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Ufp Technologies (UFPT)
NASDAQ:UFPT
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.14Last Year’s EPS
2.47Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 24, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive outlook driven by strong revenue growth (+19.5% to $602.8M), multi-year profitability gains (operating income +435%, EPS +419% since 2021), healthy cash generation (~$92M), debt reduction (~$53.9M) and multiple contract extensions and capacity expansions. These positives were tempered by meaningful near-term operational headwinds: a $6.3M AJR labor inefficiency that compressed gross margin, a recent ransomware attack causing temporary manual processes and potential shipment timing impacts, and low single-digit organic growth in 2025. Management emphasized that margins remained within target ranges after adjustments, that AJR inefficiencies are improving (Q4 $1.2M vs Q3 $3.0M), and that backlog and capacity expansions should support future growth. Overall, the highlights and durable strategic progress outweigh the transitory lowlights.Company Guidance
Strong Revenue Growth and Scale Milestone
Total revenue grew 19.5% for FY2025 to $602.8 million, representing nearly a 3x increase in revenue since 2021.
Substantial Multi-Year Profitability Gains
Operating income increased ~435% and EPS increased ~419% over the four-year period since 2021; 2025 EPS grew 15.4% year-over-year despite headwinds.
Adjusted Operating Margin Within Target
Adjusted operating margin for 2025 was 17.1% of sales, inside the company target range of 17%–20% despite absorbing extra labor costs.
Cash Generation and Balance Sheet Strength
Operating cash flow of approximately $92.0 million in 2025; capital expenditures of $12.9 million; paid down ~$53.9 million of debt and finished the year with leverage of ~1.1x.
Resilient Gross Margin Adjusted for One-Time Labor Impact
Reported gross margin was 28.3% in 2025; management states that absent the $6.3 million AJR labor inefficiency, gross margin would have been ~29.3%.
Contract Extensions and Customer Wins
Extended and expanded contract with the largest customer (additional program and material volume increase, two-year extension); infection prevention contract funded through 2030; new wins in orthopedic sterile packaging (Harlan).
Capacity Expansion and Program Launches
Progress in the Dominican Republic: second major program launched in Santiago with lease for a third building; in La Romana, three new programs launched, Building 5 completed (product development center, external capital program, centralized warehouse) and possession of Building 6 planned in April to expand robotic surgery capacity.
Successful M&A Integrations and Leadership Transition
Integrations of 7 acquisitions (4 in 2024, 3 in 2025) progressing well; CEO transition plan nearly complete with the outgoing CEO remaining as Executive Chair for one year to support continuity.
UFPT Earnings History
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 |
|---|---|---|---|
Feb 24, 2026 | $240.57 | $240.16 | -0.17% |
Nov 03, 2025 | $199.05 | $223.04 | +12.05% |
Aug 04, 2025 | $226.27 | $240.75 | +6.40% |
May 06, 2025 | $197.42 | $219.49 | +11.18% |
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 May 05, 2026, TBA (Confirmed).
What is Ufp Technologies (UFPT) earnings time?
Ufp Technologies (UFPT) earnings time is at May 05, 2026, 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 2026 (Q1) is 2.14.