Form 8-K

8-K — UFP INDUSTRIES INC

Accession: 0000912767-26-000028

Filed: 2026-05-04

Period: 2026-05-04

CIK: 0000912767

SIC: 2421 (SAWMILLS, PLANNING MILLS, GENERAL)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — ufpi-20260504x8k.htm (Primary)

EX-99.1 (ufpi-20260504xex99d1.htm)

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8-K

8-K (Primary)

Filename: ufpi-20260504x8k.htm · Sequence: 1

UFP INDUSTRIES, INC._May 4, 2026

0000912767false00009127672026-05-042026-05-04

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): May 4, 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.

On May 4, 2026, UFP Industries, Inc. issued a press release announcing the acquisition of the operating assets of John Rock, Inc., a new pallet manufacturer headquartered in Coatesville, Pennsylvania. The press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01 Exhibits.

EXHIBIT INDEX

Exhibit Number

Document

99.1

Press Release of UFP Industries, Inc. dated May 4, 2026.

104

Cover Page Interactive Data 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.

UFP INDUSTRIES, INC.

(Registrant)

Dated: May 4, 2026

By:

/s/ Michael R. Cole

Michael R. Cole

Chief Financial Officer,

Principal Financial Officer and

Treasurer

EX-99.1

Filename: ufpi-20260504xex99d1.htm · Sequence: 2

EXHIBIT 99.1

| PRESS RELEASE

UFP Industries Expands PalletOne’s northeast Footprint Through Acquisition of John Rock, Inc.

Grand Rapids, Mich. — UFP Industries (NASDAQ: UFPI) today announced the acquisition of the operating assets of John Rock, Inc., a new pallet manufacturer headquartered in Coatesville, Pa., for approximately $48 million. The transaction fills a key gap in PalletOne, Inc.’s geographic reach and strengthens UFP Packaging’s ability to serve national customers with a presence in the northeast region.

John Rock, a subsidiary of Kamps Pallets, designs and manufactures new pallets across Pennsylvania and Virginia. UFP Industries is purchasing three of the four operating locations: Coatesville, Pa., Mifflintown, Pa. and Bowling Green, Va. The remaining sawmill at Dilwyn, Va. will remain with the seller. The acquisition of the three locations adds approximately $82 million in annual sales and brings nearly 250 employees into the UFP family.

This acquisition strengthens a core business for UFP Industries and expands PalletOne’s scale in a strategically important geography. The transaction includes all key operating assets of John Rock, allowing for immediate manufacturing and service continuity while providing a strong platform for operational improvement and long‑term growth.

“This acquisition is fundamentally about strengthening our core packaging business and expanding our footprint in a region where we see long‑term opportunity,” said Will Schwartz, Chief Executive Officer of UFP Industries. “John Rock has built a well‑established pallet manufacturing operation with strong customer relationships and experienced teams. Bringing this business into PalletOne enhances our ability to serve customers across the northeast and positions us to unlock value through operational synergies and scale.”

The acquired operations will be integrated into PalletOne’s existing manufacturing network, creating opportunities to improve efficiency, enhance service levels, leverage UFP’s procurement and operational capabilities, and growth with national customers — while maintaining the local expertise and customer focus that has defined John Rock’s success.

"John Rock is a well‑known name in the northeast pallet market, with a strong team and a diverse customer base,” said Scott Worthington, President, UFP Packaging. “We are excited to welcome their employees to PalletOne and look forward to building on the foundation they have established as we integrate the business into our network.”

The acquisition underscores UFP Industries’ continued focus on investing in its core businesses, expanding manufacturing capacity in key markets, enhancing its ability to serve national customers, and strengthening the competitive position of its operating companies across packaging and industrial markets.

Investor Relations Contact:

Stanley Elliott, Director of Investor Relations

Stanley.Elliott@ufpi.com

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