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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]