic unit sales.
Net income fell to $100.7M, impacted by impairment charges and soft end-market demand.
Surestone decking product gained traction with major retailer stocking orders.
UFP remains on track to achieve $60M in structural cost savings by 2026.
Revenue by Segment
Forward Guidance
UFP Industries expects a continued soft demand and pricing environment through 2025, with certain product lines like Surestone decking showing growth potential.
Positive Outlook
- Strategic investments in Surestone decking showing early traction.
- Capacity expansion targeting 1,500 stores by 2026.
- Factory Built and Concrete Forming segments showing volume growth.
- Strong free cash flow and liquidity position maintained.
- Ongoing cost-reduction efforts targeting $60M by year-end 2026.
Challenges Ahead
- Soft demand expected to continue across all segments through 2025.
- Competitive pricing pressures limiting margin improvement.
- Site Built volumes projected to decline further.
- Tariff uncertainties may elevate raw material costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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