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]

INVESTOR RELATIONS PRESENTATION Results through March 29, 2025 Deckorators Voyage Decking with Surestone Technology 1 UFP INDUSTRIES, INC. Please be aware that statements included in this presentation that are not historical are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act, as amended, and are based on management's beliefs, assumptions, current expectations, estimates, and projections about the markets we serve, the economy, and the company itself. Words like " ...

Core Viewpoint - UFP Industries, Inc. reported disappointing first-quarter results for 2025, with both earnings and net sales falling short of expectations and declining year over year due to softer demand and pricing pressures [1][3]. Financial Performance - Earnings per share were $1.30, missing the Zacks Consensus Estimate of $1.59 by 18.2% and down 33.7% from the previous year [3]. - Net sales totaled $1.60 billion, below the consensus mark of $1.63 billion, representing a 2.7% year-over-year decline [3]. - The decline in sales was attributed to a 0.7% decrease in selling prices and a 2% drop in organic unit sales [3]. Segment Performance - **UFP Retail Solutions**: Reported net sales of $607 million, down 3% year over year, with organic unit sales decreasing by 4% [4]. Adjusted EBITDA margin contracted by 290 basis points to 5.9% [4]. - **UFP Packaging**: Net sales were $410 million, down 3% from the previous year, with a 1% decline in selling prices and a 3% drop in organic unit sales [5]. Adjusted EBITDA margin decreased by 190 basis points to 8.5% [5]. - **UFP Construction**: Net sales were $516 million, flat year over year, with organic unit sales growing by 3% but offset by a 3% decline in selling prices [6]. Adjusted EBITDA margin contracted by 320 basis points to 7.2% [7]. Operating Highlights - Selling, general and administrative expenses accounted for 11% of net sales, decreasing by 70 basis points year over year [8]. - Adjusted EBITDA was $142.2 million, down from $180.8 million year over year, with the adjusted EBITDA margin contracting by 210 basis points to 8.9% [8]. Balance Sheet & Cash Flow - As of March 29, 2025, the company had nearly $2.2 billion in liquidity, with cash and cash equivalents at $903.6 million, down from $1.17 billion at the end of 2024 [10]. - Long-term debt was $229.9 million, slightly up from $229.8 million at the end of 2024 [10]. - Net cash used in operating activities was $108.8 million, compared to $16.8 million in the same period last year [10]. Dividend and Share Repurchase - The board approved a quarterly dividend payment of 35 cents per share, a 6% increase from the previous dividend of 33 cents [11]. - The share repurchase program was amended to increase authorization from $200 million to $300 million, with $122 million remaining under the program as of April 28, 2025 [12]. Short-Term Outlook - The company anticipates subdued demand through the remainder of 2025, with a competitive pricing environment across all segments [14]. - UFPI is managing potential impacts from proposed tariffs on raw materials, believing it is well-positioned to adapt with minimal disruption [13]. Long-Term Outlook - Despite near-term challenges, UFPI aims for annual unit sales growth of 7-10% and targets EBITDA margins of 12.5% [15].

UFP Industries (UFPI) Q1 2025 Earnings Call April 29, 2025 02:08 PM ET Speaker0 Good day, and welcome to the Q1 twenty twenty five UFP Industries, Inc. Earnings Conference Call and Webcast. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Mr. Stanley Elliott, Director of Investor Relations. Please go ...

UFP Industries (UFPI) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Stanley Elliott - Director - Investor RelationsWill Schwartz - CEOMichael Cole - CFO & TreasurerKetan Mamtora - Director - Building Products Equity ResearchJay McCanless - SVP - Equity Research Conference Call Participants Kurt Yinger - Associate Vice President, Research AnalystReuben Garner - Equity Research Analyst Operator Good day, and welcome to the Q1 twenty twenty five UFP Industries, Inc. Earnings Conference ...

Core Insights - UFP Industries (UFPI) reported $1.6 billion in revenue for Q1 2025, a year-over-year decline of 2.7% and an EPS of $1.30 compared to $1.96 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.63 billion by 2.19%, and the EPS was 18.24% below the consensus estimate of $1.59 [1] Revenue Performance - Retail net sales were $607.38 million, below the estimated $644.47 million, reflecting a year-over-year decline of 3.4% [4] - Construction net sales reached $515.94 million, slightly above the average estimate of $508.43 million, showing a minimal decline of 0.4% year over year [4] - Packaging net sales were reported at $410.01 million, exceeding the estimated $405.32 million, with a year-over-year decline of 3.4% [4] Stock Performance - UFP Industries' shares returned +0.4% over the past month, contrasting with the Zacks S&P 500 composite's decline of -4.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Company Performance - UFP Industries reported quarterly earnings of $1.30 per share, missing the Zacks Consensus Estimate of $1.59 per share, and down from $1.96 per share a year ago [1] - The earnings surprise was -18.24%, and the company has surpassed consensus EPS estimates only once in the last four quarters [2] - Revenues for the quarter were $1.6 billion, missing the Zacks Consensus Estimate by 2.19%, and down from $1.64 billion year-over-year [3] Market Context - UFP Industries shares have declined about 5.3% since the beginning of the year, compared to a decline of -6.1% for the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $1.9 billion, and for the current fiscal year, it is $7.05 on revenues of $6.77 billion [8] Industry Outlook - The Building Products - Wood industry is currently in the bottom 37% of over 250 Zacks industries, indicating a challenging environment [9] - Boise Cascade, a competitor in the same industry, is expected to report quarterly earnings of $1.36 per share, reflecting a year-over-year decline of -47.9% [10]

UFP Industries, Inc. Page 1 FOR IMMEDIATE RELEASE Monday, April 28, 2025 Exhibit 99(a) UFP Industries Announces First Quarter 2025 Results GRAND RAPIDS, Mich., Monday, April 28, 2025 – UFP Industries, Inc. (Nasdaq: UFPI) today announced first quarter 2025 results including net sales of $1.60 billion, net earnings attributable to controlling interests of $78.8 million, and earnings per diluted share of $1.30. "While our first quarter proved more challenging than anticipated and visibility remains limited, we ...

Core Viewpoint - Analysts expect UFP Industries (UFPI) to report quarterly earnings of $1.59 per share, reflecting an 18.9% year-over-year decline, with revenues projected at $1.63 billion, down 0.5% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Estimates - Analysts project 'Net Sales- Retail' to reach $644.47 million, indicating a year-over-year increase of 2.5% [4] - The consensus estimate for 'Net Sales- Construction' is $508.43 million, reflecting a year-over-year decline of 1.8% [4] - 'Net Sales- Packaging' is expected to be $405.32 million, showing a year-over-year decrease of 4.5% [4] Stock Performance - UFP Industries shares have returned -3.6% over the past month, compared to a -6.6% change in the Zacks S&P 500 composite, with a Zacks Rank 4 (Sell) indicating expected underperformance relative to the overall market [5]

Core Viewpoint - UFP Industries has experienced a 6% decline in share price over the past month, although it has outperformed the S&P 500 during this period [1] Estimates Movement - Estimates for UFP Industries have trended downward, with a consensus estimate shift of -6.67% over the past month [2] VGM Scores - UFP Industries holds an average Growth Score of C and a Momentum Score of F, while achieving a Value Score of B, placing it in the top 40% for this investment strategy; the overall aggregate VGM Score is B [3] Outlook - The downward trend in estimates suggests a negative outlook for UFP Industries, currently holding a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - UFP Industries is part of the Zacks Building Products - Wood industry; Rayonier, a competitor in the same sector, has seen a 7.9% increase in share price over the past month, reporting revenues of $726.3 million with a year-over-year growth of +222.5% [5] - Rayonier's expected earnings for the current quarter are $0.05 per share, reflecting no change from the previous year, with a Zacks Consensus Estimate revision of -30% over the last 30 days, also holding a Zacks Rank 3 (Hold) and a VGM Score of F [6]