Entegris ve 2. čtvrtletí překonal odhady: zisk na akcii činil 93 centů a tržby vzrostly na 883,2 milionu USD. Akcie jsou od posledních výsledků asi o 9,8 % níže.
It has been about a month since the last earnings report for Entegris (ENTG - Free Report) . Shares have lost about 9.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Entegris due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
Entegris Q2 Earnings Beat Estimates, Revenues Rise Y/YEntegris, Inc. reported second-quarter 2026 non-GAAP earnings of 93 cents per share, up 40.9% year over year. The figure beat the Zacks Consensus Estimate of 83 cents by 12.1%, reflecting stronger semiconductor demand, operational execution and accelerating customer capital investment.
Net sales increased 11.5% to $883.2 million and topped the consensus estimate of $840 million by 5.2%. Unit-driven revenues rose 10%, while capital expenditure-related revenues advanced 15%, supported by AI-linked investments across advanced logic, memory and packaging.
ENTG's APS Growth Leads Segment MomentumAdvanced Purity Solutions revenues climbed 17% year over year to $514.6 million. Growth reflected strength across both unit-driven and capital expenditure-related demand, with liquid filtration delivering a fourth consecutive record quarter.
The microenvironments business, led by front-opening unified pods, posted its strongest performance in more than three years. Taiwan benefited from leading-edge logic and advanced packaging expansions, while North America returned to year-over-year growth. Adjusted segment margin expanded to 30.3% from 24.1%.
Entegris' Materials Business Gains SpeedMaterials Solutions revenues rose 4.6% year over year to $371.3 million. Advanced deposition materials, selective etch chemistries and chemical mechanical planarization products drove the increase.
Adjusted segment profit was $77.7 million, up 2.9%, while adjusted segment margin eased to 20.9% from 21.3%. Higher raw-material and logistics costs, along with planned direct-labor investments, were largely offset by manufacturing improvements and productivity initiatives.
ENTG Expands Margins on Better ExecutionAdjusted gross margin expanded to 47.6% from 44.6% a year earlier and improved from 46.9% in the first quarter. Management attributed the sequential gain to operational progress despite investments to support future demand.
Non-GAAP operating expenses increased 8.3% year over year to $203.9 million, mainly due to higher variable compensation tied to stronger business performance. Even so, adjusted operating margin widened to 24.5% from 20.9%, and adjusted EBITDA margin rose to 28.4% from 27.3%.
Entegris Strengthens Cash Flow and LeverageThe company generated operating cash flow of $156.2 million in the second quarter, while capital expenditures were $39.3 million. Free cash flow totaled $120.3 million in the second quarter, representing roughly 14% of sales and more than doubling from $47 million in the year-ago quarter. In the first half of 2026, Entegris generated operating cash flow of $339.2 million and free cash flow of $263.8 million.
ENTG repaid $200 million of debt during the quarter, reducing long-term debt to $3.46 billion. It ended the second quarter with cash and cash equivalents of $353.6 million. The company’s net leverage improved to 3.4 times, and management now expects leverage to finish 2026 below three times.
ENTG Sees Broader Semiconductor Investment CycleManagement raised its 2026 market expectation to 7%-8% growth in million square inches of wafers, up from the mid-single-digit assumption at the start of the year. The outlook reflects stable advanced logic and memory expectations, along with a modestly improving mainstream logic environment.
The company is tracking more than 20 major leading-edge capacity expansions globally, including advanced logic, advanced memory and advanced packaging projects. Bookings strengthened during the quarter, lifting backlog and increasing visibility into customer spending plans through the second half of 2026 and into 2027.
Entegris Initiates Q3 GuidanceFor the third quarter of 2026, Entegris expects sales between $905 million and $935 million. GAAP earnings are projected in the range of 75-83 cents per share, while non-GAAP earnings are forecast between 96 cents and $1.04.
The company expects an adjusted EBITDA margin of 28%-29% and an adjusted operating margin of 24.2%-25.1%. Management also sees fourth-quarter revenues rising about 4% from the midpoint of third-quarter guidance, which would represent mid-teens year-over-year growth.
For 2026, ENTG expects net interest expense of approximately $180 million, a non-GAAP tax rate of about 14% and capital expenditures of $250 million. The share count is projected at roughly 154 million.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in fresh estimates.
The consensus estimate has shifted 11.47% due to these changes.
VGM ScoresAt this time, Entegris has a nice Growth Score of B, a score with the same score on the momentum front. However, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Entegris has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerEntegris belongs to the Zacks Electronics - Semiconductors industry. Another stock from the same industry, Qualcomm (QCOM - Free Report) , has gained 7.9% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
Qualcomm reported revenues of $9.95 billion in the last reported quarter, representing a year-over-year change of -4%. EPS of $2.21 for the same period compares with $2.77 a year ago.
For the current quarter, Qualcomm is expected to post earnings of $2.18 per share, indicating a change of -27.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -2.4% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Qualcomm. Also, the stock has a VGM Score of F.
Barrow Hanley Mewhinney & Strauss LLC ve 2. čtvrtletí nově koupila 2 702 665 akcií společnosti Entegris za zhruba 486,1 mil. USD. Podíl tvoří 1,77 % společnosti Entegris.
Barrow Hanley Mewhinney & Strauss LLC acquired a new position in Entegris, Inc. (NASDAQ:ENTG – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 2,702,665 shares of the semiconductor company’s stock, valued at approximately $486,101,000. Entegris comprises about 1.5% of Barrow Hanley Mewhinney & Strauss LLC’s holdings, making the stock its 22nd biggest holding. Barrow Hanley Mewhinney & Strauss LLC owned 1.77% of Entegris at the end of the most recent reporting period.
Several other large investors also recently added to or reduced their stakes in ENTG. Bank of Nova Scotia purchased a new stake in shares of Entegris in the 2nd quarter worth $12,075,000. Compass Financial Management LLC purchased a new position in Entegris during the second quarter valued at $285,000. Elevation Point Wealth Partners LLC bought a new stake in Entegris during the second quarter valued at about $774,000. Commerce Bank purchased a new stake in Entegris in the second quarter worth about $2,130,000. Finally, Northwestern Mutual Wealth Management Co. purchased a new stake in Entegris in the second quarter worth about $967,000.
Entegris Stock Performance NASDAQ:ENTG opened at $143.66 on Monday. The stock has a 50-day moving average price of $147.98 and a 200 day moving average price of $137.21. The stock has a market capitalization of $21.91 billion, a P/E ratio of 72.19, a P/E/G ratio of 1.32 and a beta of 1.35. Entegris, Inc. has a 12-month low of $67.97 and a 12-month high of $186.94. The company has a current ratio of 3.05, a quick ratio of 1.85 and a debt-to-equity ratio of 0.83.
Entegris (NASDAQ:ENTG – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.11. Entegris had a return on equity of 12.25% and a net margin of 9.18%.The company had revenue of $883.20 million for the quarter, compared to analysts’ expectations of $835.79 million. During the same period in the previous year, the firm earned $0.66 EPS. The firm’s revenue was up 11.5% compared to the same quarter last year. Entegris has set its Q3 2026 guidance at 0.960-1.040 EPS. Equities research analysts forecast that Entegris, Inc. will post 3.91 EPS for the current fiscal year. Entegris Announces Dividend The business also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th were paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Wednesday, July 29th. Entegris’s dividend payout ratio (DPR) is presently 20.10%.
Analyst Ratings Changes A number of research analysts have recently weighed in on ENTG shares. Deutsche Bank Aktiengesellschaft raised Entegris from a “hold” rating to a “buy” rating and lifted their price objective for the company from $152.00 to $200.00 in a research report on Wednesday, August 12th. Wall Street Zen cut shares of Entegris from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Freedom Capital raised shares of Entegris to a “strong-buy” rating in a report on Monday, August 3rd. Needham & Company LLC upped their price target on shares of Entegris from $165.00 to $170.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Finally, Citigroup reissued a “buy” rating on shares of Entegris in a research note on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Entegris has an average rating of “Buy” and a consensus target price of $170.89.
Read Our Latest Stock Report on ENTG
Insider Buying and Selling In other Entegris news, Director James P. Lederer sold 3,569 shares of Entegris stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $143.59, for a total value of $512,472.71. Following the sale, the director directly owned 18,277 shares in the company, valued at approximately $2,624,394.43. The trade was a 16.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Clinton M. Haris sold 6,848 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $149.23, for a total transaction of $1,021,927.04. Following the transaction, the senior vice president directly owned 54,961 shares of the company’s stock, valued at $8,201,830.03. This trade represents a 11.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,395 shares of company stock worth $2,808,134 in the last 90 days. 0.53% of the stock is owned by company insiders.
Entegris Company Profile (Free Report)
Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.
Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.
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BlackRock ve 2. čtvrtletí koupil 20 480 129 akcií Entegris za zhruba 3,68 miliardy USD a držel asi 13,43 % společnosti. Entegris zároveň oznámil čtvrtletní EPS 0,93 USD a tržby 883,2 milionu USD.
BlackRock Inc. bought a new position in Entegris, Inc. (NASDAQ:ENTG – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 20,480,129 shares of the semiconductor company’s stock, valued at approximately $3,683,556,000. BlackRock Inc. owned about 13.43% of Entegris as of its most recent SEC filing.
A number of other large investors have also made changes to their positions in the company. Deutsche Bank AG acquired a new stake in Entegris during the 2nd quarter valued at $69,930,000. Perigon Wealth Management LLC purchased a new stake in shares of Entegris during the 2nd quarter worth about $396,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Entegris in the second quarter valued at approximately $32,111,000. Persistent Asset Partners Ltd bought a new stake in Entegris in the second quarter worth $2,081,000. Finally, OneDigital Investment Advisors LLC bought a new stake in shares of Entegris during the 2nd quarter worth about $1,270,000.
Insider Activity at Entegris In related news, SVP Clinton M. Haris sold 6,848 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $149.23, for a total transaction of $1,021,927.04. Following the completion of the sale, the senior vice president directly owned 54,961 shares of the company’s stock, valued at approximately $8,201,830.03. This represents a 11.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James P. Lederer sold 3,569 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $143.59, for a total transaction of $512,472.71. Following the sale, the director owned 18,277 shares in the company, valued at approximately $2,624,394.43. The trade was a 16.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 18,395 shares of company stock valued at $2,808,134 over the last 90 days. Insiders own 0.53% of the company’s stock.
Entegris Stock Down 7.9% Shares of NASDAQ ENTG opened at $150.26 on Wednesday. The firm’s 50-day moving average is $147.82 and its 200-day moving average is $136.70. The company has a current ratio of 3.05, a quick ratio of 1.85 and a debt-to-equity ratio of 0.83. Entegris, Inc. has a 1 year low of $67.97 and a 1 year high of $186.94. The firm has a market capitalization of $22.91 billion, a PE ratio of 75.51, a price-to-earnings-growth ratio of 1.49 and a beta of 1.35. Entegris (NASDAQ:ENTG – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.82 by $0.11. The company had revenue of $883.20 million for the quarter, compared to the consensus estimate of $835.79 million. Entegris had a return on equity of 12.25% and a net margin of 9.18%.The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.66 EPS. Entegris has set its Q3 2026 guidance at 0.960-1.040 EPS. Equities analysts expect that Entegris, Inc. will post 3.91 EPS for the current year.
Entegris Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be given a $0.10 dividend. The ex-dividend date is Wednesday, July 29th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. Entegris’s dividend payout ratio is currently 20.10%.
Analyst Upgrades and Downgrades A number of research analysts recently issued reports on ENTG shares. BMO Capital Markets raised their target price on shares of Entegris from $153.00 to $167.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Oppenheimer restated an “outperform” rating and set a $160.00 price objective on shares of Entegris in a research report on Friday, May 1st. UBS Group increased their price target on shares of Entegris from $205.00 to $215.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft raised Entegris from a “hold” rating to a “buy” rating and lifted their price objective for the company from $152.00 to $200.00 in a report on Wednesday, August 12th. Finally, Needham & Company LLC boosted their target price on Entegris from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Entegris has a consensus rating of “Buy” and a consensus price target of $170.89.
Get Our Latest Stock Analysis on ENTG
About Entegris (Free Report)
Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.
Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.
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BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (Nasdaq: ENTG), a leading supplier of critical advanced materials and process solutions for the semiconductor and other high-technology industries, today announced recent decisions in Taiwan and China upholding patents covering key Entegris colloidal silica slurry technology used in chemical mechanical planarization (CMP) applications. The decisions further reinforce the strength of Entegris’s global intellectual property portfolio and underscore the Company’s technology leadership in advanced CMP slurries for semiconductor manufacturing.
On July 14, 2026, the Taiwan Intellectual Property and Commercial Court rejected a challenge by an affiliate of Qnity Electronics, Inc. (“Qnity”) and upheld the validity of Taiwan Patent No. I561622. On August 10, 2026, China’s National Intellectual Property Administration likewise rejected a challenge by a Qnity affiliate and upheld the validity of Chinese Patent No. 107075343B. Both patents relate to acidic colloidal silica slurry technology.
These decisions follow Entegris’s prior enforcement success involving the same patent family. In 2021, the U.S. International Trade Commission (ITC) found that Qnity’s Optiplane CMP slurry products infringed U.S. Patent No. 9,499,721 and issued exclusion and cease and desist orders prohibiting the importation, marketing, and sale in the United States of Qnity’s infringing products. In 2024, Entegris resolved related U.S. district court litigation concerning the same Optiplane products. The resolution maintained the exclusion order and cease and desist orders granted by the ITC, which remain in force until 2035.
“Entegris’s technology leadership is built on decades of innovation that enables the semiconductor industry’s most critical manufacturing processes” said Olivier Blachier, President, Materials Solutions and Senior Vice President, Chief Innovation Officer of Entegris. “These decisions reinforce the strength of our intellectual property and our commitment to protecting the innovations that differentiate Entegris, strengthen our competitive position, and support long-term value creation for customers and shareholders.”
ABOUT ENTEGRIS
Entegris is a leading supplier of critical advanced materials and process solutions for the semiconductor and other high-tech industries. Entegris has approximately 7,700 employees throughout its global operations and is ISO 9001 certified. It has manufacturing, customer service and/or research facilities in the United States, Canada, China, Germany, Israel, Japan, Malaysia, Singapore, South Korea, and Taiwan. Additional information can be found at www.entegris.com.
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS
This news release contains “forward-looking statements.” The words “believe,” “expect,” “anticipate,” “intend,” “estimate,” “forecast,” “project,” “should,” “may,” “will,” “would” or the negative thereof and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, but are not limited to, those related to the strength and enforceability of the Company’s intellectual property portfolio, the Company’s technology leadership and competitive position and the ability to protect the Company’s innovations. They are not guarantees of future performance and they involve substantial risks and uncertainties that are difficult to predict, including, but not limited to, those identified in the risk factors and additional information described in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the Securities and Exchange Commission (the “SEC”) on February 11, 2026, including under the heading “Risk Factors” in Item 1A, and in the Company’s other periodic filings with the SEC. Except as required under the federal securities laws and the rules and regulations of the SEC, Entegris undertakes no obligation to update publicly any forward-looking statements or information contained herein, which speak as of their respective dates.
Entegris ve 2. čtvrtletí překonal odhady díky silnější poptávce po AI v advanced logic, HBM a advanced packaging. Tržby činily 883,2 mil. USD a firma čeká ve 3. čtvrtletí tržby 905–935 mil. USD.
Key Takeaways Entegris beat Q2 estimates as AI demand strengthened advanced logic, HBM and packaging sales.Unit-driven revenues rose 10%, and CapEx-related sales climbed 15%, led by filtration, CMP and FOUPs.ENTG guided Q3 revenues to $905M-$935M and expects 2026 net leverage to fall below 3 times. Entegris, Inc. (ENTG - Free Report) entered the second half of 2026 with management emphasizing that accelerating AI-driven semiconductor investment is broadening growth opportunities across both wafer production and capital equipment markets. The company's leadership highlighted improving visibility into customer spending, expanding margins and stronger cash generation as key themes from the quarter.
The company reported non-GAAP earnings per share (EPS) of $0.93, which beat the Zacks Consensus Estimate of $0.83. Revenues of $883.2 million surpassed the consensus mark of $839.9 million.
Entegris Sees AI Investment AcceleratingChief executive officer David Reeder said that the quarter reflected both improving semiconductor demand and accelerating AI-related investments across advanced logic, high-bandwidth memory (HBM) and advanced packaging.
Reeder noted that unit-driven revenues increased 10% year over year while CapEx-related revenues climbed 15%, supported by strength in liquid filtration, CMP products, FOUPs and gas filtration solutions. Liquid filtration posted its fourth consecutive record quarter, while bookings strengthened throughout the quarter, increasing backlog visibility.
Management also raised its outlook for 2026 semiconductor market growth, now expecting 7% to 8% MSI growth compared with the mid-single-digit assumption held at the beginning of the year.
ENTG Expands Capacity and Streamlines OperationsReeder said that Entegris is proactively expanding manufacturing capacity ahead of demand while simplifying its operating footprint.
During the quarter, the company exited its U.S. Life Sciences Fluid Management business and announced plans to close its Logan, UT, facility, marking the third facility rationalization since late 2025. Management said that these actions allow greater focus on semiconductor markets while improving long-term profitability.
The company also reported adjusted gross margin of 47.6%, its highest level since early 2022, supported by operational improvements and productivity initiatives. Free cash flow reached $120 million, allowing repayment of $200 million in debt and reducing net leverage to 3.4 times.
Strong Demand Supports Higher OutlookChief financial officer Sukhi Nagesh guided third-quarter revenues to $905 million-$935 million and projected non-GAAP EPS of $0.96-$1.04.
Management also expects gross margin of 47.5% to 48.5% and adjusted EBITDA margin of 28%-29%. Looking beyond the third quarter, executives said that fourth-quarter revenues should increase roughly 4% sequentially from the midpoint of third-quarter guidance, implying mid-teens year-over-year growth.
Nagesh added that the company now expects to finish 2026 with net leverage below three times while continuing to invest in manufacturing capacity and operational improvements.
Analysts Press on Growth and MarginsA Deutsche Bank analyst asked about the outlook for CapEx-driven revenues. Reeder explained that wafer fab equipment should drive most of the second-half growth, while benefits from fab construction are expected to become more meaningful during 2027 as projects advance through installation phases.
A Citi analyst questioned the sustainability of margin expansion. Reeder and Nagesh pointed to ongoing network optimization, procurement improvements, yield enhancements and productivity gains while noting that the company continues investing ahead of customer demand by increasing factory labor capacity.
Management also reiterated confidence that manufacturing capacity can support anticipated demand with relatively modest incremental capital spending.
Entegris Targets Advanced Packaging GrowthQuestions from Goldman Sachs and Oppenheimer centered on long-term strategy and advanced packaging opportunities.
Reeder described a companywide enterprise sales initiative focused on expanding product penetration across major semiconductor customers while identifying additional opportunities in advanced packaging. He estimated the company's current advanced packaging business at roughly a $100 million annual run rate and said that additional details will be presented during the November Investor Day.
Management also discussed continued strength in molybdenum precursor demand, HBM-related applications and advanced-node filtration, all of which are benefiting from increasing semiconductor complexity driven by AI workloads.
Management Focus Remains on ExecutionThroughout the earnings call, executives consistently emphasized execution rather than aggressive expansion.
Management highlighted improving cash conversion, continued debt reduction, disciplined capital allocation and operational efficiency as priorities while maintaining confidence in above-market long-term growth supported by advanced-node semiconductor demand. The company also indicated that balance sheet improvement is occurring faster than previously anticipated, creating additional financial flexibility over time.
Zacks Rank and Style Scores SignalENTG currently carries a Zacks Rank #2 (Buy), reflecting favorable earnings estimate revisions relative to the broader market. However, the Zacks Rank can change as analysts revise estimates following the latest quarterly results. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Among the Style Scores, ENTG has a Growth Score of B, indicating relatively attractive growth characteristics, while its Value Score of D suggests weaker value attributes. The Momentum Score of C and VGM Score of C indicate more balanced characteristics across value, growth and momentum rather than a clear strength in all three categories.
Entegris (ENTG - Free Report) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.05%. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.75 per share when it actually produced earnings of $0.86, delivering a surprise of +14.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Entegris, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $883.2 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.16%. This compares to year-ago revenues of $792.4 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Entegris shares have added about 48.6% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Entegris?While Entegris has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Entegris was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.94 on $884.71 million in revenues for the coming quarter and $3.65 on $3.45 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 17% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
nLight (LASR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This laser maker is expected to post quarterly earnings of $0.14 per share in its upcoming report, which represents a year-over-year change of +133.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
nLight's revenues are expected to be $78.52 million, up 27.2% from the year-ago quarter.
Cantillon Capital Management ve 1. čtvrtletí snížil podíl v Entegris o 11,9 % a držel 2 166 428 akcií v hodnotě 253,992 mil. USD. Entegris zároveň oznámil za čtvrtletí EPS 0,86 USD a tržby 811,9 mil. USD.
Cantillon Capital Management LLC lowered its position in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 11.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,166,428 shares of the semiconductor company’s stock after selling 292,725 shares during the quarter. Entegris comprises 1.7% of Cantillon Capital Management LLC’s investment portfolio, making the stock its 27th biggest holding. Cantillon Capital Management LLC owned about 1.42% of Entegris worth $253,992,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Invesco Ltd. boosted its position in shares of Entegris by 183.5% during the 3rd quarter. Invesco Ltd. now owns 3,167,857 shares of the semiconductor company’s stock valued at $292,900,000 after purchasing an additional 2,050,473 shares in the last quarter. Norges Bank bought a new stake in Entegris in the fourth quarter worth approximately $158,669,000. Duquesne Family Office LLC acquired a new position in Entegris in the second quarter valued at approximately $132,741,000. Rafferty Asset Management LLC boosted its holdings in shares of Entegris by 64.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,970,734 shares of the semiconductor company’s stock worth $158,940,000 after buying an additional 771,650 shares in the last quarter. Finally, Bank of America Corp DE boosted its holdings in shares of Entegris by 31.2% during the 2nd quarter. Bank of America Corp DE now owns 3,031,048 shares of the semiconductor company’s stock worth $244,454,000 after buying an additional 720,467 shares in the last quarter.
Entegris Stock Performance NASDAQ ENTG opened at $138.74 on Monday. The company has a quick ratio of 2.05, a current ratio of 3.21 and a debt-to-equity ratio of 0.91. Entegris, Inc. has a 52 week low of $67.97 and a 52 week high of $186.94. The business has a 50 day moving average price of $146.53 and a 200-day moving average price of $131.42. The company has a market cap of $21.16 billion, a price-to-earnings ratio of 80.20, a P/E/G ratio of 1.62 and a beta of 1.31.
Entegris (NASDAQ:ENTG – Get Free Report) last issued its earnings results on Thursday, April 30th. The semiconductor company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.75 by $0.11. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The company had revenue of $811.90 million for the quarter, compared to analysts’ expectations of $808.72 million. During the same period last year, the business earned $0.67 EPS. Entegris’s quarterly revenue was up 5.0% compared to the same quarter last year. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. As a group, equities analysts expect that Entegris, Inc. will post 3.65 earnings per share for the current fiscal year.
Entegris Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Wednesday, July 29th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Wednesday, July 29th. Entegris’s dividend payout ratio (DPR) is 23.12%.
Analyst Ratings Changes Several research firms have recently weighed in on ENTG. Oppenheimer reiterated an “outperform” rating and issued a $160.00 price objective on shares of Entegris in a research note on Friday, May 1st. Zacks Research lowered shares of Entegris from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 23rd. Needham & Company LLC raised their price target on shares of Entegris from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wall Street Zen raised shares of Entegris from a “buy” rating to a “strong-buy” rating in a research note on Sunday, July 12th. Finally, Weiss Ratings upgraded shares of Entegris from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Seven investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Entegris presently has a consensus rating of “Moderate Buy” and an average target price of $164.22.
View Our Latest Research Report on ENTG
Insider Transactions at Entegris In related news, SVP Olivier Blachier sold 2,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $140.04, for a total value of $280,080.00. Following the sale, the senior vice president owned 34,897 shares in the company, valued at $4,886,975.88. This represents a 5.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Susan G. Rice sold 19,893 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $132.84, for a total transaction of $2,642,586.12. Following the completion of the sale, the senior vice president owned 69,038 shares in the company, valued at $9,171,007.92. This represents a 22.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 44,466 shares of company stock valued at $6,186,624. Corporate insiders own 0.53% of the company’s stock.
About Entegris (Free Report)
Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.
Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.
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