UFP INDUSTRIES INC
UFPI · Sawmills & Planting Mills, General · 56.5M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $47M (gross $82M, SBC $35M)
Reference price $92.26 · est. market cap ~$5.2B — last insider sale, 2025-12-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C69Diversified building-products firm with a pristine balance sheet but a down earnings year and only mid-pack ROE.
Strengths
- ROA 7.3% (83rd pct), large cash balance ($949M, 84th pct), low D/E 0.07
- Strong liquidity (current ratio 4.6, 81st pct) and FCF $276M (78th pct)
Risks
- Net income down 29% (34th pct); ROE 9.6% only 60th pct
- Sparse margin disclosure; cyclical and acquisitive model
Notable findings
- Strong balance sheetStrong balance sheet — $949M cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
9.6%
Return on assets
7.3%
ROIC
8.7%
Revenue growth (QoQ)
-6.3%
Net-income growth
-28.9%
Debt / equity
0.1×
Current ratio
4.6×
Free cash flow
$276M
Tangible book value
$2.6B
Cash & investments
$949M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-01 | Wooldridge Michael G. | Grant | 396 | $85.18 |
| 2026-05-01 | Budden Joan A | Grant | 396 | $85.18 |
| 2026-05-01 | Tuuk Kuras Mary | Grant | 396 | $85.18 |
| 2026-05-01 | Grubbs Ronald K Jr. | Grant | 8 | $85.18 |
| 2026-04-01 | Benton Patrick M. | Option exercise | 603 | $91.14 |
| 2026-04-01 | Benton Patrick M. | Disposition | 157 | $91.14 |
| 2026-04-01 | COLE MICHAEL R | Option exercise | 438 | $91.14 |
| 2026-04-01 | COLE MICHAEL R | Disposition | 115 | $91.14 |
| 2026-04-01 | Tarvin Landon C | Option exercise | 438 | $91.14 |
| 2026-04-01 | Tarvin Landon C | Disposition | 118 | $91.14 |
| 2026-04-01 | SCHWARTZ WILLIAM DANNY | Option exercise | 603 | $91.14 |
| 2026-04-01 | SCHWARTZ WILLIAM DANNY | Disposition | 132 | $91.14 |
| 2026-02-27 | COLE MICHAEL R | Grant | 2.2K | $110.55 |
| 2026-02-27 | MISSAD MATTHEW J | Grant | 5.7K | $110.55 |
| 2026-02-27 | Benton Patrick M. | Grant | 1.9K | $110.55 |
| 2026-02-27 | Worthington Scott A | Grant | 1.7K | $110.55 |
| 2026-02-26 | MISSAD MATTHEW J | Grant | 337 | $110.55 |
| 2026-02-26 | Tarvin Landon C | Grant | 174 | $110.55 |
| 2026-02-26 | Guerre Robert Paul | Grant | 132 | $110.55 |
| 2026-02-26 | SCHWARTZ WILLIAM DANNY | Grant | 316 | $110.55 |
| 2026-02-26 | Worthington Scott A | Grant | 174 | $110.55 |
| 2026-02-26 | Benton Patrick M. | Grant | 174 | $110.55 |
| 2026-02-26 | COLE MICHAEL R | Grant | 179 | $110.55 |
| 2026-02-19 | Tarvin Landon C | Grant | 5.9K | $110.55 |
| 2026-02-19 | Guerre Robert Paul | Grant | 452 | $110.55 |
| 2026-02-19 | SCHWARTZ WILLIAM DANNY | Grant | 13K | $110.55 |
| 2026-02-19 | Worthington Scott A | Grant | 1.8K | $110.55 |
| 2026-02-19 | Benton Patrick M. | Grant | 5.0K | $110.55 |
| 2026-02-19 | MISSAD MATTHEW J | Grant | 4.8K | $110.55 |
| 2026-02-19 | COLE MICHAEL R | Grant | 7.7K | $110.55 |
| 2026-02-02 | Wooldridge Michael G. | Grant | 322 | $104.90 |
| 2026-02-02 | Budden Joan A | Grant | 322 | $104.90 |
| 2026-02-02 | Tuuk Kuras Mary | Grant | 322 | $104.90 |
| 2025-12-11 | MISSAD MATTHEW J | Sell | 11K | $92.26 |
| 2025-11-26 | Wooldridge Michael G. | Sell | 1.2K | $93.43 |
| 2025-11-03 | Wooldridge Michael G. | Grant | 366 | $92.13 |
| 2025-11-03 | Budden Joan A | Grant | 366 | $92.13 |
| 2025-11-03 | Tuuk Kuras Mary | Grant | 366 | $92.13 |
| 2025-08-01 | Wooldridge Michael G. | Grant | 346 | $97.73 |
| 2025-08-01 | Tuuk Kuras Mary | Grant | 346 | $97.73 |
| 2025-08-01 | Budden Joan A | Grant | 346 | $97.73 |
| 2025-05-01 | Budden Joan A | Grant | 337 | $99.93 |
| 2025-05-01 | Wooldridge Michael G. | Grant | 337 | $99.93 |
| 2025-05-01 | Tuuk Kuras Mary | Grant | 337 | $99.93 |
| 2025-04-01 | SCHWARTZ WILLIAM DANNY | Option exercise | 515 | — |
| 2025-04-01 | SCHWARTZ WILLIAM DANNY | Disposition | 113 | $106.61 |
| 2025-04-01 | COLE MICHAEL R | Option exercise | 375 | — |
| 2025-04-01 | COLE MICHAEL R | Disposition | 98 | $106.61 |
| 2025-04-01 | Benton Patrick M. | Option exercise | 515 | — |
| 2025-04-01 | Benton Patrick M. | Disposition | 135 | $106.61 |
| 2025-03-06 | Guerre Robert Paul | Disposition | 5 | $103.51 |
| 2025-03-06 | MISSAD MATTHEW J | Disposition | 3 | $103.51 |
| 2025-03-06 | COLE MICHAEL R | Disposition | 13 | $103.51 |
| 2025-03-06 | SCHWARTZ WILLIAM DANNY | Disposition | 6 | $103.51 |
| 2025-03-03 | Benton Patrick M. | Sell | 13K | $107.04 |
| 2025-02-27 | Worthington Scott A | Grant | 415 | $109.84 |
| 2025-02-27 | Tarvin Landon C | Grant | 309 | $109.84 |
| 2025-02-27 | Benton Patrick M. | Grant | 415 | $109.84 |
| 2025-02-27 | SCHWARTZ WILLIAM DANNY | Grant | 425 | $109.84 |
| 2025-02-27 | Guerre Robert Paul | Grant | 221 | $109.84 |
| 2025-02-27 | COLE MICHAEL R | Grant | 415 | $109.84 |
| 2025-02-27 | MISSAD MATTHEW J | Grant | 773 | $109.84 |
| 2025-02-24 | SCHWARTZ WILLIAM DANNY | Grant | 6.1K | $106.65 |
| 2025-02-24 | MISSAD MATTHEW J | Grant | 27K | $106.65 |
| 2025-02-24 | Benton Patrick M. | Grant | 7.9K | $106.65 |
| 2025-02-24 | COLE MICHAEL R | Grant | 12K | $106.65 |
| 2025-02-24 | SCHWARTZ WILLIAM DANNY | Grant | 6.1K | $106.65 |
| 2025-02-24 | SCHWARTZ WILLIAM DANNY | Grant | 678 | $106.65 |
| 2025-02-24 | Worthington Scott A | Grant | 2.5K | $106.65 |
| 2025-02-24 | Worthington Scott A | Grant | 282 | $106.65 |
| 2025-02-24 | Benton Patrick M. | Grant | 7.9K | $106.65 |
| 2025-02-24 | Benton Patrick M. | Grant | 877 | $106.65 |
| 2025-02-24 | COLE MICHAEL R | Grant | 12K | $106.65 |
| 2025-02-24 | COLE MICHAEL R | Grant | 1.3K | $106.65 |
| 2025-02-24 | SCHWARTZ WILLIAM DANNY | Grant | 6.1K | $106.65 |
| 2025-02-24 | SCHWARTZ WILLIAM DANNY | Grant | 678 | $406.65 |
| 2025-02-24 | MISSAD MATTHEW J | Grant | 27K | $106.65 |
| 2025-02-24 | MISSAD MATTHEW J | Grant | 3.0K | $106.65 |
| 2025-02-20 | SCHWARTZ WILLIAM DANNY | Tax withheld | 2.9K | $109.84 |
| 2025-02-20 | Worthington Scott A | Tax withheld | 3.8K | $109.84 |
| 2025-02-20 | Benton Patrick M. | Tax withheld | 10K | $109.84 |
| 2025-02-20 | COLE MICHAEL R | Tax withheld | 7.8K | $109.84 |
| 2025-02-20 | MISSAD MATTHEW J | Tax withheld | 20K | $109.84 |
| 2025-02-03 | Wooldridge Michael G. | Grant | 146 | $115.32 |
| 2025-02-03 | MERINO BRUCE A | Grant | 292 | $115.32 |
| 2025-02-03 | Tuuk Kuras Mary | Grant | 292 | $115.32 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-01 | 2026-05-29 | 0000912767-26-000035 ↗ |
| 10-Q | 2026-05-06 | 2026-03-28 | 0001104659-26-056076 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0000912767-26-000028 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0000912767-26-000026 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0000912767-26-000023 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000912767-26-000019 ↗ |
| 8-K | 2026-04-23 | 2026-04-22 | 0000912767-26-000017 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0000912767-26-000015 ↗ |
| 8-K | 2026-04-06 | 2026-04-06 | 0000912767-26-000013 ↗ |
| 10-K | 2026-02-25 | 2025-12-27 | 0001104659-26-019567 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0000912767-26-000010 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0000912767-26-000008 ↗ |