Latest Earnings Results: Q3 '26
Estimated EPS
$1.20
Reported EPS
$0.99
Surprise
-17.31%
Estimated Rev
$1.6B
Reported Rev
$1.73B
Surprise
+8.29%
• Reported GAAP EPS of $1.05 down -18.60% YoY • Reported revenue of $1.73B up 11.11% YoY • UFP Industries expects to meet or exceed its $60M cost-savings objective by year-end and expects to invest approximately $150M to $175M on capital projects for 2026.
Bullish Takeaway
UFP Industries expanded new-product sales, recorded growth in Deckorators and Surestone with an improved backlog, and reported approximately $2B of liquidity with no revolving-credit borrowings.
Bearish Takeaway
UFP Industries reported lower adjusted EBITDA and margin amid higher freight costs, expects slightly down industry unit demand across segments, and cited elevated freight rates and constrained carrier capacity.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.78 | -- | -- | N/A |
Q3 '26 | $1.20 | $0.99 | -17.31% | MISSED |
Q2 '26 | $1.37 | $1.48 | 8.36% | BEAT |
Q1 '26 | $1.10 | $0.86 | -21.79% | MISSED |
Q4 '25 | $1.05 | $0.65 | -38.22% | MISSED |