UFPT

It's been a good week for UFP Technologies, Inc. (NASDAQ:UFPT) shareholders, because the company has just released its latest first-quarter results, and the shares gained 3.8% to US$221. UFP Technologies reported US$154m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$2.24 beat expectations, being 4.8% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Following the latest results, UFP Technologies' four analysts are now forecasting revenues of US$640.0m in 2026. This would be a credible 5.1% improvement in revenue compared to the last 12 months. Per-share earnings are expected to increase 7.1% to US$9.50. Before this earnings report, the analysts had been forecasting revenues of US$639.0m and earnings per share (EPS) of US$9.50 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. View our latest analysis for UFP Technologies It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$325. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on UFP Technologies, with the most bullish analyst valuing it at US$360 and the most bearish at US$289 per share. This is a very narrow spread of estimates, implying either that UFP Technologies is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that UFP Technologies' revenue growth will slow down substantially, with revenues to the en...

UFP Technologies delivered results in line with Wall Street’s revenue expectations for Q1 and outperformed on adjusted profitability, driving a positive market reaction. Management attributed the quarter’s growth to strength in medical sales, particularly in robotic surgery, patient surfaces, and interventional segments, which offset declines in nonmedical areas like automotive. CEO Jeff Bailly highlighted the company’s ongoing shift away from nonmedical markets and the ramp-up of four new program launches as key contributors to performance. "Our revenue grew 4.1% with medical sales growing 5.9%," Bailly noted, while acknowledging start-up costs and temporary drags from inventory issues and labor inefficiencies. Is now the time to buy UFPT? Find out in our full research report (it’s free). Revenue: $154.2 million vs analyst estimates of $154.8 million (4.1% year-on-year growth, in line) Adjusted EPS: $2.48 vs analyst estimates of $2.31 (7.4% beat) Adjusted EBITDA: $30.95 million vs analyst estimates of $30.28 million (20.1% margin, 2.2% beat) Operating Margin: 15.1%, in line with the same quarter last year Market Capitalization: $1.78 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Brett Fishbin (KeyBanc Capital Markets) asked about growth in the robotics segment and contributions from new product launches. CFO Ronald Lataille explained that current growth is primarily from existing programs, with new launches expected to contribute significantly in the coming quarters. Brett Fishbin (KeyBanc Capital Markets) inquired about the ongoing decline in nonmedical business. CEO Jeff Bailly responded that automotive is being phased out, and advanced components will see little to no growth as the company focuses on higher-growth medical markets. Justin Ages (CJS Securities) questioned the impact of start-up costs from new program launches on profitability. Lataille clarified that these costs will be absorbed as volumes ramp, with stronger contributions expected in the second half of the year. Justin Ages (CJS Securities) asked about capacity expansion in La Romana and Santiago. Lataille detailed the new buildings’ ro...

Revenue up 4.1% YoY, driven by medical sales (+5.9%) with strength in robotic surgery, patient services and interventional/surgical, while non-medical sales fell ~15% and wound care faces an expected ~3-quarter slowdown. Earnings lagged revenue because of startup costs for four simultaneous program launches, AJR labor inefficiencies after workforce changes, and non-recurring legal/cyber expenses; adjusted diluted EPS was $2.48 and gross margin improved to 28.8%. Management is expanding capacity—adding buildings in Santiago and La Romana and planning APAC growth—as customers request higher volumes (three new programs asked to double capacity), and CEO R. Jeffrey Bailly will hand over the CEO role to Mitch Rock in June while remaining executive chair. Interested in UFP Technologies, Inc.? Here are five stocks we like better. These 3 Small-Cap Stocks Are Built to Weather a Slowdown UFP Technologies (NASDAQ:UFPT) reported first-quarter 2026 results that management said reflected a solid start to the year, led by continued growth in its medical business and progress on strategic capacity and program expansion initiatives. Chief Executive Officer and Chairman R. Jeffrey Bailly said revenue increased 4.1% year over year, with medical sales up 5.9% and non-medical sales down 15% as the company continues shifting focus toward “best fit, fast-growing segments in the med tech space.” Bailly highlighted growth in several medical sub-markets, including robotic surgery, patient services and support, and interventional and surgical, which grew 7%, 11%, and 15%, respectively. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Those gains were “partially offset by declines in wound care as two major customers slowed temporarily due to excess inventory,” Bailly said. Later in the Q&A, Bailly described the slowdown as tied to inventory issues that customers expected would impact UFP for roughly eight months, adding that he expects “probably…a 3-quarter impact from the slowdown in wound care and then back to normal.” Bailly said earnings per share grew more slowly than revenue, attributing the difference to several factors: Startup costs related to “4 simultaneous program launches,” which are ramping and “expected to make meaningful contributions in the second half of the year.” Softer results at AJR compared with the first quarter of 2025, as the operation wor...

Medical sales growth of 5.9% was driven by robust demand in robotic surgery, patient surfaces, and interventional segments, partially offset by temporary inventory destocking at two major wound care customers. Non-medical revenue declined 15% as the company executes a deliberate strategic exit from the automotive market to focus on high-growth MedTech segments. Earnings growth lagged revenue due to simultaneous start-up costs for four major program launches and persistent labor inefficiencies at the AJR facility following E-Verify implementation. Management is aggressively expanding capacity in the Dominican Republic, co-investing with customers to add new buildings in Santiago and La Romana to meet forecasted demand. The company maintains a disciplined M&A strategy, prioritizing strategic fit and valuation over deal volume, despite recently being outbid on several opportunities. A leadership transition is underway with Mitch Rock set to become CEO in June, supported by the outgoing CEO in an Executive Chair role for one year. Management expects revenue growth to accelerate in the second half of 2026 as four new programs complete their ramp-up phases and reach meaningful volume. Profitability is projected to improve as fixed start-up costs are absorbed by increasing production volumes and labor efficiencies at AJR continue to normalize. The company anticipates passing through raw material inflationary pressures caused by oil price volatility stemming from Middle East conflicts to its customers. Capacity expansion in the APAC region is currently in the planning stages to address growing demand within Asian markets. Wound care headwinds are expected to persist for approximately three quarters before normalizing and returning to growth via new program overlays in 2027. Approximately $1 million in sales was deferred from Q1 to Q2 due to a cyber event at a key customer. Incurred $0.5 million in non-recurring legal expenses related to a mid-February cyber breach and the CEO transition process. Effective tariffs are trending lower, which is expected to have a positive prospective impact on margins and potentially result in vendor credits. Labor turnover at the AJR facility continues to impact cost of sales, though management reports the issue is diminishing as work transfers to the Dominican Republic. Our analysts just identified a stock with the potential to be th...

NEWBURYPORT, Mass., May 04, 2026--(BUSINESS WIRE)--UFP Technologies, Inc. (Nasdaq: UFPT), a contract development and manufacturing organization that specializes in single-use and single-patient medical devices, today reported net income of $17.5 million for its first quarter ended March 31, 2026, 1.8% higher than net income of $17.2 million for the first quarter of 2025. Net sales for the quarter ended March 31, 2026 were $154.2 million, 4.1% higher than 2025 first quarter sales of $148.1 million. GAAP and adjusted earnings per diluted common share outstanding ("EPS") for the quarter ended March 31, 2026 were $2.24 and $2.48, respectively. Throughout this news release, reference is made to non-GAAP measures including organic sales growth, adjusted gross margin, adjusted operating income, adjusted SG&A, adjusted net income and EPS, and EBITDA and adjusted EBITDA. Please see "Non-GAAP Financial Information" at the end of this news release. "I am pleased with our first quarter results and continued progress with our strategic initiatives," said R. Jeffrey Bailly, Chairman and CEO. "Revenue grew 4.1%, driven by a 5.9% increase in our medical sales. This was offset by a 15% decline in our non-medical sales as we continue to focus our efforts on high-growth opportunities in the MedTech space. Our robotic surgery, patient surfaces and support, and interventional and surgical segments showed the strongest growth at 7%, 11%, and 15%, respectively. To increase capacity to meet strong forecasted demand, in Q2 we will take possession of two new facilities in the Dominican Republic – one in La Romana to support continued growth in our robotic surgery business, and one in Santiago to support growth and additional program transfers in the safe patient handling space." "EPS growth of 1.4% was slower than revenue growth, due in part to softer results at our AJR operation related to continued E-Verify labor inefficiency costs," Bailly said. "We also absorbed the start-up expenses associated with four large programs that are currently ramping and expected to be significant contributors in the second half of the year." "Our recent acquisitions are all performing well and the integrations are essentially complete. And we continue to evaluate new acquisition opportunities that will further increase our value to customers," said Bailly. "With our strong balance sheet, healthy pipe...

UFP Technologies (UFPT) reported Q1 adjusted earnings late Monday of $2.48 per diluted share, up fro

UFP Technologies, Inc. has now reported its first-quarter 2026 results, with sales of US$154.2 million and net income of US$17.5 million, reflecting year-on-year increases in both revenue and earnings per share from continuing operations. The results highlight continued momentum in higher-growth MedTech activities, as medical sales rose while non-medical revenue contracted, aligning with the company’s emphasis on specialized medical device manufacturing and capacity expansion. Next, we’ll examine how this modest earnings growth driven by stronger medical sales influences UFP Technologies’ existing investment narrative. The latest GPUs need a type of rare earth metal called Neodymium and there are only 32 companies in the world exploring or producing it. Find the list for free. To own UFP Technologies, you need to believe in its focus on specialized MedTech manufacturing, supported by recurring programs with major device makers and expanding capacity in lower cost regions. The latest quarter’s modest revenue and earnings growth, driven by higher medical sales and weaker non medical demand, appears consistent with that thesis. In the short term, the key catalyst remains successful MedTech program ramp ups, while the biggest risk is ongoing dependence on a handful of large customers; this update does not materially change either. Among recent announcements, the expanded manufacturing supply agreement with Intuitive Surgical through 2029 looks most relevant to the Q1 results. It reinforces how critical large robotic surgery customers are to UFP Technologies’ growth story and ties directly into the company’s investments in new Dominican Republic facilities to support robotic surgery and safe patient handling programs. That makes the combination of customer concentration and execution on capacity expansion central to how you think about the stock today. Yet this concentration risk, especially around key MedTech customers, is something investors should be very aware of as they consider whether... Read the full narrative on UFP Technologies (it's free!) UFP Technologies' narrative projects $694.3 million revenue and $96.3 million earnings by 2028. This requires 5.7% yearly revenue growth and about a $29.2 million earnings increase from $67.1 million today. Uncover how UFP Technologies' forecasts yield a $329.50 fair value, a 71% upside to its current price. While co...

UFP Technologies (UFPT) came out with quarterly earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.76%. A quarter ago, it was expected that this packaging company and component manufacturer would post earnings of $2.26 per share when it actually produced earnings of $2.44, delivering a surprise of +7.96%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. UFP, which belongs to the Zacks Medical - Instruments industry, posted revenues of $154.2 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 2.09%. This compares to year-ago revenues of $148.15 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. UFP shares have lost about 12.6% since the beginning of the year versus the S&P 500's gain of 5.6%. While UFP has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for UFP was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong...

NEWBURYPORT, Mass. (AP) — NEWBURYPORT, Mass. (AP) — UFP Technologies Inc. (UFPT) on Monday reported earnings of $17.5 million in its first quarter. On a per-share basis, the Newburyport, Massachusetts-based company said it had net income of $2.24. Earnings, adjusted for one-time gains and costs, came to $2.48 per share. The packaging company and component manufacturer posted revenue of $154.2 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on UFPT at https://www.zacks.com/ap/UFPT

Medical products company UFP Technologies (NASDAQ:UFPT) will be reporting earnings this Monday after market close. Here’s what you need to know. UFP Technologies met analysts’ revenue expectations last quarter, reporting revenues of $148.9 million, up 3.4% year on year. It was a satisfactory quarter for the company, with a beat of analysts’ EPS estimates but revenue in line with analysts’ estimates. Is UFP Technologies a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting UFP Technologies’s revenue to grow 4.5% year on year, slowing from the 41.1% increase it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. UFP Technologies has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at UFP Technologies’s peers in the life sciences tools & services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. West Pharmaceutical Services delivered year-on-year revenue growth of 21%, beating analysts’ expectations by 8.4%, and Medpace reported revenues up 26.5%, topping estimates by 1.5%. West Pharmaceutical Services traded up 11.6% following the results while Medpace was down 22.6%. Read our full analysis of West Pharmaceutical Services’s results here and Medpace’s results here. There has been positive sentiment among investors in the life sciences tools & services segment, with share prices up 6% on average over the last month. UFP Technologies is up 1.1% during the same time and is heading into earnings with an average analyst price target of $324.50 (compared to the current share price of $194.07). ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all. Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.

Conference Call Scheduled for May 5th at 8:30 AM ET NEWBURYPORT, Mass., April 30, 2026 (GLOBE NEWSWIRE) -- UFP Technologies, Inc. (Nasdaq: UFPT), a contract development and manufacturing organization that specializes in single-use and single-patient medical devices, today announced that the Company plans to report results for the first quarter on Monday, May 4th, after the close of the stock market. The Company will hold a conference call to discuss the results on the following day, May 5th, at 8:30 AM Eastern time. Conference Call Information: Date: Tuesday, May 5, 2026 Time: 8:30 AM Eastern Time Participants may join the call using the following dial-in numbers: USA/Canada: Toll-Free: 1-412-206-6478 International: 1-833-890-4010 A live webcast of the conference call and accompanying materials will be available here. A replay of the webcast will be accessible following the event on the Company’s Investor Relations website at https://ufpt.com/investors/. About UFP Technologies, Inc. UFP Technologies is a contract development and manufacturing organization that specializes in single-use and single-patient medical devices. UFP is a vital link in the medical device supply chain and a valued outsourcing partner to many of the world's top medical device manufacturers. The Company’s single-use and single-patient devices and components are used in a wide range of medical devices and packaging for minimally invasive surgery, infection prevention, wound care, wearables, orthopedic soft goods, and orthopedic implants. Investor Contact: Jeff Elliott Three Part Advisors, LLC 214-966-9014 UFP Technologies Contact: Ron Lataille, CFO 978-234-0926 [email protected]