Oct 27, 4:07 PM ET
Ultra Clean Holdings reported third-quarter 2026 revenue of $759.0 million, up 49% from a year earlier, and GAAP net income attributable to the company of $39.1 million, or $0.85 per diluted share, compared with a loss of $10.9 million a year earlier. The company also expects fourth-quarter 2026 revenue of $800 million to $860 million and GAAP diluted EPS of $1.02 to $1.26, which points to continued growth for shareholders.
- Q3 2026 revenue was $759.0 million, up 49% from $510.0 million in Q3 2025 and up 18% from $644.9 million in Q2 2026.
- GAAP net income attributable to UCT was $39.1 million, or $0.85 per diluted share, versus a loss of $10.9 million, or $0.24 per share, a year earlier.
- Non-GAAP EPS was $1.15 versus $0.24 a year earlier; GAAP gross margin was 16.9%.
- Q4 2026 outlook: revenue of $800 million to $860 million; GAAP diluted EPS of $1.02 to $1.26.
Read the filing on SEC.gov ↗
Sep 30, 4:14 PM ET
Ultra Clean Holdings appointed Alexander Davern to its Board of Directors, effective September 28, 2026. The filing says he has more than 30 years of industrial technology experience, including service as CEO of National Instruments from 2017 to 2020, and the appointment does not include any financial results or guidance.
- Appointed to the Board effective September 28, 2026; announced in a press release dated September 30, 2026
- Previously served at National Instruments from 1994 to 2020, including as CEO from 2017 to 2020 and CFO from 1998 to 2010
- Currently an independent director of Cirrus Logic, Computer Modelling Group and Spectris plc
- Will receive director compensation under the non-employee director policy and is expected to sign the standard indemnification agreement
Read the filing on SEC.gov ↗
Aug 14, 8:54 AM ET
Ultra Clean Holdings entered a sales agreement on August 14, 2026, allowing it to sell up to $400 million of common stock through an at-the-market offering using four sales agents. The company is not obligated to sell any shares and may suspend sales at any time, so the program's actual size and timing are at its discretion. Because new shares would add to the outstanding count, existing shareholders could see their ownership diluted if sales occur.
- Maximum offering size is $400 million of common stock, with sales made at the company's discretion.
- Sales Agents are UBS Securities LLC, Barclays Capital Inc., Craig-Hallum Capital Group LLC and Oppenheimer & Co. Inc.
- Agents may receive commissions of up to 3.0% of gross offering proceeds.
- Shares are issued under a Form S-3 shelf registration filed March 25, 2024 (Registration No. 333-278195).
Read the filing on SEC.gov ↗
Aug 6, 4:26 PM ET
Ultra Clean Holdings said CFO Sheri Savage ceased serving as Chief Financial Officer effective August 5, 2026, under a transition agreement, and Michael Keogh took over as CFO on that date. Savage stays on as a non-officer Finance Advisor until May 1, 2027, and the filing states her departure was not due to any disagreement with the company on operations, policies, or financial reporting.
- Sheri Savage ceased to be CFO effective August 5, 2026; Michael Keogh succeeds her as CFO on that date
- Savage remains employed as a non-officer Finance Advisor until the Separation Date of May 1, 2027
- During the garden leave period, her base salary continues, she is eligible for a fiscal 2026 annual bonus, and she receives no salary increase or additional equity awards
- Unvested equity awards keep vesting during the period and are forfeited if unvested when her employment ends
Read the filing on SEC.gov ↗
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