US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.03 against a street estimate of 0.81 — a beat of 27.2%.
Analysts rate Ultra Clean Holdings Inc a strong buy (6 buy, 0 hold, 0 sell out of 6) with an average price target of $112.83.
CONFIDENT Ultra Clean delivered record $645M Q2 revenue (+24.3% YoY), raised Q3 guidance to $700–750M with $0.83–1.03 EPS. Executing capacity roadmap to $4B run rate by mid-2027 on AI chip manufacturing tailwinds. CFO Sheri Savage retiring after 17 years. Q2 FY26 Global manufacturing footprint expansion tied to customer demand visibility extending into 2027–2028. Analysts pressed timing gaps vs. customer growth, OEM overflow opportunity, and capacity acceleration triggers. Management emphasized phased execution, subsystem mixing uplift in cycles, and WFE scenario planning ($190–220B range). 2026-08-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 14.43% |
| Amvescap Plc. | 6.52% |
| Vanguard Portfolio Management, LLC | 5.75% |
| Capital World Investors | 5.38% |
| Vanguard Capital Management, LLC | 3.98% |
| State Street Corp | 3.76% |
| Boston Partners Global Investors, Inc | 2.84% |
| Geode Capital Management, LLC | 2.75% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 FY2026 revenue was $759.0 million, up from $510.0 million in Q3 FY2025. • Q3 gross profit was $128.4 million, compared with $8 | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue reached a record $759.0 million, up 18% from Q2 2026 and up 49% from Q3 2025. • GAAP gross margin was 16.9%; non- | 2026-10-27 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Ultra Clean Holdings appointed Alexander Davern to its Board of Directors, effective September 28, 2026. • The appointment was an | 2026-09-30 |
| Material agreement · Q3 2026 ULTRA CLEAN HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company established an at-the-market (ATM) offering program authorizing up to $400 | 2026-08-14 |
| Board / officer change · Q3 2026 ULTRA CLEAN HOLDINGS, INC. – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Ultra Clean Holdings, Inc. (ticker: UCTT) is a Delaware corporation tr | 2026-08-06 |
| Quarterly report · Q2 2026 ULTRA CLEAN HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $644.9 million (up 24% from $518.8 million in Q2 2025) | 2026-08-04 |
| Results announced · Q3 2026 ULTRA CLEAN HOLDINGS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Total Revenue: $644.9 million (Products: $572.7M, Services: $72.2M) • Q2 2 | 2026-08-03 |
| Board / officer change · Q3 2026 ULTRA CLEAN HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New CFO compensation package: $595,000 annual base salary + 85% annual target bonus | 2026-07-08 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.