UFP Technologies (UFPT)
Market Price (3/15/2026): $203.69 | Market Cap: $1.6 BilSector: Health Care | Industry: Health Care Equipment
UFP Technologies (UFPT)
Market Price (3/15/2026): $203.69Market Cap: $1.6 BilSector: Health CareIndustry: Health Care Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% | Weak multi-year price returns2Y Excs Rtn is -30% | Key risksUFPT key risks include [1] its heavy dependency on key customers, Show more. |
| Attractive yieldFCF Yield is 5.0% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15% | |
| Low stock price volatilityVol 12M is 47% | ||
| Megatrend and thematic driversMegatrends include Advanced Materials, Healthcare Innovation, and Circular Economy & Recycling. Themes include Specialty Chemicals for Performance, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Attractive yieldFCF Yield is 5.0% |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Healthcare Innovation, and Circular Economy & Recycling. Themes include Specialty Chemicals for Performance, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -30% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15% |
| Key risksUFPT key risks include [1] its heavy dependency on key customers, Show more. |
Qualitative Assessment
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UFP Technologies (UFPT) stock has lost about 10% since 11/30/2025 because of the following key factors:
1. Decline in Q4 2025 Operating Income and Gross Margin Compression. UFP Technologies reported a 3.4% year-over-year decrease in operating income for the fourth quarter of 2025, falling to $21.5 million from $22.3 million in the same period of 2024. Adjusted operating income for Q4 2025 also saw a decline of 9.6%, reaching $23.5 million compared to $26.0 million in Q4 2024. Furthermore, the company experienced gross margin compression in Q4 2025, with the figure decreasing from 29.1% to 28.3%.
2. Impact of Labor Inefficiencies at AJR Facility. A significant factor contributing to the decreased profitability and margin compression in Q4 2025 was approximately $1.2 million in labor-related inefficiencies at UFP Technologies' AJR facility in Illinois. These inefficiencies stemmed from workforce attrition related to associates' eligibility to work in the United States. For the full year 2025, the total impact from these labor issues amounted to $6.3 million.
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1. Decline in Q4 2025 Operating Income and Gross Margin Compression. UFP Technologies reported a 3.4% year-over-year decrease in operating income for the fourth quarter of 2025, falling to $21.5 million from $22.3 million in the same period of 2024. Adjusted operating income for Q4 2025 also saw a decline of 9.6%, reaching $23.5 million compared to $26.0 million in Q4 2024. Furthermore, the company experienced gross margin compression in Q4 2025, with the figure decreasing from 29.1% to 28.3%.
2. Impact of Labor Inefficiencies at AJR Facility. A significant factor contributing to the decreased profitability and margin compression in Q4 2025 was approximately $1.2 million in labor-related inefficiencies at UFP Technologies' AJR facility in Illinois. These inefficiencies stemmed from workforce attrition related to associates' eligibility to work in the United States. For the full year 2025, the total impact from these labor issues amounted to $6.3 million.
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Stock Movement Drivers
Fundamental Drivers
The -10.1% change in UFPT stock from 11/30/2025 to 3/14/2026 was primarily driven by a -11.6% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3142026 | Change |
|---|---|---|---|
| Stock Price ($) | 226.69 | 203.87 | -10.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 598 | 603 | 0.8% |
| Net Income Margin (%) | 11.2% | 11.3% | 1.0% |
| P/E Multiple | 26.0 | 23.0 | -11.6% |
| Shares Outstanding (Mil) | 8 | 8 | 0.0% |
| Cumulative Contribution | -10.1% |
Market Drivers
11/30/2025 to 3/14/2026| Return | Correlation | |
|---|---|---|
| UFPT | -10.1% | |
| Market (SPY) | -3.1% | 28.0% |
| Sector (XLV) | -5.0% | 32.2% |
Fundamental Drivers
The -3.0% change in UFPT stock from 8/31/2025 to 3/14/2026 was primarily driven by a -4.7% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3142026 | Change |
|---|---|---|---|
| Stock Price ($) | 210.16 | 203.87 | -3.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 589 | 603 | 2.4% |
| Net Income Margin (%) | 11.4% | 11.3% | -0.6% |
| P/E Multiple | 24.1 | 23.0 | -4.7% |
| Shares Outstanding (Mil) | 8 | 8 | 0.0% |
| Cumulative Contribution | -3.0% |
Market Drivers
8/31/2025 to 3/14/2026| Return | Correlation | |
|---|---|---|
| UFPT | -3.0% | |
| Market (SPY) | 3.0% | 26.2% |
| Sector (XLV) | 9.5% | 33.2% |
Fundamental Drivers
The -10.4% change in UFPT stock from 2/28/2025 to 3/14/2026 was primarily driven by a -28.6% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3142026 | Change |
|---|---|---|---|
| Stock Price ($) | 227.59 | 203.87 | -10.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 462 | 603 | 30.5% |
| Net Income Margin (%) | 11.7% | 11.3% | -3.5% |
| P/E Multiple | 32.2 | 23.0 | -28.6% |
| Shares Outstanding (Mil) | 8 | 8 | -0.5% |
| Cumulative Contribution | -10.4% |
Market Drivers
2/28/2025 to 3/14/2026| Return | Correlation | |
|---|---|---|
| UFPT | -10.4% | |
| Market (SPY) | 12.4% | 36.0% |
| Sector (XLV) | 1.9% | 31.2% |
Fundamental Drivers
The 73.2% change in UFPT stock from 2/28/2023 to 3/14/2026 was primarily driven by a 89.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3142026 | Change |
|---|---|---|---|
| Stock Price ($) | 117.72 | 203.87 | 73.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 319 | 603 | 89.0% |
| Net Income Margin (%) | 11.5% | 11.3% | -1.1% |
| P/E Multiple | 24.4 | 23.0 | -5.6% |
| Shares Outstanding (Mil) | 8 | 8 | -1.8% |
| Cumulative Contribution | 73.2% |
Market Drivers
2/28/2023 to 3/14/2026| Return | Correlation | |
|---|---|---|
| UFPT | 73.2% | |
| Market (SPY) | 73.4% | 34.7% |
| Sector (XLV) | 23.3% | 27.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UFPT Return | 51% | 68% | 46% | 42% | -9% | -6% | 350% |
| Peers Return | 32% | -23% | 14% | 4% | -3% | -3% | 12% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 80% |
Monthly Win Rates [3] | |||||||
| UFPT Win Rate | 83% | 67% | 67% | 58% | 42% | 33% | |
| Peers Win Rate | 71% | 38% | 58% | 49% | 47% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| UFPT Max Drawdown | -3% | -18% | -10% | -10% | -24% | -9% | |
| Peers Max Drawdown | -9% | -36% | -18% | -15% | -28% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ITGR, WST, SOLV, AMCR, SEE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/13/2026 (YTD)
How Low Can It Go
| Event | UFPT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -32.8% | -25.4% |
| % Gain to Breakeven | 48.7% | 34.1% |
| Time to Breakeven | 104 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -39.6% | -33.9% |
| % Gain to Breakeven | 65.6% | 51.3% |
| Time to Breakeven | 295 days | 148 days |
| 2018 Correction | ||
| % Loss | -26.5% | -19.8% |
| % Gain to Breakeven | 36.1% | 24.7% |
| Time to Breakeven | 168 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -75.5% | -56.8% |
| % Gain to Breakeven | 307.3% | 131.3% |
| Time to Breakeven | 672 days | 1,480 days |
Compare to ITGR, WST, SOLV, AMCR, SEE
In The Past
UFP Technologies's stock fell -32.8% during the 2022 Inflation Shock from a high on 7/18/2023. A -32.8% loss requires a 48.7% gain to breakeven.
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About UFP Technologies (UFPT)
UFP Technologies, Inc. designs and custom manufactures components, subassemblies, products, and packaging utilizing specialized foams, films, and plastics primarily for the medical market. Its single-use and single-patient devices and components are used in a range of medical devices, disposable wound care products, infection prevention, minimally invasive surgery, wearables, orthopedic soft goods, and orthopedic implant packaging. The company also provides engineered products and components to customers in the automotive, aerospace and defense, consumer, electronics, and industrial markets, which are applied in military uniform and gear components, automotive interior trim, athletic padding, environmentally protective packaging, air filtration, abrasive nail files, and protective cases and inserts. It markets and sells its products in the United States principally through a direct sales force, as well as independent manufacturer representatives. The company was founded in 1963 and is headquartered in Newburyport, Massachusetts.
AI Analysis | Feedback
Here are 1-2 brief analogies for UFP Technologies (UFPT):
- They're like a highly specialized, custom-engineering version of 3M, focusing on foams, films, and plastics for components and packaging, primarily for medical devices.
- Imagine a B2B supplier of specialized foam and plastic components and packaging, similar to a custom-focused Berry Global for the medical, automotive, and industrial markets.
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- Medical Devices and Components: Custom-manufactured single-use and single-patient devices and components utilized in various medical applications.
- Orthopedic Implant Packaging: Specialized packaging solutions designed for orthopedic implants.
- Engineered Industrial and Consumer Products: Custom-engineered components for diverse markets including automotive, aerospace and defense, consumer, electronics, and industrial applications.
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UFP Technologies, Inc. (UFPT) primarily sells its specialized components, subassemblies, products, and packaging to other companies, making it a business-to-business (B2B) supplier.
Based on the company's financial filings, UFP Technologies has a diverse customer base and does not have any single "major customer" that accounts for 10% or more of its total revenue. For example, in its 2023 annual report (10-K), the company stated that its largest customer accounted for approximately 7% of its sales. Therefore, specific names of major customer companies are not publicly disclosed.
Instead, UFP Technologies serves a broad range of companies across several key industries. Its customer base can be broadly categorized into the following types of manufacturers:
- Medical Device and Healthcare Product Manufacturers: These customers integrate UFP Technologies' components into a wide array of medical devices, disposable wound care products, infection prevention solutions, minimally invasive surgical tools, wearables, orthopedic soft goods, and orthopedic implant packaging.
- Automotive, Aerospace, and Defense Manufacturers: Customers in these sectors utilize engineered products and components for applications such as military uniform and gear components, automotive interior trim, and other specialized parts.
- Consumer, Electronics, and Industrial Product Manufacturers: This diverse group includes companies producing items like athletic padding, environmentally protective packaging, air filtration systems, abrasive nail files, and protective cases and inserts.
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R. Jeffrey Bailly
Chairman and Chief Executive Officer
R. Jeffrey Bailly joined UFP Technologies in 1988, serving in various leadership roles including Division Manager, General Manager Northeast Operations, Vice President of Operations, and President. He was appointed Chief Executive Officer on January 1, 1995, and became Chairman in October 2006. Before joining UFP Technologies, Mr. Bailly was a certified public accountant at Coopers & Lybrand from 1984 to 1988. During his tenure as CEO, the company's revenue grew approximately 20-fold, and profitability and market capitalization increased more than 150-fold. It has been announced that Mr. Bailly will retire as CEO on June 4, 2026, and will serve as Executive Chairman for the following year to facilitate a smooth transition.
Ronald J. Lataille
Sr. Vice President, Treasurer and Chief Financial Officer
Ronald J. Lataille became Chief Financial Officer of UFP Technologies in November 1997. Prior to his role at UFP Technologies, Mr. Lataille served as Vice President, Treasurer, and Chief Financial Officer of Little Switzerland, Inc. from 1991 to October 1997, and also held the interim President and Chief Executive Officer positions at Little Switzerland from October 1994 to October 1995. He began his career as a certified public accountant at Coopers & Lybrand, where he was employed from 1984 to 1991.
Mitchell C. Rock
President
Mitchell C. Rock first joined UFP Technologies in 1991, initially serving as Director of Sales and Marketing for the Molded Fiber division. He also served as Vice President of Sales and Business Development at Esprocket, an internet start-up company, from May 1999 to October 2000. Mr. Rock rejoined UFP Technologies in April 2001 and progressed through various sales and marketing leadership roles, eventually becoming Senior Vice President of Sales and Marketing in June 2014. He was named General Manager, Medical, in January 2020, and was appointed President of MedTech in June 2021, before becoming President of the company in February 2024. Mr. Rock is slated to assume the CEO position upon Mr. Bailly's retirement on June 4, 2026. Additionally, since 2016, he has served on the board of directors for Outlook Amusements, Inc., an entertainment company.
Christopher P. Litterio, Esq.
General Counsel and Sr. Vice President of Human Resources
Christopher P. Litterio joined UFP Technologies in November 2017, becoming its first General Counsel and Senior Vice President of Human Resources. Before his time at UFP Technologies, Mr. Litterio was in private practice at Ruberto, Israel & Weiner, PC, a Boston-based law firm, from 1989 to 2017. His practice focused on complex business litigation and employment law, and he served as the firm's managing partner from 2005 to 2017, and as chair of its litigation department from 2000 to 2005.
Jason Holt
Chief Commercial Officer
Jason Holt joined UFP Technologies in 2018 as General Manager of its Advanced Components business. He was appointed Vice President in June 2021 and was promoted to Chief Commercial Officer in February 2024. Prior to UFP Technologies, from 2004 to 2018, Mr. Holt held multiple leadership positions at Illinois Tool Works, a Fortune 200 company, where he ultimately served as Vice President and General Manager of a business unit with over $100 million in revenue.
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The key risks to UFP Technologies (UFPT) are:
- Customer Concentration: UFP Technologies is significantly dependent on a small number of customers for a large percentage of its net sales. For example, in 2025, two major customers, Intuitive Surgical SARL and Stryker, accounted for approximately 24.3% and 21.5% of the company's net sales, respectively. Furthermore, the top ten customers collectively represented about 68.8% of total net sales in the same year. The loss of any of these key customers, or a substantial reduction in their purchases, could have a material adverse effect on UFP Technologies' business, financial condition, and results of operations.
- High Reliance on the Medical Market and Associated Risks: UFP Technologies heavily relies on the medical device industry, which constituted over 90% of its revenue in the first quarter of 2025. This significant concentration exposes the company to specific risks within this sector. These include potential revenue timing volatility due to delays in OEM validations, regulatory approvals, or platform pushouts for medical programs. Additionally, the company faces risks from changes in healthcare regulations, evolving quality expectations (such as FDA/EMA rule updates), and fluctuations in demand for medical devices, which can increase compliance costs and impact time-to-revenue for new programs.
- Supply Chain and Raw Material Dependence, and Inflationary Pressures: As a custom manufacturer, UFP Technologies depends on the timely and cost-effective availability of specialized foams, films, and plastics. The company faces risks associated with periodic shortages or delays in raw material supplies, which could lead to production losses or delays. Furthermore, inflationary cost pressures on raw materials and labor can adversely affect the company's profitability if these increased costs cannot be passed on to customers in a timely manner. Dynamic tariff policies also pose a threat, potentially leading to increased manufacturing costs and supply chain disruptions.
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UFP Technologies (NASDAQ: UFPT) serves diverse markets with its specialized foam, film, and plastic products. The addressable market sizes for its main products and services are as follows:
- Medical Device Components and Manufacturing: The global medical component manufacturing market was valued at approximately USD 16.12 billion in 2024 and is projected to grow to USD 25.23 billion by 2033. North America held a 38% market share in this sector in 2024. More broadly, the global medical device technologies market was valued at USD 539.14 billion in 2024 and is expected to reach USD 814.95 billion by 2032. North America dominated this market with a 41.5% revenue share in 2024.
- Disposable Wound Care Products: The global disposable wound management products market was valued at around USD 8.1 billion in 2024 and is projected to reach approximately USD 13.5 billion by 2035. North America held the largest share of this market in 2023. For disposable negative pressure wound therapy devices, a segment of wound care, the global market size was estimated at USD 596.22 million in 2025 and is projected to reach USD 1,317.96 million by 2033. North America dominated this segment with a 41.09% revenue share in 2025.
- Infection Prevention Products: The global infection prevention devices market was valued at USD 2.16 billion in 2024 and is projected to reach USD 3.50 billion by 2032. The broader global infection control market was valued at USD 56.73 billion in 2025 and is projected to grow to USD 97.55 billion by 2034. North America accounts for approximately 36% of the global infection control market share.
- Minimally Invasive Surgery Devices: The global minimally invasive surgery devices market is expected to grow from USD 38.9 billion in 2026 to USD 53.33 billion by 2031. In 2025, North America held 42.00% of this market. The global minimally invasive surgical instruments market was estimated at USD 31.65 billion in 2023 and is projected to reach USD 63.04 billion by 2030. North America dominated with a 29.9% share in 2023.
- Orthopedic Implant Packaging: The global medical implants sterile packaging market is expected to be valued at USD 2.7 billion in 2026 and is projected to reach USD 4.7 billion by 2033. North America leads this market with a 40% share in 2025. Another estimate places the global market at USD 4.2 billion in 2023, projected to reach USD 7.8 billion by 2032.
- Automotive Interior Trim Parts: The global automotive interior trim parts market was valued at USD 40.4 billion in 2023 and is projected to grow to USD 61.6 billion by 2032. North America is the largest market for these parts, holding approximately 40% of the global market share. More broadly, the global automotive interior component market is estimated at USD 175.69 billion in 2025 and is expected to reach USD 276.81 billion by 2032. North America is set to lead this market with an estimated 43.7% share in 2025.
- Military Uniform and Gear Components: The global military uniform market was USD 2.91 billion in 2025 and is projected to grow to USD 4.09 billion by 2030. Another source reported the global military uniform market size as USD 16.8 billion in 2025, projected to reach USD 22.4 billion by 2033. The global law enforcement and military clothing market was valued at USD 2.41 billion in 2025 and is projected to grow to USD 3.96 billion by 2034. North America holds the largest share of the military tactical vest market, approximately 35% of the global market.
- Athletic Padding: The global sports protective equipment market was valued at USD 8.7 billion in 2024 and is projected to grow to USD 13.8 billion by 2034. The knee pad market, a component of athletic padding, is valued to increase by USD 1.37 billion (at a CAGR of 5.1%) from 2024 to 2029. North America dominated the knee pad market.
- Industrial Air Filtration: The global industrial air filtration market was estimated at USD 8.41 billion in 2025 and is predicted to increase to USD 15.31 billion by 2035. North America dominated this market with a 43% share in 2025. Other estimates for the global market include USD 7 billion in 2025, projected to USD 10.6 billion by 2034, and USD 37.2 billion in 2025, projected to USD 64.8 billion by 2035.
- Abrasive Nail Files: The global nail files market was valued at approximately USD 1.5 billion in 2023 and is projected to reach USD 2.5 billion by 2032. North America maintains market leadership in this segment. Another source indicates a global market size of approximately USD 650 million in 2024, anticipated to reach USD 980 million by 2033.
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 74.87 |
| Mkt Cap | 5.0 |
| Rev LTM | 4,217 |
| Op Inc LTM | 634 |
| FCF LTM | 282 |
| FCF 3Y Avg | 400 |
| CFO LTM | 498 |
| CFO 3Y Avg | 676 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | 11.7% |
| Rev Chg Q | 4.2% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Mgn LTM | 13.8% |
| Op Mgn 3Y Avg | 14.1% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 11.1% |
| CFO/Rev 3Y Avg | 12.2% |
| FCF/Rev LTM | 7.1% |
| FCF/Rev 3Y Avg | 8.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.0 |
| P/S | 1.5 |
| P/EBIT | 12.7 |
| P/E | 17.6 |
| P/CFO | 15.9 |
| Total Yield | 6.8% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.4 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -7.7% |
| 3M Rtn | -3.7% |
| 6M Rtn | -3.1% |
| 12M Rtn | -6.6% |
| 3Y Rtn | -1.9% |
| 1M Excs Rtn | -9.0% |
| 3M Excs Rtn | -0.6% |
| 6M Excs Rtn | -7.5% |
| 12M Excs Rtn | -27.3% |
| 3Y Excs Rtn | -74.4% |
Price Behavior
Price Behavior
| Market Price | $203.87 | |
| Market Cap ($ Bil) | 1.6 | |
| First Trading Date | 12/17/1993 | |
| Distance from 52W High | -23.8% | |
| 50 Days | 200 Days | |
| DMA Price | $240.47 | $225.26 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -15.2% | -9.5% |
| 3M | 1YR | |
| Volatility | 46.3% | 47.0% |
| Downside Capture | 150.38 | 106.27 |
| Upside Capture | 131.32 | 83.60 |
| Correlation (SPY) | 27.6% | 35.6% |
UFPT Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.97 | 1.60 | 1.28 | 1.06 | 0.87 | 1.10 |
| Up Beta | 2.54 | 2.90 | 2.88 | 2.17 | 0.92 | 1.16 |
| Down Beta | 0.46 | 0.41 | -0.15 | 0.09 | 0.70 | 1.06 |
| Up Capture | 151% | 138% | 133% | 114% | 72% | 121% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 22 | 34 | 63 | 125 | 397 |
| Down Capture | 299% | 217% | 171% | 128% | 105% | 102% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 19 | 27 | 61 | 125 | 354 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPT | |
|---|---|---|---|---|
| UFPT | -0.8% | 46.9% | 0.13 | - |
| Sector ETF (XLV) | 5.0% | 17.5% | 0.12 | 31.0% |
| Equity (SPY) | 19.6% | 18.9% | 0.81 | 35.4% |
| Gold (GLD) | 71.9% | 26.3% | 2.05 | 1.8% |
| Commodities (DBC) | 19.3% | 17.3% | 0.89 | 12.8% |
| Real Estate (VNQ) | 6.2% | 16.3% | 0.19 | 33.6% |
| Bitcoin (BTCUSD) | -15.3% | 44.2% | -0.25 | 12.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPT | |
|---|---|---|---|---|
| UFPT | 32.9% | 43.8% | 0.79 | - |
| Sector ETF (XLV) | 7.5% | 14.5% | 0.33 | 27.6% |
| Equity (SPY) | 13.1% | 17.0% | 0.61 | 34.9% |
| Gold (GLD) | 24.1% | 17.3% | 1.14 | 5.7% |
| Commodities (DBC) | 11.2% | 19.0% | 0.47 | 10.8% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 29.9% |
| Bitcoin (BTCUSD) | 6.3% | 56.7% | 0.33 | 13.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UFPT | |
|---|---|---|---|---|
| UFPT | 24.7% | 39.3% | 0.69 | - |
| Sector ETF (XLV) | 10.1% | 16.5% | 0.50 | 31.5% |
| Equity (SPY) | 14.5% | 17.9% | 0.70 | 38.4% |
| Gold (GLD) | 14.4% | 15.6% | 0.77 | 3.7% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 13.6% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 32.0% |
| Bitcoin (BTCUSD) | 67.4% | 66.8% | 1.07 | 9.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/24/2026 | -0.2% | -15.7% | |
| 11/3/2025 | 12.1% | 17.8% | 8.6% |
| 8/5/2025 | 6.4% | -5.6% | -10.0% |
| 5/7/2025 | 0.1% | 12.9% | 11.2% |
| 2/25/2025 | -10.5% | -19.2% | -22.8% |
| 11/12/2024 | -8.4% | -15.5% | -21.7% |
| 8/2/2024 | -5.2% | -2.2% | 3.5% |
| 2/26/2024 | 2.4% | 3.0% | 12.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 10 | 11 |
| # Negative | 11 | 9 | 7 |
| Median Positive | 2.8% | 6.2% | 11.2% |
| Median Negative | -0.8% | -5.6% | -10.0% |
| Max Positive | 12.1% | 17.8% | 26.7% |
| Max Negative | -10.5% | -21.1% | -30.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Holt, Jason | Vice President | Direct | Sell | 12122025 | 213.58 | 100 | 21,358 | 1,639,867 | Form |
| 2 | Litterio, Christopher P | Senior Vice President | Direct | Sell | 11122025 | 227.20 | 1,829 | 415,550 | 2,443,768 | Form |
| 3 | Croteau, Daniel C | Direct | Sell | 9082025 | 206.02 | 2,873 | 591,883 | 176,143 | Form | |
| 4 | Litterio, Christopher P | Senior Vice President | Direct | Sell | 5122025 | 220.12 | 1,473 | 324,241 | 2,770,248 | Form |
| 5 | Feldmann, Cynthia L | Direct | Sell | 3042025 | 230.72 | 2,756 | 635,875 | 934,201 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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