Ufp Technologies, Inc. · NASDAQ:UFPT
Ufp Technologies — Investor Presentation (December 2025)
27 slides from Ufp Technologies's investor presentation, Dec 2, 2025
Slide 1: Welcome Investors December 2025
Welcome Investors December 2025
Slide 2: Forward Looking Statements
Forward Looking Statements 2 Certain statements in this presentation may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or
Slide 3: Who We Are
Who We Are UFP Technologies is a trusted contract development and manufacturing organization specializing in innovative solutions for medical devices, sterile packaging, and other highly engineered custom products. 3 Ticker: UFPT Headquarters: Newburyport, MA Annual Revenue: ~$600 million1 – 92% fro
Slide 4: Design, materials, and global manufacturing expertise for medical devices
We help our customers get their medical devices to market by offering expertise in design, materials, and global manufacturing locations 4 Design & engineering capabilities Materials expertise Strategic locations Precision manufacturing Shaping Innovation Confidential, property of UFP Technologies,
Slide 5: Our Process
Our Process Innovative process from design and engineering to manufacturing and delivery 5Confidential, property of UFP Technologies, Inc.
Slide 6: Product Development Business
Product Development Business 6 We bring deep experience in flexible material-based device manufacturing, from components and packaging, to final device assembly High Margin Added Expertise Stronger Customer Relationships Long Term Manufacturing 1 2 3 4 BENEFITS Confidential, property of UFP Technolo
Slide 7: MedTech Portfolio
MedTech Portfolio Robotic Drapes Revascularization Device Needleless Injection Port Cleaner MedSurg Bed Negative Pressure Wound Therapy Patient Safety 7Confidential, property of UFP Technologies, Inc.
Slide 8: Global Medical Device Market and MedTech Revenue by Segment
$550 billion, 6.0% CAGR1 Global Medical Device Market Customers include 26 of the top 30 largest medical device manufacturers in the world2 1. Fortune Business Insights - $542 billion as of 2024. 6% CAGR for a forecast period of 2025-2032. 2. Medical Design & Outsourcing 2024 MedTech Big 100. 3. Ann
Slide 9: Medical Segment Overview
Medical Segment Overview $550 Billion Global Device Market, 6.0% CAGR1 Therapeutic Area % of Medical Sales2 1 Fortune Business Insights - $542 billion as of 2024. 6% CAGR for a forecast period of 2025-2032. 2 Annual mix of revenue through September 2025 Market Growth Robotic Surgery 29% Mid Teens Su
Slide 10: Surrounding a High-Growth End Market: Robotic Surgery
Surrounding a High-Growth End Market: Robotic Surgery 1 Surgical Robotics Market: Growth, Size, Share, and Trends Markets and MarketsTM August 2024 2 NIH 310 Million major surgeries performed each year: Geoffrey P Dobson 3 Towards Healthcare: Robotic Surgery Market Sizing • Market Size: ~$11B (2024)
Slide 11: Growth Strategy
Growth Strategy 11 Internal Growth: Market To Our Sweet Spot Strategic Acquisitions TWO-PRONGED Confidential, property of UFP Technologies, Inc.
Slide 12: Organic Growth Opportunity
12 Organic Growth Opportunity Focus on high growth niche segments (MedTech – approximately 92% of revenue and growing) » Single-use, single-patient » Customer funded development Market to our sweet spot and differentiated capabilities » Leverage technology differentiation » Engineering resources » E
Slide 13: Acquisition Growth Opportunity
13 Acquisition Growth Opportunity Continue to Focus on Higher-Growth, Higher-Margin MedTech Opportunities that Create Value » Become more valuable to our customers » Strategic focus – new capability, geography, growing market segment, materials » Add scale » Look for synergistic opportunities » Cult
Slide 14: MedTech Sales Over Time
0 100,000,000 200,000,000 300,000,000 400,000,000 500,000,000 600,000,000 700,000,000 2021 2022 2023 2024 Q3 2025 TTM MedTech Sales Over Time MedTech Sales Total Company Sales Proven Acquisition Integration Model Executing Strategy – Transformed from diversified industrial to differentiated MedTech
Slide 15: Locations
Locations 15 1.4 Million SF Manufacturing Space 40 Cleanrooms & CERs New Locations: + Rockville, MD + Añasco, PR Confidential, property of UFP Technologies, Inc.
Slide 16: Why Invest?
Why Invest? 16 Significant market growth opportunities Barriers to entry Strong customer relationships Experienced management team Proven growth strategy Attractive financial metrics Confidential, property of UFP Technologies, Inc.
Slide 17: Significant Market Growth Opportunities
17 Significant Market Growth Opportunities Market Focused On » Better Patient Outcomes » Infection Prevention » Reducing Healthcare Costs Global Footprint » Bringing New Opportunities Focused on fast growing segments Confidential, property of UFP Technologies, Inc.
Slide 18: Competitive Advantage
Competitive Advantage » Advanced systems (extensive quality certifications) » In addition to existing equipment, engineers will design product specific innovations in order to meet customer needs Quality & Regulatory » In-house custom equipment manufacturing capabilities Custom Equipment » Numerous
Slide 19: Proven Growth Strategy Creating Shareholder Value
Proven Growth Strategy 19 Creating Shareholder Value
Slide 20: Financial Targets
Financial Targets 20Confidential, property of UFP Technologies, Inc.
Slide 21: Financial Targets
Financial Targets 21 3 to 5 Year Financial Targets 12-18% Revenue Growth 28-31% Gross Margin 17-20% Adjusted Operating Margin Confidential, property of UFP Technologies, Inc.
Slide 22: Targeted Revenue Growth 12% to 18%
fffdkjfk12% to 18% Targeted Revenue Growth Internal Growth + Acquisitions $0 $100 $200 $300 $400 $500 $600 $700 2020 2021 2022 2023 2024 TTM Sept. 22 Revenue Confidential, property of UFP Technologies, Inc. 1For the Trailing Twelve-Month period ended September 30, 2025 1
Slide 23: Gross Margin Target – 28% to 31%
Gross Margin Target – 28% to 31% Operating Leverage from Mix Shift + Acquisition synergies + Efficiencies 23 Gross Profit Margin Target: 28-31% 24.9% 24.8% 25.5% 28.1% 29.1% 28.3% 18.0% 20.0% 22.0% 24.0% 26.0% 28.0% 30.0% 32.0% 2020 2021 2022 2023 2024 Q3 YTD Confidential, property of UFP Technologi
Slide 24: Adjusted Operating Margin Target - 17% to 20%
Adjusted Operating Margin Target - 17% to 20% Operating leverage from mix shift + acquisition synergies + efficiencies 24 Adjusted* Operating Margin Target: 17-20% *See non-GAAP reconciliation on slide 32 10.3% 11.1% 13.8% 16.4% 18.3% 17.5% 0.0% 5.0% 10.0% 15.0% 20.0% 2020 2021 2022 2023 2024 Q3 YTD
Slide 25: UFP Historical Stock Performance
UFP Historical Stock Performance 20 Years 25 *Measured as the percent increase from November 17, 2005 through November 17, 2025 0% 1000% 2000% 3000% 4000% 5000% 6000% 7000% 8000% 9000% 10000% 11000% 12000% 13000% 14000% 15000% UFP Technologies (UFPT) Price % Change Russell 2000 (RUT) Price % Change
Slide 26: Contact
Mitch Rock President Newburyport, Massachusetts Ron Lataille CFO, Sr. VP & Treasurer Newburyport, Massachusetts UFP Technologies 100 Hale St. Newburyport, MA 01950 978-352-2200 investorinfo@ufpt.com www.ufpt.com Confidential, property of UFP Technologies, Inc. Jeff Bailly CEO Newburyport, Massachuse
Slide 27: Appendix: Reconciliation of Non-GAAP Results
Appendix Reconciliation of Non-GAAP Results 27 (in Millions) 2020 2021 2022 2023 2024 Q3 20251 Revenue, As Reported $ 179.4 $ 206.3 $ 353.8 $ 400.1 $ 504.4 $ 453.9 Operating Income, as Reported 16.7 21.2 55.4 57.7 80.9 70.8 Add: Purchase Accounting Expenses - - - - 1.1 0.2 Add: Acquisition Related C
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