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) | $2.20B |
| Gross Profit (TTM) | $347.50M |
| EBITDA | $139.10M |
| Operating Margin | 4.57% |
| Return on Equity | -1.55% |
| Return on Assets | 2.13% |
| Revenue/Share (TTM) | $48.46 |
| Book Value | $14.12 |
| Price-to-Book | 5.42 |
| Price-to-Sales (TTM) | 1.05 |
| EV/Revenue | 1.816 |
| EV/EBITDA | 28.43 |
| Quarterly Earnings Growth (YoY) | -40.10% |
| Quarterly Revenue Growth (YoY) | 24.30% |
| Shares Outstanding | $45.28M |
| Float | $44.33M |
| % Insiders | 1.93% |
| % Institutions | 109.87% |
Volatility is currently contracting
Ultra Clean Holdings shifts from a strong sell to a buy as margins and profitability improve alongside robust revenue growth. Q2 2026 saw revenue climb 20.8% sequentially, with operating margin expanding 250 basis points and net income turning positive. Management's Q3 2026 guidance projects revenue of $700M–$750M and GAAP diluted EPS up over 300%, signaling a strong growth roadmap.
HAYWARD, Calif., Oct. 5, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the Company will release its third quarter 2026 financial results on Tuesday, October 27th, after market close and will host a conference call and webcast the same day.
HAYWARD, Calif., Sept. 30, 2026 /PRNewswire/ -- /PRNewswire/ — Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today announced the appointment of Alexander Davern to serve on its Board of Directors, effective September 28, 2026.
AI-driven demand is fueling UCTT, FSLY and AVT, with strong growth, estimate revisions and further upside potential highlighted for Q4.
Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.
AI infrastructure demand is fueling growth in semiconductor equipment, with AMKR, UCTT and FORM offering major price upside.
Ultra Clean Holdings maintains strong fundamentals despite sector pullback, supported by robust Q2 results and a clear capacity expansion plan. UCTT targets $5 billion annual revenue by 2028, with capacity expansions aligned to rising WFE spending forecasts and direct customer demand. Management revised 2027 WFE spending guidance upward to $190-220 billion, positioning UCTT to achieve its UCT 3.0 framework ahead of schedule.
Ultra Clean Holdings is rated Buy at $65, with strong revenue growth and an attractive 11x 2027 P/E, but not Strong Buy due to cash flow and concentration risks. Q2 2026 revenue rose 24% to $644.9M, with Q3 guidance of $700–$750M and EPS of $0.83–$1.03, driven by AI-related semiconductor complexity. Gross margin improvement is underway, but over 60% of revenue comes from two customers, and inventory buildup has led to negative operating cash flow.
The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC and UCTT, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.
Ultra Clean Holdings (UCTT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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