#United States #Semiconductor #Ultra Clean #UCTT #Hayward, California

Ultra Clean Holdings Reports Impressive Q2 2026 Results

In a recent announcement, Ultra Clean Holdings, Inc. (Nasdaq: UCTT) revealed its financial outcomes for the second quarter ending June 26, 2026. The company demonstrated a remarkable turnaround, achieving results that exceeded their projections.

James Xiao, CEO of Ultra Clean, expressed pride in the quarterly performance, emphasizing that the results reflected strong operational execution and an uptick in customer demand. The semiconductor manufacturing landscape is currently thriving, largely driven by investments in artificial intelligence (AI), which continue to shape the industry’s future. Xiao stressed the company’s commitment to executing its UCT 3.0 strategy aimed at boosting global manufacturing capacity and enhancing both engineering and operational capabilities. These initiatives are positioned to provide faster, more agile service to customers while ensuring sustainable growth and delivering value to shareholders.

Financial Performance Overview

According to the reported results, Ultra Clean recorded total revenue of $644.9 million for the second quarter. This total was comprised of $572.7 million from products and $72.2 million from services. The company reported a gross margin of 16.1% and an operating margin of 4.6%, translating to a net income of $8.7 million, or $0.19 per diluted share. Compared to the previous quarter, where revenue was $533.7 million, Ultra Clean has shown a robust growth trajectory.

In terms of non-GAAP figures, Ultra Clean's gross margin stood at 16.7%, accompanied by an operating margin of 7.0%. This resulted in a non-GAAP net income of $32.3 million, or $0.70 per diluted share, further highlighting the company’s ongoing recovery and growth.

Future Outlook

Looking ahead to the third quarter of 2026, Ultra Clean anticipates revenue in the range of $700 million to $750 million. Furthermore, the company expects GAAP diluted net income per share to fall between $0.67 and $0.87, while non-GAAP diluted net income per share is projected to be between $0.83 and $1.03.

Conference Call Insights

The company will hold a conference call to discuss these results in greater detail, scheduled for 1:45 PM PT. Interested parties can join the call by dialing 1-800-836-8184 or 1-646-357-8785. For those unable to attend, a replay will be accessible, and the session will also be available via webcast on the company's website under the Investor Relations section.

About Ultra Clean Holdings, Inc.

Ultra Clean Holdings is recognized as a premier developer and supplier of critical subsystems, components, and analytical services, primarily catering to the semiconductor sector. The company delivers a fully integrated outsourced solution that encompasses various stages, from design to manufacturing, ensuring a significant reduction in cycle times and a focus on efficiency and precision. Headquartered in Hayward, California, Ultra Clean is committed to furthering its innovation and service capabilities in the semiconductor space.

Final Note

With the exciting initiatives like UCT 3.0 underway, and a clear focus on enhancing their global operations, Ultra Clean Holdings appears well-positioned for sustained growth in the rapidly evolving semiconductor industry. As the demand for advanced technologies continues to rise, Ultra Clean's proactive steps to adapt and thrive in this environment become increasingly vital.