| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 79 | 18.5x | 17.8x | Top tier | |
Growth | 10 | -4.7% | 7.1% | Bottom tier | |
Quality | 43 | 6.5% | 4.5% | Around median | |
Safety | 90 | — | 2.6x | Top tier | |
Capital Return | 73 | 1.74% | 2.12% | Top tier | |
Momentum | 21 | -11.1% | 2.9% | Bottom tier | |
Sentiment | 68 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
UFP Industries operates through three interconnected segments—Retail, Packaging, and Construction—and generates revenue from treated wood products, branded decking and railing products, structural and protective packaging solutions and pallets, and building components for residential and commercial projects and concrete forming. Its model relies on increasing the share of value-added products such as Deckorators, Surestone, TrueFrame, and Arris, alongside design, engineering, nationwide distribution, and off-site manufacturing. The diversification of segments and end markets helps balance growth in decking, packaging, and commercial business against weakness in new residential construction.
In Q2 fiscal 2026, net sales reached $1.88 billion, up 2.6% year over year, driven by 1% organic unit growth and a 2% contribution from acquisitions, while overall pricing remained stable. Reported Retail segment sales were $819 million, up 4%, Packaging sales were $458 million, up 7%, while Construction sales declined 4% to $523 million. Adjusted earnings before interest, taxes, depreciation, and amortization fell by $20 million to $154 million, and the margin contracted to 8.2% from 9.5% due to the sharp increase in flatbed trucking costs.
Operating performance was mixed across segments in Q2 fiscal 2026; decking sales rose 59%, Structural Packaging volumes grew 8%, and Protective Packaging volumes grew 15%, compared with an organic decline of 3% in Site-Built units and 5% in Factory-Built units. New product sales increased 33% to account for 8.4% of sales, compared with 6.5% a year earlier. By contrast, adjusted earnings before interest, taxes, depreciation, and amortization for Packaging fell by $11 million to $28 million, while the corresponding figure for Construction declined by $9 million to $36 million, and adjusted Retail earnings remained stable compared with the prior year.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $99 and a target range of $90 to $108. The average is approximately 27% above the 52-week range low of $77.89 but approximately 16% below its high of $118, while the difference between the highest and lowest targets is $18. This range reflects a recovery opportunity contingent on Deckorators growth and Packaging gains, but leaves limited room for a return to the 52-week high if transportation and new residential construction pressures persist.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Net sales rose 2.6% to $1.88 billion, with 1% organic unit growth and a 2% contribution from acquisitions. This was the first year-over-year organic increase since Q3 fiscal 2022. Momentum was driven by Deckorators, Structural Packaging, Protective Packaging, concrete forming, and commercial business, while Site-Built and businesses related to new housing remained under pressure.
Decking sales increased 59% in Q2 fiscal 2026, with Surestone growing 37% and wood-plastic composites growing 85%. Surestone backlog reached approximately $30 million, and the Buffalo plant began shipping products in April 2026 as productivity improved in Selma. Management is targeting $100 million of growth in decking and railing sales during fiscal 2026, compared with approximately $20 million achieved from the beginning of the year through the end of the quarter.
Spot freight rates increased by more than 30%, excluding fuel, during Q2 fiscal 2026 following a contraction in carrier capacity. Annual transportation costs increased by $31 million in total and $27 million after pricing recoveries and fuel surcharges. As a result, adjusted earnings before interest, taxes, depreciation, and amortization declined to $154 million from $174 million, and the margin fell to 8.2% from 9.5%.
The company had approximately $600 million in cash and total liquidity of approximately $1.9 billion at the end of June 2026, with no outstanding borrowings under the revolving credit facility. It invested $122 million in the acquisitions of MoistureShield, Berry Pallets, and John Rock, and repurchased $142 million of shares from the beginning of the year at an average price of $84.95. The board also approved a quarterly dividend of $0.36 per share payable in September 2026, and a $300 million share repurchase program that remains in effect through April 2027.
Management expects demand for the remainder of fiscal 2026 to be near the low end of its previous outlook range, with continued weakness in new residential construction and pallet production. Construction sales declined 4% in Q2, while organic Site-Built units fell 3%, pricing remained competitive, and input costs remained elevated. In addition, the company expects energy and transportation costs to remain above prior-year levels, although the transportation impact is expected to gradually ease from its Q2 peak.
The stock has a “Buy” consensus, with an average price target of $99 within a range of $90 to $108. This average is approximately 27% above the 52-week range low of $77.89 but approximately 16% below the high of $118. Therefore, analyst targets assume a recovery from the lower levels but do not assume a full return to the top of the annual range amid current housing and transportation pressures.
