UFP Industries (UFPI) Releases Q4 2025 Earnings: Revenue and EPS Miss, Net Income Down 41%

UFP Industries Inc. (ticker $UFPI) reported results for the fourth quarter of 2025. Key figures include:

Revenue of $1.33 billion, down 9.04% year‑over‑year.

Gross profit of $216.54 million, down 9.59% year‑over‑year.

Operating profit of $59.09 million, down 25.64% year‑over‑year.

Net income attributable to common shareholders of $39.96 million, down 41.27% year‑over‑year.

Cost and margin drivers:

Cost of sales totaled $1.11 billion, down 8.93% year‑over‑year.

Cash flow and balance sheet highlights:

Cash from operating activities of $146.62 million, up 1.18% year‑over‑year.

Purchases of property, plant and equipment (capital spending) of $63.87 million, down 4.35% year‑over‑year.

Cash and cash equivalents of $914.20 million, down 21.99% year‑over‑year.

Total liabilities of $934.19 million, up 3.69% year‑over‑year.

How results compared with expectations:

Diluted earnings per share came in at $0.70, versus an estimate of $1.10.

Reported revenue of $1.33 billion missed the estimate of $1.43 billion.

Takeaways:

Top-line and profitability contracted year over year, with notable declines in operating profit and net income.

Operating cash flow remained positive and roughly stable, while capital spending eased modestly.

Liquidity remains sizable with nearly $914.20 million in cash and equivalents, even as cash levels fell year over year.

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.

UFP Industries Inc. Hedge Fund Activity

We have seen 174 institutional investors add shares of UFP Industries Inc. stock to their portfolio, and 282 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
THRIVENT FINANCIAL FOR LUTHERANS removed 494,646 shares (-97.4%) from their portfolio in Q4 2025, for an estimated $45,037,518
RIVER ROAD ASSET MANAGEMENT, LLC added 441,149 shares (+464.6%) to their portfolio in Q3 2025, for an estimated $41,243,020
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
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
FISHER ASSET MANAGEMENT, LLC removed 247,329 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $22,519,305

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

UFP Industries Inc. Congressional Stock Trading

Members of Congress have traded $UFPI stock 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 members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases 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.

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 $103.5.

Here are some recent targets:

Kurt Yinger from DA Davidson set a target price of $112.0 on 10/31/2025
W. Andrew Carter from Stifel set a target price of $95.0 on 10/09/2025