UFPT · CIK 0000914156
What UFP Technologies, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for UFPT. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- 2025 U.S. tariffs on its non-U.S. manufacturing footprint (Ireland, Mexico, Central America, Caribbean) and on customer-operating countriesmedium
UFP Technologies manufactures outside the U.S. in Ireland, Mexico, Central America and the Caribbean (~16% of 2025 sales are to non-U.S. customers). In 2025 the U.S. imposed increased tariffs on foreign imports, including from all the countries where UFPT manufactures and where its customers operate, and it notes the tariff-policy environment remains dynamic. Tariffs raise the landed cost of cross-border components and can disrupt its medical/packaging supply chain and customer demand. A specific, current trade-policy exposure on a multinational contract-manufacturing footprint.
“In 2025, the United States imposed increased tariffs on foreign imports into the United States, including all the countries in which we manufacture goods outside the United States and also the countries in which our customers operate.”
- 'AJR Labor Issue' — workforce-eligibility/immigration disruption at the acquired AJR foam operation added >$6.3M incremental labor cost in 2025medium
UFP Technologies disclosed an 'AJR Labor Issue' at its acquired AJR foam operation: it had to recruit legally eligible replacement associates, and estimates the issue added over $6.3 million in incremental labor cost to cost-of-sales for 2025. This reflects a workforce-eligibility/immigration-enforcement disruption to labor supply at a key facility — a specific, quantified labor-availability shock distinct from generic wage inflation, and a live exposure as immigration enforcement tightens. A bounded but quantified labor/immigration-policy risk.
“We estimate that the AJR Labor Issue added over $6.3 million in incremental labor cost to our cost-of-sales for year ended December 31, 2025.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“two customers (Intuitive Surgical SARL and Stryker) comprised approximately 29.2% and 15.4%, respectively, of our net sales for the year ended December 31, 2024”
Cited →“two customers (Intuitive Surgical SARL and Stryker) comprised approximately 29.2% and 15.4%, respectively, of our net sales for the year ended December 31, 2024”
Cited →
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