UFP Industries, Inc. reported fourth‑quarter 2025 results on February 24, 2026, with net sales of $1.33 billion, a 9% year‑over‑year decline from $1.46 billion in the same quarter last year. Net earnings were $40 million, translating to diluted earnings per share of $0.70, which missed the consensus estimate of $1.05 by $0.35.
The company’s three operating segments—Retail, Packaging, and Construction—experienced mixed performance. Retail sales fell 7% in units, with ProWood units down 13% and Deckorators units up 17%. Packaging and Construction sales also slipped, driven largely by a 17% decline in Site‑Built units. Gross profit fell 10% to $217 million from $240 million, primarily due to the weaker Site‑Built and ProWood businesses.
UFP’s cost‑control program is on track to deliver $60 million in savings over the year, though the full benefit is expected to accrue in 2026. The company’s Surestone composite decking line grew 44% in the fourth quarter, a significant acceleration that supports the broader Deckorators strategy. The earlier reported 31% growth in the third quarter is not supported by the latest data.
Management reiterated its 2026 outlook, maintaining revenue growth guidance of 3–5% and an adjusted EBITDA margin target of 8–9%. The company returned $515 million to shareholders in 2025, including a quarterly dividend of $0.36 and a share‑repurchase program. Will Schwartz, President and CEO, said, “We continue to see trends stabilizing across the majority of our businesses. Despite generally soft end‑market demand, our fourth quarter sales and profits were in line with internal expectations. After several years of headwinds, we continue to see markets normalizing and are cautiously optimistic on our business prospects in 2026.”
CFO Michael Cole noted, “Net sales for our December quarter were $1.3 billion, down 9% from $1.46 billion last year. Results were driven by a 7% decline in units and a 2% decline in pricing. These headwinds resulted in a 10% decline in our gross profits to $217 million from $240 million last year, primarily due to our Site‑Built and ProWood business units.”
The earnings miss underscores the impact of softer demand and cost pressures, but the company’s disciplined cost‑control and product‑innovation initiatives, particularly in the Surestone line, position it for a rebound in 2026 as market conditions stabilize.
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