The earnings call highlights several positive developments, including new business wins, successful cost reduction initiatives, and a positive outlook on China revenue. However, these are offset by flat overall revenue, a decrease in gross margin, ongoing tariff concerns, and a decline in EPS, leading to uncertainty in future guidance.

Company Guidance -

Q3 2025

During the Ultra Clean Technology Q2 2025 financial results call, guidance was provided with several metrics and strategic initiatives highlighted. The company reported a total revenue of $518.8 million for Q2, slightly above the preceding quarter's $518.6 million. Revenue from products was $454.9 million, and the services business saw an increase from $61.6 million in Q1 to $63.9 million in Q2. Total gross margin was 16.3%, with product gross margin at 14.4% and services at 29.9%. Operating expenses decreased to $56.1 million, representing 10.8% of revenue. Earnings per share were $0.27 with a net income of $12.1 million. Looking ahead, Q3 revenue is projected between $480 million and $530 million, with expected EPS ranging from $0.14 to $0.34. The company is focused on new product introductions, flattening the organizational structure, and integrating acquisitions to enhance efficiency and margin profiles. Additionally, they anticipate benefiting from AI-related investments and new business wins, particularly in their Czech Republic facility, with potential incremental revenue in Q4. Despite challenges such as tariff-related costs and uncertainties in the semiconductor market, Ultra Clean Technology remains optimistic about their strategic initiatives and long-term industry fundamentals.

New Business Wins in Czech Republic Facility

The company has been awarded new business in their Czech Republic facility, expected to result in an incremental revenue increase in Q4.

Successful SAP Implementation

The Fluid Solutions Group implemented a company-wide SAP business system in July, which is expected to enhance efficiency by the end of the year.

Cost Reduction Initiatives

Significant workforce reductions and cost-saving measures have been implemented, resulting in a decrease of operating expenses from $59.4 million in Q1 to $56.1 million in Q2.

Increase in Services Revenue

Services revenue increased from $61.6 million in Q1 to $63.9 million in Q2.

Positive Outlook on China Revenue

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

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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing