The earnings call presented a mixed picture, with slight revenue growth and operational efficiencies achieved through cost reductions and strategic initiatives like SAP implementation. However, these positives were countered by workforce reductions, declining gross margins, and ongoing challenges with tariffs. While there is cautious optimism regarding AI investments and China revenue, the sentiment is tempered by potential headwinds in Q3.

Company Guidance -

Q3 2025

During Ultra Clean Technology's Q2 2025 conference call, the company provided guidance focusing on three primary areas: new product introduction, organizational restructuring, and business system integration. The company expects quarterly revenue to hover around $500 million for the remainder of the year, with Q2 revenue reported at $518.8 million, slightly above the prior quarter's $518.6 million. Product revenue was $454.9 million, while services revenue increased to $63.9 million. Gross margins for the quarter were 16.3%, with product margins at 14.4% and services at 29.9%. Operating expenses fell to $56.1 million, representing 10.8% of revenue. Looking ahead, UCT projects Q3 revenue between $480 million and $530 million and anticipates EPS ranging from $0.14 to $0.34. The company is optimistic about the long-term prospects of the semiconductor industry, driven by increased AI investment, and expects to see benefits from their strategic initiatives, including cost reductions and integration of acquisitions, by early 2026.

Slight Revenue Increase

Total revenue for Q2 was $518.8 million, slightly up from $518.6 million in the prior quarter, with contributions from the Czech Republic facility and services business.

Operational Cost Reduction

Operating expense for the quarter decreased to $56.1 million from $59.4 million in Q1, reflecting the positive impact of cost reduction initiatives.

China Revenue Growth

Revenue from China increased significantly from $21 million in Q1 to $35 million in Q2, with expectations to maintain a run rate of $40 million to $50 million.

SAP Implementation

Implemented SAP business system in the Fluid Solutions Group, expected to enhance efficiency by the end of the year.

AI Investment Impact

Notable acceleration in AI-related investment, with UCT well positioned to capitalize as industry momentum builds.

Ultra Clean Holdings (UCTT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

UCTT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.22 / -	0.35	―	―	―
Jul 28, 2025	2025 (Q2)	0.27 / 0.27	0.32	-15.62% (-0.05)
Apr 28, 2025	2025 (Q1)	0.31 / 0.28	0.27	3.70% (+0.01)
Feb 24, 2025	2024 (Q4)	0.44 / 0.51	0.19	168.42% (+0.32)
Oct 28, 2024	2024 (Q3)	0.33 / 0.35	0.04	775.00% (+0.31)
Jul 25, 2024	2024 (Q2)	0.26 / 0.32	0.16	100.00% (+0.16)
May 06, 2024	2024 (Q1)	0.13 / 0.27	0.17	58.82% (+0.10)
Feb 21, 2024	2023 (Q4)	0.12 / 0.19	0.93	-79.57% (-0.74)
Oct 25, 2023	2023 (Q3)	0.10 / 0.04	1.06	-96.23% (-1.02)
Jul 27, 2023	2023 (Q2)	0.25 / 0.16	1.04	-84.62% (-0.88)

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
Jul 28, 2025	$24.73	$24.58	-0.61%
Apr 28, 2025	$22.30	$19.20	-13.90%
Feb 24, 2025	$36.06	$25.90	-28.18%
Oct 28, 2024	$35.05	$35.12	+0.20%

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 Oct 22, 2025, After Close (Confirmed).

What is Ultra Clean Holdings (UCTT) earnings time?

Ultra Clean Holdings (UCTT) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 0.22.

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