earnings
confidence high
sentiment negative
materiality 0.75
UFP Industries Q2 EPS $1.48, down from $1.70; sales up 3% to $1.88B
UFP INDUSTRIES INC
- Diluted EPS $1.48 vs $1.70 YoY; net earnings $83M vs $101M.
- Net sales $1.88B, up 3% (1% organic unit growth, 2% from acquisitions).
- Adjusted EBITDA $154.5M (8.2% of sales) vs $174.1M (9.5%); higher freight costs.
- First-half 2026 free cash flow $198M used to repurchase ~$142M of shares; $1.9B liquidity.
- Completed three acquisitions in Q2; Surestone sales up 37% YoY; on track for $25M+ cost out.