UFP Industries Q4 EPS Plunges 32% to $0.70, Revenue Misses $1.33B Target
UFP Industries reported Q4 EPS of $0.70, missing forecasts by 32.0% and down from $1.20 a year earlier on revenues of $1.33 billion, 5.3% below estimates. The company has failed to beat consensus EPS and revenue estimates for four consecutive quarters.
1. Q4 Earnings and Revenues Miss Estimates
UFP Industries reported adjusted earnings of $0.70 per share for Q4, missing the consensus estimate by 32.04% and down from $1.20 a year earlier. Quarterly revenues totaled $1.33 billion, 5.3% below forecast and down from $1.46 billion in the prior year.
2. Consecutive Estimate Shortfalls
This marks the fourth straight quarter that the company has failed to surpass consensus EPS and revenue estimates, following a 5.84% EPS miss in Q3 2025. UFP Industries has now trailed earnings and revenue projections in each of the past four reporting periods.
3. Stock Performance and Market Reaction
Shares dipped about 3% on the day of the report, though the stock has climbed roughly 20.6% year-to-date compared with a 0.9% gain for the S&P 500. Investors are weighing the fresh shortfalls against earlier outperformance.
4. Outlook and Industry Positioning
Analysts’ consensus for Q1 calls for $1.22 EPS on $1.62 billion revenue, and full-year projections are $5.70 EPS on $6.57 billion revenue. The building products–wood industry ranks in the bottom 30% of peers, underscoring sector challenges.