Filing Flows › UFP Technologies (UFPT) › Q3 2026 › vs Q2 2026
UFP Technologies (UFPT) Q3 2026 vs Q2 2026 (quarter over quarter)
UFP Technologies's revenue fell $1.5M (-0.9%) from $174M in Q2 2026 to $172M in Q3 2026. The biggest changes: Products −$3.5M (-2%); Tooling and machinery +$1.1M (+234%); Engineering services +$954K (+94%). Gross margin 29.4% against 29.3% (+0.2 pts).
UFP Technologies, Q3 2026: revenue $172M (+12% year over year), operating margin 16.0%, net earnings $20.6M, operating cash flow $38.5M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 29.4% | 29.3% | +0.2 pts |
| Operating margin | 16.0% | 16.2% | -0.1 pts |
| Net margin | 12.0% | 12.0% | -0.0 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Products | $169M | $173M | −$3.5M | -2% |
| Engineering services | $2.0M | $1.0M | $954K | +94% |
| Tooling and machinery | $1.5M | $448K | $1.1M | +234% |
| Revenue | $172M | $174M | −$1.5M | -0.9% |
| Gross profit | $50.8M | $50.9M | −$155K | -0.3% |
| Cost of revenue | $122M | $123M | −$1.4M | -1% |
| Operating profit | $27.6M | $28.1M | −$493K | -2% |
| Operating expenses | $23.2M | $22.8M | $338K | +1% |
| Pre-tax earnings | $26.1M | $26.4M | −$308K | -1% |
| Other expense, net | $1.5M | $1.7M | −$185K | -11% |
| Net earnings | $20.6M | $20.9M | −$234K | -1% |
| Income tax | $5.5M | $5.6M | −$74K | -1% |
| Depreciation & amortization | $5.0M | $5.0M | $36K | +0.7% |
| Share-based compensation | $2.8M | $3.2M | −$434K | -13% |
| Working capital & other | $10.1M | −$13.5M | $23.6M | — |
| Operating cash flow | $38.5M | $15.6M | $22.9M | +147% |
Questions
How much did UFP Technologies's revenue grow quarter over quarter in Q3 2026?
UFP Technologies's revenue fell $1.5M (-0.9%) from $174M in Q2 2026 to $172M in Q3 2026.
What drove UFP Technologies's revenue change in Q3 2026?
Products −$3.5M (-2%); Tooling and machinery +$1.1M (+234%); Engineering services +$954K (+94%).