Q2 FY2026 EarningsQ2 FY26 results beat consensus across the top line with revenue of $644.9M vs. $587.6M expected, driven by a 25.9% YoY surge in the Products segment. Gross margin slightly missed at 16.1% vs. 16.6% expected, impacted by higher material and labor costs. Normalized EPS reached $0.53, aligning with expectations despite significant discrete tax expenses totaling $24.7M related to foreign subsidiary restructuring.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ultra Clean(UCTT) the Revenue is 644.9 M (+24.31%), Beat estimate;the EBIT is 45.1 M (+58.25%), Beat estimate;the EPS is 0.19 (+105.3%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.64B24.31%
0.59B13.27%
+0.06B11.04%
EBITExceed expectations
0.05B58.25%
0.04B25.76%
+0.01B32.49%
EPSMiss expectations
0.19105.31%
0.2656107.42%
-0.07562.11%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf