Ultra Clean reports Q2 revenue of $644.9M, guides Q3 to $700M-$750M with improving margins

Filed August 3, 2026 · Period ending August 3, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 revenue of $644.9M ($572.7M Products, $72.2M Services); non-GAAP EPS of $0.70 vs. $0.31 prior quarter, reflecting sequential profitability improvement.

  Exhibit 99.1 view on EDGAR →
• high

  Q3 2026 guidance: revenue $700M-$750M (up 9-16% sequentially), non-GAAP EPS $0.83-$1.03, indicating continued margin expansion.

  Exhibit 99.1 view on EDGAR →
• medium

  Inventory increased to $629.9M in first half 2026, consuming operating cash flow as company prepares for higher anticipated demand.

  Exhibit 99.1 view on EDGAR →