Ultra Clean Holdings
UCTTMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -24%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$63
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- March 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 8 months
- How long Benson has been tracking this pick.
About Ultra Clean Holdings
Ultra Clean Holdings makes the critical parts that go inside the machines used to build computer chips. The giant equipment makers that supply the world's chip factories rely on it for gas delivery systems, precision components, and specialty cleaning services. Think of it as a picks and shovels business that quietly supplies the tools behind the AI chip boom.
The case for and against
Both sides of the story, in plain English.
- Record Revenue Run
Sales hit a record 759 million dollars this quarter. That's up 49 percent from a year ago and 18 percent from just three months earlier. About 682 million of it came from the parts that go inside chipmaking machines, and the cleaning services side grew to about 77 million. Every new factory built for AI chips needs exactly what Ultra Clean makes.
- Back In Black
In the same quarter last year, Ultra Clean lost about 11 million dollars. This time it earned 39 million dollars, more than four times what it made just last quarter. The company expects next quarter to be even bigger, with sales of 800 to 860 million dollars.
- Cash Crunch
To keep up with booming orders, Ultra Clean has packed its warehouses. Its stockpile of parts and materials nearly doubled this year to about 723 million dollars, and day to day operations used up about 117 million dollars of cash over the first nine months. Long term debt also climbed to about 635 million dollars, up from 467 million at the start of the year.
- Slim Slices
Even with record sales, Ultra Clean keeps only about 17 cents of each sales dollar after paying to make its products, and about 5 cents ends up as final profit. That leaves little cushion if one of the few giant equipment makers that buy most of its parts pushes for lower prices. The stock also swings almost twice as much as the overall market.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
Want Benson to watch UCTT for you?
Get the app to follow every Benson pick live — and let Benson do the research for you.