Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the quarterly period ended September 30, 2023 Michigan 38-1465835 (State or other jurisdiction of incorporation or (I.R.S. Employer Identification Number) organization) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 0-22684 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 2801 East Beltline NE, G ...

UFP Industries, Inc. (NASDAQ:UFPI) Q3 2023 Earnings Conference Call October 31, 2023 9:00 AM ET Company Participants Dick Gauthier - Vice President, Investor Relations Matt Missad - Chief Executive Officer Mike Cole - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti & Co Kurt Yinger - D.A. Davidson Ketan Mamtora - BMO Capital Markets Operator Good day, and welcome to the Q3 2023 UFP Industries, Inc. Earnings Conference Call and Webcast. At this time, all participants are in a lis ...

Stanley Elliott And could you speak maybe a little more to the competitive pressures you guys saw in the packaging? And then I guess there's another thing, it looks like the PMIs are going to start -- or in the bottoming process may be actually even improving by the end of the year. Do you think you'll end up seeing that -- will it be a lag before that starts to benefit some of the packaging businesses? Or should it be kind of more in line with how those PMIs track? Matt Missad Yes. There's a couple of diff ...

UFP Industries, Inc. (NASDAQ:UFPI) Q1 2023 Earnings Conference Call May 2, 2023 4:30 PM ET Company Participants Dick Gauthier – Vice President-Investor Relations Matt Missad – Chief Executive Officer Mike Cole – Chief Financial Officer Conference Call Participants Stanley Elliot – Stifel Reuben Garner – Benchmark Company Ketan Mamtora – BMO Capital Markets Kurt Yinger – D.A. Davidson Operator Good day, and welcome to the Q1 2023 UFP Industries Inc. Earnings Conference Call and Webcast. At this time, all par ...

Revenue Growth and Market Share - Revenue growth from 2011 to 2019 increased from $1.8 billion to $4.4 billion, reflecting a strong sales culture and customer relationships [19] - The Retail Solutions segment accounted for approximately 15% of total net sales from The Home Depot and 11% from Lowes in fiscal 2022 [29] - The company estimates it produces approximately 28% of all residential treated wood, 5-6% of all composite decking and accessories, and 9% of all wood and vinyl fencing in the United States [28] - For 2022, the company purchased approximately 7% of the 53 billion board feet of North America softwood production, totaling around $3.0 billion in lumber purchases [43][44] - The company has a market share of approximately 15% in domestic customized structural packaging and 10% in new machine-built wood pallets [34] - The Factory-Built Housing unit estimates it produces approximately 45% of all roof trusses used in factory-built housing in the United States [37] - The Site-Built Construction unit estimates it produces approximately 6% of all engineered wood components used in housing in the United States [39] - The Commercial Construction unit has a market share of approximately 3% of the total domestic and architectural millwork market [40] Business Strategy and Restructuring - The company plans to continue acquiring companies to enhance its packaging solutions capabilities [34] - The restructuring into three business segments aims to improve customer service, operational efficiency, and capital deployment [21] Backlog Orders - As of December 31, 2022, backlog orders for customized interior fixture businesses were approximately $136.7 million, up from $84.6 million on December 25, 2021, representing a growth of 61.5% [47] - Backlog orders for site-built construction businesses were approximately $91.1 million as of December 31, 2022, down from $113.5 million on December 25, 2021, indicating a decline of 19.7% [48] Debt and Cash Flow - The estimated fair value of long-term debt, including the current portion, was $242.1 million as of December 31, 2022 [99] - Expected cash flows related to fixed-rate long-term debt over the next five years total approximately $266.6 million, with an average interest rate of 3.54% [101] - For variable-rate debt, expected cash flows total approximately $11.7 million over the next five years, with an average interest rate of 9.20% [101] Employee Development and Commitment - The company had approximately 15,500 employees as of December 31, 2022, emphasizing a commitment to employee development and career growth [49] - The company has removed the requirement of a 4-year degree for sales and management positions to broaden the talent pool and enhance employee growth opportunities [53] - The company is focused on operational excellence and employee health and safety, aiming to foster a culture of equal opportunity and professional development [52] Environmental Commitment - The company plans to disclose its Scope 1 and Scope 2 greenhouse gas emissions in 2023, reflecting its commitment to environmental stewardship [51] - The company will publish its ESG Report in March 2023, detailing its current state and future outlook on sustainability and governance [50]

UFP Industries, Inc. (NASDAQ:UFPI) Q4 2022 Results Conference Call February 21, 2023 4:30 PM ET Company Participants Dick Gauthier - IR Matt Missad - CEO Mike Cole - CFO Conference Call Participants Julio Romero - Sidoti Kurt Yinger - D.A. Davidson Stanley Elliott - Stifel Reuben Garner - Benchmark Company Jay McCanless - Wedbush Securities Ketan Mamtora - BMO Capital Markets Kurt Yinger - D.A. Davidson Operator Good day, and welcome to the Q4 2022 UFP Industries, Inc. Earnings Conference Call and Webcast. ...

UFP Industries, Inc. (NASDAQ:UFPI) Q3 2022 Earnings Conference Call October 20, 2022 4:30 PM ET Company Participants Dick Gauthier - VP, Corporate Communications and IR Matt Missad - CEO Mike Cole - CFO Conference Call Participants Ketan Mamtora - BMO Capital Markets Reuben Garner - Benchmark Company Stanley Elliott - Stifel Kurt Yinger - D.A. Davidson Julio Romero - Sidoti Jay McCanless - Wedbush Securities Operator Good day, and welcome to the Q3 2022 UFP Industries, Inc. Earnings Conference Call and Webc ...

UFP Industries, Inc. (NASDAQ:UFPI) Q2 2022 Earnings Conference Call July 21, 2022 4:30 PM ET Company Participants Dick Gauthier - VP, Corporate Communications and IR Matt Missad - CEO Mike Cole - CFO Conference Call Participants Ketan Mamtora - BMO Capital Markets Stanley Elliot - Stifel Kurt Yinger - D. A. Davidson Julio Romero - Sidoti & Company Jay McCanless - Wedbush Securities Reuben Garner - Benchmark Company Operator Ladies and gentlemen, thank you for standing by. Welcome to the UFP Industries Inc. ...

UFP Industries, Inc. (NASDAQ:UFPI) Q1 2022 Earnings Conference Call April 21, 2022 4:30 PM ET Company Participants Dick Gauthier - Vice President, Corporate Communications and Investor Relations Matt Missad - Chief Executive Officer Mike Cole - Chief Financial Officer Conference Call Participants Stanley Elliot - Stifel Reuben Garner - Benchmark Company Kurt Yinger - D. A. Davidson Julio Romero - Sidoti Jay McCanless - Wedbush Ketan Mamtora - BMO Capital Markets Operator Ladies and gentlemen, thank you for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 25, 2021. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period of ____ to _____. | Title of Each Class | Trading Symbol | Name of Each Exchange on Which Registered | | --- | --- | --- | | Common Stock, $1 par value | UFPI | The NASDAQ Glob ...