Semiconductor tools maker Ultra Clean Q3 revenue beats estimates

Ultra Clean Holdings

28/10/2025 20:24

Overview

Ultra Clean Q3 revenue of $510 mln beats analyst expectations, per LSEG data

Adjusted EPS for Q3 beats consensus at $0.28

Company reports GAAP net loss of $10.9 mln for Q3

Outlook

Company expects Q4 revenue between $480 mln and $530 mln

Company anticipates Q4 GAAP EPS between $(0.11) and $0.09

Company forecasts Q4 non-GAAP EPS between $0.11 and $0.31

Result Drivers

AI-ENABLED COMPUTING - AI-enabled high-performance computing is a central force behind semiconductor innovation, driving results, per CEO James Xiao

GROSS MARGIN IMPROVEMENT - Co achieved highest gross margins for the year, attributed to operational efficiencies

PRODUCTS DIVISION - Products division contributed $445 mln to total revenue, indicating strong performance in this segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$510 mln
$505.20 mln (4 Analysts)
Q3 Adjusted EPS
Beat
$0.28
$0.25 (3 Analysts)
Q3 Net Income
-$8.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

Wall Street's median 12-month price target for Ultra Clean Holdings Inc is $30.00, about 1.4% below its October 27 closing price of $30.41

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nPnBq2Ka

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)