Q2 FY2026 EarningsQ2 FY2026 beat revenue consensus with $1.88B vs. $1.80B expected (+4.6% variance), driven by acquisition contributions and resilient unit growth in Packaging (+8.0%). However, diluted EPS (GAAP) of $1.48 beat the mean estimate of $1.395 but fell 12.9% YoY due to a 160bps contraction in gross margin (15.4% vs. 16.1% expected) caused by rising transportation costs and weaker Site-Built demand. Management expects a $25M cost-out benefit in H2 FY26 and maintained a conservative outlook citing low-single-digit demand contraction in core retail and housing markets.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: UFP Industries(UFPI) the Revenue is 1.883 B (+2.59%), Beat estimate;the EBIT is 103.42 M (-15.98%), Beat estimate;the EPS is 1.48 (-12.94%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.88B2.59%
1.80B1.96%
+0.08B4.55%
EBITExceed expectations
0.10B15.98%
0.10B17.57%
+0.00B1.59%
EPSExceed expectations
1.4812.94%
1.39517.94%
+0.08505.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf