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UFP Industries, Inc. UFPI Q2 2026 earnings

Reported July 29, 2026 · After market close

Revenue$1.9BBeat by $96.4M
EPS$1.48Beat by $0.11
Revenue estimate$1.8B
EPS estimate$1.37
As we've discussed in prior quarters, we are seeing stabilization across the majority of our portfolio, and we believe our second quarter results reflect the progress we have made to strengthen our business and structurally improve our operations. The business environment remains challenging with geopolitical tensions, a weak housing market, rising input costs, and most recently, elevated transportation costs. We are actively managing these short-term disruptions while investing in initiatives that will improve our margin profile and drive above-market growth over the long term. We remain focused on the factors under our control and we are on track to deliver the remaining $25 million or more from our initial $60 million cost out program by year end. We also continue to strengthen our core businesses through organic investments and strategic M&A, positioning the company for long-term growth and returns as markets recover.
Will Schwartz

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$1.6B
EPS estimate$1.20

Financials

Q2 2026

Income statement

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Revenue$1.9B+2.6%
Gross profit$290.2M-7.2%
Operating income$103.4M-16.0%
Net income$82.9M-17.7%
EPS (diluted)$1.48-12.9%

Balance sheet

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Cash & equivalents$597.3M-29.1%
Total debt$408.4M+8.8%
Total equity$3.0B-3.4%
Total assets$4.1B+0.2%

Cash flow

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Operating cash flow$164.3M-26.0%
CapEx$38.3M-38.7%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$4.52B-20.5%
Enterprise value$4.33B-17.0%
P/E18.2×+1.8×
P/S0.7×-0.1×

Profitability

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Gross margin16.1%-1.0pp
Operating margin5.1%-1.3pp
Net margin4%-1.3pp

Returns & leverage

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Return on equity8.1%-3.1pp
Debt / equity0.1×0.0×
Current ratio-0.6×

Segments

By segment

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Retail$818.7M+3.9%
Construction$526.8M-4.5%
Packaging$458.2M+6.9%
All Other Segments$76.9M-23.5%

FAQ

When did UFP Industries, Inc. report Q2 2026 earnings?
UFP Industries, Inc. (UFPI) reported Q2 2026 earnings on July 29, 2026 after market close.
What were UFP Industries, Inc.'s Q2 2026 revenue and EPS?
UFP Industries, Inc. reported revenue of $1.9B and eps of $1.48 for Q2 2026.
Did UFP Industries, Inc. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.8B by $96.4M. EPS beat the consensus estimate of $1.37 by $0.11.
How did UFP Industries, Inc.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.6% from $1.8B a year earlier and eps declined 12.9% from $1.70.
Where can I find UFP Industries, Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0000912767-26-000044) and the 10-Q periodic report (0001104659-26-090859) directly on SEC EDGAR. The filing index links above go to sec.gov.