Ultra Clean Holdings Reports Third Quarter 2026 Results
The Hayward-based company announced its financial performance for the period ending September 25, 2026.
Updated on Oct. 28, 2026 in Corporate Finance
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Ultra Clean Holdings released its financial results on October 27, 2026, for the quarter that ended on September 25, 2026. The company reported total revenue of $759.0 million during the three-month period.
Why it matters
The report provides transparency into the financial health of the Hayward-based firm as it transitions into the final months of the year. Investors analyze these figures to gauge the company's operational efficiency and ability to meet its upcoming quarterly targets.
Total revenue reached $759.0 million, with products accounting for $681.9 million and services adding $77.1 million. GAAP net income was $39.1 million, resulting in $0.85 per diluted share.
The players
Ultra Clean Holdings
Headquartered in Hayward, this company provides critical subsystems, components, and ultra-high purity parts to the semiconductor and display industries.
The details
Ultra Clean Holdings utilized non-GAAP measures to evaluate its results, reporting a 17.3% non-GAAP gross margin compared to the 16.9% GAAP figure. The company also posted a 9.0% non-GAAP operating margin alongside its $53.2 million non-GAAP net income.
Timeline
September 25, 2026, marked the end of the third quarter.
October 27, 2026, was the date the company reported its financial results.
Market Landscape
This release follows the SEC-mandated quarterly reporting cycle as the company provides investors with its standardized financial performance data. Such reporting is essential for maintaining transparency within the competitive semiconductor supply sector.
These financial disclosures help customers and investors assess the stability of the company as it navigates projected growth in the fourth quarter. The data provides insight into whether the firm can maintain its current pace of service and product delivery.
The takeaway
Ultra Clean Holdings is focusing on the upcoming fourth quarter with revenue projections reaching as high as $860 million. Investors should continue to monitor the gap between GAAP and non-GAAP performance metrics to understand the underlying operational health of the company.
What happens next
The company expects fourth quarter 2026 revenue between $800 million and $860 million, with non-GAAP diluted net income per share projected between $1.11 and $1.35.
Further reading
Explore more industry updates on the Corporate Finance page.
More information
View the earnings presentation on the Company investor relations webcast page.
Source note: This article includes information reported by Longview Daily News.
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