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UFPT 8-K filings in 2026
Every material Form 8-K UFP Technologies filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
For the quarter ended September 30, 2026, UFP Technologies reported net sales of $172.4 million, up 11.6% from $154.6 million, and net income of $20.6 million, up 25.8%. Diluted GAAP EPS was $2.64 versus $2.11 a year earlier, and gross margin rose to 29.4% from 27.7%. Management said scheduled program transfers to the Dominican Republic and margin improvement remain behind plan, and the company is working to expand its credit facility.
Q3 net sales were $172.4 million, up 11.6% from $154.6 million; organic sales growth was 11.1%.
Q3 GAAP diluted EPS was $2.64 versus $2.11; adjusted diluted EPS was $2.88 versus $2.39.
Q3 gross margin was 29.4% versus 27.7%; SG&A rose 21.4% to $23.2 million.
Nine-month net sales were $500.6 million, up 10.3%; the company is working to expand its credit facility.
UFP Technologies reported record second-quarter 2026 results, with net sales up 15.1% to $174.0 million and net income up 21.4% to $20.9 million from a year earlier. The company also said its Dominican Republic investments are creating near-term mix and margin pressure in its U.S. operations, which shareholders may weigh against the higher sales and profit.
Q2 2026 net income was $20.9 million, up from $17.2 million in Q2 2025; GAAP diluted EPS was $2.68 versus $2.21
Adjusted diluted EPS was $2.92 versus $2.50; organic sales growth was 12.4% for the quarter
SG&A rose 21.8% to $22.8 million, and gross margin increased to 29.3% from 28.8%
The company will hold a conference call on Tuesday, August 4, 2026, at 8:30 AM Eastern
UFP Technologies appointed Ryan Stafford as General Counsel, Senior Vice President of Human Resources, and Secretary, effective June 4, 2026, succeeding Christopher Litterio, who is retiring after a transition period. The company also appointed Mitchell C. Rock as Chief Executive Officer and added him to the Board, which was expanded from seven to eight members.
Ryan Stafford, age 58, previously served as EVP, Chief Legal Officer and head of M&A at Littelfuse, Inc.
Stafford's base salary is $400,000, with a target bonus of 50% of base salary, and a 2026 equity award with a grant-date value of $650,000.
Mitchell C. Rock was appointed CEO effective June 4, 2026, and received stock unit awards worth $650,000 at the June 4 meeting.
Ronald J. Lataille, Senior Vice President, Treasurer and CFO, received a grant of 4,454 stock unit awards, worth $1 million.
UFP Technologies disclosed that Christopher P. Litterio, its General Counsel, Secretary, and Senior Vice President of Human Resources, plans to retire after a transition period. The filing does not give a retirement date or name a successor, so shareholders will need later disclosures to learn how the three roles will be covered.
Litterio informed the company of his retirement plans on May 19, 2026.
He holds three roles: General Counsel, Secretary, and Senior Vice President of Human Resources.
The filing gives no specific retirement date and does not name a successor.
The 8-K was dated May 26, 2026 and signed by CFO Ronald J. Lataille.
UFP Technologies reported first-quarter 2026 results for the period ended March 31, 2026, with net sales up 4.1% to $154.2 million and net income up 1.8% to $17.5 million. GAAP diluted EPS was $2.24, up from $2.21, while adjusted EPS was $2.48 compared with $2.47 a year earlier. Organic sales were essentially flat, and management said EPS growth lagged revenue growth due to softer results at its AJR operation and start-up costs for four large programs.
Net sales rose 4.1% to $154.2 million, from $148.1 million; organic sales were essentially flat, with 0.4% organic growth per the filing's reconciliation.
Net income was $17.5 million versus $17.2 million; GAAP diluted EPS was $2.24 versus $2.21, and adjusted EPS was $2.48 versus $2.47.
Non-medical sales fell 15.0% to $10.8 million, while medical sales rose 5.9% to $143.4 million.
Management expects four large programs to be significant contributors in the second half of 2026, and a conference call is scheduled for May 5, 2026, at 8:30 AM Eastern time.
UFP Technologies and customer Intuitive Surgical signed Amendment No. 27 to their manufacturing supply agreement on February 19, 2026, effective January 1, 2026. The amendment extends the agreement by two years through December 31, 2029, raises annual minimum volumes for the largest program in 2028 and 2029, and adds a new program, which points to a longer and larger commitment from a key medical customer.
Amendment No. 27 signed February 19, 2026 and effective January 1, 2026
Agreement term extended two years, through December 31, 2029
Annual minimum volumes for the largest program increased for 2028 and 2029; an additional program added
Volume-based pricing and cost-sharing provisions added; dollar amounts not disclosed in the filing
UFP Technologies disclosed a material cybersecurity incident after detecting suspicious activity in its IT systems on or about February 14, 2026. The company says the attacker has been removed, access has been restored in all material respects, and operations have continued in all material respects, though some data appears to have been stolen or destroyed and the investigation into personal information is ongoing. The company expects a significant portion of direct response costs to be reimbursed by insurance and does not believe the incident is reasonably likely to materially affect its financial condition or results of operations.
Suspicious activity detected on or about February 14, 2026; affected billing and label making for customer deliveries
Company says the third party has been removed and access restored in all material respects
Certain company data appears stolen or destroyed; investigation into personal information and required notifications is ongoing
Company expects a significant portion of direct response costs to be covered by insurance recoveries
UFP Technologies reported fiscal 2025 net sales of $602.8 million, up 19.5%, and GAAP diluted EPS of $8.75, up from $7.58. Fourth-quarter results were weaker: sales rose 3.4% to $148.9 million, but operating income fell 3.4% and adjusted EPS slipped to $2.44 from $2.46. Shareholders should note that the company attributed about $6.3 million of labor-related inefficiencies at its Illinois facility to 2025 results.
Full-year 2025 net income was $68.3 million, up 15.8%, and adjusted EPS was $9.76 versus $8.68 in 2024.
Fourth-quarter 2025 sales were $148.9 million, up 3.4%, with organic sales essentially flat; gross margin fell to 28.2% from 29.2%.
Full-year organic growth was approximately 1.5%, while acquisitions contributed $90.7 million of 2025 net sales.
Long-term debt fell to $123.0 million at December 31, 2025, from $176.9 million a year earlier.
UFP Technologies said its president, Mitchell C. Rock, will become Chief Executive Officer on June 4, 2026, when Mr. Bailly retires from that role and becomes Executive Chairman through his retirement in 2027. The filing sets Mr. Rock's base salary at $700,000, a target long-term incentive of up to $1,750,000 in restricted stock units, and a one-time $650,000 restricted stock unit grant, with severance terms that include a larger payout if a change of control occurs.
Mitchell C. Rock becomes CEO effective June 4, 2026; Mr. Bailly retires as CEO on that date and remains Executive Chairman through 2027.
Mr. Rock's base salary is $700,000 per year after the appointment date, with an annual bonus target of up to 100% of base salary.
Mr. Rock's severance without a change of control is 18 months of base salary; a change of control termination pays two times salary plus full target bonus.
Effective January 1, 2026, the board's committee raised base salaries for the named executive officers, including $505,000 for CFO Ronald J. Lataille.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every UFP Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →