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Dec 31, 2025
UFP Technologies Q4 2025 Earnings Report
UFP Technologies Q4 2025 Earnings Report
Key Takeaways
UFP Technologies reported a modest 3.4% increase in Q4 sales to $148.9 million, driven by growth in the medical market. While GAAP net income rose to $17.6 million, adjusted EBITDA and adjusted operating income saw declines compared to the prior year, impacted by labor-related inefficiencies at the AJR facility and higher SG&A expenses.
Q4 net sales grew 3.4% to $148.9 million, while organic sales remained essentially flat.
Medical market sales increased 4.2% to $138.2 million, representing the vast majority of total revenue.
Labor-related inefficiencies at the AJR facility impacted Q4 gross profit by $1.2 million, though this was an improvement from the $3.0 million impact in Q3.
Adjusted EPS for the quarter was $2.44, a slight decrease from $2.46 in the same period last year.
Revenue by Segment
Forward Guidance
The company remains bullish about its future, citing a robust pipeline, new program launches, and facility expansions in the Dominican Republic.
Positive Outlook
- Extended contract with largest customer through 2029 in La Romana.
- Adding a sixth facility in La Romana to accommodate growth.
- Planned new facility in Santiago for Q2 2026 to ramp up Safe Patient Handling programs.
- Labor inefficiencies at AJR facility are decreasing sequentially.
- Robust pipeline and successful integration of seven acquisitions from 2024-2025.
Challenges Ahead
- Ongoing labor-related inefficiencies at the AJR facility in Illinois.
- Organic sales growth was essentially flat in the fourth quarter.
- Non-medical sales decreased 6.0% in the fourth quarter.
- Adjusted gross margins declined year-over-year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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