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Ultra Clean Holdings Inc (UCTT)
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Ultra Clean Holdings Reports Strong Q3 2025 Financial Results

Last updated: October 28, 2025
Taurigo

Ultra Clean Holdings, Inc. (Nasdaq: UCTT) has announced its financial results for the third quarter ending September 26, 2025, showcasing significant improvements in several key metrics despite ongoing challenges in the market.

1. Financial Highlights

CEO James Xiao expressed satisfaction with the results, noting, "We are very pleased with our third quarter results having achieved our highest gross margins for the year and exceeding the mid-point of our guidance on the top and bottom line." He emphasized the company's commitment to advancing AI-enabled high-performance computing as a driving force behind semiconductor innovation, even amid market volatility.

GAAP Financial Results

For the third quarter of 2025, Ultra Clean reported:

  • Total Revenue: $510.0 million, comprised of $445.0 million from products and $65.0 million from services.
  • Gross Margin: 16.1%, an improvement from 15.3% in the prior quarter.
  • Operating Margin: 2.1%, a stark recovery from (27.3)% in the previous quarter.
  • Net Loss: $(10.9) million, equating to $(0.24) per diluted share, compared to a larger net loss of $(162.0) million, or $(3.58) per diluted share, in Q2 2025.

Non-GAAP Financial Results

In non-GAAP terms, the company achieved:

  • Gross Margin: 17.0%, up from 16.3% in the previous quarter.
  • Operating Margin: 5.7%, slightly improved from 5.5%.
  • Net Income: $12.9 million, or $0.28 per diluted share, compared to $12.1 million, or $0.27 per diluted share, in the prior quarter.

2. Outlook for Q4 2025

Looking ahead, Ultra Clean expects Q4 revenue to range between $480 million and $530 million. The company anticipates a GAAP diluted net income (loss) per share between $(0.11) and $0.09, while non-GAAP diluted net income per share is expected to fall between $0.11 and $0.31.

3. Conference Call

Ultra Clean will host a conference call today at 1:45 p.m. PT to discuss these results and provide further insights into the company’s future strategies. Investors and stakeholders can access the call by dialing 1-800-836-8184 or 1-646-357-8785, with a replay available afterward.

4. About Ultra Clean Holdings, Inc.

Ultra Clean Holdings is a prominent developer and supplier of critical subsystems and components for the semiconductor industry. The company offers integrated outsourced solutions through its Products division, and provides high-precision manufacturing and analytical services through its Services division. Headquartered in Hayward, California, Ultra Clean continues to focus on enhancing its product offerings and operational efficiencies.

5. Conclusion

Ultra Clean Holdings' third-quarter results indicate a robust recovery and a promising outlook as it navigates the complexities of the semiconductor market. The improvements in gross margins and operating performance reflect the company's strategic focus on innovation and efficiency, positioning it well for future growth.

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