UCTT earnings
Ultra Clean Holdings — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 03, 2026 | 0.70 | 0.53 | +31.8% |
| Apr 28, 2026 | 0.31 | 0.27 | +14.8% |
| Feb 23, 2026 | 0.22 | 0.23 | -4.3% |
| Oct 28, 2025 | 0.28 | 0.24 | +16.7% |
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 →- Sees Q2 revenue $565 million to $605 million.
- Sees 2026 total addressable market $140 billion to $145 billion.