Want to see UFPT full AI Analyst Report?

Ufp Technologies (UFPT) Earnings Dates, Call Summary & Reports

164 Followers

Earnings Data

Report Date

Aug 04, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.31

Last Year’s EPS

2.5

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call communicated a generally positive operational and strategic trajectory: solid revenue growth (4.1%), strong medical segment performance, margin improvement, meaningful capacity expansions, and successful prior acquisitions. These positives are tempered by short-term headwinds including a 15% decline in nonmedical sales, flat organic growth while new programs ramp, start-up costs dragging near-term EPS, a cyber-related disruption (~$1M of sales shifted and ~$0.5M legal expense), and lingering labor inefficiencies at AJR. Management provided clear mitigation plans (capacity expansion in lower-cost sites, expected ramp in second half, disciplined M&A) and emphasized that many challenges are temporary, supporting an optimistic longer-term outlook.

Company Guidance

Management guided that new‑program revenue should accelerate in the second half of 2026, with four simultaneous launches (three brand‑new, one transfer) expected to be meaningful contributors as three customers have already asked to double capacity; about $1.0M of Q1 sales was pushed into Q2 by a customer cyber event. They expect to pass through raw‑material inflation tied to oil price volatility, noted effective tariffs are net down (a prospective positive for margins) and said supplier refunds could flow to them as vendor credits. Key metrics cited: Q1 revenue +4.1% (medical +5.9%, non‑medical −15%), robotic +7%, patient surfaces & support +11%, interventional & surgical +15%; gross margin 28.8% (vs. 28.5% prior year); adjusted operating margin 16.7%; adjusted EPS $2.48 (up slightly); SG&A up $2.2M to $21M (including ~$750k wages/benefits, ~$0.5M equity comp, ~$0.5M nonrecurring legal); Q1 cash from operations ~$3.2M, capex $1.7M, leverage ~1.14x, and ~$4M debt paid since March 31. They also expect the wound‑care slowdown to be roughly a three‑quarter impact, highlighted a >200% revenue increase in Santiago that helps absorb fixed overhead, plan to take possession of a sixth La Romana building (~+1/6 capacity) and a third Santiago building in Q2, and reiterated M&A will remain a material growth channel (targeting ~50% of growth from acquisitions over multiple years).

Top-Line Growth

Revenue increased 4.1% year-over-year (overall sales up ~4%) with medical sales growing 5.9% (reported as 6%), driven by strength in robotic-assisted surgery, patient surfaces & support, and interventional & surgical segments.

Strong Submarket Performance

Notable segment growth: robotic surgery +7%, patient surfaces & support +11%, and interventional & surgical +15%.

Improved Gross Margin

Gross profit margin rose to 28.8% from 28.5% a year ago, despite ongoing labor inefficiencies at AJR.

Solid Adjusted Profitability Metrics

Adjusted operating margin was 16.7% of sales and adjusted diluted EPS was $2.48, up slightly year-over-year.

Operational Wins and Capacity Expansion

Three of four new program launches have already prompted customers to request at least double capacity; company is adding new buildings in Santiago (third building) and La Romana (sixth building) with possession expected in Q2, and planning additional capacity in APAC.

Rapid Growth in Low-Cost Location

Santiago, Dominican Republic revenue increased by more than 200%, enabling better absorption of fixed overhead at that site.

Balance Sheet and Cash Actions

Generated ~$3.2 million in operating cash in Q1, paid down approximately $4 million in debt since March 31, ended the quarter with leverage of ~1.14x and modest capex of $1.7 million.

M&A and Strategic Progress

Prior acquisitions (3 in 2025 and 4 in 2024) are performing well; company remains actively reviewing acquisition opportunities with a disciplined approach to valuation and strategic fit.

Leadership Transition Confidence

Planned CEO transition in June to Mitch Rock is presented as orderly and well-supported; outgoing CEO will remain as Executive Chair to support continuity.

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

Daily Earnings Calendar >

UFPT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 04, 2026	2026 (Q2)	2.31 / -	2.5	―	―	―
May 04, 2026	2026 (Q1)	2.14 / 2.24	2.47	-9.31% (-0.23)	―
Feb 24, 2026	2025 (Q4)	2.07 / 2.25	2.46	-8.54% (-0.21)	―
Nov 03, 2025	2025 (Q3)	2.17 / 2.11	2.39	-11.72% (-0.28)	―
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)	―	―

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
May 04, 2026	$192.55	$212.43	+10.32%
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%

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 Aug 04, 2026, TBA (Confirmed).

What is Ufp Technologies (UFPT) earnings time?

Ufp Technologies (UFPT) earnings time is at Aug 04, 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 (Q2) is 2.31.