UFPIUFP Industries, Inc.
Is the business good?
The checks split: earnings fully cash-backed (2.1×), but margins compressing.
Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.
Operating profit is fully backed by cash. Conversion is improving vs a year ago.
Operating margin has narrowed over the past few years, profitability per dollar of sales is eroding.
A balanced mix of margins, efficiency, and leverage. ROE 9% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is UFPI?
UFP Industries, Inc. earns 9.5% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.
Return on invested capital · cost of capital 9.0% · 0.50 points above what the capital costs: growth creates value
- Operating margin
- 5.1%
Operating margin · Basic Materials median 9.9% · 12 months to Q2 2026
- Cash conversion
- 2.12×
Cash conversion · 1.62× a year ago · operating cash flow covers the operating profit after tax
- Share count, year on year
- −5.8%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2020 | 6.7% |
| FY2021 | 8.5% |
| FY2022 | 9.9% |
| FY2023 | 9.0% |
| FY2024 | 7.4% |
| FY2025 | 5.8% |
Details›
- Gross margin12 months to Q2 2026
- 16%
- Operating margin12 months to Q2 2026
- 5.1%
- Net margin12 months to Q2 2026
- 4.0%
- Free cash flow margin
- 4.3%
- Revenue, trailing twelve months
- $6.23B
- Free cash flow, trailing twelve months
- $267M
- Net income, trailing twelve months
- $249M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 9.5%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Customers and suppliers
Who buys from UFPI and who it buys from, as the companies report it.
- HDThe Home Depot17%
Share of revenue · FY2025 10-K
- LOWLowe's11%
Share of revenue · FY2025 10-K
None disclosed.
A company has to disclose every customer behind 10% or more of its revenue. Each share comes from the latest annual report of the company that states it and shows on both companies’ pages; UFPI’s own figures are from its FY2025 10-K. Smaller customers and suppliers go unreported.