Ultra Clean earnings for the third quarter of 2026 included record revenue of $759 million, up 49% from a year earlier. Shares of the semiconductor equipment supplier rose 6.6% to $54.88 in midday trading on October 28 after the results.

Key Takeaways

  • Third-quarter revenue and non-GAAP earnings per share exceeded analyst estimates.
  • The company forecast fourth-quarter revenue of $800 million to $860 million.

Ultra Clean earnings and fourth-quarter outlook

Third-quarter non-GAAP earnings were $1.15 per share. The company’s revenue and adjusted earnings both surpassed analyst expectations, though the estimates were not specified.

For the fourth quarter, Ultra Clean projected earnings per share of $1.11 to $1.35 alongside its revenue forecast. Both ranges were above consensus forecasts. The available information did not specify whether the earnings guidance uses the same non-GAAP basis as the third-quarter result.

What Ultra Clean supplies

Ultra Clean supplies subsystems, components and services primarily for the semiconductor industry. The company’s Products and Services divisions provide manufactured subassemblies and services such as parts cleaning, coating and micro-contamination analysis.

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