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    Intelligence Feed event · Equity · 2026-11-10

    Ultra Clean Q3 revenue jumps 48.8% to $759M on semi equipment program additions

    Question

    Ultra Clean Q3 revenue jumps 48.8% to $759M on semi equipment program additions

    Direct answer

    Ultra Clean Holdings announced record third-quarter 2026 revenue of $759 million, marking a 48.8% expansion relative to the same period last year. Growth was driven by broad-based hardware demand from semiconductor wafer fabrication equipment manufacturers. The company expanded its design pipeline by capturing eight new program wins with major original equipment manufacturers. Multi-regional manufacturing additions are supporting rising output requirements as customers build out leading-edge node capabilities.

    Original publisher
    Market Ontology
    Evidence through
    2026-11-10
    Published
    2026-11-10
    Revision
    1 · 2026-11-11

    Cite as: Market Ontology, “Ultra Clean Q3 revenue jumps 48.8% to $759M on semi equipment program additions”, revision 1, evidence through 2026-11-10. https://marketontology.com/market-events/2026-11-10/ultra-clean-q3-revenue-jumps-48-8-to-759m-on-semi-equipment-program-additions-1ad7a7

    EQUITY
    Ultra Clean Q3 revenue jumps 48.8% to $759M on semi equipment program additions
    Ultra Clean Holdings announced record third-quarter 2026 revenue of $759 million, marking a 48.8% expansion relative to the same period last year. Growth was driven by broad-based hardware demand from semiconductor wafer fabrication equipment manufacturers. The company expanded its design pipeline by capturing eight new program wins with major original equipment manufacturers. Multi-regional manufacturing additions are supporting rising output requirements as customers build out leading-edge node capabilities.
    UCTTSPY
    Impact
    72
    YESTERDAY
    SIG
    86%
    UCTTSPY
    Ultra Clean Q3 revenue jumps 48.8% to $759M on semi equipment program additions
    Ultra Clean Holdings announced record third-quarter 2026 revenue of $759 million, marking a 48.8% expansion relative to the same period last year. Growth was driven by broad-based hardware demand from semiconductor wafer fabrication equipment manufacturers. The company expanded its design pipeline by capturing eight new program wins with major original equipment manufacturers. Multi-regional manufacturing additions are supporting rising output requirements as customers build out leading-edge node capabilities.
    → Surging component deliveries to wafer fab equipment makers translate directly into higher operating margins across semiconductor capital equipment sub-suppliers.
    Impact
    Ultra Clean Holdings announced record third-quarter 2026 revenue of $759 million, marking a 48.8% expansion relative to the same period last year. Growth was driven by broad-based hardware demand from semiconductor wafer fabrication equipment manufacturers. The company expanded its design pipeline by capturing eight new program wins with major original equipment manufacturers. Multi-regional manufacturing additions are supporting rising output requirements as customers build out leading-edge node capabilities.
    Affected
    UCTTSPY
    Transmission
    Surging component deliveries to wafer fab equipment makers translate directly into higher operating margins across semiconductor capital equipment sub-suppliers.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    UCTTrevenue acceleration and toolmaker backlog expansionUp1-5dUltra Clean reported Q3 revenue of $759 million, up 48.8% year-over-year.
    SPYsemiconductor capex supply-chain transmissionUp1-4wUCTT is a key subsystems supplier to major US semiconductor equipment makers.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    SPYUp735.29 2026-11-06PendingPendingPending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

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