Ultra Clean Holdings Inc. (UCTT) Stock Falls on Q4 2025 Earnings

Ultra Clean Holdings Inc. (UCTT) reported fourth-quarter 2025 results.

Revenue: $506.6 million, down 133.02% year over year and slightly below the estimate of $513.4 million.

Gross profit: $77.3 million, down 129.22% year over year.

Operating profit: $10.9 million, down 116.69% year over year.

Cost of sales: $429.3 million.

Net income attributable to common shareholders: -$3.3 million; diluted earnings per share: -0.07 (consensus estimate 0.229).

Shares moved following the release, declining 5.84% since market close.

Cash and cash equivalents: $311.8 million.

Cash from operating activities: $8.1 million, down 52.63% year over year.

Purchases of property, plant and equipment: -$10.1 million, down 41.62% year over year.

Total liabilities: $944.9 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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $UCTT stock by insiders over the last 6 months:

DAVID T IBNALE sold 23,500 shares for an estimated $625,748

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Ultra Clean Holdings Inc. Hedge Fund Activity

We have seen 103 institutional investors add shares of Ultra Clean Holdings Inc. stock to their portfolio, and 143 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SHAPIRO CAPITAL MANAGEMENT LLC removed 2,411,543 shares (-65.4%) from their portfolio in Q4 2025, for an estimated $61,084,384
INVESCO LTD. added 1,315,407 shares (+63.1%) to their portfolio in Q4 2025, for an estimated $33,319,259
MILLENNIUM MANAGEMENT LLC added 506,363 shares (+944.8%) to their portfolio in Q4 2025, for an estimated $12,826,174
FRONTIER CAPITAL MANAGEMENT CO LLC added 476,569 shares (+15.7%) to their portfolio in Q4 2025, for an estimated $12,071,492
DIMENSIONAL FUND ADVISORS LP removed 417,757 shares (-21.5%) from their portfolio in Q4 2025, for an estimated $10,581,784
VANGUARD GROUP INC added 293,048 shares (+6.2%) to their portfolio in Q4 2025, for an estimated $7,422,905
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 261,691 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $6,628,633

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

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:

Needham issued a "Buy" rating on 01/20/2026

To track analyst ratings and price targets for Ultra Clean Holdings Inc., check out Quiver Quantitative's $UCTT forecast page.