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Ultra Clean Holdings Inc

Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally. The company offers outsourced solutions for the development, design, component sourcing and cleaning, prototyping, engineering, and manufacturing and testing of advanced systems. It also provides a range of gas delivery solutions, such as precision thermal products, valves, connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, gas lines, and component heaters, as well as complex weldments. In addition, the company offers assemblies, including gas and fluid delivery solutions, wafer transport systems, mechatronic assemblies, process modules, and sub-fab process equipment support racks; weldments and frames with exacting standards; heaters, sensors, and controllers for precise temperature control; integrated device manufacturers and OEMs validated process tool chamber parts cleaning and coating services; and tool part process optimization solutions, analytical verification of process tool chamber part cleaning effectiveness and micro contamination analysis of tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination. It primarily serves customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.

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Ultra Clean Holdings Surged on Strong Results and Improving Semiconductor Spending

Ultra Clean Holdings surged on strong quarterly results and a sharp inflection in the outlook for semiconductor capital spending, according to Rewey Asset Management's second-quarter 2026 investor letter. The stock delivered a 127.81% return during the quarter, making it the top performer in the RAM Smid Composite, which gained 20.06% overall. Rewey noted that memory chips are now in short supply as artificial intelligence becomes a massive consumer of memory, and while the firm believes the upcycle is still in its early stages, it has trimmed its position into strength. Ultra Clean Holdings closed at $101.46 per share on July 22, 2026, with a one-month return of negative 17.80% and a 52-week gain of 319.14%, giving it a market capitalization of $4.55 billion.
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Ultra Clean CAO Sells 3,837 Shares Under Trading Plan

Ultra Clean Holdings Chief Accounting Officer Brian E. Harding sold 3,837 shares of common stock at $128.75 per share on July 2, 2026, for a total of approximately $494,000. The transaction was executed under a Rule 10b5-1 trading plan adopted on March 5, 2026, and reduced his direct holdings by 10% to 33,581 shares. The sale occurred as the company reported first-quarter revenue of $533.7 million and a non-GAAP profit of $0.31 per share, while trailing twelve-month revenue stood at $2.1 billion with a net loss of $194.1 million. The stock closed at $106.48 on the transaction date and later fell to the low $90s, though it has appreciated 326.43% over the past year.
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Ultra Clean appoints Michael Keogh as CFO effective August 5, 2026

Ultra Clean Holdings has named Michael Keogh as its new Chief Financial Officer, effective August 5, 2026, succeeding Sheri Savage. Keogh brings experience from Ford, Bright Machines, Apple, Stanley Black & Decker, and Intel, with a background in automation, advanced manufacturing, and large-scale finance. The appointment adds execution-focused leadership as the company pursues its UCT 3.0 transformation plans, though it does not meaningfully alter the near-term risk-reward balance. Ultra Clean’s investment narrative projects $4.0 billion in revenue and $266.3 million in earnings by 2029, requiring 24.9% annual revenue growth and a roughly $460 million earnings improvement from a current loss of $194.1 million. The company’s recent removal from several Russell value indices may pressure trading liquidity and sentiment ahead of second-quarter 2026 results.
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Zacks names Kulicke and Soffa, Ultra Clean, Veeco as top electronics manufacturing stocks

Zacks Equity Research highlights Kulicke and Soffa Industries, Ultra Clean Holdings, and Veeco Instruments as top picks in the electronics manufacturing machinery industry, driven by massive AI infrastructure investment. The industry has surged 233.1% over the past year, far outpacing the S&P 500's 23.4% return, and its earnings estimates for 2026 have risen 48% since January 31, 2026. Kulicke and Soffa expects thermo-compression bonding revenues to exceed $100 million in fiscal 2026 and is expanding capacity to support approximately $400 million in advanced solutions revenue. Ultra Clean believes the semiconductor industry is in the early stages of a multiyear AI-driven expansion, with its manufacturing network supporting roughly $3 billion in annual revenues and scalable to about $4 billion. Veeco secured more than $250 million in orders for systems supporting indium phosphide laser manufacturing for AI data centers, with deliveries beginning in 2026 and accelerating in 2027.
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