UFPI · UFP Industries, Inc.

Summary

UFP Industries filed an 8-K attaching its Q1 2026 investor presentation, disclosing financial results and strategic updates under Regulation FD.

Key takeaways

• Q1 2026 TTM net sales were $6.2B, with adjusted EBITDA of $532.8M and margin of 8.6%.
• Adjusted EBITDA margin expanded ~140 bps vs 2019, driven by value-added sales mix improvements.
• Value-added sales mix reached 68% in 2025, up from 59% in 2013, supporting margin expansion.
• Unit sales growth declined 6% in 2025, reflecting demand pressures across end markets.
• ROIC was 10.7% in Q1 2026 TTM, down from 22.2% in 2021 but above long-term target of 15% on new investments.
• Company targets 7-10% CAGR unit sales growth, 12.5% adjusted EBITDA margin, and >15% ROIC on new investments.