UCTTHIGH SIGNALRISK10-K

UCTT experienced a significant revenue decline from $2.4B to $1.7B while facing higher financing costs, indicating meaningful operational headwinds.

The substantial revenue contraction combined with rising interest expenses from $33.9M to $48.8M suggests the company is facing both demand challenges and increased financial pressure. The declining international revenue mix progression (69.6% to 73.0% to 75.9% over three years) indicates growing dependence on overseas markets, which may expose the company to additional geopolitical and currency risks during an already challenging period.

Comparing 2026-02-23 vs 2025-02-25View on EDGAR →
FINANCIAL ANALYSIS

UCTT's financial picture deteriorated meaningfully with revenue declining over 25% while interest expenses grew substantially to $48.8M, creating margin pressure. The company reduced capital expenditures by 21% to $50.3M and saw stockholders' equity decline to $711.0M, though working capital components like accounts receivable and current liabilities decreased proportionally with the revenue decline. The overall financial profile suggests a company managing through a significant downturn while carrying higher debt service costs.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+44%
$33.9M$48.8M

Interest expense surged 44% — significant debt increase or rising rates materially impacting earnings.

Revenue
P&L
-26.9%
$2.4B$1.7B

Revenue softened 26.9% — monitor whether this is cyclical or structural.

Capital Expenditure
Cash Flow
-20.8%
$63.5M$50.3M

Capex reduced 20.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-18.6%
$873.6M$711.0M

Equity decreased 18.6% — buybacks or losses reducing book value, monitor solvency ratios.

Accounts Receivable
Balance Sheet
-13.4%
$241.1M$208.8M

Receivables declined — improved collection efficiency or conservative revenue recognition.

R&D Expense
P&L
+13.1%
$28.3M$32.0M

R&D investment increased 13.1% — signals commitment to future product development, though near-term margin impact.

Current Liabilities
Balance Sheet
-10.4%
$335.6M$300.7M

Current liabilities reduced — improved short-term financial position and working capital health.

LANGUAGE CHANGES
NEW — 2026-02-23
PRIOR — 2025-02-25
ADDED
Such proxy statement will be filed with the Securities and Exchange Commission within 120 days of the registrant s fiscal year ended December 26, 2025.
We ship a majority of our products and provide most of our services to U.S.-registered customers with both domestic and international locations.
manufacturing and service operations, we manufacture products and provide parts cleaning and other related services in our Asia Pacific ( APAC ), Europe and Middle East ( EMEA ) facilities to support local and U.S.-based customers.
gate all around and backside power distribution), memory devices (e.g.
high bandwidth memory) necessary for cloud, artificial intelligence ( AI ) and machine learning ( ML ) applications, and advanced packaging.
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REMOVED
Such proxy statement will be filed with the Securities and Exchange Commission within 120 days of the registrant s fiscal year ended December 27, 2024.
We ship a majority of our products and provide most of our services to U.S.
registered customers with both domestic and international locations.
manufacturing and service operations, we manufacture products and provide parts cleaning and other related services in our Asia Pacific, Europe and Middle East ( EMEA ) facilities to support local and U.S.
high bandwidth memory) necessary for cloud, artificial intelligence ( AI ) and machine learning ( ML ) applications.
+7 more — sign up free →
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