Ultra Clean Holdings, Inc. — Third Quarter 2026 Earnings Summary

Ultra Clean Holdings reported record third-quarter 2026 revenue of $759 million, representing an 18% increase from the previous quarter and a 49% rise year-over-year. The company achieved a GAAP gross margin of 16.9% and a non-GAAP gross margin of 17.3%, resulting in net income of $39.1 million or $0.85 per diluted share on a GAAP basis. On a non-GAAP basis, the company recorded net income of $53.2 million, or $1.15 per diluted share, driven by strong operational performance and increased demand in the semiconductor industry. Looking ahead to the fourth quarter, Ultra Clean forecasts revenue between $800 million and $860 million, with non-GAAP diluted net income per share expected to range from $1.11 to $1.35.