UFP Industries (UFPI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.05
- Estimate
- $1.22
- Surprise
- -13.8%
- Score at report (before → after)
- 5.5 → 5.4/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
UFP Industries (UFPI) missed the $1.22 estimate with adjusted EPS of $1.05 — a large 13.8% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Sell at 5.4/10 after the report.
Coverage in the report window
- UFP Industries Announces Third Quarter 2026 Results — fiscal.ai, 2026-10-28
- CORRECTION: UFP Industries Q3 EPS $1.05 Misses $1.22 Estimate, Sales $1.733B Beat $1.596B Estimate — benzinga, 2026-10-28
- UFP Industries Q3 EPS $1.05 Misses $1.22 Estimate, Sales $1.989B Beat $1.596B Estimate — benzinga, 2026-10-28
Where TrendMatrix's rating stands now
TrendMatrix currently rates UFPI Sell at 5.3/10.
1 of the last 4 quarters beat the estimate; this quarter's -13.8% surprise compares with a -15.2% four-quarter average.
What supports the rating
- Attractive valuation
What argues against it
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
- Sector modifier (Basic Materials): -0.1
- Consecutive earnings misses (3)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $78.44
- Price target
- $87.70
- Stop
- $73.98
- Upside to target
- +11.8%
- Reward-to-risk
- 2.0:1
The stock trades at 17.9× trailing but 14.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
UFPI at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Lumber & Wood Production
- Market cap
- $4.32B
- P/E (fwd)
- 14.5
- P/E (ttm)
- 17.9
- 52-week range
- $73.72–$118.00
- Off 52-week high
- 33.5%
- RSI (14)
- 64
- Volume vs avg
- 0.05×
- Score today
- 5.3/10