Ultra Clean Holdings, Inc. (UCTT) Q2 2026 Earnings Call Transcript

Ultra Clean Holdings, Inc. (UCTT) Q2 2026 Earnings Call Transcript

August 3, 2026 4:45 PM EDT

Company Participants

Rhonda Bennetto - Senior Vice President of Investor Relations

James Xiao - CEO & Director

Sheri Brumm - Chief Financial Officer & Senior VP of Finance

Conference Call Participants

Timothy Arcuri - UBS Investment Bank, Research Division

Yu Shi - Needham & Company, LLC, Research Division

Edward Yang - Oppenheimer & Co. Inc., Research Division

Christian Schwab - Craig-Hallum Capital Group LLC, Research Division

Presentation Operator

Good afternoon, ladies and gentlemen, and welcome to the Ultra Clean Q2 2026 Earnings Call. [Operator Instructions] This call is being recorded on Monday, August 3, 2026. I would now like to turn the conference over to Rhonda Bennetto of Investor Relations.

Rhonda Bennetto Senior Vice President of Investor Relations

Thank you, operator. Good afternoon, everyone, and thank you for joining us. With me today are James Xiao, CEO; Sheri Savage, CFO; and Mike Keogh, CFO beginning August 5. James will begin with some prepared remarks about the industry and highlight some of the opportunities ahead for UCT. Sheri will follow with the financial review, and then we'll open up the call for questions. Today's call contains forward-looking statements that are subject to risks and uncertainties. For more information, please refer to the Risk Factors section in our SEC filings. All forward-looking statements are based on estimates, projections and assumptions as of today, and we assume no obligation to update them after this call. Discussion of our financial results will be presented on a non-GAAP basis. A reconciliation of GAAP to non-GAAP can be found in today's press release posted on our website. And with that, I'd like to turn the call over to James. James, please go ahead.

James Xiao CEO & Director

Thank you, Rhonda, and good afternoon, everyone. We appreciate you