Overview
Semiconductor industry supplier's Q4 revenue slightly beat analyst expectations
Adjusted EPS for Q4 met analyst expectations
Company focusing on AI adoption and ramp-readiness initiatives
Outlook
Company expects Q1 2026 revenue between $505 mln and $545 mln
Ultra Clean projects Q1 2026 GAAP EPS between $(0.13) and $0.03
Company anticipates Q1 2026 non-GAAP EPS between $0.18 and $0.34
Result Drivers
GLOBAL NETWORK - Co highlighted its strong global manufacturing network and broad product and service portfolio as positioning it for future opportunities
Company press release: ID:nPn9z4KpZa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$506.60 mln
$503.33 mln (4 Analysts)
Q4 Adjusted EPS
Meet
$0.22
$0.22 (4 Analysts)
Q4 Net Income
-$600,000
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
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 $35.00, about 40.8% below its February 20 closing price of $59.15
The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 19 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@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.)
