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Dec 27, 2025
UFP Industries Q4 2025 Earnings Report
UFP Industries Q4 2025 Earnings Report
Key Takeaways
UFP Industries faced a challenging fourth quarter with net sales declining 9% to $1.33 billion and diluted EPS falling to $0.70. Results were impacted by a 7% decline in organic units and higher tax and bonus adjustments, though the company maintained a strong liquidity position of $2.2 billion.
Net sales decreased 9% year-over-year to $1.33 billion, driven by a 7% decline in organic units and a 2% price decrease.
Adjusted EBITDA for the quarter was $107.2 million, with margins contracting to 8.1% compared to 9.1% in the prior year.
The Retail segment saw the sharpest decline in net earnings (62.4%) due to difficult comparisons with elevated storm demand in 2024.
UFP returned $515 million to shareholders in 2025 through dividends and the repurchase of 4.5 million shares.
Revenue by Segment
Forward Guidance
UFP Industries expects a flat to slightly down market environment in 2026, with continued challenges in residential construction offset by stabilization in other end markets.
Positive Outlook
- Anticipated market share gains across the portfolio.
- Execution of a $60 million cost reduction program.
- Momentum in Deckorators and Surestone businesses due to expanded distribution.
- Strong liquidity of $2.2 billion to pursue M&A.
- Planned capital investment of $300 million to $325 million in 2026.
Challenges Ahead
- Expectation that overall demand will be flat to slightly down.
- New residential construction markets are expected to remain challenged.
- Continued market volatility impacting organic unit growth.
- Pricing pressure seen in recent quarters (2% decline in Q4).
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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