UFP Industries, Inc. Q4 2025 Earnings Call Summary

Performance was impacted by a 7% unit decline and 2% price compression, primarily driven by cyclical pressures in new home construction and a lack of storm-related demand compared to the prior year. The Deckorators business emerged as a primary growth engine, with Surestone and wood plastic composite sales increasing 44% and 35% respectively, significantly outperforming the broader industry. Management attributed margin pressure to under-optimized capacity and high start-up costs for new facilities, w ...