Ultra Clean Holdings, Inc. (UCTT)

Ultra Clean Holdings reported Q2 2025 revenue of $518.8 million, with a non-GAAP EPS of $0.27, and the stock closed up 3.21%. James Zhao was appointed as CEO and Chris Cook as Chief Business Officer. The company participated in investor conferences, including the Needham Growth Conference in January 2026. UCTT's Q3 2025 revenue was $510 million (non-GAAP), with a gross margin of 17% and non-GAAP EPS of $0.28, and provided Q4 2025 revenue guidance between $480 million and $530 million. UCTT's share price experienced a decline of 27.28% between January 3, 2025, and January 2, 2026, but recently gained 3.30% on January 12, 2026, and has risen by 35.71% over the past two weeks leading up to that date.

Demand for Ultra Clean Holdings' products and services is tied to the cyclical nature of the semiconductor industry, which experiences boom-bust cycles driven by factors like inventory levels, global economic growth, technological advancements, and product replacement cycles. Capacity additions in semiconductor manufacturing take time, leading to mismatches between demand and supply. Ultra Clean Holdings employs a core engineering approach with flexible partnering to adapt to these demand cycles, and fluctuations in volume influence the company's margins.

Ultra Clean Holdings, Inc. (UCTT) operates in the Information Technology sector, specifically in the Semiconductors and Semiconductor Equipment industry. The company specializes in developing and supplying critical subsystems, components, parts, and ultra-high purity cleaning and analytical services for the semiconductor industry. Its product portfolio includes ultra-high purity fluid delivery systems, components, subassemblies, specialized equipment, precision robotic solutions, gas delivery systems, wafer cleaning subsystems, chemical delivery modules, top-plate assemblies, frame assemblies, and process modules. The company's services segment provides purity parts cleaning, process tool part recoating, surface encapsulation, and high-sensitivity micro-contamination analysis.

Headquartered in Hayward, California, USA, Ultra Clean Holdings, Inc. has a global reach, selling its products across North America, Asia, and Europe. The company also maintains an employee presence in the Asia Pacific and EMEA regions.

Ultra Clean Holdings has a strong reputation for delivering high-purity components and systems for advanced integrated circuit manufacturing. The company is undergoing a "UCT 3.0" transformation, focusing on profitability, global footprint optimization, and leveraging AI-driven demand. Increased demand for AI infrastructure and operational efficiencies in Malaysia could improve future prospects. However, the company has faced challenges, including reported material weaknesses in internal controls and ongoing legal proceedings.

Ultra Clean Holdings, Inc. has significant institutional ownership, including major holders like BlackRock, Inc., Vanguard Group Inc, and others. Institutional investors collectively hold a substantial portion of the company's stock, ranging from approximately 31.00% to 96.06%. Insiders own approximately 2.07% of the company's stock.