Ultra Clean Holdings
CIK 0001275014
Ultra Clean Holdings reported Q2 FY2026. EPS came in at $0.70 against a $0.53 consensus, beat by 31.8%. Revenue was $644.9M versus $587.6M expected, beat by 9.7%. Gross margin was 16.1%, up 30 bps from last quarter.
read the full report →Ultra Clean Holdings reported a solid Q1 FY2026, beating both revenue and EPS estimates, while providing a bullish outlook driven by AI infrastructure investments. The company's financial performance and strategic positioning indicate a strong trajectory for the year ahead.
read the full report →Ultra Clean Holdings missed EPS by -4.3% even as revenue beat by +0.6%, but the actionable read is that investors may be over-penalizing trough margins while underpricing the operating leverage embedded in $3 billion of existing revenue capacity at 65% utilization. The print says near-term earnings are still constrained; the call says the next margin inflection depends less on capex and more on volume returning through already optimized facilities.
read the full report →Ultra Clean Holdings beat EPS by +16.7% on only +1.3% revenue surprise, which says the actionable read is not demand acceleration but operating leverage in a constrained top line. The market may be mispricing this print if it treats the quarter as a generic WFE recovery call rather than a proof point that services mix and product margin repair can protect earnings while customers hold revenue near the $500 million level.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | ADD | $40 M | 0.0% | +136,732 |
| GRACE & WHITE INC /NY | TRIM | $7 M | 1.1% | -62,400 |
| CONCURRENT INVESTMENT ADVISORS, LLC | ADD | $6 M | 0.1% | +38,515 |
| INSIGHT WEALTH STRATEGIES, LLC | NEW | $6 M | 0.6% | +47,463 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-26 | $2.1 B | $-146 M | -7.1% | -316.8% |
| 2024 | 2024-12-27 | $2.1 B | $67 M | 3.2% | + 694.7% |
| 2023 | 2023-12-31 | $1.7 B | $-11 M | -0.7% | -112.8% |
| 2022 | 2022-12-31 | $2.4 B | $88 M | 3.7% | -42.8% |
| 2021 | 2021-12-31 | $2.1 B | $154 M | 7.3% | + 54.8% |
| 2020 | 2020-12-31 | $1.4 B | $100 M | 7.1% | + 4233.5% |
| 2019 | 2019-12-31 | $1.1 B | $2 M | 0.2% | -95.6% |
| 2018 | 2018-12-31 | $1.1 B | $52 M | 4.8% | -39.9% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-08-04 | 2026-06-26 |
0001628280-26-052540
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| 10-Q | 2026-04-29 | 2026-03-27 |
0001628280-26-028365
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| 10-Q | 2025-10-29 | 2025-09-26 |
0001628280-25-047117
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| 10-Q | 2025-07-29 | 2025-06-27 |
0001628280-25-036413
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| 10-Q | 2025-04-29 | 2025-03-28 |
0001628280-25-020658
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| 10-Q | 2024-10-30 | 2024-09-27 |
0001628280-24-044152
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| 10-Q | 2024-07-26 | 2024-06-28 |
0001628280-24-033152
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| 10-Q | 2024-05-06 | 2024-03-29 |
0001628280-24-020679
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| 10-Q | 2023-11-07 | 2023-09-29 |
0000950170-23-060220
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| 10-Q | 2023-08-11 | 2023-06-30 |
0000950170-23-041897
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| 10-Q | 2023-05-05 | 2023-03-31 |
0000950170-23-018326
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