Earnings Call

Ultra Clean Technology Q2 FY2026 Earnings Call

With James Xiao (CEO) and Sheri Savage (CFO).

UCTT

Fiscal Q2 2026

August 3, 2026

15 min read

5 questions

UltraClean Holdings, Inc. (UCT) is a global leader in semiconductor fabrication support. Our Products Division provides improved design-to-delivery times for major subassemblies, advanced flow control, and high-precision manufacturing.

More about Ultra Clean Technology

Our Services Division offers tool chamber parts cleaning and coating, and micro-contamination analysis. UCT also provides pivotal production support for the power & energy, and process industries.

1Prepared remarks3 speakers

Operator Good afternoon, ladies and gentlemen, and welcome to the Ultra Clean Q2 2026 earnings call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Monday, August 3rd, 2026. I would now like to turn the conference over to Rhonda Bennetto of Investor Relations.

Rhonda BennettoSVP of Investor Relations

Thank you, operator. Good afternoon, everyone, and thank you for joining us. With me today are James Xiao, CEO, Sheri Savage, CFO, and Mike Keogh, CFO beginning August 5th. James will begin with some prepared remarks about the industry and highlight some of the opportunities ahead for UCT. Sheri will follow with the financial review, then we'll open up the call for questions. Today's call contains forward-looking statements that are subject to risks and uncertainties. For more information, please refer to the Risk…

James XiaoCEO

Thank you, Rhonda. Good afternoon, everyone. We appreciate you joining us for our Q2 2026 earnings call. This afternoon, I will discuss industry environment and the trend shaping our customer investment, provide an update on our execution against UCT 3.0 strategy, and highlight how we are positioning UCT to deliver sustainable growth and long-term value. Following that, Sheri will provide a financial update, then we will open up the call for questions. Throughout the second quarter, we saw increased demand across…

Sheri SavageCFO

Thanks, James, good afternoon, everyone. Thanks for joining us. In today's discussion, I will be referring to non-GAAP numbers only. As James mentioned, this will be my final earnings call with UCT. It has been a privilege to be a part of UCT's growth and transformation over the past 17 years, and I want to sincerely thank our employees, customers, investors, and partners for your support. Before I begin, I'd like to welcome Mike Keogh, our new Chief Financial Officer.

Mike brings extensive financial, operational…