UFP Technologies Inc. filings document operating results and material events for its medical-device contract development and manufacturing business. Form 8-K reports furnish quarterly and annual earnings releases, non-GAAP financial measures, Regulation FD investor presentation materials, material definitive agreements with strategic medical customers, cybersecurity incident disclosures, and executive succession and compensation arrangements.
Proxy filings cover board elections, executive compensation, equity awards, pay-versus-performance disclosure, and shareholder voting matters. These records frame the company's governance, capital and incentive structure, customer-contract disclosures, and public reporting obligations as a Nasdaq-listed operating company.
UFP Technologies, Inc. reported record second-quarter 2026 results, with net sales of $174.0 million, up 15.1% from a year earlier, and net income of $20.9 million, 21.4% higher than the 2025 period. GAAP diluted EPS was $2.68 and adjusted diluted EPS was $2.92.
Gross margin improved to 29.3%, while operating income rose 15.5% to $28.1 million and adjusted EBITDA increased 14.3% to $36.4 million. Organic sales growth was 12.4% for the quarter. Year-to-date, sales reached $328.2 million and net income $38.3 million, with adjusted EPS of $5.39.
At June 30, 2026, total assets were $681.9 million and total equity $462.4 million. Long-term debt excluding current installments was $104.8 million, and cash and cash equivalents were $9.0 million. Management noted strong MedTech growth, flat non-medical revenue, and continued investment in Dominican Republic operations.
Vanguard Capital Management reports beneficial ownership of 387,783 shares of UFP Technologies Inc common stock, representing 5.01% of the class as of June 30, 2026. Vanguard has sole voting power over 58,160 shares and sole dispositive power over all 387,783 shares, with no shared voting or dispositive power.
The position reflects securities beneficially owned, or deemed beneficially owned, by Vanguard Capital Management LLC and certain affiliated entities and business divisions, including Vanguard Asset Management Limited and Vanguard Fiduciary Trust Company. Vanguard-managed funds and accounts have rights to dividends and sale proceeds, but no other single person has an interest in more than 5% of the class.
Wasatch Advisors reports its equity position in UFP Technologies Inc common stock in Amendment No. 3 to its Schedule 13G. The firm beneficially owns 683,262 shares, representing 8.8% of the outstanding common stock. Wasatch has sole voting power over 447,320 shares and sole dispositive power over all 683,262 shares, with no shared voting or dispositive power. The reporting person is organized in Delaware, and the certification is signed by CEO Mike Yeates on July 17, 2026.
Neuberger Berman Group LLC and affiliated advisory entities report beneficial ownership of 537,038 shares of UFP Technologies, Inc. common stock, representing 6.90% of the class as of 06/30/2026, filed on a Schedule 13G. The filing shows shared voting power of 509,414 shares and shared dispositive power of 537,038 shares across Neuberger Berman entities.
UFP Technologies director Cynthia L. Feldmann reported an exercise-and-sell transaction in common stock. She exercised stock options to acquire 1,200 shares at $43.95 per share, then executed open-market sales totaling 1,200 shares at prices around $239–$240 per share. These transactions reflect portfolio rebalancing while maintaining a direct share position in the company.
UFP Technologies reported several leadership and compensation changes. The company appointed Ryan Stafford as General Counsel, Senior Vice President of Human Resources, and Secretary effective June 4, 2026, succeeding retiring executive Chris Litterio. Stafford joins with extensive public-company legal, HR, and M&A experience from Littelfuse and Tyco.
The Board also appointed Mitchell C. Rock as Chief Executive Officer and expanded the Board from seven to eight members, naming Rock to fill the new directorship. Under his offer letter, Stafford will receive a $400,000 base salary and a 2026 cash bonus opportunity targeted at 50% of salary, subject to performance.
The Compensation Committee approved equity awards under the 2003 Incentive Plan. Stafford received an annual equity grant valued at $650,000, split equally between restricted stock units (RSUs) and performance share awards. RSUs granted include 2,895 units for CEO Rock, 4,454 units for CFO Ronald J. Lataille, and 1,448 units for Stafford, generally vesting in thirds on March 1 of 2027, 2028, and 2029, except for Lataille’s separate schedule. Lataille’s 4,454 stock units represent $1 million, vesting 50% on June 5, 2028 and 50% on March 30, 2029, with continued vesting protection in certain termination scenarios.
Stafford’s performance share awards provide a target of 1,448 shares and a maximum of 2,896 shares based on operating income and return-on-invested-capital objectives, with determination expected in February 2029 and issuance on March 1, 2029, subject to employment and plan terms, including change-in-control provisions.
UFP Technologies Executive Chairman Jeffrey R. Bailly reported routine equity compensation activity. He received a grant of 1,787 shares of common stock at no cost, while 750 shares were disposed of to cover tax obligations through share withholding. Following these transactions, he directly holds 171,200 shares of UFP Technologies common stock. A footnote states he also holds 28,706 shares indirectly through a trust and disclaims beneficial ownership of those shares beyond any pecuniary interest.
Stafford Ryan K reported acquisition or exercise transactions in this Form 4 filing.
UFP Technologies granted Senior Vice President of Human Resources Ryan K. Stafford 1,448 stock unit awards on June 4, 2026 under the company’s 2003 Incentive Plan. These units are settled solely in common stock and vest in three equal installments on March 1 of 2027, 2028, and 2029, contingent on continued employment.
UFP Technologies Inc. executive Ryan K Stafford, SVP Human Resources, filed an initial Form 3 reporting his ownership in the company. The filing shows he holds no shares of the company’s Common Stock, $.01 par value, as his direct position following this report.