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Ultra Clean Holdings Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $0.240 |
| EPS actual | $0.280 |
| EPS Surprise | 16.67% |
| Revenue estimate | 503.338M |
| Revenue actual | 510M |
| Revenue Surprise | 1.32% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.270 |
| Revenue estimate | 499.584M |
| Revenue actual | 518.8M |
| Revenue Surprise | 3.85% |
| Release date | Apr 28, 2025 |
| EPS estimate | $0.310 |
| EPS actual | $0.280 |
| EPS Surprise | -9.68% |
| Revenue estimate | 526.126M |
| Revenue actual | 518.6M |
| Revenue Surprise | -1.43% |
| Release date | Feb 24, 2025 |
| EPS estimate | $0.440 |
| EPS actual | $0.510 |
| EPS Surprise | 15.91% |
| Revenue estimate | 559.194M |
| Revenue actual | 563.3M |
| Revenue Surprise | 0.734% |
Last 4 Quarters for Ultra Clean Holdings
Below you can see how UCTT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 24, 2025 |
| Price on release | $36.06 |
| EPS estimate | $0.440 |
| EPS actual | $0.510 |
| EPS surprise | 15.91% |
| Date | Price |
|---|---|
| Feb 18, 2025 | $38.63 |
| Feb 19, 2025 | $39.15 |
| Feb 20, 2025 | $38.84 |
| Feb 21, 2025 | $37.35 |
| Feb 24, 2025 | $36.06 |
| Feb 25, 2025 | $25.90 |
| Feb 26, 2025 | $26.49 |
| Feb 27, 2025 | $24.96 |
| Feb 28, 2025 | $24.60 |
| 4 days before | -6.65% |
| 4 days after | -31.78% |
| On release day | -28.18% |
| Change in period | -36.32% |
| Release date | Apr 28, 2025 |
| Price on release | $22.30 |
| EPS estimate | $0.310 |
| EPS actual | $0.280 |
| EPS surprise | -9.68% |
| Date | Price |
|---|---|
| Apr 22, 2025 | $18.85 |
| Apr 23, 2025 | $20.70 |
| Apr 24, 2025 | $22.17 |
| Apr 25, 2025 | $22.49 |
| Apr 28, 2025 | $22.30 |
| Apr 29, 2025 | $19.20 |
| Apr 30, 2025 | $18.70 |
| May 01, 2025 | $18.65 |
| May 02, 2025 | $20.17 |
| 4 days before | 18.30% |
| 4 days after | -9.55% |
| On release day | -13.90% |
| Change in period | 7.00% |
| Release date | Jul 28, 2025 |
| Price on release | $24.73 |
| EPS estimate | $0.270 |
| EPS actual | $0.270 |
| Date | Price |
|---|---|
| Jul 22, 2025 | $23.97 |
| Jul 23, 2025 | $24.56 |
| Jul 24, 2025 | $23.70 |
| Jul 25, 2025 | $23.96 |
| Jul 28, 2025 | $24.73 |
| Jul 29, 2025 | $24.58 |
| Jul 30, 2025 | $23.59 |
| Jul 31, 2025 | $22.52 |
| Aug 01, 2025 | $22.30 |
| 4 days before | 3.17% |
| 4 days after | -9.83% |
| On release day | -0.607% |
| Change in period | -6.97% |
| Release date | Oct 28, 2025 |
| Price on release | $29.84 |
| EPS estimate | $0.240 |
| EPS actual | $0.280 |
| EPS surprise | 16.67% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $27.87 |
| Oct 23, 2025 | $29.88 |
| Oct 24, 2025 | $29.99 |
| Oct 27, 2025 | $30.41 |
| Oct 28, 2025 | $29.84 |
| Oct 29, 2025 | $28.59 |
| Oct 30, 2025 | $26.93 |
| Oct 31, 2025 | $27.41 |
| Nov 03, 2025 | $28.53 |
| 4 days before | 7.07% |
| 4 days after | -4.39% |
| On release day | -4.19% |
| Change in period | 2.37% |
Ultra Clean Holdings Earnings Call Transcript Summary of Q3 2025
UCT reported Q3 2025 revenue of $510.0M (down slightly from $518.8M in Q2) with non-GAAP gross margin improving to 17.0% (from 16.3%). Product revenue was $445M and Services $65M. EPS was $0.28 on net income of $12.9M. Management highlighted three transformation priorities: new product introductions and customer qualifications, flattening the organization and consolidating/optimizing sites, and integrating recent acquisitions and company-wide systems (SAP go-live for Fluid Solutions in July). Improvements in site utilization, mix, cost-efficiency initiatives and tariff recoveries supported margin gains. Operating expense rose modestly (mainly SAP go-live costs). Cash was $314.1M; operating cash flow was roughly breakeven in the quarter. The company refinanced (Term B repricing) to reduce interest margin and renewed a $150M share repurchase authorization (up to $50M/year), though no near-term repurchases are planned. Q4 revenue guidance is $480M–$530M with EPS $0.11–$0.31. Management emphasized long-term demand drivers (AI, HPC, data center, advanced packaging) but cautioned near-term visibility remains limited and timing of any WFE recovery varies by customer/region. Strategically, UCT is optimizing its global footprint (cluster-based centers of excellence), pursuing vertical integration to capture margin, and separating manufacturing for Chinese and non-Chinese customers (migrating non-Chinese customer manufacturing out of China).
