Ultra Clean Holdings reports record Q3 2026 revenue and beats earnings estimates
Ultra Clean Holdings (UCTT) posted third‑quarter 2026 revenue of $759 million, a record and up roughly 49% year‑over‑year, with non‑GAAP EPS of $1.15, beating consensus by $0.21. The company forecast Q4 2026 revenue of $800‑$860 million and non‑GAAP EPS of $1.11‑$1.35, and CEO James Xiao highlighted strong AI‑driven demand and expectations that 2027 wafer‑fab equipment spending will exceed $200 billion.
Why it matters
The beat and upbeat outlook lifted the stock, with shares rising 11%‑12% in after‑hours trading (Needham note) and pre‑market (Investing.com). The guidance suggests continued top‑line growth and margin expansion, which could support higher future earnings multiples.
Key facts
- 1Q3 2026 revenue was $759 million, up 48.8% YoY. fool.com
- 2Non‑GAAP EPS for Q3 2026 was $1.15, beating estimates by $0.21. investing.com
- 3GAAP EPS for Q3 2026 was $0.85. sec.gov
- 4Q4 2026 revenue guidance is $800 million‑$860 million. sec.gov
- 5Q4 2026 non‑GAAP EPS guidance is $1.11‑$1.35. sec.gov
- 6CEO James Xiao said the company expects 2027 wafer‑fab equipment spending to exceed $200 billion. finance.yahoo.com
Summary written by AlphAI AI Desk from 13 of 13 sources. Not investment advice. Figures are as stated by the linked sources.