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UFPT · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is UFP Technologies Inc (UFPT) stock moving?
UFPT beat both earnings and sales estimates for Q3 2026, reporting adjusted EPS of $2.88 against $2.69 expected and sales of $172.4M against $166.9M, with net income up 25.8% year over year. The stock reacted sharply on Nov 4: it gapped up from a $280.32 close on Nov 3 to a $342.11 intraday high and closed at $329.82, a gain of about 17.6%, on volume of roughly 359K shares versus a typical 75K to 85K in the prior weeks. The move did not hold. Shares fell back to a $288.96 intraday low on Nov 5 and closed at $299.82, then recovered steadily to $318.86 on Nov 9 and $314.04 on Nov 10 on volume near 76K to 89K, which is closer to the pre-earnings norm. The stock still trades about 12% above its Nov 3 close, and the Nov 4 intraday high of $342.11 is the nearest upside reference. The earnings beat and the 25.8% net income growth are the main fundamental support. The news set does not include guidance, valuation or the 10-Q details filed Nov 6, so the forward view rests on one quarter of results and the post-earnings price behavior.
News behind the analysis
- UFP Technologies Q3 2026 Earnings Call TranscriptUFP Technologies reported third-quarter 2026 results on Nov 3, and the company's earnings call transcript was published the next day.
- UFP Technologies Reports Third Quarter 2026 Financial ResultsNet income for the quarter ended Sep 30, 2026 was $20.6 million, up 25.8% from the same period in 2025.
- UFP Techs Q3 Adj. EPS $2.88 Beats $2.69 Estimate, Sales $172.434M Beat $166.887M EstimateAdjusted EPS of $2.88 beat the $2.69 consensus estimate, and sales of $172.434M beat the $166.887M estimate.
- UFP Technologies to Report Third Quarter 2026 Financial Results on November 3, 2026UFP Technologies announced the date of its third-quarter 2026 results release, set for Nov 3 after the market closes.
About UFP Technologies Inc
UFP Technologies is a Massachusetts-based contract development and manufacturing organization (CDMO) that designs and makes single-use and single-patient medical device components, assemblies and packaging for large medtech customers. It specializes in foams, films and plastics, and through its DAS Medical unit it is a major supplier of drapes and other disposables used in robotic surgery. It has grown largely by buying smaller niche manufacturers, such as CI Medical in 2026.
How it makes money
It earns revenue by producing custom components and finished disposable products to the specifications of medical device makers, including robotic-surgery drapes, wound care items, infection-prevention products and protective medical packaging. The MedTech segment brings in the large majority of sales, about 90% or more, and a shrinking share comes from non-medical markets like consumer, aerospace and automotive. Quarterly sales were about $172 million in Q3 2026, which puts the yearly pace at roughly $650–700 million.
What usually moves UFPT
- Robotic-surgery procedure volumes and demand from key customers
- New program launches with medtech customers
- Acquisitions and how well they are integrated
- Gross margin and operating efficiency
- Customer concentration among a few large device makers