ULTRA CLEAN HOLDINGS INC (UCTT)
Information Technology · Semiconductor capital equipment subsystems and services · NASDAQ
Ultra Clean Holdings is a critical subsystems and ultra-high purity services supplier to semiconductor chip makers and equipment manufacturers, enabling advanced device production through precision components, cleaning, and contamination analysis.
What ULTRA CLEAN HOLDINGS INC does
Ultra Clean Holdings is a leading developer and supplier of critical subsystems, components, and parts for the semiconductor industry, alongside ultra-high purity cleaning and analytical services. The company designs and manufactures production tools, chemical delivery modules, gas delivery systems, precision robotics, and process modules for semiconductor and display capital equipment makers. Through its Services segment, it provides parts cleaning, process tool recoating, surface encapsulation, and micro-contamination analysis for semiconductor device makers and wafer fabrication equipment markets.
Themes: ["Semiconductor capital equipment subsystems","Semiconductor manufacturing services","Advanced chip fabrication","High-bandwidth memory (HBM)","Artificial intelligence (AI) and machine learning (ML) infrastructure","Parts cleaning and precision coating","Display capital equipment","Design for manufacturability"]
Fundamentals
- Price$106.19 as of 2026-07-09 close
- Market cap$5.0B as of 2026-07-10
- 1-year return+331.3% as of 2026-07-09 close
- Net margin-9.4% as of 2026-07-10
- Gross margin+15.6% as of 2026-07-10
- ROE-28.1% as of 2026-07-10
- Debt / equity0.96 as of 2026-07-10
- Revenue growth (YoY)-3.2% as of 2026-07-10
- Revenue CAGR (3y)-0.1% SEC XBRL
- Beta1.87 as of 2026-07-10
Key risks (from latest filing)
["Negative revenue growth (-3.24% YoY) and continued unprofitability with -9.38% net margin, indicating business contraction and operational challenges","Heavy reliance on semiconductor industry customers and equipment makers with exposure to cyclical demand patterns and capital equipment spending","Significant leverage with long-term debt of $601.9M and recent convertible note issuance of $600M, constraining financial flexibility"]
Competitors & peers
- Lam Research (LRCX)
- Applied Materials (AMAT)
- KLA Corporation (KLAC)
- PDF Solutions (PDFS)
- Camtek (CAMT)
- Brooks Automation (BRKS)
- Axcelis Technologies (ACLS)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.