Forensic Analysis · Industrials / Manufacturing / Defense · as of Aug 11, 2026

Ufp Industries Inc (UFPI)

A forensic read on Ufp Industries Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective

Forensic grade

Safe

Financial health

11.2

Distress distance

Clean

Earnings quality

Forensic signals

19.4

P / E (ttm)

9.6%

ROE

$5.0B

Market cap

1.57%

Dividend yield

-5.0%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Ufp Industries Inc earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 11.2, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

186% of FCF

FY2025

Shareholder returns. Returned $515M to shareholders (buybacks + dividends) in FY2025 — 186% of free cash flow. More than free cash flow generated — and beyond operating cash too, so the extra is coming from debt or cash reserves, which isn't sustainable indefinitely. Counting the $38M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 200%.

10.5%

FY2025

Return on invested capital. Return on invested capital is 10.5% in the latest fiscal year and slipping from 29% — around its ~9% cost of capital, so growth is roughly value-neutral.

$14M

FY2020–FY2022

Goodwill impairments. Took $14M of goodwill writedowns across 2 years (FY2020 ($11M), FY2022 ($2M)) — about 1% of net income over the span. Writedowns mean past acquisitions underperformed what was paid for them.

Key fundamentals

Latest Revenue$6.32B

Revenue Growth YoY-5.0%

Net Margin4.7%

Free Cash Flow$276.4M

Return on Equity9.6%

Debt / Equity0.08x

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.