Earnings Releases·Oct 28, 2026, 4:07 PM ET

UFP Industries — Third Quarter 2026 Earnings Summary

Net sales rose 11.1% year-over-year to $1.73 billion, while diluted EPS declined to $1.05 from $1.29 and Adjusted EBITDA margins contracted to 6.9% from 9.0% due to elevated freight and material costs.
Full-year 2026 guidance remains unchanged with expectations of slightly down industry unit demand, though the company anticipates meeting its $60 million cost-savings objective by year-end.
Strategic capital allocation included a 3% dividend increase to $0.36 per share, $182.7 million in share repurchases during the first nine months, and the announcement of a $27 million acquisition of Apache Products, Inc.
Liquidity remains robust at approximately $2.0 billion with no outstanding borrowings, supported by a recently extended $750 million revolving credit facility and strong operating cash flow of $235 million for the first nine months.