Equity Profile

UFPI

UFP Industries, Inc.

IndustrialsBuilding Products$4.8B

Jul27Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

UFP Industries, Inc. (UFPI) operates in the building products sector, focusing on manufacturing and distributing a wide range of wood and wood-related products....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

UFPI Q2-2026 Earnings Preview

Context

Company Snapshot

UFP Industries, Inc. (UFPI) operates in the building products sector, focusing on manufacturing and distributing a wide range of wood and wood-related products. As a key player in the industrials sector, the company's performance is closely tied to trends in construction and home improvement, which can be influenced by consumer spending and economic conditions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

13%

Avg EPS Surprise

-13.72%

Avg Stock Reaction

+0.07%

Last Quarter Recap

In Q1-2026, UFP Industries reported an EPS of $0.89, which was significantly below the expected $1.15, resulting in a stock decline of nearly 3%. This marks a continuation of disappointing earnings surprises, raising concerns about the company's financial health.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautious heading into the earnings report due to a history of missed expectations. Investors will be looking for signs of recovery in profitability and revenue growth.

Bull Case

If UFP Industries can surprise with better-than-expected EPS and revenue, it could signal a turnaround in operational efficiency and market demand, potentially boosting investor confidence.

Bear Case

Continued earnings misses could lead to further declines in stock price, as investors may lose faith in management's ability to navigate market challenges.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's recent history of missing EPS estimates, this number will be crucial in determining market sentiment.

What are the revenue figures and growth expectations for the upcoming quarters?

Revenue growth is essential for the company's recovery narrative, and any guidance on future sales will heavily influence investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for building products, as recent trends in housing starts suggest a recovery in the construction sector.

Supporting Evidence

Despite recent earnings misses, the overall market for building products is showing signs of growth.

The options market is pricing in a larger move than historical averages, indicating that traders anticipate volatility.

Insider buying activity, albeit small, suggests some confidence in the company's future prospects.

Key Risk

If the EPS comes in above $1.00, it could challenge the current bearish sentiment and shift expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether UFP Industries can recover from its recent earnings disappointments and show signs of growth.

Bull Confirmed If

An EPS of $1.10 or higher, coupled with revenue growth of at least 5%, would confirm the bull case.

Bear Confirmed If

An EPS below $0.80 would reinforce the bear case and raise concerns about the company's financial stability.

Pre-Earnings Positioning

Options Market

Implied Move

±3.88%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a move of nearly 4%, suggesting that traders expect significant volatility around the earnings announcement.

Options are pricing ±3.9% while UFPI has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

36.8%

Calls (400)P/C Ratio: 5.50Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If UFP Industries beats expectations, history suggests the stock could rise by around 6.5%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await clearer guidance.

Miss

A miss could lead to a decline of approximately 0.86% based on historical patterns, further eroding investor confidence.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Details on market demand trends for building products and how they are influencing sales.
3Management's outlook on future revenue growth and any guidance provided for the next quarter.
4Insights into competitive pressures and how the company plans to address them.
5Any commentary on supply chain challenges and their effects on production.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

UFP Industries, Inc. (UFPI) operates in the building products sector, focusing on manufacturing and distributing a wide range of wood and wood-related products....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

UFPI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

13%

Avg EPS Surprise

-13.72%

Avg Stock Reaction

+0.07%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautious heading into the earnings report due to a history of missed expectations. Investors will be looking for signs of recovery in profitability and revenue growth.

Bull Case

If UFP Industries can surprise with better-than-expected EPS and revenue, it could signal a turnaround in operational efficiency and market demand, potentially boosting investor confidence.

Bear Case

Continued earnings misses could lead to further declines in stock price, as investors may lose faith in management's ability to navigate market challenges.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's recent history of missing EPS estimates, this number will be crucial in determining market sentiment.

What are the revenue figures and growth expectations for the upcoming quarters?

Revenue growth is essential for the company's recovery narrative, and any guidance on future sales will heavily influence investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in demand for building products, as recent trends in housing starts suggest a recovery in the construction sector.

Supporting Evidence

Despite recent earnings misses, the overall market for building products is showing signs of growth.

The options market is pricing in a larger move than historical averages, indicating that traders anticipate volatility.

Insider buying activity, albeit small, suggests some confidence in the company's future prospects.

Key Risk

If the EPS comes in above $1.00, it could challenge the current bearish sentiment and shift expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether UFP Industries can recover from its recent earnings disappointments and show signs of growth.

Bull Confirmed If

An EPS of $1.10 or higher, coupled with revenue growth of at least 5%, would confirm the bull case.

Bear Confirmed If

An EPS below $0.80 would reinforce the bear case and raise concerns about the company's financial stability.

Pre-Earnings Positioning

Options Market

Implied Move

±3.88%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a move of nearly 4%, suggesting that traders expect significant volatility around the earnings announcement.

Options are pricing ±3.9% while UFPI has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

36.8%

Calls (400)P/C Ratio: 5.50Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If UFP Industries beats expectations, history suggests the stock could rise by around 6.5%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await clearer guidance.

Miss

A miss could lead to a decline of approximately 0.86% based on historical patterns, further eroding investor confidence.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Details on market demand trends for building products and how they are influencing sales.
3Management's outlook on future revenue growth and any guidance provided for the next quarter.
4Insights into competitive pressures and how the company plans to address them.
5Any commentary on supply chain challenges and their effects on production.