UFP Industries, Inc.

The grade, in three tenses

Headline 5.9 out of ten, 9 of 9 metrics filed: past 5.5 out of ten, present 6.6 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 3.5 out of ten. 1 warning event since 2017; the latest 2021-02-24. 35th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 6.3 out of ten. +7.5% a year over 10 filed years; profitable in 10 of 10. 63rd percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 6.8 out of ten. Share count shrank 2.2% a year. 41% of cash flow returned. Insiders: 2 sales, 0 purchases. 68th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 6.7 out of ten. ROE 10%: 10¢ of profit per shareholder dollar. Leverage 23%: owes 23¢ per asset dollar. 67th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 5.8 out of ten. top 42% of 10 in its family; net margin 4.7%. 58th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 7.4 out of ten. top 26% of 8 in its family for leadership; chief executive since 2025. 74th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 4.8 out of ten. bottom 48% of 10 in its family for room to expand. 48th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 5.5 out of ten. top 45% of 10 in its family for growth drivers. 55th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 7.2 out of ten. top 28% of 10 in its family for expectations against reality. 72nd percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-25 for the period ended 2025-12-27 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-27 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 1996. Read from EDGAR 2026-10-12.

Where the revenue comes from

By geography: United States 96%, Foreign 5%. As tagged in its annual report (Form 10-K, filed 2026-02-25).

Who runs it

Schwartz, William Danny (Chief Executive Officer); Missad, Matthew J (Executive Chairman); Ellerbrook, Michael M (President, UFP Construction); Tarvin, Landon C (President, UFP Retail); Benton, Patrick M. (President, UFP Construction); Worthington, Scott A (President, UFP Packaging); Cole, Michael R (Chief Financial Officer); Budden, Joan A (director); Grubbs, Ronald K Jr. (director); Mclean, Benjamin J. (director); and 4 more. 14 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.

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