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UFP Industries (UFPI) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · UFP Industries (UFPI) Q3 2026 earnings results →

Q3 2026 Revenue up 11% year over year to $1.7B · 3¢ of every $1 of revenue kept as net profit · operating margin 4.0%

UFP Industries made $1.7B in Q3 2026 (+11% Y/Y). Operating margin 4.0%, net earnings $58.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$1.7B
Year over year+11%
Operating margin4.0%
Net earnings$58.6M
Operating cash flow$174M

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UFP Industries Q3 2026 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
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What changed this quarter

Revenue was $1.7B in Q3 2026, up 11% year over year and down 8% from the previous quarter.

Gross margin was 14.1%, down 2.7 points from Q3 2025. Operating profit was $0.07B, a 4.0% margin (down 1.7 points year over year). Operating profit fell $0.02B even though revenue rose $0.17B versus Q3 2025, so costs grew faster than sales. Operating expenses grew 1% against revenue growth of 11%. Net earnings were $0.06B, down 23% year over year. The effective tax rate was 23.7%.

Operating cash flow was $0.17B (down 39% year over year), 297% of net earnings. Non-cash charges added back $0.05B of depreciation and amortization. Working capital and other items added $0.07B. Capital expenditures of $0.04B left free cash flow of $0.14B.

Quarterly history

UFP Industries revenue by quarterUFP Industries revenue by quarter$1.6BQ1 2025$1.8BQ2 2025$1.6BQ3 2025$1.3BQ4 2025$1.5BQ1 2026$1.9BQ2 2026$1.7BQ3 2026
UFP Industries net earnings by quarterUFP Industries net earnings by quarter$78.8MQ1 2025$101MQ2 2025$75.3MQ3 2025$40.0MQ4 2025$51.1MQ1 2026$83.2MQ2 2026$58.6MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$1.7B+11%4.0%$58.6M$174M
Q2 202610-QAug 5, 2026$1.9B+3%5.5%$83.2M$164M
Q1 202610-QMay 6, 2026$1.5B-8%4.4%$51.1M−$104M
Q4 202510-KFeb 25, 2026$1.3B-9%4.4%$40.0M$147M
Q3 202510-QNov 5, 2025$1.6B-5%5.7%$75.3M$286M
Q2 202510-QAug 6, 2025$1.8B-4%6.7%$101M$222M
Q1 202510-QMay 7, 2025$1.6B-3%5.8%$78.8M−$109M

Charts

UFP Industries: revenue growth, year over year and quarter over quarterUFP Industries: revenue growth, year over year and quarter over quarterY/YQ/Q-3%Q1 2025-4%+15%Q2 2025-5%-15%Q3 2025-9%-15%Q4 2025-8%+10%Q1 2026+3%+29%Q2 2026+11%-8%Q3 2026
Latest (Q3 2026): Y/Y +11%, Q/Q -8%.
UFP Industries: where the cash came from (+) and went (−), TTM to Q3 2026UFP Industries: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$381MBuybacks−$333MCash drawn (+) / kept (−)$333MCapital spending−$187MOther investing−$139MDividends−$80.1MAsset & business sales$33.4MOther financing−$6.3MPartners−$4.8MShares issued$2.4MTaxes on employees’ shares−$1.5MExchange rates$1.1M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
UFP Industries: profit against cash, quarter by quarterUFP Industries: profit against cash, quarter by quarterNet incomeOperating cash flow$69.8M$145MQ4 2024$79.4M−$109MQ1 2025$101M$222MQ2 2025$75.5M$286MQ3 2025$40.2M$147MQ4 2025$51.1M−$104MQ1 2026$83.2M$164MQ2 2026$58.6M$174MQ3 2026
Latest (Q3 2026): Net income $58.6M, Operating cash flow $174M.
UFP Industries: diluted shares by fiscal yearUFP Industries: diluted shares by fiscal year60MFY202060MFY202161MFY202261MFY202359MFY202457MFY2025
-5.2% since FY2020: buybacks shrank the count.
UFP Industries: long-term debt falling due (FY2025)UFP Industries: long-term debt falling due (FY2025)$800K2026$127K2027$40.2M2028$3.5M2029$35.1M2030$150MLater
Cash $914M, short-term investments $34.4M, long-term debt $230M at 2025-12-27.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About UFP Industries

UFP Industries, Inc. (“we,” “our,” “the Company,” or “UFP”) is a holding company with subsidiaries throughout the United States, Mexico, Canada, Spain, India and Australia that design, manufacture and supply products made from wood, wood and non-wood composites, and other materials to three segments: retail, packaging, and construction. We are headquartered in Grand Rapids, Michigan. For information relating to current developments in our business please see "Management’s Discussion and Analysis of Financial Condition and Results of Operations" in Item 7 below.

In its own words, from its 10-K, filed Feb 25, 2026.

Source: UFP Industries 10-Q on SEC EDGAR · CIK 912767 · Sawmills & Planting Mills, General

13F: who owns UFPI and who is buying

Largest holders of UFPI (13F)Largest holders of UFPI (13F)BlackRock$688MVanguard Group$557MVanguard Portfolio Management LLC$303MKayne Anderson Rudnick Investment…$271MVanguard Capital Management LLC$231MState Street$199MDimensional Fund Advisors LP$188MBoston Partners$166MGeode Capital Management, LLC$144MFMR LLC$137M
Funds' net buying of UFPI by quarter (13F)Funds' net buying of UFPI by quarter (13F)$45.2M2024-09−$9.3M2024-12$140M2025-03−$204M2025-06−$65.8M2025-09−$114M2025-12$31.0M2026-03$5.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on UFPI

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

中文版:UFP Industries(UFPI)财报

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