
TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
| Revenue (TTM) | $2.07B |
| Gross Profit (TTM) | $323.30M |
| EBITDA | $118.40M |
| Operating Margin | 2.14% |
| Return on Equity | -22.50% |
| Return on Assets | 1.41% |
| Revenue/Share (TTM) | $45.62 |
| Book Value | $14.02 |
| Price-to-Book | 6.21 |
| Price-to-Sales (TTM) | 1.68 |
| EV/Revenue | 2.105 |
| EV/EBITDA | 349.04 |
| Quarterly Earnings Growth (YoY) | -40.10% |
| Quarterly Revenue Growth (YoY) | 2.90% |
| Shares Outstanding | $44.83M |
| Float | $44.02M |
| % Insiders | 1.97% |
| % Institutions | 109.65% |
Volatility is currently contracting

TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.

UCTT's expanding Services business delivers higher margins and recurring revenues, positioning it for sustained growth as semiconductor manufacturing activity rises.

Brian E. Harding liquidated 3,837 shares for approximately $494,000 on July 2, 2026. The disposal reduced the insider's direct equity holdings by 10%.

HAYWARD, Calif., July 8, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced the appointment of Michael Keogh as Chief Financial Officer, effective August 5, 2026.

UCTT is positioned to benefit from rising AI-driven WFE spending as leading-edge chip investments and expanding fab capacity support long-term growth.

Ultra Clean Holdings (UCTT) is positioned as an attractive buy ahead of its upcoming Q2 report, despite recent profit-taking-driven stock volatility. UCTT reported Q1 revenue of $533.7M (+2.9% Y/Y) and non-GAAP EPS of $0.31, beating consensus, with strong quant and revisions grades signaling bullish momentum. Management expects robust Wafer Fab Equipment (WFE) demand, margin expansion, and capacity growth, supported by industry tailwinds and customer investments.

HAYWARD, Calif., July 7, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its second quarter 2026 financial results on Monday, August 3, 2026, after market close and will host a conference call and webcast the same day.

UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.

Kulicke and Soffa , Ultra Clean and Veeco have been highlighted in this Industry Outlook article.

The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC, UCTT and VECO, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.
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