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Ultra Clean Holdings (UCTT)
NASDAQ:UCTT
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.26Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: strong strategic positioning and significant long-term opportunity driven by AI-related WFE expansion, ample installed capacity and a clear operational plan (UCT 3.0) are important positives. However, near-term financials show flat full-year revenue, sequential and year-over-year margin and EPS pressures, and current utilization (~65%) leaves leverage to be achieved only if the expected back-half 2026 ramps occur. Given the combination of credible growth catalysts and near-term execution/financial headwinds, the tone is cautiously optimistic but balanced.Company Guidance
AI-driven Market Opportunity and WFE Outlook
Management frames the current environment as an AI-driven structural expansion of wafer fab equipment (WFE) rather than a normal cyclical upturn, forecasting WFE growth of ~15%–20% year-over-year and multi-year tailwinds driven by AI infrastructure, HBM, advanced packaging and leading-edge logic transitions.
UCT 3.0 Strategy and Operational Readiness
New strategic direction (UCT 3.0) emphasizing ramp readiness, MPX strategy (new product introduction/development/transition), digital transformation and co-innovation with customers to accelerate design-to-production cycles and capture leading-edge opportunities.
Installed Capacity to Support Growth
Company states existing facility optimizations provide capacity to support approximately $3.0 billion in revenue today with global utilization ~65%; management believes only modest incremental clean-room investment is required to reach a $4.0 billion run rate.
Geographic Alignment with Customer Footprints
About 50% of capacity currently in Asia with plans to increase to ~60% to align with customer manufacturing footprint, enabling faster response and capture of Asia-weighted ramp opportunities.
Full-Year Revenue Stability and Cash Generation
Full-year 2025 revenue was $2.1 billion, roughly flat with 2024, while full-year cash flow from operations was $65.6 million (vs. $65.0 million prior year), demonstrating continued positive operating cash generation.
Q1 2026 Guidance and Back-half Weighted Recovery
Q1 2026 guidance: revenue $505M–$545M and EPS $0.18–$0.34; management expects a step-function increase in the second half of 2026 with sequential margin expansion as utilization rises.
Service Business Strength
Services revenue remains a meaningful, higher-margin component ($64.2M in Q4) with management expecting double-digit services growth in 2026, particularly as wafer starts increase and foundry/logic ramps continue.
Improved Quarterly Operating Cash Flow
Quarterly cash flow from operations improved to $8.1M in Q4 from breakeven in the prior quarter, indicating better working capital management.
UCTT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UCTT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $61.41 | $71.96 | +17.18% |
Oct 28, 2025 | $29.84 | $28.59 | -4.19% |
Jul 28, 2025 | $24.73 | $24.58 | -0.61% |
Apr 28, 2025 | $22.30 | $19.20 | -13.90% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ultra Clean Holdings (UCTT) report earnings?
Ultra Clean Holdings (UCTT) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Ultra Clean Holdings (UCTT) earnings time?
Ultra Clean Holdings (UCTT) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UCTT EPS forecast?
UCTT EPS forecast for the fiscal quarter 2026 (Q1) is 0.26.