Company Overview - UFP Industries converts 7% of North American softwood lumber, manufacturing value-added products for residential, commercial construction, outdoor living, packaging, and industrial applications[9] - The company's Q3 2025 TTM net sales reached $6.5 billion, with an adjusted EBITDA of $589 million[38] - UFP operates 213 facilities worldwide and employs approximately 14,000 people[38] Financial Performance & Goals - UFP aims for annual unit sales growth of 7-10%, with new product sales accounting for 10% of total net sales[58] - The company targets a 12.5% adjusted EBITDA margin and seeks incremental returns on new investments exceeding a 15% hurdle rate[58, 60] - UFP's Q3 2025 TTM adjusted EBITDA margin was 9.1%, exceeding 2019 levels by approximately 200 bps[126] Business Segments - UFP Retail Solutions had Q3 2025 TTM net sales of $2.514 billion, with new products representing 3.5% of net sales[86] - UFP Packaging's Q3 2025 TTM net sales were $1.6 billion, with new products accounting for 11.2% of net sales[86] - UFP Construction reported Q3 2025 TTM net sales of $2.051 billion, with new products contributing 8.3% of net sales[86] Capital Allocation - The company is committed to maintaining a conservative capital structure, with net debt to adjusted EBITDA below 1.5x[60] - UFP has a CapEx plan of $275 million to $300 million in 2025 and an ongoing share repurchase program[152] - The company is investing $100 million over 5 years through the UFP Venture Fund to spur external growth and innovation[82]

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]