UCTT · Ultra Clean Holdings, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. UCT reported record Q2 revenue of $644.9 million, non-GAAP EPS of $0.70 and expanding margins, driven by higher volumes and factory efficiencies. Management issued Q3 guidance of $700 million to $750 million in revenue and $0.83 to $1.03 of non-GAAP EPS, while expanding capacity toward an annualized revenue run rate of approximately $4 billion by mid-2027, although cash flow remained negative due to inventory investment.
- + Record Q2 revenue and non-GAAP earnings improved sequentially
- + Higher volumes drove sequential gross-margin and operating-margin improvement
- + Capacity expansion positions UCT for an approximately $4 billion annualized revenue run rate by mid-2027
- + Customer diversification is reducing revenue concentration
- − Operating cash flow remained negative amid inventory investment
- − Supply-chain pressure remains a forward risk as industry demand grows
- − The 20% gross-margin goal depends on mix, revenue, and manufacturing jurisdiction
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UCTT
this stock
Ultra Clean Holdings, Inc.
|
$3.52B | +187.0% | -26.9% | — | 8.0% |
|
ASML
Asml Holding NV
|
$703.84B | +74.5% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.43B | +103.0% | +51.7% | 54.7 | 2.1% |
|
AMAT
Applied Materials Inc /De
|
$386.29B | +110.1% | -12.6% | 42.0 | 1.8% |
|
KLAC
Kla Corp
|
$245.53B | — | +11.7% | 51.3 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UCTT | -6.4% | +9.2% | -5.6% | -10.3% | +187.0% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -6.2% | +9.6% | -17.7% | -11.3% | +174.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.