UFP INDUSTRIES INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
UFP Industries reported Q3 2026 net sales of $1.73B (+11.1% YoY), but diluted EPS fell to $1.05 from $1.29 YoY and net earnings declined 22.4% to $58.6M, driven primarily by a $19M increase in freight costs (1.3% of sales). Adjusted EBITDA margin compressed 210 basis points to 6.9% from 9.0%. YTD 2026 net earnings of $192.9M (-24.6%) reflect similar headwinds. The company repurchased 2.17M shares for $182.7M through Q3 and announced a $27M acquisition of Apache Products (sales ~$53M in 2025) for November 2026 closing.
Why this rating
Earnings miss and margin compression material relative to $5.5B market cap; freight headwind ($19M) is ~0.35% of sales but profitability down 24.6% YoY. Small Apache deal immaterial. Organic growth +4% offsets weak macro.
See more from October 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.