Latest news with #UFPIndustries
Yahoo
3 days ago
- Business
- Yahoo
UFP Industries (NASDAQ:UFPI) Misses Q2 Revenue Estimates
Building materials manufacturer UFP Industries (NASDAQ:UFPI) missed Wall Street's revenue expectations in Q2 CY2025, with sales falling 3.5% year on year to $1.84 billion. Its GAAP profit of $1.70 per share was 8.7% below analysts' consensus estimates. Is now the time to buy UFP Industries? Find out in our full research report. UFP Industries (UFPI) Q2 CY2025 Highlights: Revenue: $1.84 billion vs analyst estimates of $1.87 billion (3.5% year-on-year decline, 1.9% miss) EPS (GAAP): $1.70 vs analyst expectations of $1.86 (8.7% miss) Adjusted EBITDA: $174.1 million vs analyst estimates of $179.7 million (9.5% margin, 3.1% miss) Operating Margin: 6.7%, down from 8.4% in the same quarter last year Free Cash Flow Margin: 9.8%, similar to the same quarter last year Market Capitalization: $6.21 billion 'Our second quarter was largely a continuation from our first quarter as visibility remains limited, tariff uncertainty remains a challenge for consumer and business sentiment, and end market demand remains soft but stable. Despite the current environment, we continue to make progress positioning UFP as a leaner and faster growing enterprise for when markets recover,' said Will Schwartz UFP Industries CEO. Company Overview Beginning as a lumber supplier in the 1950s, UFP Industries (NASDAQ:UFPI) is a holding company making building materials for the construction, retail, and industrial sectors. Revenue Growth A company's long-term performance is an indicator of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Luckily, UFP Industries's sales grew at a decent 8.1% compounded annual growth rate over the last five years. Its growth was slightly above the average industrials company and shows its offerings resonate with customers. We at StockStory place the most emphasis on long-term growth, but within industrials, a half-decade historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. UFP Industries's recent performance marks a sharp pivot from its five-year trend as its revenue has shown annualized declines of 10.1% over the last two years. This quarter, UFP Industries missed Wall Street's estimates and reported a rather uninspiring 3.5% year-on-year revenue decline, generating $1.84 billion of revenue. Looking ahead, sell-side analysts expect revenue to grow 3.7% over the next 12 months. Although this projection suggests its newer products and services will fuel better top-line performance, it is still below the sector average. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Operating Margin UFP Industries has done a decent job managing its cost base over the last five years. The company has produced an average operating margin of 8.4%, higher than the broader industrials sector. Analyzing the trend in its profitability, UFP Industries's operating margin decreased by 1.3 percentage points over the last five years. This raises questions about the company's expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. In Q2, UFP Industries generated an operating margin profit margin of 6.7%, down 1.7 percentage points year on year. Since UFP Industries's gross margin decreased more than its operating margin, we can assume its recent inefficiencies were driven more by weaker leverage on its cost of sales rather than increased marketing, R&D, and administrative overhead expenses. Earnings Per Share Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. UFP Industries's EPS grew at a remarkable 12.5% compounded annual growth rate over the last five years, higher than its 8.1% annualized revenue growth. However, we take this with a grain of salt because its operating margin didn't improve and it didn't repurchase its shares, meaning the delta came from reduced interest expenses or taxes. Like with revenue, we analyze EPS over a more recent period because it can provide insight into an emerging theme or development for the business. UFP Industries's two-year annual EPS declines of 20.5% were bad and lower than its two-year revenue performance. We can take a deeper look into UFP Industries's earnings to better understand the drivers of its performance. UFP Industries's operating margin has declined by 2.8 percentage points over the last two years. This was the most relevant factor (aside from the revenue impact) behind its lower earnings; interest expenses and taxes can also affect EPS but don't tell us as much about a company's fundamentals. In Q2, UFP Industries reported EPS at $1.70, down from $2.05 in the same quarter last year. This print missed analysts' estimates, but we care more about long-term EPS growth than short-term movements. Over the next 12 months, Wall Street expects UFP Industries's full-year EPS of $5.80 to grow 11.7%. Key Takeaways from UFP Industries's Q2 Results We struggled to find many positives in these results as its revenue and EPS fell short of Wall Street's estimates. Overall, this was a weaker quarter. The stock traded down 1.3% to $103 immediately following the results. UFP Industries underperformed this quarter, but does that create an opportunity to invest right now? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free.
Yahoo
5 days ago
- Business
- Yahoo
What To Expect From UFP Industries's (UFPI) Q2 Earnings
Building materials manufacturer UFP Industries (NASDAQ:UFPI) will be reporting results this Monday after the bell. Here's what you need to know. UFP Industries missed analysts' revenue expectations by 1.9% last quarter, reporting revenues of $1.60 billion, down 2.7% year on year. It was a disappointing quarter for the company, with a significant miss of analysts' adjusted operating income estimates and a significant miss of analysts' EBITDA estimates. Is UFP Industries a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting UFP Industries's revenue to decline 1.7% year on year to $1.87 billion, improving from the 6.9% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.84 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. UFP Industries has missed Wall Street's revenue estimates six times over the last two years. Looking at UFP Industries's peers in the building products segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Valmont delivered year-on-year revenue growth of 1%, beating analysts' expectations by 1.7%, and Sherwin-Williams reported flat revenue, in line with consensus estimates. Valmont traded up 7.9% following the results while Sherwin-Williams's stock price was unchanged. Read our full analysis of Valmont's results here and Sherwin-Williams's results here. There has been positive sentiment among investors in the building products segment, with share prices up 6.7% on average over the last month. UFP Industries is up 4.2% during the same time and is heading into earnings with an average analyst price target of $118.40 (compared to the current share price of $104). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
17-07-2025
- Business
- Globe and Mail
UFP Industries to Report Second Quarter 2025 Results on Monday, July 28, 2025
UFP Industries (Nasdaq: UFPI) will announce second quarter 2025 results after the market close on Monday, July 28, 2025. The company will host a conference call to discuss these results on Tuesday, July 29, 2025, at 9 a.m. Eastern Time. A live audio webcast of the call along with supporting materials will be available on the UFP Industries Investor Relations website at and can also be directly by accessing the link here. A webcast replay will be available on the company's website for at least 90 days following the call. UFP Industries, Inc. UFP Industries, Inc. is a holding company whose operating subsidiaries – UFP Packaging, UFP Construction and UFP Retail Solutions – manufacture, distribute and sell a wide variety of value-added products used in residential and commercial construction, packaging and other industrial applications worldwide. Founded in 1955, the company is headquartered in Grand Rapids, Mich., with affiliates in North America, Europe, Asia and Australia. UFP Industries is ranked #128 on Industry Week's list of America's Largest Manufacturers. For more about UFP Industries, go to
Yahoo
17-07-2025
- Business
- Yahoo
UFP Industries to Report Second Quarter 2025 Results on Monday, July 28, 2025
GRAND RAPIDS, Mich., July 17, 2025--(BUSINESS WIRE)--UFP Industries (Nasdaq: UFPI) will announce second quarter 2025 results after the market close on Monday, July 28, 2025. The company will host a conference call to discuss these results on Tuesday, July 29, 2025, at 9 a.m. Eastern Time. A live audio webcast of the call along with supporting materials will be available on the UFP Industries Investor Relations website at and can also be directly by accessing the link here. A webcast replay will be available on the company's website for at least 90 days following the call. UFP Industries, Inc. UFP Industries, Inc. is a holding company whose operating subsidiaries – UFP Packaging, UFP Construction and UFP Retail Solutions – manufacture, distribute and sell a wide variety of value-added products used in residential and commercial construction, packaging and other industrial applications worldwide. Founded in 1955, the company is headquartered in Grand Rapids, Mich., with affiliates in North America, Europe, Asia and Australia. UFP Industries is ranked #128 on Industry Week's list of America's Largest Manufacturers. For more about UFP Industries, go to View source version on Contacts Investor Contact Stanley ElliottDirector of Investor Relations616-364-6161 x7568 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
17-07-2025
- Business
- Business Wire
UFP Industries to Report Second Quarter 2025 Results on Monday, July 28, 2025
GRAND RAPIDS, Mich.--(BUSINESS WIRE)--UFP Industries (Nasdaq: UFPI) will announce second quarter 2025 results after the market close on Monday, July 28, 2025. The company will host a conference call to discuss these results on Tuesday, July 29, 2025, at 9 a.m. Eastern Time. A live audio webcast of the call along with supporting materials will be available on the UFP Industries Investor Relations website at and can also be directly by accessing the link here. A webcast replay will be available on the company's website for at least 90 days following the call. UFP Industries, Inc. UFP Industries, Inc. is a holding company whose operating subsidiaries – UFP Packaging, UFP Construction and UFP Retail Solutions – manufacture, distribute and sell a wide variety of value-added products used in residential and commercial construction, packaging and other industrial applications worldwide. Founded in 1955, the company is headquartered in Grand Rapids, Mich., with affiliates in North America, Europe, Asia and Australia. UFP Industries is ranked #128 on Industry Week's list of America's Largest Manufacturers. For more about UFP Industries, go to
