Ultra Clean Holdings, Inc. (UCTT) reported second-quarter 2026 revenue of $644.9 million, up 24.3% from a year earlier and above the $599.4 million estimate. Gross profit rose 30.4% to $103.7 million, showing continued top-line momentum.
Profitability was more mixed. Operating profit fell to $29.5 million, while net income attributable to common shareholders dropped to $8.7 million. Diluted earnings per share came in at $0.19, below the $0.54 estimate.
Cash generation also weakened in the period, with operating cash flow at negative $41.1 million. Capital spending totaled $16.2 million, and the company ended the quarter with $255.9 million in cash and cash equivalents.
- Revenue: $644.9 million
- Gross profit: $103.7 million
- Diluted EPS: $0.19
- Operating cash flow: negative $41.1 million
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Ultra Clean Holdings, Inc. Insider Trading Activity
Ultra Clean Holdings, Inc. insiders have traded $UCTT stock on the open market 83 times in the past 6 months. Of those trades, 0 have been purchases and 83 have been sales.
Here’s a breakdown of recent trading of $UCTT stock by insiders over the last 6 months:
- SHERI SAVAGE (CFO) has made 0 purchases and 46 sales selling 30,187 shares for an estimated $2,700,471.
- BRIAN E HARDING (Chief Accounting Officer) has made 0 purchases and 26 sales selling 24,825 shares for an estimated $2,333,911.
- CLARENCE L GRANGER has made 0 purchases and 4 sales selling 30,000 shares for an estimated $2,258,929.
- CHRISTOPHER S COOK (President, Products Division) has made 0 purchases and 3 sales selling 23,381 shares for an estimated $1,745,336.
- EMILY M LIGGETT sold 8,198 shares for an estimated $755,691
- JAMIE J. PALFREY (SVP, Global Human Resources) sold 8,691 shares for an estimated $692,889
- JEFFREY L. MCKIBBEN (Chief Information Officer) sold 4,205 shares for an estimated $365,835
- PAUL YOONKU CHO (General Counsel and Secretary) sold 944 shares for an estimated $84,365
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Ultra Clean Holdings, Inc. Hedge Fund Activity
We have seen 210 institutional investors add shares of Ultra Clean Holdings, Inc. stock to their portfolio, and 110 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FRONTIER CAPITAL MANAGEMENT CO LLC removed 1,722,388 shares (-49.1%) from their portfolio in Q1 2026, for an estimated $107,098,085
- BOSTON PARTNERS added 1,468,878 shares (+inf%) to their portfolio in Q1 2026, for an estimated $91,334,834
- SHAPIRO CAPITAL MANAGEMENT LLC removed 1,278,492 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $79,496,632
- DRIEHAUS CAPITAL MANAGEMENT LLC added 608,746 shares (+134.2%) to their portfolio in Q1 2026, for an estimated $37,851,826
- COOPER CREEK PARTNERS MANAGEMENT LLC added 586,773 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,485,545
- TWO SIGMA INVESTMENTS, LP added 581,131 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,134,725
- DIVISAR CAPITAL MANAGEMENT LLC removed 529,279 shares (-55.8%) from their portfolio in Q1 2026, for an estimated $32,910,568
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Ultra Clean Holdings, Inc. Analyst Ratings
Wall Street analysts have issued reports on $UCTT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 04/29/2026
To track analyst ratings and price targets for Ultra Clean Holdings, Inc., check out Quiver Quantitative's $UCTT forecast page.
Ultra Clean Holdings, Inc. Price Targets
Multiple analysts have issued price targets for $UCTT recently. We have seen 4 analysts offer price targets for $UCTT in the last 6 months, with a median target of $122.5.
Here are some recent targets:
- Krish Sankar from TD Cowen set a target price of $130.0 on 07/09/2026
- Edward Yang from Oppenheimer set a target price of $115.0 on 06/09/2026
- Timothy Arcuri from UBS set a target price of $130.0 on 05/05/2026
- Charles Shi from Needham set a target price of $92.0 on 04/29/2026
