Filing Flows › Ultra Clean Holdings (UCTT) › Q3 2026 › vs Q2 2026
Ultra Clean Holdings (UCTT) Q3 2026 vs Q2 2026 (quarter over quarter)
Ultra Clean Holdings's revenue rose $114M (+18%) from $645M in Q2 2026 to $759M in Q3 2026. The biggest changes: Products +$109M (+19%); Services +$4.9M (+7%). Gross margin 16.9% against 16.1% (+0.8 pts).
Ultra Clean Holdings, Q3 2026: revenue $759M (+49% year over year), operating margin 7.1%, net earnings $39.1M, operating cash flow −$42.3M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 16.9% | 16.1% | +0.8 pts |
| Operating margin | 7.1% | 4.6% | +2.5 pts |
| Net margin | 5.2% | 1.3% | +3.8 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Products | $682M | $573M | $109M | +19% |
| Services | $77.1M | $72.2M | $4.9M | +7% |
| Revenue | $759M | $645M | $114M | +18% |
| Gross profit | $128M | $104M | $24.7M | +24% |
| Cost of revenue | $631M | $541M | $89.4M | +17% |
| Operating profit | $53.7M | $29.5M | $24.2M | +82% |
| Operating expenses | $74.7M | $74.2M | $500K | +0.7% |
| Pre-tax earnings | $51.1M | $30.0M | $21.1M | +70% |
| Other expense, net | $2.6M | −$500K | $3.1M | — |
| Research & development | $8.8M | $8.8M | $0 | 0% |
| Sales & marketing | $15.9M | $16.4M | −$500K | -3% |
| General & admin | $50.0M | $49.0M | $1.0M | +2% |
| Net earnings | $39.1M | $8.7M | $30.4M | +349% |
| Minority interests | $1.7M | $3.2M | −$1.5M | -47% |
| Income tax | $10.3M | $18.1M | −$7.8M | -43% |
| Operating cash sources | $102M | $68.7M | $33.0M | +48% |
| Depreciation & amortization | $12.7M | $12.5M | $200K | +2% |
| Share-based compensation | $7.6M | $6.4M | $1.2M | +19% |
| Cash used in operations | $42.3M | $41.1M | $1.2M | +3% |
| Working capital & other | $102M | $68.7M | $33.0M | +48% |
Questions
How much did Ultra Clean Holdings's revenue grow quarter over quarter in Q3 2026?
Ultra Clean Holdings's revenue rose $114M (+18%) from $645M in Q2 2026 to $759M in Q3 2026.
What drove Ultra Clean Holdings's revenue change in Q3 2026?
Products +$109M (+19%); Services +$4.9M (+7%).