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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ultra Clean
Ultra Clean (UCTT) investor relations material
Ultra Clean Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Record Q3 revenue of $759.0M, up 17.7% QoQ and 48.8% YoY; non-GAAP diluted EPS was $1.15, exceeding guidance amid accelerating demand and strong execution.
AI-driven semiconductor investment supports expansion plans, while UCT 3.0 focuses on ramp readiness, co-innovation, operational agility and digital transformation.
Financial highlights
Q3 revenue was $759.0M, including $681.9M from Products and $77.1M from Services; non-GAAP gross margin was 17.3% and operating margin was 9.0%.
GAAP net income attributable to common stockholders was $39.1M, or diluted EPS of $0.85; non-GAAP net income was $53.2M, or diluted EPS of $1.15.
Operating cash flow was $(42.3)M; quarter-end cash was $270.9M. Inventory increased $93.4M QoQ to $723.3M amid demand acceleration and working-capital needs.
9M 2026 revenue rose 25.2% to $1,937.6M; net income attributable to common stockholders was $29.9M versus a $177.9M loss in 9M 2025.
Outlook and guidance
Q4 revenue guidance is $800M–$860M; GAAP diluted EPS guidance is $1.02–$1.26 and non-GAAP diluted EPS guidance is $1.11–$1.35.
2027 WFE spending is expected to exceed $200B; management cited a $250B 2028 WFE estimate as consistent with analyst expectations.
Capacity is expected to reach ~$4B in Q1, with 15%–20% burst capacity; further optimization can support growth through 2027, with $80M–$100M of incremental investment anticipated through 2027–2028.
Services revenue is expected to rise incrementally as U.S. fabs ramp, with a larger contribution as wafer starts increase in 2027–2028.
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Latest events from Ultra Clean
- Q2 2026 revenue hit $644.9M, with strong margins and robust Q3 outlook on AI-driven demand.UCTT
Q2 2026 - All proposals, including board elections and plan amendments, passed with overwhelming support.UCTTAGM 2026
- Q1 revenue hit $533.7M, beating guidance, with strong AI demand and higher Q2 outlook.UCTTQ1 2026
- Key votes on directors, auditor, compensation, and equity plans amid stable 2025 results and ESG focus.UCTTProxy filing
- Targets $4B revenue, 20%+ margin, and double-digit growth in services and laser by 2026.UCTT28th Annual Needham Growth Conference Virtual
- Q4 2025 revenue was $506.6M, non-GAAP net income $10.0M, with a $151.1M goodwill impairment.UCTTQ4 2025
- All proposals, including director elections and auditor ratification, passed with strong support.UCTTAGM 2025
- Q3 2024 revenue hit $540.4M, with strong AI and China demand, but GAAP net loss and control risks remain.UCTTQ3 2024
- Q2 revenue hit $516.1M with strong China and AI demand, but internal control risks persist.UCTTQ2 2024
Next Ultra Clean earnings date
Q4 202619 Feb, 2027
Ultra Clean
Next Ultra Clean earnings date
Q4 202619 Feb, 2027
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Frequently asked questions
Ultra Clean Holdings, Inc. develops, manufactures and supplies Ultra-High Purity (UHP) cleaning services and analytical instruments for the semiconductor industry. The Company's product line serves semiconductor tool suppliers and manufacturers of integrated circuits (ICs) who use these tools to deposit layers on silicon wafers for solar panels, cell phones, computers and other electronic devices.