Every material Form 8-K UFP Industries has filed with the SEC since October 31, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
UFP Industries said Scott Worthington, currently president of UFP Packaging, has been named vice president of investor relations, with his transition beginning in November 2026. He succeeds Stanley Elliott, the company's director of investor relations, who has accepted a role outside the company. The change concerns investor communications rather than financial results, operations, or guidance.
Scott Worthington, currently president of UFP Packaging, named vice president of investor relations
Worthington begins transitioning into the role in November 2026
He succeeds Stanley Elliott, director of investor relations, who has accepted a role outside the company
Announced in a press release dated November 4, 2026, filed as Exhibit 99.1
UFP Industries said its Deckorators brand has expanded its distribution partnership with Wausau Supply Company, extending Deckorators decking and railing products across Wausau's full network of dealers in 42 states. The filing furnishes a press release and contains no financial results, guidance or dollar figures, so the effect on UFP's financial performance is not quantified.
Expansion announced November 2, 2026, building on a partnership established in February 2025 in seven states.
Wausau Supply operates more than 20 distribution centers serving dealers in 42 states and Canada.
Deckorators will be distributed through a three-partner network with ProWood and Forest Products Supply, which the company says reaches all 50 states.
UFP Industries filed an investor relations presentation under Regulation FD, posted to its investor website, with results through September 26, 2026. The Q3 2026 figures show net sales up from the prior-year quarter while adjusted EBITDA declined, and the presentation reiterates a $198 million share repurchase authorization remaining as of October 28, 2026.
Q3 2026 net sales were $1,733 million, compared with $1,560 million in Q3 2025.
Q3 2026 adjusted EBITDA was $119 million, compared with $140 million in Q3 2025.
Trailing twelve-month net sales were $6.4 billion and adjusted EBITDA was $492.3 million as of Q3 2026.
Share repurchase authorization had $198 million remaining as of October 28, 2026, and expires April 30, 2027.
UFP Industries reported third quarter 2026 net sales of $1.73 billion, up 11.1% from a year earlier, driven by 4% organic unit growth, 2% from acquisitions and 5% from higher selling prices. Net earnings attributable to controlling interests fell to $58 million from $75 million, and diluted earnings per share were $1.05 versus $1.29, as higher freight and lumber costs outweighed volume gains. The company said its full-year 2026 outlook is unchanged.
Net sales of $1.73 billion rose 11.1% from $1.56 billion; diluted EPS was $1.05 versus $1.29 a year ago.
Adjusted EBITDA was $119.3 million, or 6.9% of net sales, compared with $140.0 million, or 9.0%, a year ago.
Transportation costs, net of fuel surcharges, increased by $19 million, or 1.3% of net sales.
The board declared a quarterly dividend of $0.36 per share on October 21, 2026, payable December 15, 2026; the company repurchased $182.7 million of shares in the first nine months of 2026.
UFP Industries amended its credit agreement, extending the maturity of its $750 million revolving credit facility to October 23, 2031. The company also agreed to acquire the operating assets of Apache Products, Inc. for approximately $27 million, with closing expected on or around November 16, 2026.
Fifth Amendment, effective October 23, 2026, extends the $750 million revolver to October 23, 2031.
As of September 26, 2026, no cash borrowings were outstanding and about $42 million of letters of credit were outstanding.
Apache Products, a Silsbee, Texas pallet maker, is being acquired for approximately $27 million and adds about $55 million in annual sales and 165 employees.
The acquisition is expected to close on or around November 16, 2026, subject to customary closing conditions.
UFP Industries said Executive Chairman Matthew J. Missad will retire from employment on December 31, 2026, and will remain Chairman of the Board. The company entered a retirement agreement with him providing $5.0 million payable over three years, plus other benefits, in exchange for a release and non-compete through December 31, 2029. The same filing declared a quarterly dividend of $0.36 per share, a 3% increase from the 2025 rate.
Matthew J. Missad retires from employment December 31, 2026, and stays on as Chairman of the Board
Retirement benefits total $5.0 million, paid in three annual installments around July 1, 2027, 2028 and 2029
Benefits are conditioned on a general release and a three-year non-compete through December 31, 2029
Quarterly dividend of $0.36 per share declared October 21, 2026, payable December 15, 2026 to holders of record December 1, 2026
UFP Industries reported second-quarter 2026 net sales of $1.88 billion, up 3% from a year earlier, driven by acquisitions and higher organic units. Diluted earnings per share fell to $1.48 from $1.70, and net earnings attributable to controlling interests dropped to $83 million from $101 million, as higher freight costs weighed on results. The company left its full-year 2026 outlook unchanged.
Net sales were $1.88 billion versus $1.84 billion a year ago, with acquisitions adding 2 percentage points.
Diluted EPS was $1.48 versus $1.70; adjusted EBITDA was $154.5 million, or 8.2% of net sales, versus $174.1 million, or 9.5%.
Transportation costs rose $27 million, or 1.6% of net sales, net of fuel surcharges and price adjustments.
The company repurchased nearly $142 million of its shares in the first six months, and about $273 million remains under its authorization as of July 29, 2026.
UFP Industries reported first quarter 2026 net sales of $1.46 billion, down 8% from a year earlier, and diluted earnings per share of $0.89 versus $1.30. Management said 2026 demand is likely to be toward the lower end of prior guidance, which matters to shareholders because it signals weaker near-term results than previously expected.
Net sales were $1.46 billion, down 8% from $1.6 billion, with organic units down 7% and selling prices down 1%
Net earnings attributable to controlling interests were $51 million versus $79 million; adjusted EBITDA was $111.4 million, a 7.6% margin versus 8.9%
Free cash flow was $87 million, used to repurchase nearly $30 million of shares; the company also declared a $0.36 quarterly dividend payable June 15, 2026
Management expects 2026 overall demand toward the lower end of prior guidance, which called for flat to slightly down units
UFP Industries' board appointed Patrick Benton, currently president of UFP Construction, as executive vice president of operation integration, effective July 1, 2026. Mike Ellerbrook, currently executive vice president of UFP Site Built, will become president of UFP Construction on the same date. The company says the new role is meant to help integrate acquired businesses as it becomes more active in acquisitions.
Patrick Benton appointed executive vice president of operation integration, effective July 1, 2026
Mike Ellerbrook appointed president of UFP Construction, LLC, effective July 1, 2026
Benton joined UFP Industries in 1993 and has been president of UFP Construction since 2019 (press release)
Ellerbrook has been executive vice president of UFP Site Built since 2020 (press release)
UFP Industries reported fourth-quarter 2025 net sales of $1.33 billion, down 9 percent from a year earlier, with diluted earnings per share of $0.70 against $1.12. The company said demand remains soft and expects 2026 overall demand to be flat to slightly down in each segment, so lower sales and profit are the key shareholder takeaway.
Q4 net sales $1.33 billion, down 9 percent, driven by a 7 percent decline in organic units and a 2 percent price decrease
Diluted EPS $0.70 vs $1.12; net earnings attributable to controlling interests $40 million vs $68 million
Adjusted EBITDA $107.2 million, or 8.1 percent of net sales, vs 9.1 percent a year ago
Quarterly dividend increased to $0.36 per share, payable March 16, 2026; 2025 share repurchases of nearly $450 million
UFP Industries reported third quarter 2025 net sales of $1.56 billion, down 5.4% from a year earlier, with diluted earnings per share of $1.29 versus $1.64. The company said its 2025 outlook remains largely unchanged, and it continued share repurchases of about $350 million year to date, which may matter to shareholders given the lower profit.
Net sales of $1.56 billion, down 5.4% from $1.65 billion in the third quarter of 2024
Diluted EPS of $1.29 versus $1.64; net earnings attributable to controlling interests of $75 million versus $100 million
Adjusted EBITDA of $140.0 million, or 9.0% of net sales, versus 10.0% a year earlier
2025 outlook described as largely unchanged; about $350 million of shares repurchased year to date, and a $0.35 quarterly dividend payable December 15, 2025
UFP Industries reported second-quarter 2025 net sales of $1.84 billion, down 4% from a year earlier, with net earnings attributable to controlling interests of $100.7 million and diluted EPS of $1.70. Both profit measures declined from the prior-year quarter, and adjusted EBITDA fell to $174.1 million from $203.9 million. The company left its 2025 outlook unchanged and said a Bonner, Montana plant closure will bring $15 million to $17 million in charges in the third quarter.
Net sales were $1.84 billion, down 4%, from a 1% decrease in price and a 3% decline in organic units.
Net earnings were $100.7 million, versus $126.0 million a year earlier; diluted EPS was $1.70, versus $2.05.
Adjusted EBITDA was $174.1 million, or 9.5% of net sales, compared with $203.9 million, or 10.7%, a year earlier.
On July 23, 2025, the board approved closing the Bonner, Montana plant, with $15 million to $17 million in charges expected in Q3 2025; 2025 outlook was unchanged.
UFP Industries reported first quarter 2025 results for the quarter ended March 29, 2025, with net sales of $1.60 billion, down 2.7% year over year, and earnings per diluted share of $1.30 versus $1.96 a year earlier. Management said the quarter was more challenging than anticipated and expects softer demand and competitive pricing to continue through the rest of 2025, which points to weaker profitability for shareholders.
Net earnings attributable to controlling interests were $78.8 million, a 35% decrease from $120.8 million a year earlier.
Adjusted EBITDA was $142.2 million, or 8.9% of sales, compared with $180.8 million, or 11.0% of sales, in the first quarter of 2024.
Cash was $903.6 million as of March 29, 2025, and the board raised the quarterly dividend to $0.35 per share from $0.33.
Management anticipates overall demand to be slightly down in each segment for the remainder of 2025.
UFP Industries reported fourth-quarter 2024 net sales of $1.46 billion, down 4 percent, and net earnings attributable to controlling interest of $68.0 million, down 34 percent. Diluted earnings per share were $1.12 versus $1.62 a year earlier, including impairment and severance charges of about $0.11 per share. Management expects softer demand and a competitive pricing environment to continue through the first half of 2025.
Q4 2024 net sales of $1.46 billion fell 4 percent, driven by a 4 percent decrease in selling prices.
Q4 net earnings attributable to controlling interest were $68.0 million, down 34 percent; diluted EPS was $1.12 versus $1.62.
Fiscal 2024 net sales were $6.7 billion, down 8 percent, with diluted EPS of $6.77 versus $8.07 in fiscal 2023.
Management expects softer demand and competitive pricing through the first half of 2025; the filing gives no numeric guidance.
UFP Industries disclosed that its board appointed William D. Schwartz as President, effective December 29, 2024, the start of fiscal 2025. He had already been named CEO effective the same date, as previously disclosed in an August 27, 2024 8-K, and his compensation is unchanged by the added title.
Board appointed William D. Schwartz as President on February 13, 2025, effective December 29, 2024
Schwartz was previously named Chief Executive Officer, effective December 29, 2024, per the August 27, 2024 8-K
His compensation is as previously disclosed and is not affected by the President appointment
UFP Industries reported third quarter 2024 net sales of $1.65 billion, down 10% from a year earlier, and net earnings attributable to controlling interest of $100 million, down 26%. The company cited softer demand and broad-based pricing pressure, and lowered its fourth-quarter Construction demand outlook to a low-single-digit decrease, which may weigh on shareholders' near-term earnings.
Net sales of $1.65 billion fell 10%, with selling prices down 7% and organic unit sales down 3%.
Diluted earnings per share were $1.64, compared with $2.10 in the third quarter of 2023.
Adjusted EBITDA of $165 million fell 21%, and adjusted EBITDA margin declined 140 basis points to 10.0%.
The board approved a quarterly dividend of $0.33 per share on October 23, 2024, up 10% from $0.30, payable December 16, 2024.
UFP Industries said its board appointed William D. Schwartz as chief executive officer effective December 29, 2024, and named current CEO Matthew J. Missad as executive chairman on the same date. The changes are a planned succession, and Missad has agreed to serve as executive chairman through 2026. The filing discloses pay changes for both men but no changes to reported financial results.
William D. Schwartz, currently president of UFP Retail, will become CEO on December 29, 2024, with base salary rising to $600,000 per year
Matthew J. Missad, CEO since July 2011, becomes executive chairman on December 29, 2024, at a base salary of $500,000 per year
Missad has agreed to remain executive chairman through 2026 and will assist with shareholder relations
CFO Michael Cole will add the title of President of Corporate Services
UFP Industries reported second quarter 2024 net sales of $1.9 billion, down 7% from a year earlier, as selling prices fell 6% and organic unit sales fell 1%. Net earnings attributable to controlling interest were $126 million, down 16%, and diluted EPS was $2.05 versus $2.36, while the company revised its outlook for the rest of 2024 to expect lower demand in Retail and Packaging. Shareholders face lower reported profit and a weaker near-term demand forecast, partly offset by a 10% dividend increase.
Net sales were $1.9 billion, down 7%; net earnings attributable to controlling interest were $126 million, down 16%.
Diluted EPS was $2.05 versus $2.36 a year earlier; adjusted EBITDA was $204 million, down 13%.
The company expects Retail demand to decrease by mid-single digits and Packaging demand to decrease by mid- to high-single digits for the balance of 2024, and Construction demand to increase by low- to mid-single digits.
The board approved a quarterly dividend of $0.33 per share, up 10% from $0.30, payable September 16, 2024.
UFP Industries reported first-quarter 2024 net sales of $1.64 billion, down 10% from a year earlier, driven by a 9% decline in selling prices. Net earnings attributable to controlling interests were $121 million, down 4%, and diluted earnings per share were $1.96 compared with $1.98, while the company also modified its earlier outlook to expect packaging and retail demand to fall in the mid-single digits in 2024. Lower sales, profit and demand expectations weigh on results, partly offset by a 32% increase in the quarterly dividend to $0.33 per share.
Net sales of $1.64 billion, down 10%, with selling prices down 9% and organic unit sales down 1%
Net earnings attributable to controlling interests of $121 million, down 4%; diluted EPS of $1.96 versus $1.98
Adjusted EBITDA of $181 million, down 10%; adjusted EBITDA margin of 11%
Quarterly dividend raised to $0.33 per share from $0.25, payable June 17, 2024
UFP Industries reported fourth-quarter 2023 net sales of $1.5 billion, down 20% from a year earlier, and diluted earnings per share of $1.62, down from $2.10. Fiscal 2023 diluted EPS was $8.07, down 26%, and management expects softer demand and a more competitive price environment in the first half of 2024, while raising its five-year unit growth and profitability goals.
Q4 2023 net sales were $1.52 billion, down 20%, driven by a 10% decline in prices and a 10% decline in organic unit sales.
Q4 2023 net earnings attributable to controlling interest were $103 million, with diluted EPS of $1.62 versus $2.10 in Q4 2022.
Fiscal 2023 net sales were $7.2 billion, down 25%, with diluted EPS of $8.07.
The board approved a quarterly dividend of $0.33 per share, payable March 15, 2024, up 10% from $0.30.
UFP Industries reported third quarter 2023 results with net sales of $1.83 billion, down 21% from a year earlier, driven by a 12% drop in prices and a 9% drop in organic unit sales. Net earnings attributable to controlling interest were $134 million, or $2.10 per diluted share, down 21% from the prior year's record quarter, though the company said its operating margins remain historically strong.
Net sales of $1.83 billion, down 21% year over year; selling prices fell 12% and organic unit sales fell 9%
Diluted EPS of $2.10, down 21% from last year's record quarter; net earnings attributable to controlling interest of $134 million
Adjusted EBITDA of $208 million, down 24%; adjusted EBITDA margin of 11.4%, down 40 basis points
Net surplus cash of $682.4 million at September 30, 2023, versus $128 million a year earlier
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