Q4 2025 Ultra Clean Holdings Inc Earnings Call Transcript

Feb 23, 2026 / 09:45PM GMT

Release Date Price: $61.41 (+3.82%)

Transcript 10-K

Key Points

Positve

Ultra Clean Holdings Inc (UCTT) is entering a structural expansion of wafer fab equipment driven by AI infrastructure and physical AI demand.
The company has a strategic plan called UCT 3.0, focusing on ramp readiness and operational execution to support growth.
UCTT has the capacity to support approximately $3 billion in revenue with current global utilization averaging 65%.
The company is strategically increasing its capacity in Asia to align with key customers' global manufacturing footprint.
UCTT is focusing on digital transformation to enhance operational agility and productivity, setting a foundation for AI-enabled IT infrastructure.

Negative

Total revenue for the fourth quarter was slightly down at $506.6 million compared to $510 million in the prior quarter.
Gross margin for the fourth quarter decreased to 16.1% from 17% in the previous quarter, impacted by a shift in product mix.
Operating margin for the quarter decreased to 4.9% from 5.7% in the prior quarter.
Earnings per share for the quarter were $0.22, down from $0.28 in the prior quarter.
The company faces fluctuations in margins due to volume, mix, manufacturing region, tariffs, and material and transportation costs.

Operator

Good afternoon, ladies and gentlemen, and welcome to the Ultra Clean Technologies fourth-quarter 2025 financial results conference call. (Operator Instructions)

This call is being recorded on Monday, February 23, 2026. I would now like to turn the conference over to Rhonda Bennetto, Investor Relations. Please go ahead.

Rhonda Bennetto

Ultra Clean Holdings Inc - Senior Vice President - Investor Relations

Thank you, operator. Good afternoon, everyone, and thank you for joining us. With me today are James Xiao, CEO; Sheri Savage, CFO; and Cheryl Knepfler, VP Marketing. James will begin with some prepared remarks about the industry and highlight some of the opportunities ahead for UCT. Sheri will follow with the financial review, and then we'll open up the call for questions.

Today's call contains forward-looking statements that are subject to risks and uncertainties. For more information, please refer to the Risk Factors section in our SEC filings. All forward-looking statements are based on estimates, projections and assumptions as of today,

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