Equity Profile

UFPI

UFP Industries, Inc.

IndustrialsBuilding Products$5.0B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

UFP Industries, Inc. Misses on EPS, Stock Down 2.93%

Metric	Actual	Expected	Surprise
EPS	$0.89	$1.10	-22.81%
Revenue	N/A	$1.5B	N/A

management commentary, guidance changes, and full analysis available with Pro.

UFP Industries, Inc. Misses on EPS, Stock Down 2.93%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.89	$1.10	-22.81%
Revenue	N/A	$1.5B	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

UFP Industries reported lower-than-expected earnings per share for Q1-2026, which likely contributed to the stock's decline of 2.93% following the announcement. Investors may be concerned about the company's performance relative to expectations, especially given the lack of revenue figures and guidance updates. The significant EPS miss suggests potential challenges in the current market environment.

Company Snapshot

UFP Industries, Inc. (UFPI) operates in the industrial sector, specifically within building products....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.10

Revenue

Revenue figures will provide insight into overall sales performance and demand for UFP's products.

$1.5B

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

Original Pre-Earnings Preview

Context

Company Snapshot

UFP Industries, Inc. (UFPI) operates in the industrial sector, specifically within building products. The company is significant as it provides a range of products used in construction and manufacturing, which are influenced by trends in housing and infrastructure development.

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 the last quarter, UFP Industries reported an EPS of $0.70, significantly below the estimate of $1.03, leading to a stock decline of 3.14% the following day. This miss raised concerns about the company's ability to meet earnings expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect UFP Industries to report an EPS of $1.10 and revenue of $1.5B for Q1-2026. Given the recent earnings misses, there is cautious sentiment surrounding the company's ability to meet these expectations.

Bull Case

If UFP can exceed the EPS estimate, it may signal a rebound in profitability and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses again, it could indicate deeper issues with demand or cost management, leading to further stock declines.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.10

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Revenue figures will provide insight into overall sales performance and demand for UFP's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will UFP Industries achieve an EPS of at least $1.10?

This figure is crucial as it will indicate whether the company is recovering from previous earnings misses and managing costs effectively.

What factors are driving revenue growth towards the expected $1.5B?

Understanding the drivers behind revenue expectations will help assess demand for UFP's products and overall market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for UFP to rebound, given its historical volatility and the current pricing of options suggesting a larger move than typically observed.

Supporting Evidence

The options market is pricing a 5% move, indicating higher uncertainty compared to the historical average of 2.25%.

UFP's recent earnings history shows a pattern of volatility that could lead to a surprise in either direction.

Insider activity has been minimal, suggesting no strong conviction from insiders about the company's near-term performance.

Key Risk

If the EPS comes in below $1.10, it could reinforce negative sentiment and lead to further stock declines.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether UFP can turn around its recent performance and meet market expectations.

Bull Confirmed If

An EPS of $1.10 or better, indicating a strong recovery in profitability.

Bear Confirmed If

An EPS below $1.10, which would confirm ongoing challenges in meeting earnings expectations.

Pre-Earnings Positioning

Options Market

Implied Move

±5.0%

Historical Avg

±2.25%

Pricing rich

The options market is pricing in a potential move of about 5% in either direction following the earnings report, suggesting uncertainty among investors.

Options price a 5% move but the stock has averaged only 2.25% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

27.9%

Calls (200)P/C Ratio: 1.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If UFP beats expectations, history suggests the stock could rise by around 1.92%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious optimism without strong conviction.

Miss

A miss could lead to a decline of about 0.51%, reinforcing concerns about the company's operational challenges.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cost management strategies and their impact on profitability.
2Any commentary on demand trends in the construction and building products sectors.
3Insights into supply chain challenges and how they are being addressed.
4Details on new product launches or market expansions that could drive future growth.
5Management's outlook on the overall economic environment and its impact on UFP's performance.

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Company Snapshot

UFP Industries, Inc. (UFPI) operates in the industrial sector, specifically within building products....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.10

Revenue

Revenue figures will provide insight into overall sales performance and demand for UFP's products.

$1.5B

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

Original Pre-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

Bull Case

If UFP can exceed the EPS estimate, it may signal a rebound in profitability and improved operational efficiency, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses again, it could indicate deeper issues with demand or cost management, leading to further stock declines.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.10

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Revenue figures will provide insight into overall sales performance and demand for UFP's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will UFP Industries achieve an EPS of at least $1.10?

This figure is crucial as it will indicate whether the company is recovering from previous earnings misses and managing costs effectively.

What factors are driving revenue growth towards the expected $1.5B?

Understanding the drivers behind revenue expectations will help assess demand for UFP's products and overall market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for UFP to rebound, given its historical volatility and the current pricing of options suggesting a larger move than typically observed.

Supporting Evidence

The options market is pricing a 5% move, indicating higher uncertainty compared to the historical average of 2.25%.

UFP's recent earnings history shows a pattern of volatility that could lead to a surprise in either direction.

Insider activity has been minimal, suggesting no strong conviction from insiders about the company's near-term performance.

Key Risk

If the EPS comes in below $1.10, it could reinforce negative sentiment and lead to further stock declines.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether UFP can turn around its recent performance and meet market expectations.

Bull Confirmed If

An EPS of $1.10 or better, indicating a strong recovery in profitability.

Bear Confirmed If

An EPS below $1.10, which would confirm ongoing challenges in meeting earnings expectations.

Pre-Earnings Positioning

Options Market

Implied Move

±5.0%

Historical Avg

±2.25%

Pricing rich

The options market is pricing in a potential move of about 5% in either direction following the earnings report, suggesting uncertainty among investors.

Options price a 5% move but the stock has averaged only 2.25% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.4%

30d HV

27.9%

Calls (200)P/C Ratio: 1.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If UFP beats expectations, history suggests the stock could rise by around 1.92%, confirming a positive outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious optimism without strong conviction.

Miss

A miss could lead to a decline of about 0.51%, reinforcing concerns about the company's operational challenges.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cost management strategies and their impact on profitability.
2Any commentary on demand trends in the construction and building products sectors.
3Insights into supply chain challenges and how they are being addressed.
4Details on new product launches or market expansions that could drive future growth.
5Management's outlook on the overall economic environment and its impact on UFP's performance.