| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 759.00 | 17.7% | 48.8% |
| Total Income | 759.00 | 17.7% | 48.8% |
| Expenditure | 705.30 | 14.6% | 41.2% |
| PBT | 51.10 | 70.3% | 8416.7% |
| Net Profit | 39.10 | 349.4% | 458.7% |
| OPM | 7.08% | 2.50pp | 5.00pp |
| NPM | 5.15% | 3.80pp | 7.29pp |
| EPS | 0.86 | 352.6% | 458.3% |
Ultra Clean Holdings Reports Q3 2026 Financial Results
28 Oct 2026 · 28 Oct, 1:42 am
Summary
Ultra Clean Holdings announced record revenue of $759 million for the third quarter of 2026, marking an 18% increase from the previous quarter and a 49% rise year-over-year. The company reported a GAAP gross margin of 16.9% and a non-GAAP gross margin of 17.3%. GAAP EPS stood at $0.85, with non-GAAP EPS at $1.15. Looking ahead, Ultra Clean Holdings anticipates fourth quarter 2026 revenue to be between $800 million and $860 million.
Key Highlights
- 1
Ultra Clean Holdings reported record revenue of $759 million for the third quarter of 2026, an increase of 18% compared to Q2 2026 and 49% compared to Q3 2025.
- 2
The company achieved a GAAP gross margin of 16.9% and a non-GAAP gross margin of 17.3% in Q3 2026.
- 3
GAAP Earnings Per Share (EPS) for the third quarter was $0.85, while non-GAAP EPS was $1.15.
- 4
For the third quarter of 2026, total revenue was $759.0 million, with Products contributing $681.9 million and Services adding $77.1 million.
- 5
Operating margin for Q3 2026 was 7.1% on a GAAP basis and 9.0% on a non-GAAP basis.
- 6
The company expects fourth quarter 2026 revenue to be in the range of $800 million to $860 million.
Management Comments
James Xiao
UCT delivered another strong quarter of growth and solid operational performance, as we responded with speed and agility to scale production and meet accelerating customer demand. We are positioning UCT to capture more value from this next phase of AI-driven industry expansion by co-innovating with our customers, developing more advanced solutions, and executing with focus and discipline. Through UCT 3.0, we are building a more agile and efficient company that is well positioned to anticipate customer needs, accelerate innovation, and translate industry growth into lasting shareholder value.
Informational and educational content only. Not investment advice.