Ultra Clean (UCTT)
Builds semiconductor-equipment subsystems and provides ultra-high-purity cleaning, coating, and contamination analysis.
Something off on this page? Send us feedback.
Supplies semiconductor equipment makers and chip manufacturers with gas and chemical delivery systems, fluid-control components, robotics, process modules, and precision fabrication, while cleaning, coating, and contamination-testing process-tool parts. Products generate most revenue, which is concentrated among a small group of semiconductor-equipment customers.
Designs, engineers, and manufactures production tools, parts, modules, and subsystems for semiconductor and display equipment makers. The Products segment spans gas and chemical delivery, fluid delivery, precision robotics, process modules, frame assemblies, weldments, and thermal-control components. Its outsourced model combines prototyping, design-for-manufacturability, component sourcing, assembly, testing, and high-precision fabrication.
The Services segment cleans and coats process-tool chamber parts, extends part life, and tests tools, wafers, chemicals, water, and cleanroom materials for micro-contamination. Operations serve customers across the Americas, Asia-Pacific, Europe, and the Middle East, with most revenue generated internationally. Semiconductor customers drive nearly all sales, while Lam Research and Applied Materials together account for most revenue.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 4, 2026 | Needham | Reiterate | Rating: —Target: $70 | Target: $125 |
| Jun 9, 2026 | Oppenheimer | Reiterate | Rating: —Target: $70 | Target: $115 |
| May 5, 2026 | UBS | Target | Target: — | Target: $130 |
| Feb 24, 2026 | Craig-Hallum | Target | Target: — | Target: $100 |
| Feb 24, 2026 | Needham | Reiterate | Rating: —Target: $35 | Target: $70 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 26, 2026Cash & short-term investments $255.9M · Total debt $775.9M · Total assets $1.92B · Shareholders' equity $639.8M
- Revenue
- $644.9M
- Operating income
- $29.5M
- Net income
- $8.7M
No dividends on record.
| Institutions | ≈ 98.98% | 44.81M shares | |
|---|---|---|---|
| 461 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.03% | 920.9K shares | |
| 19 holders · as of Sep 4, 2026 | |||
| Adds to | 101.01% | ||
45.28M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.01%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.28% | 6.92M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 6.90% | 3.12M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.09% | 2.76M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 5.70% | 2.58M | as of Jun 30, 2026 |
Frontier Capital Management Co., LLC.Institution | 5.65% | 2.56M | filed Feb 14, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 2, 2026 | Brian E. Harding | officer: Chief Accounting Officer | −3,837 | $128.75 |
| Jun 4, 2026 | Sheri Savage | officer: CFO | −30,187 | $89.46 |
| Jun 4, 2026 | Brian E. Harding | officer: Chief Accounting Officer | −16,988 | $89.47 |
| Jun 2, 2026 | Paul Yoonku Cho | officer: General Counsel and Secretary | −944 | $89.37 |
| May 27, 2026 | Emily M. Liggett | director | −8,198 | $92.18 |
- Ichor
Direct gas and chemical delivery subsystem overlap.
- Jabil
Scale manufacturing rival for capital equipment programs.
- Celestica
Advanced technology manufacturing and subsystem overlap.
- Benchmark Electronics
Semi-cap precision technology and assembly overlap.
- Parker-Hannifin
High-purity gas and fluid component overlap.
- Enpro
Semiconductor cleaning, coating, and refurbishment overlap.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ultra Clean | $75.20 | −1.76% | $3.43B | — | 14.7 | 1.6 | +24.3% |
| Ichor | $57.24 | −0.34% | $2.00B | — | 22.3 | 2.0 | +22.7% |
| Jabil | $306.55 | −0.79% | $32.38B | 38.6 | 19.5 | 1.0 | +11.8% |
| Celestica | $363.85 | +2.18% | $40.94B | 37.0 | 24.3 | 2.6 | +61.3% |
| Benchmark Electronics | $82.76 | +0.64% | $2.95B | 55.9 | 25.8 | 1.0 | +17.7% |
| Parker-Hannifin | $971.81 | +0.72% | $121.65B | 33.9 | 27.6 | 5.7 | +9.8% |
| Enpro | $302.19 | +0.48% | $6.35B | 147.4 | 29.3 | 5.2 | +17.6% |
| Median | 38.6 | 25.0 | 2.3 | +17.6% |