UFP Technologies, Inc. (UFPT)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · UFPT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks UFPT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue investing in Dominican Republic operations to support growth, expand capacity, and improve cost structure for MedTech business.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $151.2 million in 2025-Q2 to $174.0 million in 2026-Q2 (+15.1%), with year-to-date sales up 9.6%. Management continues investing in Dominican Republic facilities to expand capacity and improve cost structure, delivering early operational benefits but with some near-term margin pressure. The trajectory shows delivering growth and capacity expansion consistent with stated priorities.
“We continue to invest in our Dominican Republic operations to support customer-driven growth initiatives, expand capacity, and enhance our cost structure over time.”
“In Q2 we will take possession of two new facilities in the Dominican Republic to support growth in robotic surgery and safe patient handling.”
“Significant progress expanding our businesses in the Dominican Republic; this market opportunity is substantial with significant growth anticipated.”
Prioritize growth in MedTech segments including robotic surgery, patient beds, infection control, cardiovascular, orthopedics, and wound care.
Stated as a priority in 3 of last 3 quarters. Medical sales grew 5.9% in 2026-Q1 compared to 2025-Q1, driving overall revenue growth despite declines in non-medical sales. The company’s focus on high-growth MedTech segments is reflected in revenue contributions and segment strength, indicating delivering progress consistent with management’s stated focus.
Continue acquisition strategy targeting capabilities, scale, and growth in MedTech markets with accretive deals and integration.
Stated as a priority in 2 of last 3 quarters. Management reports recent acquisitions performing well with integrations complete and ongoing evaluation of new acquisition opportunities. While no specific acquisition financials are disclosed, the recurring emphasis and integration progress indicate continued disciplined acquisition activity consistent with stated strategy.
“Looking ahead, we continue to see meaningful opportunities to pursue disciplined acquisitions.”
Drive revenue growth and margin expansion through organic growth, mix shift, acquisition synergies, and operational efficiencies.
Stated as a priority in 3 of last 3 quarters. Revenue grew 15.1% year-over-year in 2026-Q2 to $174.0 million, gross margin improved to 29.3%, and operating income increased 15.5% to $28.1 million. These financial results demonstrate delivering on revenue growth and margin improvement priorities as management outlined.
Enhance organizational capacity by adding experienced executives in business development, operations, legal, and human resources.
Stated as a priority in 2 of last 3 quarters. Management has publicly announced key leadership additions including a new General Counsel and Senior VP of Human Resources to support growth and acquisitions. This indicates delivering on strengthening leadership capacity consistent with stated priorities.
“We continue to strengthen our leadership team, adding experienced executives in business development, operations, and legal.”
Over the trailing year it converted 0.68x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.
“Results driven by contributions across the UFP platform, demonstrating strength and diversity of our MedTech business.”
“Revenue grew 4.1%, driven by a 5.9% increase in our medical sales; non-medical sales declined 15% as we focus on high-growth MedTech opportunities.”
“Significant growth anticipated in MedTech segments including robotic surgery and safe patient handling.”
“Our recent acquisitions are all performing well and integrations are essentially complete; we continue to evaluate new acquisition opportunities.”
“Delivered 15.1% sales growth, increased gross margins to 29.3%, and grew operating income by 15.5%.”
“Operating income increased 1.0% to $23.4 million; adjusted operating income remained consistent.”
“Operating income increased to $21.5 million; gross margin improving.”
“Announced appointment of Ryan Stafford as General Counsel and Senior Vice President of Human Resources.”