UFP Industries Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.0%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$6.3Bnext fiscal year
FY EPS (est.)
$4.53next fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Margin Quarterly7.6%Target: 12.5%
Return on Invested Capital (ROIC) Quarterly0.1Target: >15% on new investments
Unit Sales Growth Quarterly-7.0%Target: 7% to 10% CAGR
Value-Added Product Sales Mix Annually
Watch Items
- Residential Construction and Housing Market DemandTrigger: Persistent low-single digit organic unit declines in Retail and Construction segmentsAction: Accelerate the $60 million cost-out program (targeting remaining $25 million in 2026) and optimize capacity utilization.
- Input Cost Headwinds (Healthcare, Transportation, and Lumber Volatility)Trigger: EBITDA margin compression below 7.5% due to elevated operating expensesAction: Implement further core SG&A reductions, optimize logistics, and adjust value-based pricing strategies.
- M&A Integration and Synergy CaptureTrigger: Acquisitions failing to meet the 15% ROIC hurdle rateAction: Apply disciplined capital allocation, focus on higher-margin adjacent businesses, and leverage scale advantages.
Research as of 19 Jun 2026