UFP Industries (UFPI) Releases Q1 2026 Earnings: Revenue and EPS Miss; Margins Compress

UFP Industries Inc. (UFPI) reported first-quarter 2026 revenue of $1.46 billion, down 8.4% year-over-year and missing the consensus revenue estimate of $1.55 billion.

Gross profit: $236 million (down 12.1% year-over-year)

Cost of sales: $1.23 billion (down 7.7% year-over-year)

Operating profit: $64.1 million (down 30.5% year-over-year)

Net income attributable to common shareholders: $50.8 million (down 35.5% year-over-year)

Diluted EPS: $0.89 (down 31.5% year-over-year; consensus estimate $1.13)

Cash from operating activities: -$103.6 million (down 4.8% year-over-year)

Purchases of property, plant and equipment: -$48.3 million (down 28.3% year-over-year)

Cash and cash equivalents: $714.5 million (down 20.9% year-over-year)

Total liabilities: $930.6 million (up 5.0% year-over-year)

Takeaways: revenue and earnings missed expectations, margins compressed sharply, and the company maintains liquidity with over $714.5 million in cash while liabilities ticked higher.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

UFP Industries Inc. Insider Trading Activity

UFP Industries Inc. insiders have traded $UFPI stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $UFPI stock by insiders over the last 6 months:

MATTHEW J MISSAD (Executive Chairman) sold 11,000 shares for an estimated $1,014,860
MICHAEL G. WOOLDRIDGE sold 1,192 shares for an estimated $111,368

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

UFP Industries Inc. Hedge Fund Activity

We have seen 185 institutional investors add shares of UFP Industries Inc. stock to their portfolio, and 226 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 648,074 shares (-66.8%) from their portfolio in Q4 2025, for an estimated $59,007,137
WASATCH ADVISORS LP added 504,609 shares (+32.9%) to their portfolio in Q1 2026, for an estimated $46,484,581
THRIVENT FINANCIAL FOR LUTHERANS removed 494,646 shares (-97.4%) from their portfolio in Q4 2025, for an estimated $45,037,518
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 401,056 shares (-11.2%) from their portfolio in Q4 2025, for an estimated $36,516,148
FMR LLC added 376,797 shares (+42.9%) to their portfolio in Q4 2025, for an estimated $34,307,366
RIVER ROAD ASSET MANAGEMENT, LLC added 343,830 shares (+64.1%) to their portfolio in Q4 2025, for an estimated $31,305,721
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 304,180 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $27,695,589

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

UFP Industries Inc. Congressional Stock Trading

Members of Congress have traded $UFPI stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $UFPI stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 11/06, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

UFP Industries Inc. Price Targets

Multiple analysts have issued price targets for $UFPI recently. We have seen 2 analysts offer price targets for $UFPI in the last 6 months, with a median target of $109.0.

Here are some recent targets:

Ketan Mamtora from BMO Capital set a target price of $108.0 on 04/20/2026
Kurt Yinger from DA Davidson set a target price of $110.0 on 03/10/2026