Ultra Clean Holdings (UCTT) Q2 FY26 earnings call

Ultra Clean Holdings delivered a strong second quarter, driven by increased demand across both product and service segments, reflecting healthy activity in all end markets. The company is actively executing its UCT 3.0 strategy, focusing on capacity expansion and digital transformation to support anticipated AI-driven demand and strengthen co-innovation partnerships. Management provided optimistic guidance for Q3, anticipating continued growth and margin expansion, while also planning for future capacity to support a $5 billion revenue run rate.