Welcome to our dedicated page for Ufp Industries SEC filings (Ticker: UFPI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 executive Landon C. Tarvin reported equity-based awards rather than open-market trades. He acquired 11 phantom stock units on February 27, 2026 at an assigned value of $102.91 per unit under the company’s Deferred Compensation Plan.
On February 26, 2026, he also acquired 174 shares of common stock at $110.55 per share through deferred compensation interest, held indirectly. Following these transactions, Tarvin held 3,281 phantom stock units, 2,969 shares of common stock indirectly, and 21,366 shares directly.
UFP Industries Executive Chairman Matthew J. Missad reported equity-based awards and holdings changes. On February 27, 2026, he acquired 14 phantom stock units at $102.91 per unit and a grant of 5,734 shares of common stock at $110.55 per share, both held directly.
On February 26, 2026, he also acquired 337 shares of common stock at $110.55 per share through a deferred compensation interest, reported as indirect ownership. An additional indirect holding of 3,308 common shares is reported through an LLC. The phantom stock units are accrued under a deferred compensation plan and are payable in common shares upon death, disability, or retirement.
UFP Industries reporting person Robert Paul Guerre received equity-based awards. On February 27, he acquired 14 phantom stock units at $102.91 per unit, accrued under the Deferred Compensation Plan and payable in common shares upon death, disability, or retirement. On February 26, he was granted 132 shares of common stock at $110.55 per share through an Executive Stock Grant Plan, held indirectly, and updated direct and 401(k) plan holdings were reported.
UFP Industries Chief Financial Officer Michael R. Cole reported multiple equity awards in company stock and phantom stock units. On February 27, 2026, he acquired 14 Phantom Stock Units at $102.91 each and 2,188 shares of Common Stock at $110.55 per share, both held directly.
On February 26, 2026, he also acquired 179 shares of Common Stock at $110.55 per share through an indirect interest labeled "Executive Stock Grant Plan." Additional indirect holdings are reported under a "401(k) Plan." The phantom stock units are accrued under the Deferred Compensation Plan and are payable in common shares upon death, disability, or retirement on a 1-for-1 basis.
UFP Industries reported 2025 net sales of $6.32 billion, down 5% from $6.65 billion in 2024, as softer demand and competitive pricing pressured results. Lumber and panel costs were 41.6% of net sales, up from 40.4%, contributing to a lower gross margin of 16.8% versus 18.4%.
Earnings from operations fell to 5.8% of net sales from 7.4%, and net earnings attributable to controlling interest declined to 4.7% of net sales from 6.2%. Unit volumes decreased 3% overall, with value-added products representing 68% of total sales.
The Retail segment was hit hardest, with sales down 6% and operating margin falling to 4.7%, while Packaging and Construction margins also compressed. The company generated $545.7 million of operating cash flow, spent $269 million on capital expenditures, and ended the year with $925.1 million in cash. It increased its quarterly dividend to $0.36 per share and employed about 13,800 people as of December 27, 2025.
UFP Industries, Inc. filed a current report to furnish its latest fourth quarter 2025 Investor Relations Presentation. The presentation, attached as Exhibit 99.1, has been provided to investors and posted on the company’s investor website at ufpinvestor.com. The company notes that this information, including the exhibit, is being furnished under Regulation FD and is not considered filed for liability purposes under the Securities Exchange Act or incorporated by reference into Securities Act filings.
UFP Industries reported weaker results for fourth-quarter and full-year 2025 as soft demand and lower prices pressured performance. Q4 net sales were $1.33 billion, down 9%, with diluted EPS of $0.70 versus $1.12 a year earlier. Net earnings attributable to controlling interest fell to $40 million from $68 million.
For 2025, net sales declined 5% to $6.32 billion, while net earnings attributable to controlling interest dropped to $294.8 million from $414.6 million. Adjusted EBITDA decreased to $107.2 million in Q4 and $563.6 million for the year, with margins compressing versus 2024. Retail, Packaging, and Construction segments all saw lower sales and profits.
Despite the earnings decline, cash generation remained strong. Cash flows from operating activities in 2025 were $545.7 million, and free cash flow was $451.5 million, which funded nearly $450 million of share repurchases. Management highlighted total shareholder returns of $515 million in 2025 and year-end liquidity of about $2.2 billion, including over $900 million of cash. The company expects 2026 demand to be flat to slightly down but targets long-term annual unit growth of 7–10% and adjusted EBITDA margins of 12.5%.
UFP Industries reported that Scott A. Worthington, President of UFP Packaging, acquired equity-based awards. On February 19, 2026, he received 585 Phantom Stock Units at $110.55 per unit and 1,778 shares of common stock at $110.55 per share as grants. The phantom units accrue under the company’s Deferred Compensation Plan on a 1-for-1 basis and are payable in common shares upon death, disability, or retirement. The filing also notes 13,025 shares of common stock held indirectly as deferred compensation interest.
Tarvin Landon C reported acquisition or exercise transactions in this Form 4 filing.
UFP Industries executive Landon C. Tarvin received equity-based compensation on February 19, 2026. He was granted 585 phantom stock units and 5,915 shares of common stock at $110.55 per share. The phantom units are 1-for-1 and were accrued under the company’s Deferred Compensation Plan, payable in cash or stock upon death, disability, or retirement.
UFP Industries Chief Executive Officer William Danny Schwartz reported equity awards on February 19, 2026. He received 1,064 phantom stock units at $110.55 per unit and 13,018 shares of common stock at $110.55 per share as grant or award acquisitions. The phantom stock units are accrued under the company’s Deferred Compensation Plan and are payable in common shares upon his death, disability, or retirement.