Ultra Clean Holdings, Inc.
UCTT · Semiconductors & Related Devices · 44.8M shares · +3%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $17M (gross $29M, SBC $12M)
Reference price $87.37 · est. market cap ~$3.9B — last insider sale, 2026-06-04 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D48Semiconductor-subsystems maker with a net loss (impairment-driven) and elevated leverage.
Strengths
- Positive FCF — $15.3M (40th)
- Adequate liquidity — current ratio 3.19 (56th)
Risks
- Net loss — ROE -25.5%, net income -864.6% (4th)
- Leverage — D/E 0.68 (87th)
- Semiconductor-capex cyclicality and customer concentration — per 10-K
Notable findings
- Customer concentration~87% of revenue from one customer/distributor — 4 % 86
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP, RENAISSANCE TECHNOLOGIES LLC
- Strong balance sheetStrong balance sheet — $312M cash & investments
- Insider sellingInsider selling — 82 open-market sale(s) by 8 insider(s) (cluster of 8 insiders, ~$11M, last 6mo) Form 4 ↗
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
- Revenue declineRevenue -21.5% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
-25.5%
Return on assets
-10.5%
ROIC
-7.1%
Revenue growth (QoQ)
-21.5%
Net-income growth
-864.6%
Debt / equity
0.7×
Current ratio
3.2×
Free cash flow
$15M
EBITDA
-$60M
Tangible book value
$440M
Cash & investments
$312M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | Savage Sheri | Sell | 446 | $89.73 |
| 2026-06-04 | Savage Sheri | Sell | 1.1K | $88.69 |
| 2026-06-04 | Savage Sheri | Sell | 688 | $89.78 |
| 2026-06-04 | Savage Sheri | Sell | 972 | $90.89 |
| 2026-06-04 | Savage Sheri | Sell | 172 | $91.70 |
| 2026-06-04 | Savage Sheri | Sell | 40 | $86.00 |
| 2026-06-04 | Savage Sheri | Sell | 120 | $87.43 |
| 2026-06-04 | Savage Sheri | Sell | 360 | $88.85 |
| 2026-06-04 | Savage Sheri | Sell | 150 | $89.91 |
| 2026-06-04 | Savage Sheri | Sell | 301 | $90.98 |
| 2026-06-04 | Savage Sheri | Sell | 20 | $91.78 |
| 2026-06-04 | Savage Sheri | Sell | 40 | $86.04 |
| 2026-06-04 | Savage Sheri | Sell | 120 | $87.52 |
| 2026-06-04 | Savage Sheri | Sell | 321 | $88.80 |
| 2026-06-04 | Savage Sheri | Sell | 157 | $89.59 |
| 2026-06-04 | Savage Sheri | Sell | 260 | $90.76 |
| 2026-06-04 | Savage Sheri | Sell | 91 | $91.63 |
| 2026-06-04 | Savage Sheri | Sell | 96 | $85.54 |
| 2026-06-04 | Savage Sheri | Sell | 392 | $87.72 |
| 2026-06-04 | Savage Sheri | Sell | 907 | $88.75 |
| 2026-06-04 | Savage Sheri | Sell | 600 | $87.37 |
| 2026-06-04 | Savage Sheri | Sell | 763 | $90.86 |
| 2026-06-04 | Savage Sheri | Sell | 171 | $91.68 |
| 2026-06-04 | Savage Sheri | Sell | 488 | $87.07 |
| 2026-06-04 | Savage Sheri | Sell | 1.4K | $88.16 |
| 2026-06-04 | Savage Sheri | Sell | 1.4K | $89.10 |
| 2026-06-04 | Savage Sheri | Sell | 852 | $89.95 |
| 2026-06-04 | Savage Sheri | Sell | 1.7K | $90.99 |
| 2026-06-04 | Savage Sheri | Sell | 260 | $91.75 |
| 2026-06-04 | Savage Sheri | Sell | 396 | $87.24 |
| 2026-06-04 | Savage Sheri | Sell | 988 | $88.29 |
| 2026-06-04 | Savage Sheri | Sell | 935 | $89.22 |
| 2026-06-04 | Savage Sheri | Sell | 936 | $90.40 |
| 2026-06-04 | Savage Sheri | Sell | 825 | $91.29 |
| 2026-06-04 | Savage Sheri | Sell | 50 | $86.00 |
| 2026-06-04 | Savage Sheri | Sell | 160 | $87.52 |
| 2026-06-04 | Savage Sheri | Sell | 419 | $88.73 |
| 2026-06-04 | Savage Sheri | Sell | 259 | $89.97 |
| 2026-06-04 | Savage Sheri | Sell | 358 | $91.03 |
| 2026-06-04 | Savage Sheri | Sell | 18 | $91.76 |
| 2026-06-04 | Savage Sheri | Sell | 200 | $86.18 |
| 2026-06-04 | Savage Sheri | Sell | 1.6K | $87.59 |
| 2026-06-04 | Savage Sheri | Sell | 3.1K | $88.69 |
| 2026-06-04 | Savage Sheri | Sell | 1.9K | $89.70 |
| 2026-06-04 | Savage Sheri | Sell | 2.9K | $90.79 |
| 2026-06-04 | Savage Sheri | Sell | 784 | $91.63 |
| 2026-06-04 | HARDING BRIAN E | Sell | 196 | $85.86 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.2K | $87.72 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.9K | $88.74 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.4K | $89.73 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.9K | $90.79 |
| 2026-06-04 | HARDING BRIAN E | Sell | 636 | $91.65 |
| 2026-06-04 | HARDING BRIAN E | Sell | 488 | $87.25 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.2K | $88.47 |
| 2026-06-04 | HARDING BRIAN E | Sell | 886 | $89.36 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.3K | $90.73 |
| 2026-06-04 | HARDING BRIAN E | Sell | 389 | $91.59 |
| 2026-06-04 | HARDING BRIAN E | Sell | 54 | $86.00 |
| 2026-06-04 | HARDING BRIAN E | Sell | 226 | $87.71 |
| 2026-06-04 | HARDING BRIAN E | Sell | 381 | $88.76 |
| 2026-06-04 | HARDING BRIAN E | Sell | 169 | $89.67 |
| 2026-06-04 | HARDING BRIAN E | Sell | 375 | $90.76 |
| 2026-06-04 | HARDING BRIAN E | Sell | 117 | $91.63 |
| 2026-06-04 | HARDING BRIAN E | Sell | 496 | $87.22 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.0K | $88.36 |
| 2026-06-04 | HARDING BRIAN E | Sell | 1.1K | $89.33 |
| 2026-06-04 | HARDING BRIAN E | Sell | 986 | $90.55 |
| 2026-06-04 | HARDING BRIAN E | Sell | 663 | $91.38 |
| 2026-06-02 | Cho Paul Yoonku | Sell | 944 | $89.37 |
| 2026-05-27 | LIGGETT EMILY M | Sell | 8.2K | $92.18 |
| 2026-05-22 | Cho Paul Yoonku | Grant | 8.0K | — |
| 2026-05-22 | Xiao Jinsong | Grant | 31K | — |
| 2026-05-22 | Solomon Joanne | Grant | 2.6K | — |
| 2026-05-22 | McKibben Jeffrey L. | Grant | 5.9K | — |
| 2026-05-22 | Seto Jacqueline A. | Grant | 2.6K | — |
| 2026-05-22 | Palfrey Jamie J. | Grant | 9.9K | — |
| 2026-05-22 | MADDOCK ERNEST E | Grant | 2.6K | — |
| 2026-05-22 | LIGGETT EMILY M | Grant | 2.6K | — |
| 2026-05-22 | Johnson Samuel Williams | Grant | 5.6K | — |
| 2026-05-22 | IBNALE DAVID T | Grant | 2.6K | — |
| 2026-05-22 | Savage Sheri | Grant | 26K | — |
| 2026-05-22 | GRANGER CLARENCE L | Grant | 2.6K | — |
| 2026-05-22 | HARDING BRIAN E | Grant | 8.4K | — |
| 2026-05-22 | EDMAN THOMAS T | Grant | 2.6K | — |
| 2026-05-22 | Wunar Robert Anthony | Grant | 11K | — |
| 2026-05-22 | Cook Christopher S | Grant | 13K | — |
| 2026-05-14 | McKibben Jeffrey L. | Sell | 4.2K | $87.00 |
| 2026-05-08 | Cho Paul Yoonku | Sell | 2.0K | $86.89 |
| 2026-05-08 | McKibben Jeffrey L. | Sell | 2.5K | $86.48 |
| 2026-05-05 | Palfrey Jamie J. | Sell | 8.7K | $79.72 |
| 2026-05-05 | HARDING BRIAN E | Sell | 4.0K | $80.00 |
| 2026-05-04 | Cook Christopher S | Sell | 10K | $73.89 |
| 2026-05-04 | Cook Christopher S | Sell | 1.2K | $74.55 |
| 2026-05-01 | GRANGER CLARENCE L | Sell | 13K | $74.41 |
| 2026-05-01 | GRANGER CLARENCE L | Sell | 11K | $75.46 |
| 2026-05-01 | GRANGER CLARENCE L | Sell | 3.7K | $76.44 |
| 2026-05-01 | GRANGER CLARENCE L | Sell | 2.5K | $77.34 |
| 2026-04-30 | Savage Sheri | Tax withheld | 3.8K | $78.15 |
| 2026-04-30 | Savage Sheri | Tax withheld | 3.1K | $78.15 |
| 2026-04-30 | Savage Sheri | Tax withheld | 5.0K | $78.15 |
| 2026-04-30 | HARDING BRIAN E | Tax withheld | 2.0K | $78.15 |
| 2026-04-30 | HARDING BRIAN E | Tax withheld | 2.6K | $78.15 |
| 2026-04-30 | HARDING BRIAN E | Tax withheld | 3.0K | $78.15 |
| 2026-04-30 | Palfrey Jamie J. | Tax withheld | 2.5K | $78.15 |
| 2026-04-30 | Palfrey Jamie J. | Tax withheld | 1.5K | $78.15 |
| 2026-04-30 | Palfrey Jamie J. | Tax withheld | 1.4K | $78.15 |
| 2026-04-30 | Cook Christopher S | Tax withheld | 1.9K | $78.15 |
| 2026-04-30 | Cook Christopher S | Tax withheld | 4.2K | $78.15 |
| 2026-04-30 | Cook Christopher S | Tax withheld | 3.2K | $78.15 |
| 2026-04-30 | Cook Christopher S | Sell | 12K | $75.31 |
| 2026-04-30 | McKibben Jeffrey L. | Tax withheld | 964 | $78.15 |
| 2026-04-30 | McKibben Jeffrey L. | Tax withheld | 1.3K | $78.15 |
| 2026-04-30 | McKibben Jeffrey L. | Tax withheld | 1.7K | $78.15 |
| 2026-04-30 | Cho Paul Yoonku | Tax withheld | 1.6K | $78.15 |
| 2026-04-30 | Cho Paul Yoonku | Tax withheld | 1.5K | $78.15 |
| 2026-04-30 | Cho Paul Yoonku | Tax withheld | 2.5K | $78.15 |
| 2026-03-31 | Johnson Samuel Williams | Tax withheld | 1.5K | $62.18 |
| 2026-02-27 | GRANGER CLARENCE L | Gift | 6.0K | — |
| 2025-12-03 | IBNALE DAVID T | Sell | 24K | $26.63 |
| 2025-12-02 | GRANGER CLARENCE L | Gift | 1.0K | — |
| 2025-11-25 | GRANGER CLARENCE L | Gift | 3.0K | — |
| 2025-09-26 | Xiao Jinsong | Grant | 118K | — |
| 2025-09-12 | GRANGER CLARENCE L | Tax withheld | 9.9K | $25.23 |
| 2025-08-29 | Cook Christopher S | Grant | 74K | — |
| 2025-06-30 | HARDING BRIAN E | Tax withheld | 4.2K | $22.57 |
| 2025-06-30 | Bajwa Harjinder | Tax withheld | 4.5K | $22.57 |
| 2025-06-06 | Cho Paul Yoonku | Sell | 4.1K | $21.06 |
| 2025-06-04 | McKibben Jeffrey L. | Sell | 6.3K | $20.87 |
| 2025-05-21 | Solomon Joanne | Grant | 8.2K | — |
| 2025-05-21 | EDMAN THOMAS T | Grant | 8.2K | — |
| 2025-05-21 | IBNALE DAVID T | Grant | 8.2K | — |
| 2025-05-21 | GRANGER CLARENCE L | Grant | 8.2K | — |
| 2025-05-21 | Seto Jacqueline A. | Grant | 8.2K | — |
| 2025-05-21 | MADDOCK ERNEST E | Grant | 8.2K | — |
| 2025-05-21 | LIGGETT EMILY M | Grant | 8.2K | — |
| 2025-05-06 | Palfrey Jamie J. | Sell | 9.5K | $19.20 |
| 2025-04-30 | Savage Sheri | Tax withheld | 3.0K | $18.71 |
| 2025-04-30 | Savage Sheri | Tax withheld | 3.8K | $18.71 |
| 2025-04-30 | Savage Sheri | Tax withheld | 2.9K | $18.71 |
| 2025-04-30 | Palfrey Jamie J. | Tax withheld | 969 | $18.71 |
| 2025-04-30 | Palfrey Jamie J. | Tax withheld | 861 | $18.71 |
| 2025-04-30 | Palfrey Jamie J. | Tax withheld | 666 | $18.71 |
| 2025-04-30 | HARDING BRIAN E | Tax withheld | 2.0K | $18.71 |
| 2025-04-30 | HARDING BRIAN E | Tax withheld | 2.6K | $18.71 |
| 2025-04-30 | McKibben Jeffrey L. | Tax withheld | 962 | $18.71 |
| 2025-04-30 | McKibben Jeffrey L. | Tax withheld | 991 | $18.71 |
| 2025-04-30 | McKibben Jeffrey L. | Tax withheld | 1.3K | $18.71 |
| 2025-04-30 | Cho Paul Yoonku | Tax withheld | 1.6K | $18.71 |
| 2025-04-30 | Cho Paul Yoonku | Tax withheld | 1.5K | $18.71 |
| 2025-04-30 | Cho Paul Yoonku | Tax withheld | 995 | $18.71 |
| 2025-04-30 | Cook Christopher S | Tax withheld | 1.9K | $18.71 |
| 2025-04-30 | Cook Christopher S | Tax withheld | 2.2K | $18.71 |
| 2025-04-30 | Cook Christopher S | Tax withheld | 2.5K | $18.71 |
| 2025-04-30 | Bentinck Bill | Tax withheld | 956 | $18.71 |
| 2025-04-30 | Bentinck Bill | Tax withheld | 1.4K | $18.71 |
| 2025-04-30 | Bentinck Bill | Tax withheld | 1.0K | $18.71 |
| 2025-04-25 | HARDING BRIAN E | Grant | 18K | — |
| 2025-04-25 | Cho Paul Yoonku | Grant | 14K | — |
| 2025-04-25 | Bentinck Bill | Grant | 14K | — |
| 2025-04-25 | McKibben Jeffrey L. | Grant | 13K | — |
| 2025-04-25 | Savage Sheri | Grant | 28K | — |
| 2025-04-25 | Bajwa Harjinder | Grant | 26K | — |
| 2025-04-25 | Palfrey Jamie J. | Grant | 19K | — |
| 2025-04-25 | Cook Christopher S | Grant | 28K | — |
| 2025-03-31 | Savage Sheri | Tax withheld | 1.1K | $21.41 |
| 2025-03-31 | Palfrey Jamie J. | Tax withheld | 127 | $21.41 |
| 2025-03-31 | Cho Paul Yoonku | Tax withheld | 173 | $21.41 |
| 2025-03-28 | GRANGER CLARENCE L | Grant | 28K | — |
| 2025-03-07 | Bentinck Bill | Buy | 3.0K | $25.17 |
| 2025-03-07 | Cook Christopher S | Buy | 4.1K | $25.30 |
| 2025-03-07 | HARDING BRIAN E | Buy | 4.0K | $24.00 |
| 2025-03-07 | MADDOCK ERNEST E | Buy | 10K | $24.29 |
| 2025-03-07 | GRANGER CLARENCE L | Buy | 1.0K | $25.15 |
| 2025-02-28 | Solomon Joanne | Grant | 1.3K | — |
| 2024-12-31 | McKibben Jeffrey L. | Tax withheld | 252 | $35.95 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-26 | Shareholder vote | filing ↗ |
| 2026-04-28 | Exhibits | filing ↗ |
| 2026-04-28 | Exhibits | filing ↗ |
| 2026-04-24 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-03-03 | Material agreementDebt obligation3.02Exhibits | filing ↗ |
| 2026-02-27 | Material agreementOtherExhibits | filing ↗ |
| 2026-02-25 | OtherExhibits | filing ↗ |
| 2026-02-23 | Exhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-26 | 2026-05-22 | 0001628280-26-038205 ↗ |
| 10-Q/A | 2026-05-01 | 2026-03-27 | 0001628280-26-029413 ↗ |
| 10-Q | 2026-04-29 | 2026-03-27 | 0001628280-26-028365 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001628280-26-027952 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001628280-26-028020 ↗ |
| 8-K | 2026-04-24 | 2026-04-23 | 0000950103-26-006157 ↗ |
| 8-K | 2026-03-03 | 2026-02-26 | 0000950103-26-003139 ↗ |
| 8-K | 2026-02-27 | 2026-02-26 | 0000950103-26-002821 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0000950103-26-002636 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001628280-26-010607 ↗ |
| 10-K | 2026-02-23 | 2025-12-26 | 0001628280-26-010744 ↗ |
| 8-K | 2026-01-28 | 2026-01-25 | 0001628280-26-003715 ↗ |