Traders should monitor UFP's future earnings calls for revenue contribution details from Intuitive Surgical and watch for margin impacts from the cost-sharing provisions and increased production volumes.
Price Chart
Executive Summary
UFP Technologies extended its manufacturing supply agreement with Intuitive Surgical through 2029, added a new program, and materially increased minimum volume commitments for 2028-2029. The amendment includes volume-based pricing and cost-sharing provisions, reinforcing a key customer relationship in the medical segment.
Key Financial Metrics
Key Facts
- Amendment No. 27 extends the supply agreement with Intuitive Surgical through December 31, 2029
- Material increase in annual minimum volumes for the largest program in 2028 and 2029
- Adds an additional program to the agreement
- Includes volume-based pricing and cost-sharing provisions
- Intuitive Surgical is a strategic medical customer of UFP Technologies
Financial Impact
Material revenue increase expected in 2028-2029 due to higher minimum volumes, though exact figures are redacted
Risk Factors
- Customer concentration risk with Intuitive Surgical
- Execution risk in meeting increased volume requirements profitably
- Potential margin pressure if cost-sharing arrangements are unfavorable
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-011154 |
| Document: ufpt-2026x02x24x8kxex101.htm | 0001628280-26-011154 |
| Document: 0001628280-26-011154-index-headers.html | 0001628280-26-011154 |
| Document: 0001628280-26-011154-index.html | 0001628280-26-011154 |
| Document: 0001628280-26-011154.txt | 0001628280-26-011154 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Insider Cluster | $300.05 $299.22 | ▼ −0.28% | ▼ −0.54% | $300.70 (+0.22%) |
Aug 24, 2026 5w ago | 8-K | $305.39 $285.20 | ▼ −6.61% | ▼ −7.92% | $300.70 (−1.54%) |
Aug 19, 2026 6w ago | Insider Cluster | $312.84 $275.41 | ▼ −11.96% | ▼ −10.01% | $300.70 (−3.88%) |
Aug 17, 2026 6w ago | Insider Cluster | $313.99 $281.54 | ▼ −10.34% | ▼ −9.35% | $300.70 (−4.23%) |
Aug 17, 2026 6w ago | Insider Cluster | $313.99 $281.54 | ▲ +10.34% | ▲ +9.35% | $300.70 (+4.23%) |
Aug 11, 2026 7w ago | Insider Cluster | $321.91 $278.59 | ▼ −13.46% | ▼ −12.40% | $300.70 (−6.59%) |
Aug 10, 2026 7w ago | Insider Cluster | $321.91 $278.59 | ▲ +13.46% | ▲ +12.40% | $300.70 (+6.59%) |
Jun 8, 2026 16w ago | 8-K | $231.12 $264.11 | ▲ +14.27% | ▲ +12.83% | $300.70 (+30.11%) |
May 26, 2026 18w ago | 8-K | $226.37 $252.73 | ▲ +11.64% | ▲ +13.55% | $300.70 (+32.84%) |
May 4, 2026 21w ago | 8-K | $212.43 $216.38 | ▲ +1.86% | ▼ −3.09% | $300.70 (+41.55%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access