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UFP Industries to Host Third Quarter 2025 Financial Results Conference Call and Webcast
Businesswire· 2025-10-15 19:46
Core Points - UFP Industries will announce its third quarter 2025 financial results after the market closes on October 29, 2025 [1] - A conference call to discuss the results will be held on October 30, 2025, at 10 a.m. Eastern Time, hosted by the CEO and CFO [1] - A live audio webcast of the call will be available on the UFP Industries Investor Relations website, with a replay accessible for at least 90 days [2] Company Information - UFP Industries is headquartered in Grand Rapids, Michigan, and is listed on NASDAQ under the ticker symbol UFPI [3][7] - The company employs approximately 15,000 people [3][7] - The current CEO of UFP Industries is Will Schwartz [3][7]
UFP Industries to Host Third Quarter 2025 Financial Results Conference Call and Webcast
Businesswire· 2025-10-15 19:46
Core Points - UFP Industries will announce its third quarter 2025 financial results after the market closes on October 29, 2025 [1] - A conference call to discuss the results will be held on October 30, 2025, at 10 a.m. Eastern Time, hosted by the CEO and CFO [1] - A live audio webcast of the call will be available on the UFP Industries Investor Relations website, with a replay accessible for at least 90 days [2] Company Information - UFP Industries is headquartered in Grand Rapids, Michigan, and is listed on NASDAQ under the ticker symbol UFPI [3][7] - The company employs approximately 15,000 people [3][7] - The current CEO of UFP Industries is Will Schwartz [3][7]
UFP Industries: Normalization Continues But Might End Soon
Seeking Alpha· 2025-08-10 08:52
Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions (M&A), and initial public offerings (IPOs) [1] - The service aims to provide actionable investment ideas and covers approximately 10 significant events each month to identify the best investment opportunities [1] Group 1 - The service offers members the chance to capitalize on various corporate events, including IPOs and changes in capital allocation [1] - The analyst expresses a potential interest in initiating a long position in UFPI within the next 72 hours [1]
UFP Industries(UFPI) - 2025 Q2 - Earnings Call Transcript
2025-07-29 14:02
Financial Data and Key Metrics Changes - The company reported net sales of $1.8 billion, a decline of 3.5% from $1.9 billion in the previous year, driven by a 3% decline in units and a 1% decline in pricing [22][24] - Adjusted EBITDA decreased by 15% to $174 million, with the adjusted EBITDA margin falling to 9.5% from 10.7% a year ago [22][23] - Earnings per share for the quarter were $1.7, reflecting ongoing pressures from weaker demand and competitive pricing [7][22] Business Line Data and Key Metrics Changes - Retail sales declined by 3% to $788 million, primarily due to a 7% decline in unit sales, offset by a 4% increase in pricing [24][14] - Packaging sales decreased by 2% to $429 million, with a 4% decrease in selling prices and 2% unit growth from recent acquisitions [29] - Construction sales fell by 4% to $552 million, with a 6% decline in selling prices partially offset by a 2% increase in units [30] Market Data and Key Metrics Changes - The company experienced low single-digit unit volume declines across each segment, with competitive pricing pressures and softer demand in several end markets [6][38] - The retail segment faced a 7% decline in pro wood volume due to higher interest rates and weaker consumer sentiment [24][14] - The construction segment's site-built business was impacted by weak builder sentiment and higher inventories of new and existing homes [18][31] Company Strategy and Development Direction - The company is committed to investing $1 billion in growth capital over the next five years, focusing on innovation, automation, and expanding value-added product offerings [10][36] - Strategic initiatives include managing manufacturing footprint, reducing SG&A costs, and exiting underperforming businesses [8][9] - The company aims for long-term targets of 7% to 10% unit growth and 12.5% EBITDA margins while maintaining a strong return on capital profile [20][36] Management's Comments on Operating Environment and Future Outlook - Management noted that the business conditions affecting the first half of the year are expected to persist through the remainder of 2025, with ongoing competitive pricing pressures [19][38] - The company remains confident in its ability to navigate potential tariff impacts and is well-positioned to take advantage of favorable trends across many growth runways [20][19] - Management emphasized the importance of maintaining cost discipline while advancing long-term objectives, including product innovation and market share expansion [32][38] Other Important Information - The company has made significant progress on a $60 million cost-out program, with plans to realize full savings by the end of 2026 [9][34] - The company completed the divestiture of a small industrial components business and is in the process of selling certain real estate assets, which could provide up to $15 million in one-time gains [9][10] - The company plans to spend approximately $300 million to $325 million on capital expenditures for the year, focusing on expanding capacity and achieving efficiencies [35][36] Q&A Session Summary Question: Can you unpack the sequential improvement in construction gross margins? - Management indicated that while site-built business faced challenges, improvements were seen in concrete forming and commercial sectors, contributing to overall margin stability [43][44] Question: Is the current environment posing more risk than in the past regarding lumber pricing? - Management acknowledged that the weak demand environment makes it harder to pass along pricing increases, indicating a more challenging landscape [45][46] Question: What are the expectations for market share gains in the Deckorators business? - Management expects modest market share gains in the back half of the year, with improvements in the decking market anticipated [46][50] Question: How is the company positioning itself regarding upcoming lumber duties? - Management noted that most purchases are domestic, and they are exploring alternatives to mitigate the impact of potential duties on Canadian lumber [75][76] Question: What is the company's approach to capital allocation moving forward? - Management emphasized a preference for growth investments and M&A opportunities, but will also consider share buybacks if suitable opportunities do not arise [78][80]
UFP Industries(UFPI) - 2025 Q2 - Earnings Call Transcript
2025-07-29 14:00
Financial Data and Key Metrics Changes - Net sales for June were $1.8 billion, down 3.5% from $1.9 billion last year, driven by a 3% decline in units and a 1% decline in pricing [21][22] - Adjusted EBITDA decreased by 15% to $174 million, with adjusted EBITDA margin falling to 9.5% from 10.7% a year ago [21][22] - Earnings per share for the quarter were $1.7, reflecting pressures from weaker demand and competitive pricing [7][21] Business Line Data and Key Metrics Changes - Retail sales declined 3% year-over-year to $788 million, primarily due to a 7% decline in unit sales, offset by a 4% increase in price [23][24] - Packaging sales decreased 2% to $429 million, with a 4% decrease in selling prices and 2% unit growth from recent acquisitions [28] - Construction sales fell 4% to $552 million, with a 6% decline in selling prices partially offset by a 2% increase in units [29][30] Market Data and Key Metrics Changes - The retail segment experienced a 7% unit decrease in pro wood and a 3% decline in decorators, attributed to softer demand and ongoing efforts to exit lower-margin product lines [23][24] - The construction market remains competitive, with site-built business facing significant pricing pressure due to weak builder sentiment and higher inventories [17][30] - The packaging market remains highly competitive, with customer demand softening but some share gains noted in specific business units [28][29] Company Strategy and Development Direction - The company is committed to investing $1 billion in growth capital over the next five years, focusing on innovation, automation, and expanding value-added product offerings [9][10] - Strategic initiatives include managing manufacturing footprint, reducing SG&A costs, and exiting underperforming businesses [7][8] - The company aims for long-term targets of 7% to 10% unit growth and 12.5% EBITDA margins while maintaining a conservative capital structure [19] Management's Comments on Operating Environment and Future Outlook - Management noted that the business conditions affecting the first half of the year are expected to persist through the remainder of 2025, with ongoing competitive pricing pressures [18][38] - The company remains confident in its ability to navigate potential tariff impacts and is well-positioned to take advantage of favorable trends across growth runways [18][19] - Management emphasized the importance of maintaining cost discipline while advancing long-term objectives, including market share growth and product innovation [31][38] Other Important Information - The company has made significant progress on a $60 million cost-out program, with plans to realize full savings by the end of 2026 [8][32] - Operating cash flow was $113 million for the year, with expectations of converting seasonal net working capital into cash by the end of Q3 [22][33] - The company plans to spend approximately $300 million to $325 million on capital expenditures for the year, focusing on expanding capacity and achieving efficiencies [34][36] Q&A Session Summary Question: Can you unpack the sequential improvement in construction gross margins? - Management indicated that while site-built business faced challenges, improvements were seen in concrete forming and commercial sectors due to seasonal factors [44][45] Question: Is the current environment posing more risk than in the past regarding lumber pricing fluctuations? - Management acknowledged that the weak demand environment makes it harder to pass along pricing increases, indicating a more challenging landscape [46][47] Question: What does modest market share gain mean for overall sales perspective? - Management expects modest market growth and improved market share in the back half of the year, particularly in the decking market [48][49] Question: How is the marketing campaign focused this year? - The marketing campaign is primarily directed towards consumers to explain the value of new technology, aiming to enhance brand awareness [57][58] Question: Are there any signs of improvement in the packaging market? - Management noted stabilization in the packaging market but did not highlight any significant improvements [60][61] Question: How is the company positioning itself regarding upcoming lumber duties? - Management emphasized that most purchases are domestic and they are exploring alternatives to mitigate the impact of potential duties [73][74] Question: What are the options for capital allocation moving forward? - Management reiterated a preference for growth investments and M&A opportunities, but share buybacks remain a viable option if suitable opportunities do not arise [75][78]
UFP Industries(UFPI) - 2025 Q2 - Earnings Call Presentation
2025-07-29 13:00
UFP Industries' Performance and Goals - UFP Industries aims for above-market growth and higher margins while maintaining best-in-class ROIC[13] - The company targets annual unit sales growth of 7-10%, with new product sales accounting for 10% of total net sales[63] - UFP Industries aims to achieve and sustain a 12.5% adjusted EBITDA margin[63] - The company seeks to earn an incremental return on new investments greater than its 15% hurdle rate[65] - UFP Industries is committed to maintaining a conservative capital structure with net debt to adjusted EBITDA ratio less than 1.5x[65] Financial Highlights - UFP Industries' Q2 2025 TTM net sales reached $6.542 billion[39, 136] - The company's Q2 2025 TTM adjusted EBITDA was $613.9 million[44, 136] - The adjusted EBITDA margin for Q2 2025 TTM was 9.4%[136] - UFP Industries' return on invested capital (ROIC) for Q2 2025 TTM was 15%[136] Business Segments - UFP Retail Solutions accounted for 39% of net sales, with $2.6 billion[46, 41] - UFP Construction contributed 32% of net sales, with $2.1 billion[46, 42] - UFP Packaging represented 25% of net sales, with $1.6 billion[46, 47]
UFP Industries (UFPI) Lags Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-28 22:31
Core Insights - UFP Industries reported quarterly earnings of $1.7 per share, missing the Zacks Consensus Estimate of $1.95 per share, and down from $2.05 per share a year ago [1] - The company posted revenues of $1.84 billion for the quarter, missing the Zacks Consensus Estimate by 0.92%, and down from $1.9 billion year-over-year [3] - UFP Industries has not surpassed consensus EPS estimates over the last four quarters, with a recent earnings surprise of -12.82% [2] Earnings Performance - The earnings surprise for the latest quarter was -12.82%, following a previous quarter surprise of -18.24% [2] - The current consensus EPS estimate for the upcoming quarter is $1.64, with expected revenues of $1.67 billion, and for the current fiscal year, the estimate is $6.19 on $6.62 billion in revenues [8] Market Performance - UFP Industries shares have declined approximately 6.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The company has topped consensus revenue estimates only once in the last four quarters [3] Industry Outlook - The Building Products - Wood industry, to which UFP Industries belongs, is currently ranked in the bottom 12% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of UFP Industries may be influenced by the overall outlook for the industry [9] Future Expectations - The company's earnings outlook is crucial for investors, with a favorable trend in estimate revisions noted prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock [7] - The upcoming earnings report from Louisiana-Pacific, a competitor in the same industry, is anticipated to show a significant year-over-year decline in earnings [10][11]
UFP Industries(UFPI) - 2025 Q2 - Quarterly Results
2025-07-28 20:07
[Q2 2025 Performance Overview](index=1&type=section&id=Q2%202025%20Performance%20Overview) [Second Quarter 2025 Financial Highlights](index=1&type=section&id=Second%20Quarter%202025%20Financial%20Highlights) UFP Industries reported a decline in Q2 2025 key financial metrics, with net sales down 4% to $1.84 billion and net earnings falling to $100.7 million, reflecting soft but stable end market demand Q2 2025 Key Financial Metrics (vs. Q2 2024) | Metric | Q2 2025 | Q2 2024 | Change | | :--- | :--- | :--- | :--- | | Net Sales | $1.84 billion | $1.90 billion | -4% | | Net Earnings | $100.7 million | $126.0 million | -20.1% | | Diluted EPS | $1.70 | $2.05 | -17.1% | | Adjusted EBITDA | $174.1 million | $203.9 million | -14.6% | | Adjusted EBITDA Margin | 9.5% | 10.7% | -120 bps | - Net sales decrease of **4%** was driven by a **1%** decrease in price and a **3%** decline in organic units[5](index=5&type=chunk) - New product sales were **$129.1 million**, representing **7.0%** of total net sales, an increase from **6.7%** in the prior year's quarter[5](index=5&type=chunk) [Management Commentary and Strategy](index=1&type=section&id=Management%20Commentary%20and%20Strategy) Management characterized the market as having limited visibility and soft but stable demand, with tariff uncertainty posing a challenge, while targeting $60 million in structural cost savings by year-end 2026 - The business environment is marked by limited visibility, tariff uncertainty, and soft but stable end market demand[4](index=4&type=chunk) - The company is on target to achieve approximately **$60 million** of structural cost savings by the end of 2026[4](index=4&type=chunk) - Future strategy centers on innovation, strategic investments for growth, pursuing complementary M&A, and leveraging a strong balance sheet for share repurchases and dividends[4](index=4&type=chunk) [Capital Allocation](index=3&type=section&id=Capital%20Allocation) UFP Industries maintains a strong liquidity position of approximately $2.1 billion, prioritizing strategic acquisitions, organic growth investments, increased dividend payments, and share repurchases - As of June 28, 2025, the company had approximately **$2.1 billion** of liquidity, including **$841.9 million** in cash[7](index=7&type=chunk) - The company plans to invest **$300 million to $325 million** in capital projects in 2025 as part of a larger plan to invest up to **$1 billion** through 2028 for automation, technology, and expansion[8](index=8&type=chunk) - The quarterly cash dividend was increased by **6%** year-over-year to **$0.35 per share**[8](index=8&type=chunk) - A new share repurchase authorization of **$300 million** through July 31, 2026, was approved, replacing the prior authorization under which **2.6 million shares** were bought back for **$269.6 million**[8](index=8&type=chunk) [Business Segment Performance](index=4&type=section&id=Business%20Segment%20Performance) In Q2 2025, all three business segments reported year-over-year declines in net sales, facing unique challenges including customer transitions, competitive pricing, and softer demand Q2 2025 Net Sales by Segment (vs. Q2 2024) | Business Segment | Q2 2025 Net Sales | Q2 2024 Net Sales | Change | | :--- | :--- | :--- | :--- | | UFP Retail Solutions | $788.2 million | $809.1 million | -3% | | UFP Packaging | $428.7 million | $435.2 million | -2% | | UFP Construction | $551.6 million | $574.5 million | -4% | [UFP Retail Solutions](index=4&type=section&id=UFP%20Retail%20Solutions) Net sales decreased 3% to $788.2 million, driven by a 7% drop in organic units due to a large retail customer loss, partially offset by market share gains and strong demand for Surestone decking UFP Retail Solutions Q2 Performance | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Sales | $788.2 million | $809.1 million | | Gross Profit | $113.7 million | $126.7 million | | Gross Margin | 14.4% | 15.7% | - Within the Deckorators business, railing sales declined **25%** due to the loss of a large retail customer, while mineral-based Surestone composite decking sales increased over **45%** due to share gains with another retailer[9](index=9&type=chunk) - The company is adding capacity to supply Surestone decking to approximately **1,500 stores** by 2026, positioning it for a modest net market share gain in 2025[9](index=9&type=chunk) [UFP Packaging](index=4&type=section&id=UFP%20Packaging) Net sales declined 2% to $428.7 million, primarily due to a 4% drop in selling prices, with market share gains in PalletOne and Protective Packaging offsetting a decline in Structural Packaging UFP Packaging Q2 Performance | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Sales | $428.7 million | $435.2 million | | Gross Profit | $70.6 million | $83.7 million | | Gross Margin | 16.5% | 19.2% | - Organic unit sales were flat, with a **2%** decline in Structural Packaging offset by a **5%** increase in PalletOne and an **8%** increase in Protective Packaging due to market share gains[11](index=11&type=chunk) [UFP Construction](index=4&type=section&id=UFP%20Construction) Net sales fell 4% to $551.6 million, as a 6% decrease in selling prices more than offset a 2% increase in organic unit sales, with strong growth in Factory Built, Commercial, and Concrete Forming counteracted by softer Site Built Housing demand UFP Construction Q2 Performance | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Sales | $551.6 million | $574.5 million | | Gross Profit | $100.2 million | $125.6 million | | Gross Margin | 18.2% | 21.9% | - Organic unit sales increased in Factory Built (**+8%**), Commercial (**+6%**), and Concrete Forming (**+11%**), but decreased **7%** in Site Built Housing due to softer demand[14](index=14&type=chunk) [Outlook](index=6&type=section&id=Outlook) The company anticipates continued soft demand and competitive pricing for the remainder of 2025, while maintaining long-term goals for annual unit sales growth, adjusted EBITDA margins, and a conservative capital structure [Short-Term Outlook](index=6&type=section&id=Short-Term%20Outlook) UFP is navigating potential tariff impacts and expects to adapt without material adverse financial impact, with a restructuring plan including the closure of its Bonner, Montana facility and an unchanged 2025 outlook for low single-digit unit declines - The company is positioned to adapt to potential tariffs without material adverse financial impact after a short adjustment period[16](index=16&type=chunk) - The company plans to close its Bonner, Montana manufacturing facilities, expecting **$15-17 million** in Q3 2025 impairment charges, which will eliminate future annual operating losses of approximately **$16 million**[17](index=17&type=chunk) - The 2025 outlook remains unchanged, with expectations of low single-digit unit declines in each segment for the balance of the year[18](index=18&type=chunk) [Long-Term Outlook](index=6&type=section&id=Long-Term%20Outlook) UFP's long-term objectives remain unchanged, targeting 7-10% annual unit sales growth, with new products contributing at least 10% of sales, and aiming for 12.5% adjusted EBITDA margins while maintaining a conservative capital structure - Achieve **7-10 percent** annual unit sales growth, including bolt-on acquisitions[19](index=19&type=chunk) - Generate at least **10 percent** of all sales from new products[19](index=19&type=chunk) - Target **12.5 percent** adjusted EBITDA margins[20](index=20&type=chunk) [Financial Statements and Reconciliations](index=11&type=section&id=Financial%20Statements%20and%20Reconciliations) [Condensed Consolidated Statements of Earnings](index=11&type=section&id=Condensed%20Consolidated%20Statements%20of%20Earnings) For Q2 2025, UFP reported net sales of $1.84 billion and net earnings of $100.7 million, both declining year-over-year from $1.90 billion and $125.9 million in Q2 2024, respectively Consolidated Earnings Summary (in thousands) | Metric | Q2 2025 | Q2 2024 | YTD 2025 | YTD 2024 | | :--- | :--- | :--- | :--- | :--- | | Net Sales | $1,835,374 | $1,901,959 | $3,430,893 | $3,540,925 | | Gross Profit | $312,734 | $362,743 | $580,930 | $688,821 | | Earnings from Operations | $123,091 | $159,034 | $215,343 | $292,857 | | Net Earnings (Controlling Interest) | $100,734 | $125,930 | $179,487 | $246,721 | | Diluted EPS | $1.70 | $2.05 | $2.99 | $4.00 | [Condensed Consolidated Statements of Earnings by Segment](index=12&type=section&id=Condensed%20Consolidated%20Statements%20of%20Earnings%20by%20Segment) In Q2 2025, all segments experienced a year-over-year decline in earnings from operations, with Retail falling to $53.5 million, Packaging to $26.2 million, and Construction to $36.1 million, reflecting similar downward trends for the six-month period Q2 Earnings from Operations by Segment (in thousands) | Segment | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Retail | $53,479 | $59,783 | | Packaging | $26,209 | $29,516 | | Construction | $36,060 | $52,011 | YTD Earnings from Operations by Segment (in thousands) | Segment | YTD 2025 | YTD 2024 | | :--- | :--- | :--- | | Retail | $79,613 | $105,763 | | Packaging | $47,982 | $60,762 | | Construction | $63,876 | $97,353 | [Reconciliation of Net Earnings to Adjusted EBITDA](index=14&type=section&id=Reconciliation%20of%20Net%20Earnings%20to%20Adjusted%20EBITDA) Consolidated Adjusted EBITDA for Q2 2025 decreased to $174.1 million (9.5% of sales) from $203.9 million (10.7% of sales) in Q2 2024, with all operating segments reporting lower Adjusted EBITDA and margins due to challenging market conditions Q2 Adjusted EBITDA by Segment (in thousands) | Segment | Q2 2025 Adj. EBITDA | Q2 2024 Adj. EBITDA | Q2 2025 Margin | Q2 2024 Margin | | :--- | :--- | :--- | :--- | :--- | | Retail | $63,978 | $70,187 | 8.1% | 8.7% | | Packaging | $38,796 | $42,960 | 9.1% | 9.9% | | Construction | $45,480 | $58,615 | 8.2% | 10.2% | | **Total** | **$174,147** | **$203,914** | **9.5%** | **10.7%** | [Condensed Consolidated Balance Sheets](index=16&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) As of June 28, 2025, UFP's balance sheet remained strong with total assets of $4.10 billion, cash and cash equivalents at $841.9 million, total debt of approximately $234.3 million, and shareholders' equity increasing to $3.17 billion Key Balance Sheet Items (in thousands) | Account | June 2025 | June 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $841,930 | $1,041,341 | | Total Current Assets | $2,367,505 | $2,554,029 | | Total Assets | $4,097,388 | $4,138,494 | | Total Current Liabilities | $521,118 | $588,388 | | Total Debt & Finance Lease Obligations | $234,303 | $276,733 | | Shareholders' Equity | $3,168,463 | $3,117,510 | [Condensed Consolidated Statements of Cash Flows](index=17&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) For the first six months of 2025, net cash from operating activities significantly decreased to $113.1 million, while investing activities used $149.6 million, and financing activities used $302.3 million, primarily for share repurchases and dividends Cash Flow Summary - Six Months Ended June (in thousands) | Category | 2025 | 2024 | | :--- | :--- | :--- | | Net Cash from Operating Activities | $113,138 | $239,078 | | Net Cash Used in Investing Activities | ($149,579) | ($119,038) | | Net Cash Used in Financing Activities | ($302,338) | ($196,468) | | **Net Change in Cash** | **($336,603)** | **($80,154)** | - Major uses of cash in financing activities for the first six months of 2025 included **$251.9 million** for common stock repurchases and **$42.0 million** for dividend payments[37](index=37&type=chunk)
Why Is UFP Industries (UFPI) Down 0.6% Since Last Earnings Report?
ZACKS· 2025-05-28 16:35
Core Viewpoint - UFP Industries has experienced a decline of approximately 0.6% in share price over the past month, underperforming the S&P 500, raising questions about its future performance leading up to the next earnings release [1] Estimates Movement - Estimates for UFP Industries have trended downward over the past month, with the consensus estimate shifting down by 10.29% [2] VGM Scores - UFP Industries currently holds a subpar Growth Score of D, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for investment strategies, resulting in an aggregate VGM Score of D [3] Outlook - The downward trend in estimates suggests a negative outlook for UFP Industries, reflected in its Zacks Rank of 5 (Strong Sell), indicating expectations of below-average returns in the coming months [4] Industry Performance - UFP Industries is part of the Zacks Building Products - Wood industry, where Weyerhaeuser has gained 0.2% over the past month, reporting revenues of $1.76 billion, a year-over-year decline of 1.8% [5] - Weyerhaeuser is expected to report earnings of $0.19 per share for the current quarter, reflecting a year-over-year change of -9.5%, with a Zacks Rank of 4 (Sell) and a VGM Score of F [6]
UFP Industries(UFPI) - 2025 Q1 - Earnings Call Presentation
2025-05-02 07:24
Company Performance & Strategy - UFP Industries aims for above-market growth and higher margins while maintaining best-in-class ROIC[14] - The company targets annual unit sales growth of 7-10%, with new product sales accounting for 10% of total sales[63] - UFP Industries seeks to maintain a conservative capital structure with net debt less than 1.5x Adjusted EBITDA[65] Financial Highlights - Q1 2025 TTM net sales reached $6.6 billion[40] - Q1 2025 TTM Adjusted EBITDA was $643.6 million[45] - The company's ROIC for Q1 2025 TTM was 15.5%[137] Segment Performance - UFP Retail Solutions accounted for 39% of net sales, totaling $2.6 billion[47, 42] - UFP Construction contributed 32% of net sales, amounting to $2.1 billion[47, 43] - UFP Packaging represented 25% of net sales, reaching $1.6 billion[47, 48]