UFPIUFP INDUSTRIES INC
Sawmills & Planting Mills, General
- Revenue
- $6.3B
- 5.0% YoY
- Operating margin
- 5.8%
- 22% YoY
- EBITDA
- $502M
- 19% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -1.0×
- −$499M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear185% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear94% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear8% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $8.6B | $9.6B | $7.2B | $6.7B | $6.3B | 5.0% |
| Operating income | $738M | $950M | $647M | $492M | $364M | 26% |
| Net income | $536M | $693M | $514M | $415M | $295M | 29% |
| Operating cash flow | $512M | $832M | $960M | $643M | $546M | 15% |
| Capex | $151M | $174M | $180M | $232M | $269M | 16% |
| Stock-based comp | $11M | $28M | $35M | $38M | $38M | 1.0% |
| Buybacks | — | $96M | $82M | $141M | $433M | 207% |
| Dividends | $40M | $59M | $68M | $81M | $82M | 1.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.