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Here's What Key Metrics Tell Us About UFP Industries (UFPI) Q3 Earnings

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For the quarter ended September 2026, UFP Industries (UFPI - Free Report) reported revenue of $1.73 billion, up 11.1% over the same period last year. EPS came in at $1.05, compared to $1.29 in the year-ago quarter.

The reported revenue represents a surprise of +8.15% over the Zacks Consensus Estimate of $1.6 billion. With the consensus EPS estimate being $1.18, the EPS surprise was -11.02%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how UFP Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Retail: $634.51 million compared to the $614.07 million average estimate based on three analysts. The reported number represents a change of +6.8% year over year.
  • Net Sales- Packaging: $465.85 million versus $411.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18% change.
  • Net Sales- Construction: $552.42 million compared to the $485.21 million average estimate based on three analysts. The reported number represents a change of +11.3% year over year.
  • Net Sales- All Other: $78.03 million versus $81.75 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.7% change.
  • Adjusted EBITDA- Retail: $34.13 million versus the two-analyst average estimate of $43.33 million.
  • Adjusted EBITDA- Corporate & Other: $20.19 million versus $26.5 million estimated by two analysts on average.
  • Adjusted EBITDA- Construction: $37.69 million versus the two-analyst average estimate of $35.87 million.
  • Adjusted EBITDA- Packaging: $27.25 million versus the two-analyst average estimate of $29.62 million.

View all Key Company Metrics for UFP Industries here>>>

Shares of UFP Industries have returned +1.5% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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