Ultra Clean Holdings, Inc. (UCTT) develops and supplies critical subsystems, components, parts, and ultra-high purity cleaning and analytical services primarily for the semiconductor industry. Its Products division provides outsourced major subassemblies, design-for-manufacturability support, prototyping, and high-precision manufacturing, while its Services division provides tool chamber parts cleaning, coating, and micro-contamination analytical services.
Company news commonly covers quarterly results and outlook, Products and Services revenue trends, customer demand tied to semiconductor equipment roadmaps, manufacturing ramp readiness, investor conference participation, governance changes, and capital-structure actions such as convertible notes and credit-facility amendments.
Ultra Clean Holdings (Nasdaq: UCTT) reported record third-quarter 2026 revenue of $759 million, alongside higher earnings and margins than the prior quarter. Revenue rose 18% sequentially and 49% year over year for the quarter ended September 25, 2026. Products revenue was $681.9 million and Services revenue was $77.1 million.
GAAP net income attributable to UCT reached $39.1 million, or $0.85 per diluted share, versus $8.7 million, or $0.19, in the prior quarter. GAAP gross margin increased to 16.9% from 16.1%, while operating margin rose to 7.1% from 4.6%. Non-GAAP diluted earnings were $1.15 per share, versus $0.70.
The company expects fourth-quarter revenue of $800 million to $860 million and GAAP diluted earnings of $1.02 to $1.26 per share. Nine-month operating cash outflow was $116.7 million, compared with $57.5 million of inflow a year earlier.
Ultra Clean Holdings (Nasdaq: UCTT) will release its third-quarter 2026 financial results on October 27, after market close. A conference call and webcast will follow the same day at 1:45 p.m. PT. The webcast will be available through the Investor Relations section of the company’s website.
Ultra Clean Holdings (Nasdaq: UCTT) appointed Alexander Davern to its Board of Directors, effective September 28, 2026.
Davern has more than 30 years of leadership experience in industrial and technology-intensive businesses. During nearly three decades at National Instruments, he served as Chief Financial Officer, Chief Operating Officer, Chief Executive Officer and Director. He also has more than 20 years of public-company board experience. His current roles include Audit Chair of Cirrus Logic, Compensation Chair of Computer Modeling Group and a director of Spectris.
Ultra Clean (Nasdaq: UCTT) announced it will participate in two investor conferences in August 2026. On August 11, 2026, it will attend the Oppenheimer 29th Annual Technology, Internet & Communications Conference, and on August 19, 2026, the 7th Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference, hosting one-on-one meetings only.
Ultra Clean (Nasdaq: UCTT) reported second quarter 2026 revenue of $644.9 million, up from $533.7 million in the prior quarter and $518.8 million a year earlier. Products contributed $572.7 million and Services $72.2 million. GAAP gross margin was 16.1%, operating margin 4.6%, and net income attributable to UCT was $8.7 million or $0.19 per diluted share, versus a loss of $(17.9) million or $(0.40) in Q1.
Non-GAAP gross margin was 16.7%, operating margin 7.0%, and net income was $32.3 million or $0.70 per diluted share. For Q3 2026, Ultra Clean expects revenue of $700–$750 million, GAAP EPS of $0.67–$0.87, and non-GAAP EPS of $0.83–$1.03. Cash was $255.9 million, inventories $629.9 million, and long-term debt $599.4 million at quarter-end.
Ultra Clean (Nasdaq: UCTT) appointed Michael Keogh as Chief Financial Officer, effective August 5, 2026, succeeding Sheri Savage and reporting to CEO James Xiao.
Keogh brings 25+ years of global finance and operations experience across semiconductor, advanced manufacturing, automotive, and technology sectors, supporting the company’s UCT 3.0 growth strategy and capital allocation priorities.
Ultra Clean (Nasdaq: UCTT) will release its Q2 2026 financial results on Monday, August 3, 2026, after market close.
The company will host a conference call and webcast the same day at 1:45 p.m. PT, with live access and replay details provided for investors.
Ultra Clean (Nasdaq: UCTT) announced participation at two investor conferences in late May 2026 and will host one-on-one meetings only.
Dates: May 27, 2026 at TD Cowen 54th Annual Technology, Media & Telecom Conference and May 28, 2026 at the 23rd Annual Craig-Hallum Institutional Investor Conference.
Ultra Clean (Nasdaq: UCTT) announced that Chief Financial Officer Sheri Savage will retire, effective following her 17 years of service with the company. The Board has started a comprehensive search for a successor, evaluating internal and external candidates, and will provide an update in due course.
The company and Savage each expressed gratitude; management described Savage's tenure as central to the company's financial strength and strategic direction.
Ultra Clean (Nasdaq: UCTT) reported Q1 2026 results for the quarter ended March 27, 2026. Total revenue was $533.7 million (Products $465.7M; Services $68.0M). GAAP results showed a net loss $(17.9) million or $(0.40) per diluted share; non-GAAP net income was $14.5 million or $0.31 per diluted share. The company issued Q2 2026 guidance of $565M–$605M revenue and GAAP diluted net income per share of $0.20–$0.36, with non-GAAP EPS $0.44–$0.60. A conference call and webcast are scheduled for 1:45 p.m. PT.