The earnings call presented a mix of strong growth in revenue and strategic expansions, particularly in the medical sector, countered by significant labor challenges and inefficiencies impacting margins and backlog orders. Although there are positive strides with acquisitions and customer growth, the operational challenges create a balanced outlook.

Company Guidance

During the UPF Technologies second quarter 2025 earnings call, the company reported a strong performance with a 37% revenue increase, including 5% organic growth. Adjusted operating income rose by 35%, while adjusted EPS increased by 27%. The medical business saw a 46% growth, and the robotic-assisted surgery segment expanded by 7%. Significant growth was also noted in patient services and support, interventional and surgical, and wound care markets, each exceeding 48% growth. Revenue from major customers Intuitive Surgical and Stryker grew by 10% and 567%, respectively. However, the Advanced Components business declined by 20% as the company focused resources on MedTech opportunities. The company faced labor turnover issues at its AJR facility, impacting margins by $1.2 million in Q2, with an expected $2.5 million impact in Q3. Additionally, UPF closed on acquisitions of UNIPEC and Techno Plastics Industries, enhancing capabilities and synergies. The company anticipates a Q4 transition of AJR product manufacturing to the Dominican Republic and expects to address labor inefficiencies and tariffs impacting gross margins.

Strong Revenue Growth

UFP Technologies reported a 37% revenue growth with 5% organic growth in Q2 2025. Adjusted operating income increased by 35%, and adjusted EPS grew by 27%.

Medical Business Expansion

The medical business grew by 46%, with notable growth in robotic-assisted surgery by 7% and other markets like patient services, interventional and surgical, and wound care each growing over 48%.

Significant Customer Growth

Revenue from the largest customers, Intuitive Surgical and Stryker, grew by 10% and 567%, respectively.

Strategic Acquisitions

Two acquisitions were made: UNIPEC and Techno Plastics Industries (TPI), both expected to be accretive in the first year and acquired at attractive multiples.

Operational Cash Flow and Debt Reduction

The company generated $25.3 million in cash from operations and paid down approximately $19 million in debt, ending the quarter with a leverage ratio well below 1.5x.

Ufp Technologies (UFPT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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UFPT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.17 / -	2.39	―	―	―
Aug 04, 2025	2025 (Q2)	2.25 / 2.50	1.86	34.41% (+0.64)	―
May 06, 2025	2025 (Q1)	2.01 / 2.47	1.66	48.80% (+0.81)	―
Feb 25, 2025	2024 (Q4)	2.13 / 2.46	1.53	60.78% (+0.93)	―	―
Nov 05, 2024	2024 (Q3)	1.86 / 2.39	1.52	57.24% (+0.87)	―	―
Jul 31, 2024	2024 (Q2)	1.54 / 1.86	1.55	20.00% (+0.31)	―	―
May 01, 2024	2024 (Q1)	1.17 / 1.66	1.27	30.71% (+0.39)	―	―
Feb 21, 2024	2023 (Q4)	1.12 / 1.53	1.1	39.09% (+0.43)	―	―
Nov 01, 2023	2023 (Q3)	1.50 / 1.52	2.56	-40.63% (-1.04)	―	―
Aug 01, 2023	2023 (Q2)	1.42 / 1.55	1.17	32.48% (+0.38)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

UFPT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$226.27	$240.75	+6.40%
May 06, 2025	$197.42	$219.49	+11.18%
Feb 25, 2025	$240.94	$263.52	+9.37%
Nov 05, 2024	$277.62	$329.24	+18.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ufp Technologies (UFPT) report earnings?

Ufp Technologies (UFPT) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is Ufp Technologies (UFPT) earnings time?

Ufp Technologies (UFPT) earnings time is at Oct 29, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is UFPT EPS forecast?

UFPT EPS forecast for the fiscal quarter 2025 (Q3) is 2.17.

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