Ultra Clean Holdings Posts Record $759M Revenue in Q3 2026
Ultra Clean Holdings reported record third-quarter revenue of $759 million, an 18% jump from the prior quarter, the semiconductor supplier announced.
Ultra Clean Holdings, Inc. posted record revenue of $759 million for the third quarter ended September 25, 2026, the Hayward, California-based semiconductor equipment components supplier announced Monday. The figure represents an 18% increase compared to the second quarter of 2026, marking the company's strongest sales performance on record.
The results underscore continued momentum in the semiconductor supply chain, where demand for chip-manufacturing equipment and related components has remained elevated. Ultra Clean, which trades on the Nasdaq under the ticker UCTT, supplies critical parts and modules to major equipment makers serving the global semiconductor industry.
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The 18% sequential revenue surge signals robust order activity heading into the final stretch of 2026, a period when chipmakers and their suppliers have been navigating both strong end-market demand and ongoing capacity expansion efforts across the industry.
Analysts and investors have been closely tracking suppliers like Ultra Clean as a bellwether for broader semiconductor equipment spending trends. A record quarterly revenue print from a Tier 1 components provider typically reflects elevated utilization and capital expenditure commitments from leading chip fabricators.
Continue reading at Earnings for the full breakdown of third-quarter 2026 financial results, including margins, earnings per share, and forward guidance.