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Sep 27, 2025
UFP Industries Q3 2025 Earnings Report
UFP Industries reported its third quarter 2025 financial results, with net sales decreasing by 5% and diluted EPS falling to $1.29 from $1.64 a year ago.
Key Takeaways
UFP Industries experienced a challenging third quarter in 2025, with a 5% decrease in net sales to $1.56 billion, primarily due to a 1% decrease in price and a 4% decline in organic units. Diluted earnings per share dropped to $1.29 from $1.64 in the prior year, and net earnings attributable to controlling interest decreased by 25.7% to $75.3 million. Despite these declines, the company maintained a strong balance sheet with $1.0 billion in cash and cash equivalents and reaffirmed its volume outlook for the remainder of 2025.
Net sales for Q3 2025 were $1.56 billion, a 5% decrease year-over-year, driven by lower prices and organic unit declines.
Diluted EPS for the quarter was $1.29, a significant decrease from $1.64 in Q3 2024.
Adjusted EBITDA was $140.0 million, representing a 9.0% margin, compared to 10.0% in the prior year.
The company maintained a strong liquidity position with $1.0 billion in cash and cash equivalents and reaffirmed its full-year volume outlook.
Revenue by Segment
Forward Guidance
UFP Industries anticipates continued softer demand and competitive pricing through the remainder of 2025, expecting low single-digit unit declines across all segments. However, they foresee stabilization in most business units, excluding new residential construction, and expect momentum in Deckorators and Surestone products into 2026.
Positive Outlook
- Reaffirming volume outlook across each business segment for the remainder of 2025.
- Trends across the majority of business units have shown signs of stabilizing.
- Adjusted EBITDA margin is approximately 200 basis points higher than 2019 levels despite challenging market conditions.
- Plans to gain market share, strengthen return on capital, and achieve margin improvements.
- Driving innovation across the product portfolio and making strategic investments to create shareholder value.
- Robust financial position remains a competitive advantage, enabling share repurchases and increased cash dividend.
- Initial stocking orders and expanded manufacturing and distribution capabilities will support momentum in Deckorators and Surestone business through the remainder of the year and into 2026.
Challenges Ahead
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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