UFP Technologies, Inc. (UFPT)

Over the past six months, UFP Technologies' stock price has decreased, with a share price of $251.50 as of February 3, 2026, a 10.10% decrease from February 4, 2025. In Q1 2025, net sales increased by 41.1% year-over-year, driven by a 50.4% surge in medical market sales. Q2 2025 saw record results with net income of $17.2 million and sales of $151.2 million, up 37% from Q2 2024, attributed to acquisitions and organic growth, but gross margins were impacted by labor costs. In Q3 2025, sales grew 6.5% to $154.6 million, with MedTech sales increasing by 7.3%, but net income remained similar to Q3 2024 due to incremental labor costs. As of early 2026, UFP Technologies has a consensus "Hold" rating from analysts, with an average target price of $289.00.

Explicit information regarding the seasonality of demand for UFP Technologies' products and services is not readily available, but the company's significant strategic focus on the medical sector suggests a relatively stable demand profile. The company also benefits from program backlog and long-term agreements, which can contribute to more predictable demand.

UFP Technologies, Inc. specializes in comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products, with a significant focus on the medical market, accounting for over 90% of its revenue in 2024. The company provides products and components to customers in the automotive, aerospace and defense, consumer, electronics, and industrial markets, leveraging its expertise in materials like foams, plastics, and composites.

UFP Technologies is headquartered in Newburyport, Massachusetts, with operations across the United States, including locations in Alabama, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, Rhode Island, and Texas, as well as in Puerto Rico. Internationally, the company has manufacturing facilities in Mexico, the Dominican Republic, Ireland, Costa Rica, and Singapore.

UFP Technologies has a strong brand reputation as a trusted design, development, engineering, and manufacturing partner, recognized for providing best-in-class comprehensive solutions, particularly for medical devices and sterile packaging. The company's strategic focus on the high-growth MedTech sector and continuous investment in advanced manufacturing technologies contribute to its reputation for quality and innovation.

UFP Technologies' ownership is predominantly institutional, with approximately 87.28% of the stock held by institutional investors, including BlackRock, Inc., Wasatch Advisors Inc, and Vanguard Group Inc. Insider ownership represents a smaller portion, typically in the single-digit percentages.