UCTT Q2 FY2026 earnings: EPS beat by 31.8%, revenue beat by 9.7%
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.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.70 | $0.53 | beat by 31.8% |
| Revenue | $644.9M | $587.6M | beat by 9.7% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $644.9M | +20.8% | +24.3% |
| Gross profit | $103.7M | +22.9% | +30.4% |
| Operating income | $29.4M | +157.9% | +120.7% |
| Net income | $8.7M | +148.6% | +105.4% |
| Diluted EPS | $0.20 | +150.0% | +105.6% |
| Gross margin: 16.1%. |
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The trend
Revenue is up 24.3% from the same quarter last year. Gross margin sits at 16.1%, 120 bps off its 8-quarter high.
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How it stacks up
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