UFP Technologies [UFPT]
Type: MEASURED. Every date is filed, disclosed, or derived from UFPT's own filing cadence and labelled as such. Nothing is invented.
| date | basis | event | what it tests |
|---|---|---|---|
| ~2026-08-06 (derived) | UFPT filed its Q2 2025 results 8-K on 2025-08-05 and Q1 2026 on 2026-05-04 | Q2 2026 results | Whether organic growth improves off 4.1%; whether the AJR gross-margin drag finally reverses toward the stated 29.3% |
| ~2026-11-04 (derived) | prior-year cadence | Q3 2026 results | |
| ~2027-02-26 (derived) | FY2025 10-K filed 2026-02-27; FY2025 results 8-K filed 2026-02-27 | FY2026 results + FY2026 10-K | The single most important event in this file: does the organic-growth disclosure survive? It is voluntary, not an XBRL requirement, and it turned to 1.5% the year it appeared |
| UNDATED — disclosed, no date | FY2025 10-K forward-looking statements | Intuitive Surgical insourcing — "the risk that… Intuitive Surgical SARL, our largest customer, decides to manufacture the products itself" | The downside case. UFPT names the risk and gives no date, and neither will I |
| UNDATED — pattern, not an announcement | 2024–25 acquisitions contributed $168.3m in FY2025 | The next acquisition | The implied path requires the programme to continue. Each closing is a data point on whether capital is being deployed at or above the 12.5% measured ROIC |
UFPT filed five 8-Ks between 2026-02-13 and 2026-06-10 (2026-02-13, 2026-02-24 ×3, 2026-02-27, 2026-05-04, 2026-05-26, 2026-06-05, 2026-06-08, 2026-06-10). That is an unusually dense cadence for a $2bn issuer and it is consistent with an active M&A programme, but the contents were not read for this memo and no event is claimed from them. Flagged as an open item rather than characterised.
No conference presentations, no customer product launches, no regulatory dates. UFPT is a contract manufacturer with no regulatory calendar of its own — its catalysts are its customers', and attributing an ISRG or SYK product date to UFPT would be a fabricated read-through.