Ultra Clean Holdings (UCTT) Q3 Earnings and Revenues Surpass Estimates

Core Insights - Ultra Clean Holdings (UCTT) reported quarterly earnings of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, but down from $0.35 per share a year ago, indicating an earnings surprise of +16.67% [1] - The company generated revenues of $510 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.46%, but down from $540.4 million year-over-year [2] - Ultra Clean has outperformed consensus revenue estimates three times over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $515.4 million, and for the current fiscal year, it is $1.05 on revenues of $2.06 billion [7] - The estimate revisions trend for Ultra Clean was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6] Industry Context - The Electronics - Manufacturing Machinery industry, to which Ultra Clean belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Ultra Clean's stock performance [5]