UCTT Earnings Prediction
The chart below shows how UCTT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, UCTT sees a +0.48% change in stock price 10 days leading up to the earnings, and a -4.39% change 10 days following the report. On the earnings day itself, the stock moves by -0.49%. This data can give you a slight idea of what to expect for the next quarter's release.
UCTT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
563.30M
26.67%
--
Gross Margin
16.30%
2.07%
--
Operating Margin
4.78%
130.92%
--
Net Margin
3.55%
1086.11%
--
EPS
0.36
500.00%
--
No Data Available
UCTT Earnings Analysis
Ultra Clean Holdings Inc Corporation (UCTT.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Ultra Clean Holdings, Inc. reported an EPS of $0.51, exceeding expectations of $0.44.
Q4 Revenue Increase: Total revenue for Q4 2024 was $563.3 million, an increase from $540.4 million in the previous quarter.
Total Revenue Growth: For the full year, total revenue reached $2.1 billion, up from $1.7 billion in 2023, reflecting a 21% growth year-over-year.
Improved Cost Management: Operating expenses as a percentage of revenue decreased to 9.8% in Q4 from 10.5% in Q3, indicating improved cost management.
Operating Margin Improvement: Operating margin for the full year increased to 6.9% from 4.9% in the prior year, showcasing enhanced operational efficiency.
Improved Cash Flow: Cash flow from operations improved to $17.1 million in Q4 compared to $14.9 million in the previous quarter, driven by higher net income and reduced inventory.
AI Sector Growth Opportunities: The company is well-positioned to capitalize on growth opportunities in the AI sector, which is expected to drive demand for chips and related manufacturing equipment.
Negative
Demand Softness in China: Experiencing unexpected demand softness from domestic China market due to extended qualification timelines and inventory digestion.
Gross Margin Decline: Total gross margin decreased to 16.8% from 17.8% in the previous quarter, indicating a decline in profitability.
Gross Margin Decline: Products gross margin fell to 15.2% from 16.1%, reflecting challenges in maintaining margins amid changing demand.
Services Revenue Decline: Services revenue decreased to $59.8 million from $61.4 million in Q3, suggesting a decline in service-related business.
Decline in Cash Flow: Cash flow from operations dropped significantly to $65 million from $135.9 million in the prior year, indicating potential liquidity concerns.
Industry Recovery Uncertainty: Limited visibility and no clear indication of full recovery in the industry, suggesting ongoing uncertainty in future performance.
UCTT FAQs
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UCTT Earning Call Sentiment
Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Q4 2024 Earnings Call Transcript
UCTT.O
-3.04%Positive
The earnings call presents mixed signals: strong revenue growth and EPS improvement, but declining margins and lack of clear guidance on export restrictions and China business sustainability. The Q&A reveals some management evasiveness, which could concern investors. Despite positive industry outlook and revenue growth, uncertainties and margin declines balance the sentiment to neutral.
