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) | $2.44B |
| Gross Profit (TTM) | $393.80M |
| EBITDA | $182.60M |
| Operating Margin | 7.08% |
| Return on Equity | 4.67% |
| Return on Assets | 3.45% |
| Revenue/Share (TTM) | $53.87 |
| Book Value | $15.92 |
| Price-to-Book | 2.45 |
| Price-to-Sales (TTM) | 0.81 |
| EV/Revenue | 0.95 |
| EV/EBITDA | 12.71 |
| Quarterly Earnings Growth (YoY) | -40.10% |
| Quarterly Revenue Growth (YoY) | 48.80% |
| Shares Outstanding | $47.96M |
| Float | $47.11M |
| % Insiders | 1.84% |
| % Institutions | 103.93% |
Volatility is currently expanding
Ultra Clean (UCTT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
UCTT shares plunged 31.6% in four weeks despite surging earnings and rising estimates, as strong semiconductor demand faces cash flow and dilution risks.
UCTT's surging earnings, rising semiconductor demand and improving margins support growth, but weak cash conversion and customer concentration pose risks.
Ultra Clean's strong Q3 earnings beat and upbeat Q4 outlook signal AI-driven semiconductor growth, but expansion costs and cash flow challenges remain key risks.
Ultra Clean rallied after a strong beat-and-raise quarter. Management also forecast higher gross margin targets in the future.
Ultra Clean's Q3 2026 earnings surge 379% as semiconductor demand drives revenue growth, margin expansion and plans for major manufacturing capacity increases.
HAYWARD, Calif., Oct. 27, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT), today reported its financial results for the third quarter ended September 25, 2026.
Ultra Clean Holdings, Inc. operates as a key supplier to major Wafer Fab Equipment OEMs, specializing in gas delivery subsystems and integrated modules. Recent AI-related volatility has impacted nearly all related sectors, including UCTT, despite the valuations of many companies not being excessive prior to the drawdown. WFE TAM is expected to exceed $150B in 2026, with estimates currently above $200B for 2027, showing rapid growth as fabs around the world come online.
UCTT is set to report Q3 2026 results, with semiconductor demand and AI investments supporting growth, while working capital and cost pressures pose risks.
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.
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