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UFP Industries Inc. Posts First Organic Growth Since 2022 — Is the Turnaround Real?

UFP Industries reported second quarter 2026 results that indicated continued stabilization across its diversified portfolio amid a challenging market environment. The company posted net sales of $1.88 billion, a 2.6% increase over the prior year driven by a 1% organic volume growth and 2% contribution from recent acquisitions, marking its first positive year-over-year organic growth since the third quarter of 2022. This growth was supported by strong performances within certain segments, despite ongoing headwinds in markets tied to new residential construction and pallet production. The Retail segment experienced a 4% sales increase to $819 million, with notable strength in Deckorators, which grew 9% in unit volume and benefited significantly from acquisitions such as MoistureShield. Surestone decking products, launched from a new greenfield facility, contributed to sales growth but also led to a backlog of approximately $30 million due to demand exceeding current production capacity.