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

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the Ultra Clean Q2 2026 earnings call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star 0 for the operator. 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. Thank you, operator. Good afternoon, everyone, and thank you for joining us. With me today are James Zhao, CEO, Sheri Savage, CFO, and Mike Keough, CFO, beginning August 5th. 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. With that, I'd like to turn the call over to James. James, please go ahead. Thank you, Rhonda, and good afternoon, everyone. We appreciate you joining us for our Q2 2016 earnings call. This afternoon, I will discuss industry environment and the trend shaping our customer investment, provide an update on our execution against UCT 3.0 strategies, and highlight how we are positioning UCT to deliver sustainable growth and long-term value. Fo...