Latest news with #UFPIndustries
Yahoo
29-05-2025
- Business
- Yahoo
Spotting Winners: Sherwin-Williams (NYSE:SHW) And Building Materials Stocks In Q1
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Sherwin-Williams (NYSE:SHW) and the rest of the building materials stocks fared in Q1. Traditionally, building materials companies have built competitive advantages with economies of scale, brand recognition, and strong relationships with builders and contractors. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of building materials companies. The 9 building materials stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.6% while next quarter's revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 9.3% on average since the latest earnings results. Widely known for its success in the paint industry, Sherwin-Williams (NYSE:SHW) is a manufacturer of paints, coatings, and related products. Sherwin-Williams reported revenues of $5.31 billion, down 1.1% year on year. This print fell short of analysts' expectations by 1.6%. Overall, it was a mixed quarter for the company with a solid beat of analysts' adjusted operating income estimates but a miss of analysts' organic revenue estimates. "In a demand environment that remained choppy as we anticipated, Sherwin-Williams continued to execute our strategy and delivered solid first quarter results driven by gross margin expansion and good cost control," said Chair, President and Chief Executive Officer, Heidi G. Petz. The stock is up 6.7% since reporting and currently trades at $354. Read our full report on Sherwin-Williams here, it's free. The first-ever Colombian company to trade on the NASDAQ, Tecnoglass (NYSE:TGLS) is a manufacturer of architectural glass, windows, and aluminum products. Tecnoglass reported revenues of $222.3 million, up 15.4% year on year, outperforming analysts' expectations by 3.3%. The business had an exceptional quarter with an impressive beat of analysts' adjusted operating income estimates. The market seems happy with the results as the stock is up 22.2% since reporting. It currently trades at $86.44. Is now the time to buy Tecnoglass? Access our full analysis of the earnings results here, it's free. 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. UFP Industries reported revenues of $1.60 billion, down 2.7% year on year, falling short of analysts' expectations by 1.9%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates. UFP Industries delivered the slowest revenue growth in the group. As expected, the stock is down 8.4% since the results and currently trades at $97.53. Read our full analysis of UFP Industries's results here. With a significant portion of its products made from recycled materials, AZEK (NYSE:AZEK) designs and manufactures goods for outdoor living spaces. AZEK reported revenues of $452.2 million, up 8.1% year on year. This result surpassed analysts' expectations by 1.9%. Overall, it was a strong quarter as it also put up an impressive beat of analysts' organic revenue and EBITDA estimates. AZEK had the weakest full-year guidance update among its peers. The stock is down 3.3% since reporting and currently trades at $48. Read our full, actionable report on AZEK here, it's free. Started as a two-man shop dating back to the 1860s, Armstrong (NYSE:AWI) provides ceiling and wall products to commercial and residential spaces. Armstrong World reported revenues of $382.7 million, up 17.3% year on year. This number beat analysts' expectations by 3.4%. It was a strong quarter as it also recorded a solid beat of analysts' adjusted operating income estimates. Armstrong World pulled off the biggest analyst estimates beat among its peers. The stock is up 12.2% since reporting and currently trades at $155.49. Read our full, actionable report on Armstrong World here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up 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
Yahoo
28-05-2025
- Business
- Yahoo
Why Is UFP Industries (UFPI) Down 0.6% Since Last Earnings Report?
A month has gone by since the last earnings report for UFP Industries (UFPI). Shares have lost about 0.6% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is UFP Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. It turns out, estimates revision have trended downward during the past month. The consensus estimate has shifted -10.29% due to these changes. Currently, UFP Industries has a subpar Growth Score of D, a grade with the same score on the momentum front. Following the exact same course, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise UFP Industries has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months. UFP Industries is part of the Zacks Building Products - Wood industry. Over the past month, Weyerhaeuser (WY), a stock from the same industry, has gained 0.2%. The company reported its results for the quarter ended March 2025 more than a month ago. Weyerhaeuser reported revenues of $1.76 billion in the last reported quarter, representing a year-over-year change of -1.8%. EPS of $0.11 for the same period compares with $0.16 a year ago. Weyerhaeuser is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of -9.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -9.5%. Weyerhaeuser has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UFP Industries, Inc. (UFPI) : Free Stock Analysis Report Weyerhaeuser Company (WY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
Yahoo
21-05-2025
- Business
- Yahoo
Be Wary Of UFP Industries (NASDAQ:UFPI) And Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd like to see a company investing more capital into its business and ideally the returns earned from that capital are also increasing. Ultimately, this demonstrates that it's a business that is reinvesting profits at increasing rates of return. Although, when we looked at UFP Industries (NASDAQ:UFPI), it didn't seem to tick all of these boxes. We've discovered 1 warning sign about UFP Industries. View them for free. For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on UFP Industries is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.13 = US$457m ÷ (US$4.2b - US$497m) (Based on the trailing twelve months to March 2025). Thus, UFP Industries has an ROCE of 13%. In absolute terms, that's a pretty normal return, and it's somewhat close to the Building industry average of 14%. See our latest analysis for UFP Industries In the above chart we have measured UFP Industries' prior ROCE against its prior performance, but the future is arguably more important. If you'd like, you can check out the forecasts from the analysts covering UFP Industries for free. On the surface, the trend of ROCE at UFP Industries doesn't inspire confidence. To be more specific, ROCE has fallen from 17% over the last five years. Meanwhile, the business is utilizing more capital but this hasn't moved the needle much in terms of sales in the past 12 months, so this could reflect longer term investments. It's worth keeping an eye on the company's earnings from here on to see if these investments do end up contributing to the bottom line. In summary, UFP Industries is reinvesting funds back into the business for growth but unfortunately it looks like sales haven't increased much just yet. Yet to long term shareholders the stock has gifted them an incredible 136% return in the last five years, so the market appears to be rosy about its future. But if the trajectory of these underlying trends continue, we think the likelihood of it being a multi-bagger from here isn't high. One more thing, we've spotted 1 warning sign facing UFP Industries that you might find interesting. For those who like to invest in solid companies, check out this free list of companies with solid balance sheets and high returns on equity. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Business Wire
06-05-2025
- Business
- Business Wire
UFP Industries to Hold Investor Meetings At Upcoming Conferences in June
GRAND RAPIDS, Mich.--(BUSINESS WIRE)--UFP Industries, Inc. (Nasdaq: UFPI), a leading provider of wood and wood-alternative products, today announced that members of its executive team will participate in two upcoming investor conferences in June 2025. UFP will attend the Bank of America Housing Symposium on Tuesday, June 3, 2025, in New York, NY, and the Stifel Cross Sector Insight (CSI) Conference on . The UFP Industries team will be represented by Mike Cole, Chief Financial Officer; Landon Tarvin, President of UFP Retail Solutions; and Stanley Elliott, Director of Investor Relations. Company representatives will host one-on-one and small group meetings with institutional investors at both events to discuss UFP's strategy, performance, and market outlook. Additional details about the company are available on UFP Industries' investor relations website at About UFP Industries, Inc. UFP Industries, Inc. is a holding company whose subsidiaries supply wood, wood composite, and other products to retail, industrial, and construction customers. Founded in 1955, the company is headquartered in Grand Rapids, Michigan, and operates facilities throughout North America, Europe, Asia, and Australia. UFP Industries is a component of the S&P MidCap 400 Index and is traded under the symbol UFPI.
Yahoo
02-05-2025
- Business
- Yahoo
Is UFP Industries, Inc. (UFPI) the Best Buy-the-Dip Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where UFP Industries, Inc. (NASDAQ:UFPI) stands against other best buy-the-dip stocks to buy now. As volatility rises, AllianceBernstein believes that staying invested remains a strategic priority to capture the long-term return potential in a broadening market. Global equities saw fresh difficulties in Q1 2025 amidst increased trade-war worries and developments in AI. As per the firm, bouts of volatility and a cloudy outlook highlighted the increased importance of diversification, valuations, and company fundamentals. As per AllianceBernstein, recent shifts in equity return patterns highlight a deeper look at longer-term earnings trends. Over the previous 15 years, the US corporate earnings growth managed to outpace that of the non-US companies, reflected by the MSCI EAFE Index. The firm believes that, before 2010, this wasn't always the scenario. Its research demonstrated that in 3 of the 4 decades since 1970, non-US earnings surpassed US earnings. This year, US corporate earnings growth is projected to come closer in line with that of earnings growth of the rest of the world, says AllianceBernstein. At the same time, the equity valuations outside the US remain at a significant discount, considering the 2025 forecast earnings. Despite a difficult quarter, the firm opines that the US stocks are critical to any diversified allocation. Over the last 60 years, US earnings growth has continued to rise consistently, tackling significant economic and geopolitical shocks. Unshakeable US advantages— which span from innovation to education to corporate culture— form a critical factor for the equity returns. Overall, the firm believes that a US allocation with disciplined active portfolios throughout the style spectrum is the correct way to tap into the dynamic market. READ ALSO: and . According to BlackRock, the US is home to some renowned and innovative companies. The country remains at the forefront of the AI infrastructure buildout and a frontrunner on the global stage when it comes to both R&D spending and patent applications. IP laws continue to stimulate such an innovative impulse. As per the firm, the US possesses over half the world's 'unicorn' companies. According to them, any moves toward policy targeting deregulation can further accelerate the innovative edge. These measures contribute to the firm's positive long-run outlook for US stocks. Over the near term, it anticipates that the market will broaden out. This broadening will take place from 'Magnificent 7' leadership to the rest of the US and also to other parts of the world. As per the asset manager, Q1 results can be a teaser. The developed markets, ex-U.S., are expected to lead returns, followed by emerging markets and then value stocks in the U.S. To list the 11 Best Buy-the-Dip Stocks to Buy Now, we used a screener to shortlist stocks that trade close to their respective 52-week lows. After getting an extended list of 25-30 stocks, we chose the ones popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Aerial view of a wood manufacturing plant, highlighting the different divisions of the Industries, Inc. (NASDAQ:UFPI) is engaged in designing, manufacturing, and supplying wood and non-wood composites and other materials. The company highlighted that business activity improved sequentially in each month during the quarter, and this improvement continued into April. Amidst uncertainty, the company remains focused on directing its efforts to activities that can improve profitability and streamline costs. It is on target to realize $60 million of structural cost savings by year-end 2026, and UFP Industries, Inc. (NASDAQ:UFPI) continues to accelerate investments throughout its portfolio into higher-growth and higher-margin opportunities that address its return on capital targets. Since the company does not own any foreign sawmills and possesses healthy relationships with its mill partners, UFP Industries, Inc. (NASDAQ:UFPI) management believes it is presently in a robust position to adapt quickly to tariffs without a material adverse financial impact after a short adjustment period. UFP Industries, Inc. (NASDAQ:UFPI)'s long-term goals consist of achieving 7%-10% unit sales growth annually (which includes bolt-on acquisitions) and at least 10% of all sales coming from new products, as well as achieving 12.5% EBITDA margins. Also, the goals include earning an incremental return on new investments over the hurdle rate and maintaining a conservative capital structure. Overall, UFPI ranks 11th on our list of best buy-the-dip stocks to buy now. While we acknowledge the potential of UFPI as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than UFPI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
