Every 10-Q that UFP Industries, Inc. (UFPI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow UFPI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UFPI filings page.
UFP Industries reported Q2 2026 net sales of $1.88 billion, up from $1.84 billion a year earlier, while net earnings attributable to controlling interest declined to $82.9 million from $100.7 million and diluted EPS to $1.48 from $1.70. For the first six months, net sales were $3.34 billion versus $3.43 billion, with net earnings attributable to controlling interest of $133.6 million compared with $179.5 million and diluted EPS of $2.37 versus $2.99.
Operating cash flow for the first half decreased to $60.6 million from $113.1 million, and cash and cash equivalents fell to $597.3 million at June 27, 2026 from $914.2 million at year‑end, reflecting $204.0 million used in investing activities and $183.2 million in financing outflows. The company invested $86.6 million in capital expenditures, completed three acquisitions that together contributed $41.0 million of net sales and a $0.6 million operating loss, paid $40.4 million of dividends, and repurchased 1.67 million shares for $140.5 million.
Results included several notable items. UFP Industries recorded a $20 million receivable for tariff refunds and an $11 million liability to customers, yielding a $9 million net increase in earnings from operations (including $6 million related to current‑quarter sales). Management estimates approximately $31 million of additional fuel and flatbed carrier costs in Q2 2026, partly offset by about $4 million recovered through customer surcharges and pricing.
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.
UFP Industries (UFPI) reported softer Q3 results. Net sales were $1,559.6 million versus $1,649.4 million a year ago, and gross profit was $262.7 million versus $298.4 million. Earnings from operations were $89.5 million versus $119.9 million, and diluted EPS was $1.29 versus $1.64. Through the first nine months, net sales were $4,990.5 million and diluted EPS was $4.28.
The company ended the quarter with $1,008.6 million in cash and cash equivalents and $229.0 million in long‑term debt. Operating cash flow was $399.1 million year‑to‑date, supporting $205.5 million of capital expenditures, $280.99 million of share repurchases, and $62.5 million of dividends. Shares outstanding were 58,257,224 as of September 27, 2025.
Segmently, point‑in‑time revenue declined while over‑time (construction) revenue fell more sharply year over year. The company recorded $3.3 million of impairments and classified $7.2 million of assets as held for sale. Recent acquisitions (C&L, RWP West, National Supply) added approximately $23.8 million to year‑to‑date sales and a $1.2 million operating loss as integration progresses. Fair value investments remained sizable, with Level 3 equity holdings and captive insurance assets detailed.