Ultra Clean Holdings, Inc. has announced its financial results for the third quarter of 2026, showcasing impressive growth that underscores the company's strong position in the semiconductor industry.

On October 27, 2026, Ultra Clean Holdings, Inc. (Nasdaq: UCTT) reported a record revenue of $759 million for the third fiscal quarter ended September 25, 2026. This figure represents an 18% increase compared to the previous quarter and a remarkable 49% increase from the same period last year. The company's performance highlights its ability to respond to rising customer demand and adapt to market conditions.

Company Background

Ultra Clean Holdings, Inc. is a leading developer and supplier of critical subsystems, components, parts, and ultra-high purity cleaning and analytical services, primarily for the semiconductor industry. The company is classified under the SIC code 3674, which pertains to Semiconductors & Related Devices. Ultra Clean is headquartered in Hayward, California, and trades on the Nasdaq under the ticker symbol UCTT.

What the Filing Says

The recent SEC filing revealed that Ultra Clean's total revenue for Q3 2026 was $759 million, with products contributing $681.9 million and services adding $77.1 million. The gross margin stood at 16.9%, with a net income of $39.1 million, translating to earnings per share of $0.85. The company also reported a non-GAAP EPS of $1.15, reflecting strong operational efficiency.

Impact

This financial performance may significantly impact stakeholders, including investors, employees, and competitors within the semiconductor sector. The impressive growth figures indicate that Ultra Clean is effectively capturing market share and responding to industry demands, which could compel competitors to enhance their strategies to keep pace.

What's Next

Looking ahead, Ultra Clean expects its revenue for the fourth quarter of 2026 to range between $800 million to $860 million, with GAAP diluted net income per share projected between $1.02 and $1.26. The company will hold a conference call to discuss these results and future expectations, providing further insights into its strategic direction.