The earnings beat was modest and organic growth flat, so near-term price action likely muted. Listen to the May 5 call for any color on H2 program ramp and AJR labor issues. No guidance change expected.
Price Chart
Executive Summary
UFP Technologies reported Q1 2026 GAAP EPS of $2.24, beating the $2.18 consensus by 2.8%, on revenue of $154.2M (+4.1% YoY), slightly below the estimated $154.8M. Organic sales were flat, medical sales grew 5.9%, and non-medical fell 15%. The quarter was in line with expectations, but decelerating growth and lack of guidance cap upside.
Key Financial Metrics
Key Facts
- GAAP diluted EPS $2.24 vs consensus $2.18 (beat 2.8%)
- Revenue $154.2M, up 4.1% YoY, in line with estimates
- Organic sales essentially flat; medical +5.9%, non-medical -15%
- Gross margin improved to 28.8% from 28.5%
- Operating income +1.0% to $23.4M; net income +1.8% to $17.5M
- No forward guidance provided; conference call on May 5
Financial Impact
EPS beat of ~$0.06 vs consensus, but revenue slightly below. Minimal financial impact.
Risk Factors
- AJR facility labor inefficiencies persisting
- Start-up costs from four large programs weighing on margins
- Declining non-medical sales (-15%)
- Customer concentration with top two customers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-029906 |
| Document: ufpt-20260504.htm | 0001628280-26-029906 |
| Document: 0001628280-26-029906-index-headers.html | 0001628280-26-029906 |
| Document: 0001628280-26-029906-index.html | 0001628280-26-029906 |
| Document: 0001628280-26-029906.txt | 0001628280-26-029906 |
| 8-K Data (Synthetic) | 0001628280-26-029906 |
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
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