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Sep 30, 2021

UFP Industries Q3 2021 Earnings Report

UFP Industries reported record results for the third quarter of 2021, driven by strong sales growth and improved profitability.

Key Takeaways

UFP Industries reported a 41% increase in net sales, reaching $2.1 billion, and a 57% increase in net earnings, totaling $121 million for the third quarter of 2021. The company's balanced business model and diversity of markets contributed to the record profitability, with growth experienced across the industrial and construction segments.

Net sales increased by 41% to $2.1 billion, driven by a 28% increase in selling prices and a 16% unit increase from acquisitions.

Earnings from operations increased by 58% to $168 million, including a $9 million gain on the sale of real estate.

Adjusted EBITDA increased by 49% to $187.5 million, with the adjusted EBITDA margin expanding by 50 basis points to 9%.

The Board of Directors approved a 33% increase in the quarterly dividend to $0.20 per share.

Total Revenue
$2.09B
Previous year: $1.49B
+40.9%
EPS
$1.93
Previous year: $1.25
+54.4%
Adjusted EBITDA
$188M
Previous year: $126M
+49.2%
Adjusted EBITDA Margin
9%
Gross Profit
$328M
Previous year: $241M
+35.9%
Cash and Equivalents
$139M
Previous year: $346M
-59.9%
Free Cash Flow
$366M
Previous year: $17.6M
+1984.5%
Total Assets
$3.01B
Previous year: $2.35B
+28.1%

UFP Industries

UFP Industries

UFP Industries Revenue by Segment

Forward Guidance

UFP Industries did not provide specific forward guidance in the earnings report.

Revenue & Expenses

Visualization of income flow from segment revenue to net income