revenue $1.88B, net income $82.9M. UFP Industries Q2 profit falls 16% on transport costs; tariff refunds cushion

Filed August 5, 2026 · Period ending June 27, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read

Key Changes

• high

  Operating profit fell 16% to $103.4M as $31M in higher transportation costs hit margins, despite a 2.6% revenue rise to $1.88B.

  MD&A: Operating Results verify on EDGAR →
• high

  Net income dropped 17.7% to $82.9M, with diluted EPS down 12.9% to $1.48, reflecting the operating decline and a higher tax rate.

  Key Financials view on EDGAR →
• high

  Tariff refunds from the IEEPA ruling added $9M to operating earnings; $3M received and $20M receivable recorded.

  MD&A: Tariff Refunds verify on EDGAR →