Universal Forest Products is a leading manufacturer and distributor of wood and wood-related products, primarily serving the retail, construction, and industrial markets. The company specializes in providing innovative solutions that cater to a diverse range of applications, including outdoor living spaces, packaging, and manufactured housing. By leveraging sustainable practices and efficient production techniques, Universal Forest Products aims to meet the evolving demands of its customers while promoting environmental responsibility in the forestry and manufacturing sectors. Read More
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Edge, manufacturer of advanced exterior trim, siding, and interior accents, has announced an expansion of its partnership with Associated Building Material Distributors of America, Inc. (ABMDA), growing its footprint of distribution partners throughout the United States and Canada. In addition to bolstering availability in the US, this represents the brand’s entrance into Canadian markets. With the regional and distribution expertise of ABMDA members, builders will enjoy enhanced support of Edge’s leading product lines, including treated wood EvoTrim™, the new thermally modified siding line, ForgeWood, and upcoming innovations from the brand.
A number of stocks fell in the afternoon session after an unexpectedly sharp rise in wholesale inflation fueled concerns about rising costs and their impact on corporate profits. The primary catalyst was the July 2025 Producer Price Index (PPI), a measure of inflation at the wholesale level, which jumped 0.9% against forecasts of a 0.2% rise. This represents the most significant monthly increase in over three years, pointing to mounting cost pressures for manufacturers, with tariffs cited as a key factor. This data complicates the Federal Reserve's upcoming interest rate decisions, as persistent inflation may prevent rate cuts, creating a headwind for cyclical sectors like Industrials.
Building materials manufacturer UFP Industries (NASDAQ:UFPI) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 3.5% year on year to $1.84 billion. Its non-GAAP profit of $1.70 per share was 7.8% below analysts’ consensus estimates.
Shares of building materials manufacturer UFP Industries (NASDAQ:UFPI)
jumped 3.7% in the afternoon session after the stock rallied along with the broader industrials sector, fueled by optimism for a potential Federal Reserve interest rate cut and an extension of the U.S.-China tariff truce. The rally in the industrials sector was driven by a favorable inflation report, which boosted investor hopes that the Federal Reserve might cut interest rates. Lower rates would reduce borrowing costs for businesses, making it cheaper to invest in equipment and stimulating economic activity. This prospect particularly benefits cyclical sectors like construction and manufacturing, which are sensitive to capital investment. Adding to the positive sentiment, the U.S. and China agreed to extend their trade truce, delaying tariffs and alleviating concerns about trade disruptions. This pause provides relief for companies with global supply chains and offers greater certainty for medium- to long-term business planning.
Hitting a new 52-week low can be a pivotal moment for any stock.
These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
The Caviar Cruise strategy highlights UFP Industries Inc (UFPI) as a top-quality stock with strong EBIT growth, high ROIC, low debt, and solid profit quality, ideal for long-term investors.
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Building materials manufacturer UFP Industries (NASDAQ:UFPI) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 3.5% year on year to $1.84 billion. Its GAAP profit of $1.70 per share was 8.7% below analysts’ consensus estimates.
UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported results for the second quarter ended June, 28, 2025, including net sales of $1.84 billion, net earnings attributable to controlling interests of $100.7 million, earnings per diluted share of $1.70, and adjusted EBITDA of $174.1 million. Results for the quarter include impairment charges and one-time tax benefits which each amount to $0.05 per diluted share and offset one another.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
UFP Industries (Nasdaq: UFPI) will announce second quarter 2025 results after the market close on Monday, July 28, 2025. The company will host a conference call to discuss these results on Tuesday, July 29, 2025, at 9 a.m. Eastern Time.
Shares of building materials manufacturer UFP Industries (NASDAQ:UFPI)
jumped 3.6% in the morning session after its UFP Packaging division unveiled the U-Loc 200, a new and innovative crate system that can be assembled and disassembled without tools.
UFP Packaging today unveiled the U-Loc 200, a new crate featuring the first tool-free fastener for assembly and disassembly. This patent-pending fastener eliminates the need for nail and staple guns, tools that contribute to an estimated 37,000 emergency room visits annually. The U-Loc 200 provides a safer and more efficient crating solution with a fully reusable design.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Looking back on building materials stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including UFP Industries (NASDAQ:UFPI) and its peers.
A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
UFP Factory Built, a division of UFP Industries’ Construction segment, today announced it has acquired the Twin Falls, Idaho facility of Robert Weed Corporation. The transaction that will add regional service and greater capacity to the unit’s operations, and strengthen the company’s position in the RV, cargo trailer and manufactured housing spaces by expanding its western footprint.
