UFP Industries, Inc. filings document material-event disclosures, operating results, governance matters and acquisition activity for a manufacturer serving Retail, Packaging and Construction markets. Recent Form 8-K filings report quarterly results, Regulation FD presentation materials, completed operating-asset acquisitions and executive role changes within the company's operating structure.
Proxy and shareholder-vote filings cover director elections, auditor ratification and advisory executive-compensation matters. The company's disclosures also describe segment performance, capital allocation topics, risk factors tied to lumber prices, weather, served-market conditions and regulation, and formal exhibit records such as press releases and Inline XBRL cover-page data.
UFP Industries, Inc. reported lower first‑quarter 2026 results as soft demand and pricing pressure reduced sales and profit. Net sales were $1.46 billion, down 8.4% year over year, with overall units sold decreasing 7.0%.
Net earnings attributable to controlling interest fell to $50.8 million from $78.8 million, and diluted EPS declined to $0.89 from $1.30. Gross margin narrowed to 16.1% and SG&A rose to 73.3% of gross profit as fixed costs weighed on weaker volumes.
Retail segment sales declined 12.5%, Packaging 3.9%, and Construction 9.8%, though value‑added products rose to 68.6% of total sales and new product sales increased 18.1%. Operating cash flow was negative $103.6 million due to seasonal working capital needs, but cash, cash equivalents and restricted cash remained high at $728.4 million with no borrowings on the $750 million revolver.
Grubbs Ronald K Jr. reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries director Ronald K. Grubbs Jr. reported receiving equity-based compensation. He was granted 8 shares of UFP Industries common stock at $85.18 per share, bringing his direct common stock holdings to 8 shares.
He was also granted 32 Phantom Stock Units at a reference value of $85.18 per unit, with each unit representing 1-for-1 underlying common share. According to the disclosure, these units are issuable as shares of common stock upon his retirement as a director, and he now holds 32 Phantom Stock Units directly.
Wooldridge Michael G. reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries director Michael G. Wooldridge received a grant of 396 shares of common stock, reported as a compensation-related award. The shares were valued at $85.18 each on the transaction date. After this award, he directly holds 15,415 UFP Industries shares and indirectly holds 1,655 additional shares through deferred compensation interests.
This filing reflects an equity grant rather than an open-market purchase or sale, so it represents routine alignment of director compensation with shareholder interests, not a discretionary trade based on the stock’s near-term prospects.
UFP Industries director Brian C. Walker received a grant of 397 Phantom Stock Units on Common Stock, recorded at $85.18 per unit. These units are compensation-related, not an open-market purchase, and increase his phantom stock balance to 34,032 units.
The Phantom Stock Units convert on a 1-for-1 basis into UFP Industries common shares and are issuable following Walker’s termination of service as a director. The total includes 105 units credited based on dividends paid on March 16, 2026, reflecting dividend-equivalent accruals under the plan.
Tuuk Kuras Mary reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries director Mary Tuuk Kuras reported a stock grant of 396 shares of Common Stock. The shares were awarded at $85.18 per share and increased her direct holdings to 22,389 shares of UFP Industries common stock.
In addition to these directly held shares, she reports indirect ownership of 1,000 shares held "By Trust" and 6,711 shares reported as "Deferred Comp Interest." The filing does not show any open-market purchases or sales, only this compensation-related award and updated holdings.
UFP Industries director Thomas Wayne Rhodes received a grant of 704 Phantom Stock Units tied to the company’s common stock. The units were awarded at a reference price of $85.18 per unit and convert into common shares on a 1-for-1 basis following his termination of service as a director.
After this award and credited dividend equivalents, Rhodes now holds 67,571 Phantom Stock Units, including 209 units added based on a dividend paid on March 16, 2026. This is a compensation-related, non-market transaction rather than an open-market trade.
UFP Industries director Benjamin J. McLean received a grant of 639 Phantom Stock Units tied to the company’s common stock. The units were valued at $85.18 per unit and convert on a 1-for-1 basis into common shares.
The Phantom Stock Units are payable in shares following McLean’s termination of service as a director. After this award, he holds a total of 14,803 Phantom Stock Units. The reported total includes 44 additional units credited based on a dividend paid on March 16, 2026.
Budden Joan A reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries director Joan A. Budden received a grant of 396 shares of Common Stock as equity compensation. The shares were valued at $85.18 per share on the grant date. After this award, she directly owns a total of 1,767 UFP Industries shares.
UFP Industries is acquiring the operating assets of John Rock, Inc., a new pallet manufacturer, for approximately $48 million. The deal covers three locations in Pennsylvania and Virginia, adds about $82 million in annual sales, and brings nearly 250 employees into UFP’s PalletOne network. It expands PalletOne’s footprint in the northeast and is intended to strengthen UFP’s core packaging business and service to national customers in that region.
Tarvin Landon C reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries executive Landon C. Tarvin, President of UFP Retail Solutions, received a grant of 13 Phantom Stock Units on April 30, 2026. Each unit is linked 1-for-1 to UFP Industries common stock at a reference value of $89.49 per unit.
Following this grant, Tarvin holds 3,307 Phantom Stock Units. These units were accrued under the company’s Deferred Compensation Plan and are payable in cash or common shares upon his death, disability, or retirement, making this a routine, compensation-related, non-market transaction.