UFP Industries (UFPI) Earnings: Q3 Fiscal 2026 Results

The quarter ended September 26, 2026 and UFP Industries published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• UFP Industries uses a 52- or 53-week fiscal year ending on the last Saturday of December. Q3 fiscal 2026 ended September 26, 2026.
• UFP Industries prices most products to pass lumber costs through to customers, so its dollar sales move with lumber prices. The Random Lengths framing lumber composite averaged $512 per thousand board feet in Q3 2026, against $414 a year earlier.

Source: UFP Industries Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 26, 2026. Figures as reported; checked against the release on November 10, 2026.

How UFP Industries splits revenue in its own release, under its own labels, for Q3 fiscal 2026 against Q3 fiscal 2025. Indented lines are parts of the line above them.

• UFP Industries's Retail revenue was $635 million in Q3 fiscal 2026, up 7% from $594 million in Q3 fiscal 2025, 37% of total revenue.
• UFP Industries's Packaging revenue was $466 million in Q3 fiscal 2026, up 18% from $395 million in Q3 fiscal 2025, 27% of total revenue.
• UFP Industries's Construction revenue was $552 million in Q3 fiscal 2026, up 11% from $496 million in Q3 fiscal 2025, 32% of total revenue.
• UFP Industries's All Other revenue was $78.0 million in Q3 fiscal 2026, up 8% from $72.5 million in Q3 fiscal 2025, 5% of total revenue.
• UFP Industries's Corporate revenue was $2.0 million in Q3 fiscal 2026, up 16% from $1.7 million in Q3 fiscal 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

UFP Industries gives no sales or EPS range. Its outlook describes expected industry unit demand and capital spending.

In its Q3 fiscal 2026 release, UFP Industries said:

“Our full year 2026 outlook remains unchanged. We continue to expect overall industry unit demand for the year to be slightly down in each of our segments based on our sales mix.”

“Accordingly, we are not assuming a meaningful improvement in underlying market demand through year-end.”

“The company expects to invest approximately $150 million to $175 million on capital projects for the year.”

Source: UFP Industries Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the UFPI forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for UFP Industries's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Oct 28, 2026

UFP Industries reports three main segments. In Q3 fiscal 2026, Retail had net sales of $634.5 million, Construction $552.4 million and Packaging $465.8 million, with All Other and Corporate making up the rest of total net sales of $1,732.8 million, up 11.1% from $1,559.6 million. (UFP Industries Q3 2026 release, Oct 28, 2026)

UFP Industries split the 11 percent rise into a 4 percent increase in organic units, 2 percent from acquisitions and 5 percent from higher selling prices. Price increases in ProWood and Factory Built came from passing higher commodity lumber costs through to customers. Lumber costs were 43.8% of net sales in the first nine months of 2026, against 41.4% a year earlier. (UFP Industries Q3 2026 release, Oct 28, 2026; UFP Industries Form 10-Q, Q3 2026, Nov 4, 2026)

By segment, Packaging sales rose 18.0%, with 9 percent organic unit growth and 6 percent from acquisitions; Structural Packaging units grew 14 percent. Construction sales rose 11.3%, with Commercial units up 20 percent and Site Built up 12 percent, while Factory Built fell 10 percent. Retail sales rose 6.8% mostly on price: ProWood units fell 4 percent and Deckorators units grew 21 percent. (UFP Industries Q3 2026 release, Oct 28, 2026)

Value-added products were 69.6% of Q3 fiscal 2026 sales, against 68.5% a year earlier, and commodity-based products 30.4%. New products, led by Deckorators, Structural Packaging and Construction value-added lines, were $150.9 million, or 8.7% of net sales, against 6.8%. (UFP Industries Form 10-Q, Q3 2026, Nov 4, 2026; UFP Industries Q3 2026 release, Oct 28, 2026)

Sales are concentrated in Retail. The Home Depot and Lowe's accounted for about 17% and 11% of UFP Industries' total net sales in fiscal 2025. (UFP Industries Form 10-K, fiscal 2025, Feb 25, 2026)

UFP Industries reports GAAP EPS only. Q3 fiscal 2026 diluted EPS was $1.05, against $1.29, and net earnings attributable to controlling interest were $58.0 million, against $75.3 million. The company said earnings were hit by higher freight and lumber costs, partly offset by organic unit growth and cost-out actions. (UFP Industries Q3 2026 release, Oct 28, 2026)

Transportation costs, net of fuel surcharges, rose about $19 million, or 1.3 percent of net sales, and gross margin fell to 14.1% from 16.8%. UFP Industries said freight spot rates excluding fuel rose 30 percent in the quarter as smaller carriers left the market. (UFP Industries Q3 2026 release, Oct 28, 2026)

The effective tax rate was 23.7%, against 23.8% a year earlier. In the first nine months of fiscal 2026 UFP Industries repurchased 2,169,224 shares for $182.7 million, at an average $84.24, and about $198 million remained under its $300 million authorization as of October 28, 2026. (UFP Industries Form 10-Q, Q3 2026, Nov 4, 2026; UFP Industries Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

UFP Industries does not give a sales or EPS range. With Q3 fiscal 2026 results it said its full-year outlook was unchanged: it expects industry unit demand to be slightly down in each of its segments and is not assuming a meaningful improvement in demand through year-end. It expects capital spending of about $150 million to $175 million for the year. (UFP Industries Q3 2026 release, Oct 28, 2026)

UFP Industries now expects to meet or exceed its initial $60 million cost-savings objective by year-end. Its long-term goals are 7-10 percent annual unit sales growth, at least 10 percent of sales from new products and 12.5 percent adjusted EBITDA margins. (UFP Industries Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover UFP Industries, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones UFP Industries's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning UFPI is on is UFPI a buy or a sell?, what analysts expect next is on the UFPI forecast, and what the company does is on the UFP Industries (UFPI) stock page.

Every number on this page can be traced to a document UFP Industries published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.