UFPI at a glance
UFP INDUSTRIES INC (UFPI, SEC CIK 912767) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 27, 2025 (FY2025), UFP INDUSTRIES INC (UFPI) reported revenue of $6.3 billion (down 5.0% from FY2024) and net income of $294.8 million. Diluted EPS was $5.00.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding UFP INDUSTRIES INC (UFPI) shares worth $2.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.3B
- −5.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $2.4B · −2 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 27, 2025
Business Overview
- Core business model: Manufacturing and distribution of wood products, packaging, retail solutions, and construction materials
- Emphasis on equity compensation plans with 1,521,041 shares available for future issuance as of Dec 27, 2025
- Strategic leadership includes multiple subsidiaries: UFP Construction, UFP Packaging, UFP Retail Solutions each led by separate presidents
- Employee incentives expanded with 43,382 performance units and 169,866 stock units outstanding in long-term incentive plans
- Unique focus on detailed equity compensation stock plan disclosures not highlighted in prior year filings
Risk Factors
- Regulatory risk: Compliance with long-term fixed-price supply contracts under U.S. multi-family construction industry standards
- Macroeconomic threat: Weaker demand across end markets causing 3.0% unit sales decline and 26.1% drop in earnings from operations in 2025
- Supply chain risk: Lumber price volatility impacting gross margins; lumber cost rose from $300 to $400 per unit, reducing margin to 10.0% in 2025
- Competitive risk: More competitive pricing environment in 2025 pressuring gross profit down 13.6% despite stable conversion and selling prices
- Financial risk: Recent acquisitions with $49 million combined annual sales not yet significant to operations, posing integration and scalability challenges
Management Discussion & Analysis
- Profitability or margin details not mentioned
- Segment performance data for retail, packaging, construction not provided
- Cash flow, buybacks, dividends, capex figures absent
- Forward-looking statements highlight risks: currency, inflation, lumber prices, economic conditions, supply chain, regulations, weather, cybersecurity, tariffs, pandemics
AI summary of the UFPI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Director stock compensation: $135,000 annual retainer per non-employee director
- 1,196 shares issued to directors on May 1, 2026
- Employee deferred-compensation issuances: 61,748 bonus shares and 19,428 salary shares
- Share repurchases: 1,335,229 shares during quarter, with $283,867,125 remaining authorization
- New $300 million repurchase authorization through April 30, 2027
AI summary of the UFPI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Updated second-quarter 2026 investor presentation distributed under Regulation FD
- Investor materials available through Exhibit 99.1 and ufpinvestor.com
Item EX-99.1: Item EX-99.1
- Investor presentation covers results through June 27, 2026, providing updated operating and capital-allocation context
- Q2 2026 TTM net sales $6.2B and adjusted EBITDA $513.1M, with 8.2% adjusted EBITDA margin
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 27, 2026
- Press release issued July 29, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 2.6% to $1.883B, but net earnings fell 17.5% to $83.2M and diluted EPS declined to $1.48
- Adjusted EBITDA dropped 11.3% to $154.5M, with margin contracting to 8.2% from 9.5% as freight costs rose $27M
Item 8.01: Other Events
- Quarterly dividend raised 3% to $0.36 per share
- Payment scheduled September 15, 2026, for shareholders of record September 1, 2026
AI summaries of UFPI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UFPI
Don't miss the next UFPI filing
- Alerts as it files. A push when UFPI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UFPI, by share count.
- Ask anything. An AI agent that reads every UFPI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Guerre Robert Paul | A | Sep 30, 2026 | 19 | $77.22 |
| COLE MICHAEL R | A | Sep 30, 2026 | 19 | $77.22 |
| Ellerbrook Michael M | A | Sep 30, 2026 | 15 | $77.22 |
| MISSAD MATTHEW J | A | Sep 30, 2026 | 19 | $77.22 |
| Tarvin Landon C | A | Sep 30, 2026 | 15 | $77.22 |
| Ellerbrook Michael M | A | Aug 31, 2026 | 13 | $84.52 |
| COLE MICHAEL R | A | Aug 31, 2026 | 17 | $84.52 |
| Guerre Robert Paul | A | Aug 31, 2026 | 17 | $84.52 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.7B | $6.3B |
| Gross Profit | - | $1.2B | $1.1B |
| Operating Income | - | $492.2M | $363.9M |
| Net Income | - | $414.6M | $294.8M |
| Gross Margin | - | 18.4% | 16.8% |
| Op. Margin | - | 7.4% | 5.8% |
| Net Margin | - | 6.2% | 4.7% |
| Balance Sheet | |||
| Total Assets | $4.0B | $4.2B | $4.0B |
| Equity | $3.0B | $3.2B | $3.1B |
| ROE | - | 12.9% | 9.6% |
| Per Share | |||
| EPS | - | $6.77 | $5.00 |
| Cash Flow | |||
| Operating CF | - | $642.6M | $545.7M |
| CapEx | - | $232.3M | $269.4M |
Source: XBRL data in UFP INDUSTRIES INC (UFPI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UFPI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $2.39B |
| Q1 2026 | 37 | $2.38B |
| Q4 2025 | 32 | $2.29B |
| Q3 2025 | 32 | $2.40B |
| Q2 2025 | 33 | $2.55B |
| Q1 2025 | 29 | $2.20B |
| Q4 2024 | 25 | $2.09B |
| Q3 2024 | 23 | $1.29B |
- Morgan Stanley+237.6K (+66%)
- Two Sigma Investments+204.3K (+379%)
- FMR LLC (Fidelity)+170.0K (+13%)
- Dimensional Fund Advisors+158.8K (+8%)
- Goldman Sachs Group+126.9K (+30%)
- Franklin Resources−446.1K (-39%)
- BlackRock−118.3K (-2%)
- Ameriprise Financial−60.2K (-12%)
- D.E. Shaw & Co−37.9K (-11%)
- AQR Capital Management−35.6K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 246 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UFPI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
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UFPI SEC filings: frequently asked questions
Which institutions hold UFPI stock?
As of June 30, 2026, the largest UFP INDUSTRIES INC (UFPI) holders among the 13F filers tracked by SignalX were BlackRock ($688.1 million), Vanguard Portfolio Management LLC ($303.2 million), Vanguard Capital Management LLC ($230.6 million), State Street Corp ($198.9 million), Dimensional Fund Advisors ($188.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UFPI's revenue in fiscal year 2025?
For the fiscal year ended December 27, 2025 (FY2025), UFP INDUSTRIES INC (UFPI) reported revenue of $6.3 billion (down 5.0% from FY2024) and net income of $294.8 million. Diluted EPS was $5.00. The figures come from the XBRL data in the 10-K.
What are the main risks in UFPI's latest 10-K?
In the 10-K filed February 25, 2026, UFP INDUSTRIES INC (UFPI) flagged: Regulatory risk: Compliance with long-term fixed-price supply contracts under U.S. multi-family construction industry standards. Macroeconomic threat: Weaker demand across end markets causing 3.0% unit sales decline and 26.1% drop in earnings from operations in 2025. (AI summary of the Risk Factors section.)
What did UFPI report in its latest 8-K?
UFP INDUSTRIES INC (UFPI) filed an 8-K on July 30, 2026 reporting Item 7.01 (Regulation FD Disclosure). Updated second-quarter 2026 investor presentation distributed under Regulation FD.
What are the latest UFPI SEC filings?
UFP INDUSTRIES INC (UFPI) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 2, 2026.
What is UFPI's SEC CIK number?
UFP INDUSTRIES INC (UFPI)'s SEC Central Index Key (CIK) is 912767. EDGAR lists every UFPI filing under that number.
Ask anything about UFPI
The research agent reads UFPI's filings, financials, insider trades and 13F holders, then answers with sources.