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UFP Industries (UFPI) Misses Q3 EPS by 12c, offers outlook

October 29, 2025 4:11 PM

UFP Industries (NASDAQ: UFPI) reported Q3 EPS of $1.29, $0.12 worse than the analyst estimate of $1.41. Revenue for the quarter came in at $1.56 billion versus the consensus estimate of $1.61 billion.

2025 Full Year and Long-Term Outlook

Our 2025 outlook remains largely unchanged. We continue to anticipate the softer demand and competitive pricing environment will remain through the balance of 2025 and are planning for low single-digit unit declines in each of our segments. We anticipate a more significant decline in markets tied to new residential construction, but we continue to expect to see some level of stabilization in most of our other businesses units as an offset. We expect initial stocking orders and expanded manufacturing and distribution capabilities will support momentum in our Deckorators’s and Surestone business through the remainder of the year and into 2026.

The company’s long-term goals remain unchanged and include: 1) achieving 7-10 percent unit sales growth annually (including bolt-on acquisitions) with at least 10 percent of all sales coming from new products; 2) achieving 12.5 percent adjusted EBITDA margins; 3) earning an incremental return on new investments over our hurdle rate; and 4) maintaining a conservative capital structure

For earnings history and earnings-related data on UFP Industries (UFPI) click here.

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