Ultra Clean Holdings, Inc. reported its financial results for the third fiscal quarter ended September 25, 2026, filing an -K with the Securities and Exchange Commission on October 27, 2026. The company announced record revenue for the period, driven by growth in both its Products and Services divisions.
For the third quarter of 2026, total revenue was $759.0 million. This figure represents an 18% increase compared to the second quarter of 2026 and a 49% increase compared to the same period in the prior year. Revenue was broken down into $681.9 million from Products and $77.1 million from Services.
On a GAAP basis, the company reported a gross margin of 16.9% and net income of $39.1 million, or $0.85 per diluted share. Non-GAAP measures, which exclude items such as stock-based compensation and restructuring charges, showed a gross margin of 17.3% and net income of $53.2 million, or $1.15 per diluted share.
Ultra Clean also provided guidance for the fourth quarter of 2026. The company expects revenue to range from $800 million to $860 million. On a GAAP basis, diluted net income per share is expected to be between $1.02 and $1.26. On a non-GAAP basis, diluted net income per share is expected to be between $1.11 and $1.35.
