earnings
confidence high
sentiment neutral
materiality 0.55
UFP Technologies Q3 EPS flat at $2.11; sales up 6.5% but organic sales flat due to labor issue
UFP TECHNOLOGIES INC
2025-Q3 EPS reported
$6.52
revenue$453,882,000
- Q3 net income $16.4M ($2.11 diluted EPS), flat YoY; adjusted EPS $2.39.
- Sales $154.6M (+6.5% YoY); MedTech up 7.3% to $142.4M; non-medical down 2.7%.
- Gross margin fell to 27.7% from 28.6% due to ~$3M incremental labor cost at Illinois AJR facility; absent that, would have been 29.6%.
- Organic sales flat; over $8M in orders unfulfilled due to labor eligibility review at AJR; Q4 impact expected to be significantly less.
- Two new robotic surgery programs on track for commercial production by year-end; CEO expects significant 2026+ revenue.