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Ultra Clean Holdings (UCTT)
NASDAQ:UCTT
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.27Last Year’s EPS
0.32Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: 0.99%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative aspects. While there were notable achievements in services growth, supply chain strategy success, and operational efficiencies, the company experienced significant revenue and margin declines, missed guidance targets, and projected continued revenue decline. The balance of these factors results in a neutral sentiment.Company Guidance
During the Q1 2025 financial results conference call, UCT provided guidance for the upcoming quarter and beyond, acknowledging a modest decline in demand for Q2 2025 with anticipated revenues between $475 million and $525 million and EPS ranging from $0.17 to $0.37. Despite missing the midpoint of their Q1 revenue guidance by $12 million due to shipment delays and technical challenges faced by their customers, UCT remains focused on optimizing their business systems to align with a $2 billion annual run rate. They are implementing cost-saving measures, including headcount and organizational adjustments, to protect profitability. The company is also navigating the impact of global tariffs, with plans to pass on some of these costs to customers. Looking forward, UCT expects to maintain revenue levels similar to the June quarter for the rest of the year, while focusing on enhancing operational efficiency and exploring growth opportunities in the semiconductor market despite ongoing geopolitical uncertainties.Services Business Growth
Revenue from the services business increased from $59.8 million in Q4 to $61.6 million in Q1, primarily from two of their top customers.
Localized Supply Chain Strategy Success
UCT has initiated a localized supply chain strategy to mitigate future supply chain disruptions post-COVID, ensuring faster market responsiveness and enhanced resilience by securing reliable local supply sources for global sites.
Cash Flow Improvement
Cash flow from operations was $28.2 million compared to $17.1 million last quarter, mostly due to working capital efficiency and tight inventory control.
Arizona Fab Acceleration
The accelerated ramp of the Arizona fab owned by the world's largest chip maker is scaling up twice as fast as originally planned, benefiting UCT's services business.
Investment in Capacity and Operational Efficiencies
Strategic investments in capacity and operational efficiencies at global sites are expected to maximize profitability as utilization increases with demand.
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UCTT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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UCTT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2025 | $22.30 | $19.20 | -13.90% |
Feb 24, 2025 | $36.06 | $25.90 | -28.18% |
Oct 28, 2024 | $35.05 | $35.12 | +0.20% |
Jul 25, 2024 | $45.13 | $45.81 | +1.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ultra Clean Holdings (UCTT) report earnings?
Ultra Clean Holdings (UCTT) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Ultra Clean Holdings (UCTT) earnings time?
Ultra Clean Holdings (UCTT) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UCTT EPS forecast?
UCTT EPS forecast for the fiscal quarter 2025 (Q2) is 0.27.
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