Ultra Clean Holdings Reports Third Quarter 2026 Results

The manufacturer projects revenue growth in the fourth quarter, signaling ongoing demand for semiconductor components.

Updated on Oct. 28, 2026 in Corporate Finance

Ultra Clean Holdings Reports Third Quarter 2026 Results

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Hayward-based Ultra Clean Holdings reported $759.0 million in total revenue for the third quarter ended September 25, 2026. This financial update outlines the firm's recent performance and sets expectations for growth in the fourth quarter.

Why it matters

Understanding the current margins and revenue splits of critical manufacturing suppliers like Ultra Clean Holdings helps operators in the tech and semiconductor sectors gauge their own supply chain costs and availability.

Ultra Clean Holdings reported $759.0 million in quarterly revenue, reflecting a GAAP gross margin of 16.9% and GAAP net income of $39.1 million. The firm also reported non-GAAP net income of $53.2 million, as it looks toward a fourth-quarter revenue target of up to $860 million.

The players

Ultra Clean Holdings

A Hayward-based provider of critical subsystems and components for the semiconductor and display industries.

The details

The firm generated $681.9 million from product sales and $77.1 million from services during the third quarter. Management utilizes non-GAAP measures to assess its operating performance, which reported a 9.0% non-GAAP operating margin compared to the 7.1% GAAP figure. Looking ahead, the company anticipates GAAP diluted net income per share between $1.02 and $1.26 for the upcoming quarter.

September 25, 2026: The third quarter 2026 fiscal period ended.
October 27, 2026: The company reported its financial results for the quarter.

Market Landscape

This performance update reflects the current intensity of the 2026 semiconductor capital equipment spending cycle. The results follow the pattern established by industry-wide investments in next-generation manufacturing capacity.

Operators should monitor these revenue projections to anticipate potential shifts in lead times for critical equipment components. Financial stability in a primary supplier often signals consistent service capacity for the coming quarter.

The takeaway

Ultra Clean Holdings anticipates revenue growth in the final quarter of 2026, signaling sustained demand for its semiconductor components. Operators should track these quarterly revenue targets as an early indicator of manufacturing health and component availability in their supply chains.