UFP TECHNOLOGIES INC (NASDAQ:UFPT) Reports Record Q2 2025 Earnings with EPS Beat but Revenue Miss

UFP TECHNOLOGIES INC (NASDAQ:UFPT) reported its second-quarter earnings for 2025, delivering record results that surpassed analyst expectations on earnings per share (EPS) but fell slightly short on revenue. The market reaction has been mixed, with shares dipping slightly in after-hours trading.

Key Financial Highlights

• Revenue: The company posted Q2 sales of $151.2 million, up 37.2% year-over-year (YoY) from $110.2 million in Q2 2024. However, this missed analyst estimates of $154.6 million by approximately 2.2%.
• Earnings Per Share (EPS): Adjusted diluted EPS came in at $2.50, a 27% increase YoY and 16.4% above the consensus estimate of $2.15.
• Net Income: GAAP net income was $17.2 million ($2.21 per diluted share), compared to $13.6 million ($1.75 per diluted share) in the prior-year quarter.

Market Reaction

Despite the strong EPS beat, UFPT shares declined 1% in after-hours trading, suggesting investor concerns over the revenue miss. The stock has been relatively flat over the past month, down 6.1%, while showing minimal movement in the last two weeks (-0.25%) and last week (-7.5%). The muted reaction may reflect uncertainty about whether the company can sustain its growth trajectory amid macroeconomic pressures or competitive dynamics in the medical device manufacturing sector.

Full-Year and Forward Estimates

Analysts expect full-year 2025 revenue of $616.2 million, with Q3 sales projected at $155.5 million. The company did not provide explicit guidance in its press release, making it difficult to assess whether these estimates align with management’s internal forecasts. However, the strong YoY growth in both revenue and profitability suggests continued demand for UFPT’s single-use medical device solutions.

Press Release Summary

The earnings announcement highlighted:

• Organic growth in medical device and packaging segments.
• Expansion in adjusted EBITDA, reflecting operational efficiency.
• Increased demand for minimally invasive surgical and infection prevention products.
• Non-GAAP adjustments (such as adjusted EPS and EBITDA) that exclude one-time items, painting a more favorable picture of underlying performance.

For a deeper dive into UFPT’s earnings trends and analyst projections, review the latest estimates here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.