Form 8-K

8-K — UFP INDUSTRIES INC

Accession: 0000912767-26-000026

Filed: 2026-04-30

Period: 2026-04-30

CIK: 0000912767

SIC: 2421 (SAWMILLS, PLANNING MILLS, GENERAL)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — ufpi-20260430x8k.htm (Primary)

EX-99.1 (ufpi-20260430xex99d1.htm)

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8-K

8-K (Primary)

Filename: ufpi-20260430x8k.htm · Sequence: 1

UFP INDUSTRIES, INC._April 30, 2026

0000912767false00009127672026-04-302026-04-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): April 30, 2026

UFP INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Michigan

(State or other Jurisdiction of Incorporation)

0-22684

(Commission File Number)

38-1465835

(IRS Employer Identification No.)

2801 East Beltline, NE, Grand Rapids, Michigan

(Address of Principal Executive Offices)

49525

(Zip Code)

Registrant's telephone number, including area code: (616) 364-6161

None

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425).

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12).

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)).

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)).

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock

UFPI

The NASDAQ Stock Market, LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

Attached as Exhibit 99.1 is the Company's current version of its first quarter 2026 Investor Relations Presentation provided to investors and posted on the Company's investor website at ufpinvestor.com.

The information in this Form 8-K and the attached Exhibit shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

Item 9.01. Exhibits.

Exhibits

99.1

2026 Investor Relations Presentation.

104

Cover Page Interactive File (the cover page XBRL tags are embedded in the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Dated: April 30, 2026

UFP INDUSTRIES, INC.

(Registrant)

By:

/s/ Michael R. Cole

Michael R. Cole

Chief Financial Officer,

Principal Financial Officer and

Treasurer

EX-99.1

Filename: ufpi-20260430xex99d1.htm · Sequence: 2

Exhibit 99.1

Deckorators Voyage Decking

with Surestone Technology

INVESTOR RELATIONS PRESENTATION

Results through March 28, 2026

Please be aware that statements included in this presentation that are not historical are forward-looking statements within the meaning of Section 21E of the

Securities Exchange Act, as amended, and are based on management’s beliefs, assumptions, current expectations, estimates, and projections about the markets we

serve, the economy, and the company itself. Words like “anticipates,” “believes,” “confident,” “estimates,” “expects,” “forecasts,” likely,” “plans,” “projects,” “should,”

variations of such words, and similar expressions identify such forward-looking statements. These statements do not guarantee future performance and involve

certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. The Company does not

undertake to update forward-looking statements to reflect facts, circumstances, assumptions or events that occur after the date the forward-looking statements are

made. Actual results could differ materially from those included in such forward-looking statements. Investors are cautioned that all forward-looking statements

involve risks and uncertainty. Among the factors that could cause actual results to differ materially from forward-looking statements are the following: Fluctuations in

the price of lumber; adverse or unusual weather conditions; adverse conditions in the markets we serve; government regulations, particularly involving environmental

and safety regulations; and our ability to make successful business acquisitions. Certain of these risk factors as well as other risk factors and additional information

are included in the Company's reports on Form 10-K and 10-Q on file with the Securities and Exchange Commission.

Non-GAAP Financial Information: This presentation includes certain financial information not prepared in accordance with U.S. GAAP. Because not all companies

calculate non-GAAP financial information identically (or at all), the presentations herein may not be comparable to other similarly titled measures used by other

companies. Management uses adjusted EBITDA, return on invested capital, free cash flow, and liquidity, non-GAAP financial measures, in order to evaluate historical

and ongoing operations. Management believes that these non-GAAP financial measures are useful in order to enable investors to perform meaningful comparisons of

historical and current performance. These non-GAAP financial measures are intended to supplement and should be read together with the financial results. These non-GAAP financial measures should not be considered an alternative or substitute for, and should not be considered superior to, the reported financial results.

Accordingly, users of this financial information should not place undue reliance on the non-GAAP financial measures.

This presentation is the property of UFP Industries, Inc. Any redistribution, retransmission, or reprinting of this presentation in any form without the express written

consent of UFP Industries is strictly prohibited.

UFP INDUSTRIES, INC.

The operating segments of UFP Industries – UFP Packaging, UFP Construction and

UFP Retail Solutions – convert 6% of North American softwood lumber,

manufacturing and selling a wide variety of value-added products used in

residential and commercial construction, outdoor living, packaging and other

industrial applications worldwide.

NO MISSION STATEMENT. JUST PEOPLE ON A MISSION.

~3%

Average Annual

Unit growth

~24%

Average Annual

ROIC

2025: 13.2%

~170bps

Expansion in

adjusted EBITDA

Margin

2025: 8.9%

UFP Industries is focused on driving above market growth and compounding

margins higher over time while maintaining best-in-class ROIC.

5 YEAR PERFORMANCE*

~ 10%

Average Annual

TSR

~13%

Average Annual

Growth in EBITDA

* Five years ending 2025

TOTAL SOFTWOOD CONSUMPTION BY END

MARKETS*

$2.4B

$2.0B

$1.6B

UFP 2025 REVENUE BY BUSINESS

SEGMENTS

*Source: Forest Economic Advisors. Improvements = Retail. Industrial = Packaging

19.2B board feet

19.4B board feet

11.2B

board feet

CONSTRUCTION

IMPROVEMENTS

INDUSTRIAL

UFP has built-in scale advantage as the largest converter

of softwood lumber in fragmented North American market

~14,000

Employees

worldwide

198

Facilities

worldwide

1955

Founded in Grand

Rapids, MI

$6.2B

Q1 2026 TTM

Net Sales

38%

32%

26%

Based on Q1 2026

TTM Net Sales

$2.4B

Big box, independents, & buying co-ops

$1.6B

Industrial manufacturers, OEM’s,

agricultural and logistics

UFP AT A GLANCE

$2.0B

Single-, multi-family and factory-built

housing, commercial, concrete formers

$0.2B

Overseas trading, manufacturing and

design assets offering packaging solutions

in nine countries

$532.8M

Q1 2026 TTM

Adjusted EBITDA

Business segments and markets

WHERE WE ARE

198

Locations

Countries

175

BUSINESS MODEL PROVIDES

SUSTAINABLE COMPETITIVE ADVANTAGES

As North America’s largest

buyer of softwood lumber,

UFP owns scale advantage

in sourcing and in serving

the three largest softwood

end markets – residential

construction, retail

building products and

industrial packaging.

While in its early stages, a

strategic and growing

focus on innovation has

brought the company and

its customers a steady

stream of new products

and services.

Scale through

Diversification

Incentives Aligned

With Shareholders

Commitment To

Innovation

RESULT: • Hedge against cyclicality

and customer concentration • Advantages in procurement

and product mix

diversification • Risk mitigation, including

against lumber market

volatility.

RESULT: • Efficient capital allocation • High ROIC • Insiders and employees

own more than 11% of

shares outstanding*

RESULT: • Robust pipeline of new

products • New customers and

markets • Higher EBITDA margins

Teamwork, accountability,

devotion to the customer

and internal competition

create a results-driven

culture that drives

personal and professional

growth throughout the

organization.

RESULT: • 71 straight years of

profitability • Average tenure of 23 years

for our 64 most senior

executives.

Culture

Each of our 198 operations

is a profit center, managed

by people who are required

to own stock, and are

compensated on a

combination of pre-bonus

operating profit and return

on investment.

In 2020 the company

created an operating

structure based on

management of market

segments rather than

geography, bringing

greater focus.

Structure

RESULT:

Improved performance from

• Greater alignment with

customers • Quicker introduction of

new, value-added products • Better, more rapid decision

making

*Form 5 and employee compensation plan reports

OBJECTIVES

Above Market Organic Growth

STRATEGIES

• New Customers and Verticals

• Dynamic Pricing

• Capacity Expansion /

Greenfield Investments

• Automation / Robotics

• Operational Technology

• Supply Chain Optimization

• Capacity Consolidations

FINANCIAL GOALS

Unit Sales Growth 7-10% CAGR

Adjusted EBITDA Margin 12.5%

ROIC on New Investments >15%

Conservative Capital Structure

~1.5x EBITDA Operational Excellence

Investments in Higher Margin

Core Businesses

Value-Added Sales Mix

Improvements

• New Products / Alternative

Materials

• Customer and Product

Stratification

• R&D / Innovation

STRATEGIES

FINANCIAL GOALS, OBJECTIVES AND STRATEGIES

2013

41%

59%

31%

69%

7.2%

40%

60%

9.7%

32%

68%

8.9%

32%

68%

8.6%

Value-added as a percent of sales

VALUE-ADDED SALES

Commodity Value-added

2011 2021 2025

Value-added products improve mix, raise adjusted EBITDA margins

2019

EBITDA Margin

PalletOne and Spartanburg

Forest Products acquisitions

Q1 2026 TTM

CONSTRUCTION

RETAIL

PACKAGING

ALTERNATIVE MATERIALS MANUFACTURING GROWTH

Investments in value-added adjacencies add to TAM

Wood Components

BROADER MARKET OPPORTUNITIES | MARGIN ENHANCEMENT | INCREASED WALLET SHARE

Core/Historical Current state/Future scaling growth via capex and M&A

Pressure-Treated Lumber

Wood Crates

Light Gauge Metal Components

Deckorators SurestoneTM Technology Decking & Railing

Mixed Material Crates

Wood, Foam, Metal, Corrugate

Aluminum Balconies and accessories

Steel Crates

• Create alternative product lines in close adjacencies to

our current business • Source new technology solutions to spur growth and

enhance productivity

The company is making investments to

Commitment to innovation moves the company steadily up the value chain.

INNOVATION AND NEW PRODUCTS

In 2022 we launched our

Innovation Accelerator to:

Bring new products and services to

market faster

Spur internal growth in new capabilities,

products and processes

Drive faster scale and synergy

through rapid iteration

In 2023 we started the

UFP Venture Fund to:

Spur external growth through

late-stage development and early-stage

commercialization opportunities

Empower entrepreneurs to build

businesses, services, and products that

can transform our industry

Commit an investment of $100 million over

5 years to meet our development goals

UFP VENTURE FUND

• Develop value-added use of manufacturing residuals • Enhance our supply chains • Add automation across business segments to

increase efficiencies • Address a shortage of skilled labor

BUSINESS SEGMENTS

Commodity

48%

Value Added

52%

Commodity

25%

Value Added

75%

Commodity

18%

Value Added

82%

ProWood Group

$2.0 Billion

Deckorators

$303 Million

UFP Edge

$99 Million

Structural Packaging

$993 Million

PalletOne

$512 Million

Protective Packaging

Solutions

$83 Million

Site Built

$674 Million

Factory Built

$814 Million

Commercial

$275 Million

Concrete Forming

Solutions

$190 Million

$2.4B $1.6B $2.0B

Q1 2026 TTM Net Sales Q1 2026 TTM Net Sales Q1 2026 TTM Net Sales

New products 8.9% of net sales New products 11.1% of net sales New products 3.7% of net sales

On-trend brands to all major building products retailers, backed by best-in-class in-store and e-commerce support

*Sales mix is 71% to Big Box customers and 29% to one- and two-step distribution as of Q1 2026 YTD.

Premium siding,

pattern, trim; interior

accent wall products

Wood- and mineral-based

composite decking, railing

and accessories.* Aluminum

fence manufacturing and

fabrication.

TREATED &

DECK SPECALTIES

Pressure-treated lumber,

decking, handrail, stairs,

balusters, lattice, accessories

FENCE, LAWN

& GARDEN

Wood and vinyl fence,

planters, garden beds,

picnic tables

BUILDING

MATERIALS

ProWood FR, project panels,

short boards & dimensional,

stakes, finger-joint studs,

furring strips, more

Innovative packaging solutions and components backed by a global manufacturing footprint

and the industry’s leading engineering, design, and integrated service teams

Structural Packaging

Wood, steel, foam and corrugated for mixed material crates

and specialty containers; hard cases, lumber processing,

logistics solutions and onsite packaging services

PalletOne

Machine-built pallets; design,

engineering and testing

Protective Packaging

Corrugated conversion, stretch/shrink films, labels,

strapping, hardware and software solutions for all

industries

Floor, wall and roof panels, cabinet

components, countertops and

milled components for modular

and manufactured homes;

Components for RV/cargo trailer

and mobile offices.

Offsite prefabrication of value-add

formwork, aluminum horizontal

shoring and vertical forming

solutions for use in infrastructure;

elevated structural concrete

construction projects.

Roof trusses, wall panels, floor

systems and framing services for

residential and light commercial

builders. Sales are approx. 70%

single family, 30% multifamily.

Turnkey project management of

consumer environment and

architectural interiors; design,

development, engineering,

manufacturing, assembly,

distribution and installation.

Single-source designer and manufacturer of building components, concrete forms, framing,

exterior and interior finishing programs to make building processes run at maximum efficiency

IDXCorporation.com

questdisplays.com

UFPConstruction.com

Site-Built Factory-Built Commercial Concrete Forming

MACRO DRIVERS

INDUSTRY/CONSUMER

TRENDS

SHORT-TERM

OUTLOOK

SEGMENT DEMAND AND FORWARD OUTLOOK

• Repair and remodel activity • Aged housing stock • Housing turnover • Home equity at historic highs,

but HELOC rates elevated as

well • Consumers delaying larger

projects • Lock-in mortgage effect • Demand down low-single digits • Pricing pressures

• PMI • Durable Goods • Industrial Production • Demand decrease across most

verticals and excess capacity

pressuring pricing • On/nearshoring manufacturing • Vendor consolidation at

customers of scale • Demand down low-single digits • Pricing pressures

• Affordability challenges remain • Housing shortage • Mortgage rates • Smaller new build floorplans • Builder incentives driving activity • Depressed mortgage application

and refinance activity • Demand down low-single digits • Pricing pressures

Drive

operational

excellence

throughout

the enterprise

Cultivate

a unique,

rewarding

culture

throughout

the UFP family

of companies

Provide

significant

opportunity

for professional

and personal

growth

Support

communities

in which we

operate

Supply

exceptional

products

from

sustainable

sources

Maintain

inclusive, safe

working

environments

Attract

and retain

diverse

top-shelf

talent Operate

with a focus

on energy

efficiency

and lean

manufacturing

Deliver

Consistent, positive

financial results to our

shareholders

We believe profitability, asset values and shareholder return are

optimized by acting responsibly, and that our investors experience

higher sustainable returns when we support our customers,

employees and communities. Our views on ESG and maintaining a

sustainable enterprise can be found here.

SUSTAINABILITY CONTINUUM

FINANCIALS

OUR PERFORMANCE

Net Earnings (ACI) ROIC

2019

2024

2023

Unit sales growth rate

$ in Millions

Growth rate

Strong track record of growth and performance improvement with

emphasis on improving gross profit dollars per unit sold and ROIC.

Q1 2026 TTM Adjusted EBITDA Margin exceeds 2019 by ~140 bps.

2025

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

Net Sales Adjusted EBITDA Adjusted EBITDA Margin

Q1 2026

TTM

$4,416 $7,218 $6,652 $6,320 $6,186 $317 $810 $682 $564 $533 7.2% 11.2% 10.3% 8.9% 8.6%

$180 $514 $415 $295 $267 14.9% 22.2% 18.3% 13.2% 10.7% Liquidity

Capital Resources

$530 $2,362 $2,459 $2,200 $2,000

$212

$571 $477 $451 $425

Free cash flow

(9)%

(1)% (3)% (6)%

19% (26)% (16)% (17)% (5)%

21% (26)% (19)% (29)% (9)%

MANAGING LUMBER MARKET RISK Lumber Market Volatility* Adjusted EBITDA Margin

5.3% 5.5%

17.0%

4.2%

34.5%

39.9% 39.9%

6.1% 5.8%

9.2%

6.5% 6.0% 5.9% 7.2% 8.4%

9.7%

11.4% 11.2% 10.3%

8.9%

10%

15%

20%

25%

30%

35%

40%

45%

10%

15%

20%

25%

30%

35%

40%

45%

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Lumber Market Volatility Adjusted EBITDA Margin

*Standard deviation of lumber prices divided by average weekly price.

Balanced business model mitigates lumber price volatility and drives stable profit per unit.

Level of lumber prices does

not drive profitability

Sequential trends impact

profit per unit

Balanced mix of variable and fixed-price products mitigate risk

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

NET SALES (in millions)

$4,416

$7,218

$6,652 $6,320 $6,186

2019 2023 2024 2025 Q1 2026 TTM

UFP Consolidated

$1,499

$2,956

$2,598 $2,434 $2,357

2019 2023 2024 2025 Q1 2026 TTM

UFP Retail Solutions

$1,086

$1,838

$1,637 $1,604 $1,588

2019 2023 2024 2025 Q1 2026 TTM

UFP Packaging

$1,637

$2,161 $2,114 $2,004 $1,953

2019 2023 2024 2025 Q1 2026 TTM

UFP Construction

Organic Unit

Sales Growth

Total Unit

Net Sales Sales Growth

(6)%

(3)%

(1)%

(2)% (8)% (3)%

(2)%

(13)%

0% (2)%

(13)%

0% (3)%

10% (6)% (7)% (7)% (9)% 10%

(6)% (7)% (7)% (9)%

(10)%

(1)% (3)% (6)%

(9)%

(1)% (3)% (6)%

LONG-TERM GOAL

Unit sales growth of 7% to 10%, including small acquisitions

$317

$810

$682

$564 $533

2019 2023 2024 2025 Q1 2026 TTM

UFP Consolidated

$75

$208 $221

$164 $163

2019 2023 2024 2025 Q1 2026 TTM

UFP Retail Solutions

$101

$244

$159 $136 $128

2019 2023 2024 2025 Q1 2026 TTM

UFP Packaging

$96

$272

$208

$158 $146

2019 2023 2024 2025 Q1 2026 TTM

UFP Construction

5.0%

7.0%

8.5%

6.8% 6.9%

9.3%

13.3%

9.7% 8.5% 8.1%

5.9%

12.6%

9.9% 7.9% 7.5%

ADJUSTED EBITDA (in millions)

7.2%

11.2% 10.3% 8.9% 8.6%

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

LONG-TERM MARGIN DRIVERS

New management structure; Value-added mix improvements, including new branded products, solutions

selling, and value-based pricing; Operational improvements, technology, and automation

LONG-TERM GOAL

12.5% Adjusted EBITDA margin

Adjusted EBITDA Adjusted EBITDA Margin

Consolidated Q1 2026 TTM Adjusted EBITDA Margin exceeds 2019 by ~140 bps.

UFP Consolidated UFP Retail Solutions

UFP Packaging UFP Construction

ADJUSTED EBITDA AND UNIT SALES GROWTH

6% (9)%

(1)% (3)%

(6)%

19%

(26)%

(16)%

(17)%

(5)%

-40%

-20%

20%

40%

60%

2019 2023 2024 2025 Q1 2026

TTM

4% (6)% (3)% 0% (1)%

34%

(35)% (35)% (15)%

(5)%

-40%

-20%

20%

40%

60%

2019 2023 2024 2025 Q1 2026

TTM

10%

(6)% (7)%

(26)%

(9)%

18% (4)%

(7)% (1)%

-40%

-20%

20%

40%

60%

2019 2023 2024 2025 Q1 2026

TTM

6% (13)%

5% 0% (2)%

14%

(36)%

(24)%

(7)%

-40%

-20%

20%

40%

60%

2019 2023 2024 2025 Q1 2026

TTM Percent Growth Percent Growth Percent Growth Percent Growth

Long-Term Goal: Achieve Adjusted EBITDA growth exceeding unit sales growth

Adjusted EBITDA Growth Unit Sales Growth

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement. 24

BALANCED USE OF FREE CASH FLOW

$212

$571

$477 $451 $425

$25 $68 $81 $82 $81

$82

$159

$443

$398

$31

$70

$108

$164

$149

$39

$52

$30

$18

$14

$90

$288

$51

$32

2019 2023 2024 2025

Free Cash Flow and Capital Allocation (in millions)

Q1 2026 TTM

Acquisitions to contribute half of our

total long-term annual unit sales growth

CapEx plan of $250M to $275M in 2026

Opportunistic share repurchases and

to offset issuances. Current

authorization as of April 30, 2026 has

$84M remaining, expires July 31, 2026.

Increasing dividends in line with long-term growth in earnings and free cash

flow

Committed to maintaining conservative

capital structure with adjusted EBITDA

<1.5x

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

Return-focused approach to capital allocation

Free cash flow

Dividends

Share buybacks

Expansionary &

efficiency capex

Acquisitions

Change in NWC

RETURN ON INVESTED CAPITAL

Hurdle Rate = 15% Percent 14.9%

22.2%

18.3%

13.2%

10.7%

10%

15%

20%

25%

30%

2019 2023 2024 2025 Q1 2026 TTM

WACC = 10%

Long-Term Goal: Earn an incremental return on new investment greater than our hurdle rate

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

Process

Identify attractive growth runways in

each Business Unit under each Business

Segment and identify gaps in our

capabilities to pursue those runways.

Find new products and services to

speed our transformation from

commodity sales to value-added selling

solutions and brands.

Purpose

Achieve scale and synergy targets to

optimize growth, margins and returns.

Goal

Scale, low-cost production, automation;

increased customer wallet share.

Driving Deckorators recycle content;

scaling opportunity.

Securing supply and margin expansion for

growing Packaging business.

RECENT ACQUISITIONS

CAPITAL STRUCTURE

Conservative capital structure ensures ample resources to pursue

investment opportunities with the highest return potential.

Net Debt to Total Capitalization

vs Maximum Target

Net Debt to Adjusted EBITDA

vs Maximum Target

0.0% 0.0% 0.0% 0.0% 0.0% 0%

10%

15%

20%

25%

30%

35%

40%

45%

2019 2023 2024 2025 2026 TTM

- -

- - - 0.0

0.5

1.0

1.5

2.0

2.5

2019 2023 2024 2025 2026 TTM

Max target Net Debt to Total Capital

Net Debt to TTM Adjusted EBITDA Percent

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

STOCK PERFORMANCE

Long-term returns on UFPI stock are consistently above the proxy peers and major market indices

Peers include MAS, BLDR, TREX, LPX, SSD, BCC, PATK, AMWD, SON, GEF, ROCK

Stock prices are adjusted to account for dividend payouts

Source: FactSet as of 4/21/2026 closing prices

-5.3%

7.4%

5.4%

14.7%

8.2%

1.1%

5.1%

1.0%

9.5%

4.8%

53.8%

17.6%

5.9%

10.9%

8.1%

-10%

10%

20%

30%

40%

50%

60%

1 Year 3 Year 5 Year 10 Year 20 Year Annual % Return

Annualized Stock Return

UFPI Peer Group Average Russell 2000

QUARTERLY RESULTS

NET SALES Q1 2026 (in millions)

$1,596

$1,835

$1,560

$1,330 $1,461

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Consolidated

$607

$788

$594

$444

$531

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Retail Solutions

$410

$429

$395

$370

$394

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Packaging

$516 $552

$496

$440 $466

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Construction

(2)% (3)% (4)%

(7)% (7)%

(2)%

(3)%

(4)%

(7)% (7)%

(4)% (7)% (6)%

(4)% (13)% (13)%

(7)% (6)%

(13)% (13)%

(2)%

(2)% (1)% (2)%

(3)%

(3)% (2)% (3)%

3% 2%

(2)%

(5)% (5)%

3% 2%

(2)% (5)% (5)%

Organic Unit Sales

YOY Growth

Total Unit Sales

YOY Growth Net Sales

*Growth percentages are shown net of product transfers between segments.

ADJUSTED EBITDA Q1 2026 (in millions)

$142

$174

$140

$107 $111

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Consolidated

$36

$64

$40

$25

$35

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Retail Solutions

$35 $39

$34

$28 $28

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Packaging

$37

$45 $42

$33

$26

Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

UFP Construction

8.9% 9.5% 9.0% 8.1% 7.6% 5.9%

8.1%

6.7%

5.5%

6.6%

8.5%

9.1% 8.7%

7.4% 7.1%

7.2% 8.2% 8.4% 7.5%

5.5%

Adjusted EBITDA Adjusted EBITDA Margin

Non-GAAP Financial Information: Please visit ufpinvestor.com for reconciliation to related GAAP measurement.

Margin levels reflect focus on value-added solutions.. 32

2801 E. Beltline Ave. NE

Grand Rapids, MI 49525

(800) 598-9663 - UFPI.com

THANK YOU

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