Latest Earnings Results: Q3 '26
Estimated EPS
$0.94
Reported EPS
$1.15
Surprise
+22.65%
Estimated Rev
$727.55M
Reported Rev
$759M
Surprise
+4.32%
• Reported GAAP EPS of $1.15 up 379.17% YoY • Reported revenue of $759M up 48.82% YoY • Ultra Clean expects Fourth Quarter 2026 revenue of $800M to $860M, GAAP diluted net income per share of $1.02 to $1.26, and non-GAAP diluted net income per share of $1.11 to $1.35.
Bullish Takeaway
Ultra Clean reported record revenue of $759M, higher GAAP margins and net income versus the prior quarter, and management described co-innovation and advanced solutions for AI-driven industry expansion.
Bearish Takeaway
Ultra Clean reported $116.7M of operating cash used and $723.3M in inventories; long-term debt was $635.1M, while legal-related costs referenced a cybersecurity incident.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.22 | -- | -- | N/A |
Q3 '26 | $0.94 | $1.15 | 22.65% | BEAT |
Q2 '26 | $0.53 | $0.70 | 31.89% | BEAT |
Q1 '26 | $0.26 | $0.31 | 18.10% | BEAT |
Q4 '25 | $0.22 | $0.22 | -1.98% | MISSED |