UFP Industries Announces Third Quarter 2026 Results
UFP Industries posted Q3 2026 net sales of $1.73 billion, up 11.1% year-over-year on 4% organic unit growth, acquisitions, and 5% price gains. Profitability fell short of the top line: diluted EPS dropped to $1.05 from $1.29 and adjusted EBITDA fell 14.8% to $119.3 million, driven primarily by a $19 million increase in freight costs net of fuel surcharges. Management kept its full-year 2026 outlook unchanged, expects to meet or exceed its $60 million cost-savings target, and continues to see challenged residential construction demand with no meaningful market recovery assumed through year-end.
Key figures
- Eps
- 1.05
- Revenue
- 1732836000
- Guidance
- Full year 2026 outlook unchanged; expects overall industry unit demand slightly down in each segment; energy and transportation costs expected to remain elevated
- Revenue Yoy
- 11.1%
- Liquidity
- $2.0 billion
- Gross profit
- 244921000
- Net earnings
- 58633000
- Capex guidance
- $150 million to $175 million
- Adjusted ebitda
- 119255000
- Net earnings yoy
- -22.4%
- Adjusted ebitda yoy
- -14.8%
- Cost savings target
- $60 million
- Adjusted ebitda margin
- 6.9%
- Free cash flow nine months
- 287167000
- Operating cash flow nine months
- 234516000
AI analysis
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