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Dec 26, 2025
Ultra Clean Q4 2025 Earnings Report
Ultra Clean reported Q4 2025 financial results with revenue of $506.6 million and a GAAP net loss of $3.3 million.
Key Takeaways
Ultra Clean Holdings delivered fourth-quarter results in line with expectations despite a dynamic operating environment. While revenue saw a slight sequential decline, the company is focusing on ramp-readiness for AI-driven demand and maintaining a strong global manufacturing network to capture future semiconductor market growth.
Total revenue reached $506.6 million for the quarter, slightly down from $510.0 million in the previous quarter.
The company reported a GAAP net loss of $3.3 million, an improvement from the $10.9 million loss in Q3 2025.
Non-GAAP EPS of $0.22 met expectations, though it declined from $0.28 in the prior quarter.
Full-year results were significantly impacted by a $151.1 million non-cash goodwill impairment charge.
Revenue by Segment
Forward Guidance
For Q1 2026, Ultra Clean expects steady revenue and a return to GAAP profitability at the high end of the range.
Positive Outlook
- Projected revenue range of $505 million to $545 million.
- Potential for positive GAAP EPS up to $0.03.
- Non-GAAP diluted net income per share expected up to $0.34.
- Increasing ramp-readiness initiatives for AI adoption.
- Accelerating speed of execution to align with customer roadmaps.
Challenges Ahead
- Lower end of GAAP EPS guidance remains negative at $(0.13).
- Dynamic and uncertain operating environment continues.
- Ongoing impact of geographic mix on tax rates.
- Continued reliance on a few major customers in the semiconductor industry.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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