For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Entegris (ENTG - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.
Entegris is a member of our Computer and Technology group, which includes 613 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Entegris is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for ENTG's full-year earnings has moved 8.7% higher within the past quarter. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
According to our latest data, ENTG has moved about 67.5% on a year-to-date basis. In comparison, Computer and Technology companies have returned an average of 18.5%. As we can see, Entegris is performing better than its sector in the calendar year.
Another stock in the Computer and Technology sector, Arista Networks (ANET - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 48.8%.
Over the past three months, Arista Networks' consensus EPS estimate for the current year has increased 13.3%. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Entegris is a member of the Electronics - Semiconductors industry, which includes 49 individual companies and currently sits at #45 in the Zacks Industry Rank. On average, stocks in this group have gained 32.1% this year, meaning that ENTG is performing better in terms of year-to-date returns.
On the other hand, Arista Networks belongs to the Internet - Software industry. This 174-stock industry is currently ranked #85. The industry has moved -1.6% year to date.
Investors with an interest in Computer and Technology stocks should continue to track Entegris and Arista Networks. These stocks will be looking to continue their solid performance.
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.
Shares of Entegris (ENTG - Free Report) have gained 9.4% over the past four weeks to close the last trading session at $138.25, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $174.45 indicates a potential upside of 26.2%.
The average comprises 11 short-term price targets ranging from a low of $120.00 to a high of $215.00, with a standard deviation of $23.71. While the lowest estimate indicates a decline of 13.2% from the current price level, the most optimistic estimate points to a 55.5% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for ENTG, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why ENTG Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 7.2% over the past month, as five estimates have gone higher compared to no negative revision.
Moreover, ENTG currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ENTG could gain, the direction of price movement it implies does appear to be a good guide.
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), a global leader in advanced materials and purity solutions for the semiconductor industry, today announced it will hold its Investor Day for the investment community in New York City on Monday, November 9, 2026. The event will begin promptly at 1:00pm ET. Scheduled participants will include David Reeder, President and CEO, Sukhi Nagesh, SVP & CFO, as well as additional senior leadership. A webcast of the event can also be vie.
Investors in Entegris, Inc. (ENTG - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 18, 2026 $55 Put had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Entegris shares, but what is the fundamental picture for the company? Currently, Entegris is a Zacks Rank #2 (Buy) in the Electronics – Semiconductors industry that ranks in the Top 17% of our Zacks Industry Rank. Over the last 30 days, three analysts have increased their earnings estimates for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 94 cents per share to $1.05 in that period.
Given the way analysts feel about Entegris right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
shares fell 3.8% to a current price of $138.25. This decline comes within a 52-week range of $67.97 to $186.94, reflecting significant volatility in the stock's performance.
GF Value™ verdict: Current price is $138.25, compared to a GF Value of $108.98 (26.9% overvalued). GF Score™ of 92/100 indicates a strong overall rating for the company. Most notable signal: Insiders have sold $51.1M worth of shares over the past 12 months, showing no buying activity. Is ENTG Overvalued or Undervalued? Entegris Inc
ENTG -3.77% 92
is currently assessed as overvalued, with a GF Value™ of $108.98 compared to its current trading price of $138.25. This suggests a 26.9% premium over the intrinsic value, indicating a lack of margin of safety for potential investors. The GF Valuation label categorizes the stock as "Modestly Overvalued," which implies that while the company may have growth prospects, the current valuation might not adequately reflect future performance or risk factors.
The GF Value™ is derived from a combination of historical trading multiples, business growth patterns, and future performance estimates, providing a comprehensive outlook on the stock's worth. Given the substantial overvaluation, investors should be cautious as the potential for a price correction exists, particularly if market conditions shift or if the company does not meet growth expectations.
How Does ENTG's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 69.5x 55.3x (5-Year Median) Forward P/E 35.3x N/A Currently, Entegris' P/E ratio stands at 69.5x, which is significantly higher than its 5-year median P/E of 55.3x, indicating that the stock is trading at a premium relative to its historical valuations. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that the stock is overvalued at its current price point.
What Does ENTG's GF Score™ Tell Us? The GF Score™ evaluates a company's performance based on various factors, including financial strength, profitability, growth potential, valuation, and momentum. Entegris boasts a robust GF Score™ of 92/100, indicating strong fundamentals with particular strengths in growth and profitability metrics.
Metric Rating GF Score™ 92/100 Financial Strength 5/10 Profitability 9/10 Growth 10/10 Valuation 5/10 Momentum 9/10 The strongest area for Entegris is its growth score of 10/10, indicating exceptional growth potential, while its financial strength score of 5/10 is a point of concern. Overall, the high profitability and momentum ranks suggest that despite the current overvaluation, the company's operational efficiency and market performance are noteworthy.
What Are Gurus and Insiders Doing with ENTG? Currently, 11 gurus hold shares of Entegris, with 4 increasing their positions and 9 reducing their stakes in recent quarters. This mixed activity suggests a cautious sentiment among institutional investors. Additionally, insider selling of $51.1M without any buying activity in the past year raises red flags about the confidence of those closest to the company in its current valuation and future prospects.
This pattern of insider activity, combined with the guru ownership flow, indicates a need for potential investors to tread carefully. The significant selling by insiders could be interpreted as a lack of belief in the stock's appreciation at current levels.
What This Means for Investors In summary, based on the GF Value™ assessment, Entegris Inc
ENTG -3.77% 92
is currently overvalued, presenting a potential risk for investors looking at entering the stock at this price point. The combination of high P/E ratios and substantial insider selling further supports a cautious approach. For more detailed insights and metrics, you can visit the Entegris Inc (ENTG) stock page.
Frequently Asked Questions What is ENTG's GF Score™?
ENTG has a GF Score™ of 92/100, indicating it possesses strong fundamentals and growth potential compared to its peers.
Is ENTG overvalued or undervalued?
Based on the GF Value™ assessment, ENTG is currently overvalued, with a price exceeding the estimated intrinsic value by 26.9%.
What is ENTG's P/E ratio?
ENTG's trailing P/E ratio is 69.5x, which is significantly higher than its 5-year median of 55.3x, indicating the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Entegris (ENTG - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.
Entegris is one of 614 companies in the Computer and Technology group. The Computer and Technology group currently sits at #3 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Entegris is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for ENTG's full-year earnings has moved 9% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Based on the latest available data, ENTG has gained about 70.5% so far this year. Meanwhile, the Computer and Technology sector has returned an average of 15.7% on a year-to-date basis. This means that Entegris is performing better than its sector in terms of year-to-date returns.
Arista Networks (ANET - Free Report) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 44%.
Over the past three months, Arista Networks' consensus EPS estimate for the current year has increased 14.2%. The stock currently has a Zacks Rank #1 (Strong Buy).
Looking more specifically, Entegris belongs to the Electronics - Semiconductors industry, which includes 49 individual stocks and currently sits at #38 in the Zacks Industry Rank. This group has gained an average of 27.5% so far this year, so ENTG is performing better in this area.
Arista Networks, however, belongs to the Internet - Software industry. Currently, this 174-stock industry is ranked #75. The industry has moved -4.2% so far this year.
Investors interested in the Computer and Technology sector may want to keep a close eye on Entegris and Arista Networks as they attempt to continue their solid performance.
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 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 (ENTG - Free Report) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.
The upward trend in estimate revisions for this maker of equipment used in chip manufacturing reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
Consensus earnings estimates for the next quarter and full year have moved considerably higher for Entegris, as there has been strong agreement among the covering analysts in raising estimates.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe earnings estimate of $1.04 per share for the current quarter represents a change of +44.4% from the number reported a year ago.
Over the last 30 days, three estimates have moved higher for Entegris compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 12.13%.
Current-Year Estimate RevisionsFor the full year, the company is expected to earn $3.91 per share, representing a year-over-year change of +42.2%.
The revisions trend for the current year also appears quite promising for Entegris, with five estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 7.62%.
Favorable Zacks RankThanks to promising estimate revisions, Entegris currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineEntegris shares have added 5.8% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.
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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Entegris Q2 sales rose 11.5% to $883.2M as AI-linked demand boosted logic, memory and packaging.APS revenues jumped 17% to $514.6M, led by record liquid filtration and stronger microenvironments demand.ENTG guides Q3 sales to $905M-$935M and expects year-end net leverage below three times. Entegris, Inc. (ENTG - Free Report) 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 12.05%, 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 5.16%. Unit-driven revenues rose 10%, while capital expenditure-related revenues advanced 15%, supported by AI-linked investments across advanced logic, memory and packaging.
Entegris surpassed the Zacks Consensus Estimate for earnings thrice in the trailing four quarters while matching the same on one occasion, the average surprise being 5.17%.
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 is also investing ahead of demand by expanding factory direct labor and unlocking capacity within its existing manufacturing network. Management believes most visible demand can be served with the current footprint and limited additional capital investment.
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.
ENTG’s Zacks Rank & Other Stocks to ConsiderEntegris currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the broader Zacks Computer and Technology sector are AppFolio (APPF - Free Report) , Amkor Technology (AMKR - Free Report) and Amphenol (APH - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Shares of AppFolio have plunged 14.2% year to date. The Zacks Consensus Estimate for AppFolio’s 2026 earnings is pegged at $6.90 per share, up by 2.2% over the past 30 days, indicating an increase of 30.4% year over year.
Shares of Amkor Technology have jumped 41.5% year to date. The Zacks Consensus Estimate for Amkor Technology’s 2026 earnings is pegged at $2.62 per share, up by 17.5% over the past seven days, calling for a rise of 74.7% year over year.
Amphenol shares have rallied 26.8% year to date. The Zacks Consensus Estimate for Amphenol’s 2026 earnings is pegged at $5.25 per share, up by 7.8% over the past seven days, implying an increase of 57.2% year over year.
The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play ItEntegris NASDAQ: ENTG reported second-quarter 2026 results above its guidance ranges, citing accelerating AI-related semiconductor demand, higher capital spending across the chip industry and progress on operational initiatives.
Second-quarter sales rose 11% year over year to $883 million. GAAP net income was $94 million, while adjusted net income increased 42% from a year earlier to $143 million. GAAP diluted earnings per share were $0.61, and non-GAAP EPS was $0.93.
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Industrial Tech Crossovers: When Manufacturing Meets Innovation“The second quarter was another strong quarter for Entegris as we continued to capitalize on accelerating AI-driven demand and the significant and growing investment across the semiconductor ecosystem,” President and CEO Dave Reeder said.
Demand Gains Across Unit-Driven and Capital Spending Businesses Reeder said unit-driven revenue increased 10% year over year during the quarter, supported by increased materials content required at leading-edge manufacturing nodes. The company cited growth in liquid filtration, chemical mechanical planarization, including pads, advanced deposition materials and selective etch chemistries. Liquid filtration recorded its fourth consecutive record quarter.
5 Trends You Need to Know This QuarterCapital-expenditure-related revenue increased 15% year over year, led by FOUPs, or front-opening unified pods, as well as broad strength in gas filtration and purification products. The company said bookings in its capital-expenditure-oriented businesses strengthened during the quarter, raising backlog and providing greater visibility into customer spending plans.
Entegris said it is tracking more than 20 major leading-edge capacity expansions globally, including approximately eight to 10 advanced logic facilities, seven to eight advanced memory facilities and six to eight advanced packaging projects. Reeder said these investments should become a more meaningful growth contributor in the second half of 2026 and into 2027.
The company expects 2026 MSI, or monthly semiconductor industry sales, growth of 7% to 8%, compared with its prior mid-single-digit assumption. While advanced logic and memory expectations were largely unchanged, management said mainstream logic conditions had modestly improved, though they continued to trail leading-edge markets.
Advanced logic accounts for about 40% of Entegris revenue, while memory represents approximately 30%. In Taiwan, the company reported double-digit growth associated with advanced-node capacity expansions and higher production volumes. It also cited photofiltration wins tied to EUV lithography and demand for FOUPs.
Within memory, Reeder pointed to HBM4 and through-silicon-via CMP wins, as well as roughly two-times year-over-year growth in molybdenum precursor demand. He later said Entegris expects its molybdenum business to roughly double in 2026 compared with 2025, driven in part by NAND memory technology transitions toward higher layer counts.
Margins Improve as Company Invests in Capacity GAAP and non-GAAP gross margin was 47.6% in the second quarter, reflecting sequential improvement. Chief Financial Officer Sukhi Nagesh said the company increased factory direct labor by a double-digit percentage from the fourth quarter to help unlock capacity for anticipated customer demand.
Adjusted EBITDA was $251 million, or 28.4% of sales. GAAP operating expenses were $255 million, while non-GAAP operating expenses were $204 million, or about 23% of sales. Nagesh said most of the year-over-year increase in expenses reflected higher variable compensation tied to stronger business performance.
During the analyst question-and-answer session, management said gross-margin improvement reflected work on manufacturing-network optimization, centralized procurement, yield and scrap reduction, throughput, and productivity. Reeder said direct labor had increased more than 20% since the end of 2025 as the company invests ahead of expected demand.
Nagesh said approximately 150 basis points of year-over-year gross-margin improvement was related to a useful-life adjustment. Excluding that factor, he said margins expanded by more than 300 basis points year over year. Management said a roughly 60% incremental gross-profit flow-through was a more appropriate comparison for modeling future performance.
Segment Results and Portfolio Changes Materials Solutions: Sales increased 5% year over year to $371 million, driven by advanced deposition materials, selective etch chemistries and CMP. Adjusted operating margin was 20.9%, unchanged from the prior year. The company expects the segment to generate double-digit year-over-year growth in the second half of 2026. Advanced Planarization Solutions: Sales rose 17% to $515 million, supported by both unit-driven and capital-spending demand. Adjusted operating margin expanded to 30.3%, aided by volume growth, favorable mix and operational improvements. Entegris also announced it would exit its U.S. Life Sciences Fluid Management business and close its Logan, Utah, facility. Reeder said the exited business represented less than $20 million in annual revenue and had dilutive gross and EBITDA margins. The company will continue to operate certain life-sciences filtration businesses.
Management described the Logan closure as its third dilutive facility rationalization since late 2025. Reeder said the company has no additional network optimization plans at present because demand has continued to increase, though Entegris will continue evaluating its manufacturing footprint.
Cash Flow, Debt Reduction and Outlook Free cash flow reached $120 million, or 14% of sales, in the second quarter. Entegris reduced its cash conversion cycle by about 20 days year over year and repaid $200 million of debt during the period. Net leverage fell to 3.4 times.
The company said it repaid another $25 million in debt during July and now expects to finish 2026 with net leverage below three times, with Reeder stating that it expects the year-end ratio to begin with a two.
For the third quarter, Entegris forecast sales of $905 million to $935 million, representing approximately 14% year-over-year growth at the midpoint. It expects gross margin of 47.5% to 48.5%, GAAP EPS of $0.75 to $0.83, and non-GAAP EPS of $0.96 to $1.04.
Based on current visibility, the company expects fourth-quarter revenue to rise about 4% sequentially from the midpoint of third-quarter guidance, which would represent mid-teens year-over-year growth. For the full year, Entegris expects approximately $250 million in capital expenditures, about $180 million in net interest expense, a non-GAAP tax rate of about 14%, and diluted shares of roughly 154 million.
Entegris plans to host an Investor Day on Nov. 9 in New York, where it intends to provide more detail on its AI materials platform strategy, technology roadmap and long-term financial framework.
About Entegris (NASDAQ:ENTG)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.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Bank of America Corp DE lowered its stake in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 12.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,313,988 shares of the semiconductor company’s stock after selling 335,797 shares during the period. Bank of America Corp DE owned 1.52% of Entegris worth $271,292,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Millstone Evans Group LLC lifted its position in shares of Entegris by 191.3% during the first quarter. Millstone Evans Group LLC now owns 268 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 176 shares during the last quarter. Steph & Co. purchased a new position in shares of Entegris in the 4th quarter worth approximately $25,000. First Horizon Corp grew its position in shares of Entegris by 147.1% in the 1st quarter. First Horizon Corp now owns 299 shares of the semiconductor company’s stock worth $35,000 after buying an additional 178 shares during the last quarter. Migdal Insurance & Financial Holdings Ltd. bought a new position in shares of Entegris during the 4th quarter worth approximately $29,000. Finally, Elevated Capital Advisors LLC bought a new position in shares of Entegris during the 1st quarter worth approximately $44,000.
Insider Activity at Entegris In other Entegris news, SVP Susan G. Rice sold 19,893 shares of Entegris 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 of the company’s stock, valued at approximately $9,171,007.92. The trade was a 22.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Joseph Colella sold 6,326 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $140.17, for a total value of $886,715.42. Following the sale, the senior vice president owned 50,121 shares in the company, valued at approximately $7,025,460.57. The trade was a 11.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,466 shares of company stock worth $6,186,624 in the last quarter. 0.53% of the stock is owned by insiders.
Entegris Trading Up 5.2% NASDAQ ENTG opened at $125.20 on Tuesday. Entegris, Inc. has a 12-month low of $67.97 and a 12-month high of $186.94. The company has a fifty day simple moving average of $144.45 and a two-hundred day simple moving average of $133.86. The company has a current ratio of 3.21, a quick ratio of 2.05 and a debt-to-equity ratio of 0.91. The stock has a market cap of $19.09 billion, a P/E ratio of 72.37, a P/E/G ratio of 1.39 and a beta of 1.35.
Entegris Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be paid a $0.10 dividend. The ex-dividend date is Wednesday, July 29th. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. Entegris’s dividend payout ratio (DPR) is 23.12%.
Analyst Upgrades and Downgrades A number of equities research analysts recently commented on ENTG shares. BMO Capital Markets increased their target price on shares of Entegris from $153.00 to $167.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. The Goldman Sachs Group reaffirmed a “sell” rating and set a $115.00 price target on shares of Entegris in a research report on Friday, May 1st. Wall Street Zen upgraded Entegris from a “buy” rating to a “strong-buy” rating in a report on Sunday, July 12th. UBS Group raised their price objective on Entegris from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Weiss Ratings upgraded Entegris from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Seven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $164.22.
Get Our Latest Research Report 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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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.
Entegris (ENTG - Free Report) reported $883.2 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 11.5%. EPS of $0.93 for the same period compares to $0.66 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $839.9 million, representing a surprise of +5.16%. The company delivered an EPS surprise of +12.05%, with the consensus EPS estimate being $0.83.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Entegris performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales- Materials Solutions (MS): $371.3 million versus the two-analyst average estimate of $368.2 million. The reported number represents a year-over-year change of +4.6%.Net Sales- Advanced Purity Solutions (APS): $514.6 million versus $472.9 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17% change.Adjusted segment profit- Materials Solutions (MS): $77.7 million versus $84.3 million estimated by two analysts on average.Adjusted segment profit- Advanced Purity Solutions (APS): $155.8 million versus the two-analyst average estimate of $134.35 million.View all Key Company Metrics for Entegris here>>>
Shares of Entegris have returned -13.8% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the Company's second quarter ended June 27, 2026. Dave Reeder, Entegris' President and Chief Executive Officer, said: “We delivered another strong quarter, exceeding our guidance across all key metrics as improving semiconductor demand and accelerating customer capital investments drove double-digit growth across both our unit and capex-related businesses. Our operational initiatives conti.
Key Takeaways Entegris expects second-quarter revenues of $815-$840 million, supported by advanced semiconductor demand.ENTG is benefiting from AI-driven demand, rising wafer fab spending and stronger bookings.Weakness in mainstream logic and higher raw material costs remain near-term headwinds. Entegris, Inc. (ENTG - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 4, 2026.
For the second quarter of 2026, Entegris expects revenues between $815 million and $840 million. The midpoint implies year-over-year growth of 5%. The Zacks Consensus Estimate for second-quarter revenues is pegged at $839.9 million, suggesting a year-over-year increase of 5.99%.
For the second quarter of 2026, Entegris expects non-GAAP earnings to be in the range of 76-84 cents per share. The Zacks Consensus Estimate for ENTG’s second-quarter 2026 earnings is pegged at 83 cents per share, implying a significant year-over-year increase of 25.8%.
ENTG’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters while matching once, the average surprise being 5.17%.
Let’s see how things have shaped up for this announcement.
Key Factors to Note for Entegris' Q2 EarningsEntegris' second-quarter performance is expected to have benefited from continued strength in advanced logic and memory markets, driven by rising AI-related semiconductor demand. The company continues to see strong demand for liquid filtration, advanced deposition materials and selective etch chemistries, which are used in leading-edge chip manufacturing. Management also expects industry wafer starts to improve in 2026, supported by higher DRAM demand and increasing production of 2-nanometer chips, which is likely to have boded well for Entegris' prospects in the second quarter.
The company is also expected to have benefited from improving wafer fabrication equipment (WFE) and fab construction spending. Management noted that bookings continued to improve and expects CapEx-related revenues to increase through the remainder of 2026, supported by strong WFE spending and new fab construction projects. Strong order patterns and increasing backlog are expected to have provided better revenue visibility during the second quarter.
Entegris' operational improvement initiatives are also likely to have supported prospects in the second quarter. Productivity improvements across its manufacturing network, ongoing cost-control measures, manufacturing footprint optimization and favorable product mix are expected to have contributed to profitability. The company also continued to optimize its manufacturing network by closing subscale facilities and improving operating efficiency.
However, growth in the second quarter is likely to have been partly offset by continued weakness in the mainstream logic market. Management expects demand in this market to remain mixed, as softer consumer-related semiconductor demand continues to weigh on utilization, despite strength in AI- and data center-related applications. Further, management noted modest inflation in raw materials, particularly noble gases and resins, following the Middle East conflict, which is likely to have created some cost pressure during the second quarter.
What Our Model Says About ENTGOur proven model conclusively predicts an earnings beat for ENTG this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That’s the exact case here.
ENTG has an Earnings ESP of +0.51% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With Favorable CombinationHere are some other stocks worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.
Arista Networks, Inc. (ANET - Free Report) has an Earnings ESP of +3.08% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Arista Networks is set to report second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for Arista Networks’ second-quarter 2026 earnings is pegged at 89 cents per share, unchanged over the past 30 days, indicating a rise of 21.9% from the year-ago quarter’s reported figure.
AMETEK (AME - Free Report) has an Earnings ESP of +0.39% and a Zacks Rank #2 at present.
AMETEK is slated to report second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for AMETEK’s second-quarter 2026 earnings is pegged at $1.99 per share, unchanged over the past 30 days, indicating a rise of 11.8% from the year-ago quarter’s reported figure.
Advanced Micro Devices (AMD - Free Report) has an Earnings ESP of +1.56% and carries a Zacks Rank #2 at present.
Advanced Micro Devices is set to report second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for Advanced Micro Devices’ second-quarter earnings is pegged at $1.61 per share, up by a penny over the past seven days, indicating a rise of 235.4% from the year-ago quarter’s reported figure.
On July 29, 2026, Entegris Inc (ENTG) shares experienced a significant decline, falling 9.4% to a current price of $107.01. This drop is noteworthy, especially
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (Nasdaq: ENTG), a global leader in advanced materials and purity solutions for the semiconductor industry, today announced the appointment of Robert A. Bruggeworth, President and Chief Executive Officer of Qorvo, to the Board, effective August 3, 2026. In addition, the Company announced that Bertrand Loy, Executive Chair of the Board of Directors, will retire from Entegris on July 31, 2026. At that time, James F. Gentilcore, currently the Compan.
Dimensional Fund Advisors LP lessened its position in Entegris, Inc. (NASDAQ:ENTG – Free Report) by 27.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 895,330 shares of the semiconductor company’s stock after selling 334,740 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.59% of Entegris worth $104,905,000 at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of the company. Steph & Co. acquired a new position in Entegris in the 4th quarter valued at about $25,000. Migdal Insurance & Financial Holdings Ltd. acquired a new stake in shares of Entegris during the fourth quarter worth about $29,000. Millstone Evans Group LLC boosted its stake in shares of Entegris by 191.3% in the first quarter. Millstone Evans Group LLC now owns 268 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 176 shares during the period. Johnson Financial Group Inc. boosted its stake in shares of Entegris by 147.5% in the fourth quarter. Johnson Financial Group Inc. now owns 396 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 236 shares during the period. Finally, First Horizon Corp grew its holdings in shares of Entegris by 147.1% in the first quarter. First Horizon Corp now owns 299 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 178 shares in the last quarter.
Entegris Stock Down 6.5% Entegris stock opened at $118.16 on Wednesday. Entegris, Inc. has a 1-year low of $67.97 and a 1-year high of $186.94. The company has a debt-to-equity ratio of 0.91, a current ratio of 3.21 and a quick ratio of 2.05. The stock has a market cap of $18.02 billion, a PE ratio of 68.30, a P/E/G ratio of 1.47 and a beta of 1.31. The stock’s fifty day moving average is $145.67 and its two-hundred day moving average is $133.43.
Entegris (NASDAQ:ENTG – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.11. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The business had revenue of $811.90 million during the quarter, compared to analysts’ expectations of $808.72 million. During the same period in the prior year, the firm posted $0.67 EPS. The business’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. On average, sell-side analysts expect that Entegris, Inc. will post 3.65 EPS for the current fiscal year.
Entegris Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Wednesday, July 29th. Entegris’s dividend payout ratio is 23.12%.
Insider Transactions at Entegris In other Entegris news, SVP Olivier Blachier sold 2,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $140.04, for a total value of $280,080.00. Following the transaction, the senior vice president directly owned 34,897 shares in the company, valued at $4,886,975.88. This represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Joseph Colella sold 6,326 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $140.17, for a total transaction of $886,715.42. Following the sale, the senior vice president directly owned 50,121 shares in the company, valued at approximately $7,025,460.57. The trade was a 11.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 44,466 shares of company stock valued at $6,186,624 over the last three months. 0.53% of the stock is owned by corporate insiders.
Analyst Ratings Changes A number of equities research analysts have issued reports on ENTG shares. Mizuho increased their target price on shares of Entegris from $180.00 to $200.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. The Goldman Sachs Group reaffirmed a “sell” rating and set a $115.00 price objective on shares of Entegris in a research report on Friday, May 1st. Citigroup reiterated a “buy” rating on shares of Entegris in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft lifted their target price on Entegris from $145.00 to $155.00 and gave the company a “hold” rating in a report on Monday, July 6th. Finally, Wall Street Zen upgraded Entegris from a “buy” rating to a “strong-buy” rating in a report on Sunday, July 12th. Seven equities research 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $164.22.
Read Our Latest Research Report on Entegris
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.
Read More Five stocks we like better than Entegris These 3 Stocks Have Soared in 2026—Can They Keep Climbing? Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction Chips & Clips: Memory Tariffs Rewire Tech Supply Chains Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG – Free Report).
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Entegris (ENTG - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of equipment used in chip manufacturing is expected to post quarterly earnings of $0.83 per share in its upcoming report, which represents a year-over-year change of +25.8%.
Revenues are expected to be $839.9 million, up 6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.27% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Entegris?For Entegris, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.51%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Entegris will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Entegris 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 beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Entegris appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Delta Global Management LP bought a new stake in Entegris, Inc. (NASDAQ:ENTG – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 9,994 shares of the semiconductor company’s stock, valued at approximately $1,172,000.
A number of other large investors have also recently made changes to their positions in ENTG. OMERS ADMINISTRATION Corp increased its position in Entegris by 31.1% during the first quarter. OMERS ADMINISTRATION Corp now owns 7,060 shares of the semiconductor company’s stock worth $828,000 after buying an additional 1,676 shares during the period. Lombard Odier Asset Management Switzerland SA purchased a new stake in Entegris in the first quarter valued at approximately $563,000. Gabelli Funds LLC boosted its holdings in shares of Entegris by 3.0% in the first quarter. Gabelli Funds LLC now owns 55,300 shares of the semiconductor company’s stock valued at $6,483,000 after acquiring an additional 1,600 shares during the period. FCA Corp TX boosted its holdings in shares of Entegris by 3.7% in the first quarter. FCA Corp TX now owns 14,405 shares of the semiconductor company’s stock valued at $1,689,000 after acquiring an additional 520 shares during the period. Finally, Gibbs Wealth Management purchased a new position in shares of Entegris during the first quarter worth approximately $532,000.
Insider Buying and Selling at Entegris In other Entegris news, SVP Clinton M. Haris sold 6,848 shares of Entegris stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $149.23, for a total value of $1,021,927.04. Following the sale, the senior vice president owned 54,961 shares of the company’s stock, valued at approximately $8,201,830.03. The trade was a 11.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Susan G. Rice sold 19,893 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $132.84, for a total value of $2,642,586.12. Following the transaction, the senior vice president owned 69,038 shares in the company, valued at $9,171,007.92. The trade was a 22.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 44,466 shares of company stock valued at $6,186,624. Insiders own 0.53% of the company’s stock.
Wall Street Analysts Forecast Growth ENTG has been the subject of several research reports. Needham & Company LLC upped their price target on shares of Entegris from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BMO Capital Markets raised their price objective on shares of Entegris from $153.00 to $167.00 and gave the stock an “outperform” rating in a research report on Monday, July 6th. The Goldman Sachs Group restated a “sell” rating and issued a $115.00 price objective on shares of Entegris in a research note on Friday, May 1st. Weiss Ratings raised shares of Entegris from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Finally, Mizuho increased their target price on shares of Entegris from $180.00 to $200.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Seven research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $164.22.
View Our Latest Stock Analysis on ENTG
Entegris Price Performance Shares of NASDAQ ENTG opened at $129.15 on Monday. The company has a debt-to-equity ratio of 0.91, a current ratio of 3.21 and a quick ratio of 2.05. The stock has a fifty day moving average price of $145.81 and a 200 day moving average price of $133.10. Entegris, Inc. has a 1-year low of $67.97 and a 1-year high of $186.94. The company has a market cap of $19.70 billion, a PE ratio of 74.65, a P/E/G ratio of 1.50 and a beta of 1.31.
Entegris (NASDAQ:ENTG – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.11. The company had revenue of $811.90 million for the quarter, compared to analysts’ expectations of $808.72 million. Entegris had a net margin of 8.18% and a return on equity of 11.45%. Entegris’s revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.67 EPS. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. Sell-side analysts forecast that Entegris, Inc. will post 3.65 EPS for the current year.
Entegris Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Wednesday, July 29th will be paid a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Wednesday, July 29th. Entegris’s payout ratio is 23.12%.
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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California Public Employees Retirement System boosted its stake in Entegris, Inc. (NASDAQ:ENTG – Free Report) by 21.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 255,615 shares of the semiconductor company’s stock after buying an additional 44,533 shares during the period. California Public Employees Retirement System owned 0.17% of Entegris worth $29,968,000 at the end of the most recent reporting period.
Several other large investors have also bought and sold shares of ENTG. Dream Peak Capital Ltd bought a new position in Entegris in the fourth quarter worth $27,025,000. SG Americas Securities LLC boosted its holdings in shares of Entegris by 616.5% during the 4th quarter. SG Americas Securities LLC now owns 146,230 shares of the semiconductor company’s stock valued at $12,320,000 after buying an additional 125,822 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Entegris by 20.9% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 202,196 shares of the semiconductor company’s stock valued at $17,035,000 after buying an additional 34,894 shares in the last quarter. Perpetual Ltd grew its position in shares of Entegris by 2.7% in the 4th quarter. Perpetual Ltd now owns 418,090 shares of the semiconductor company’s stock worth $35,224,000 after buying an additional 10,889 shares during the period. Finally, Norges Bank purchased a new stake in shares of Entegris in the 4th quarter worth about $158,669,000.
Analyst Upgrades and Downgrades ENTG has been the subject of a number of recent research reports. Mizuho lifted their price target on shares of Entegris from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. The Goldman Sachs Group restated a “sell” rating and issued a $115.00 price objective on shares of Entegris in a report on Friday, May 1st. Weiss Ratings raised shares of Entegris from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Citigroup reiterated a “buy” rating on shares of Entegris in a report on Thursday, April 30th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Entegris from $145.00 to $155.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Seven research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.
Get Our Latest Analysis on Entegris
Insider Activity In related news, SVP Clinton M. Haris sold 6,848 shares of the stock in a transaction 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 sale, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Olivier Blachier sold 2,000 shares of Entegris stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $140.04, for a total value of $280,080.00. Following the completion of the sale, the senior vice president owned 34,897 shares of the company’s stock, valued at $4,886,975.88. The trade was a 5.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 44,466 shares of company stock valued at $6,186,624. Corporate insiders own 0.53% of the company’s stock.
Entegris Stock Up 4.8% Shares of Entegris stock opened at $140.17 on Wednesday. The company has a debt-to-equity ratio of 0.91, a quick ratio of 2.05 and a current ratio of 3.21. The stock has a market capitalization of $21.38 billion, a PE ratio of 81.02, a price-to-earnings-growth ratio of 1.56 and a beta of 1.31. Entegris, Inc. has a 52-week low of $67.97 and a 52-week high of $186.94. The company has a 50-day simple moving average of $146.12 and a two-hundred day simple moving average of $132.15.
Entegris (NASDAQ:ENTG – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.75 by $0.11. The firm had revenue of $811.90 million for the quarter, compared to analysts’ expectations of $808.72 million. Entegris had a net margin of 8.18% and a return on equity of 11.45%. The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.67 earnings per share. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. On average, analysts anticipate that Entegris, Inc. will post 3.65 EPS for the current fiscal year.
Entegris Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Wednesday, July 29th will be paid a $0.10 dividend. The ex-dividend date is Wednesday, July 29th. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. Entegris’s payout ratio is currently 23.12%.
Entegris 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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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.
See Also Five stocks we like better than Entegris Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG – Free Report).
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Bank of New York Mellon Corp increased its stake in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 8.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,428,627 shares of the semiconductor company’s stock after buying an additional 105,235 shares during the period. Bank of New York Mellon Corp owned 0.94% of Entegris worth $167,492,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Steph & Co. acquired a new stake in Entegris during the fourth quarter worth approximately $25,000. Migdal Insurance & Financial Holdings Ltd. acquired a new position in shares of Entegris in the fourth quarter valued at approximately $29,000. Millstone Evans Group LLC grew its position in shares of Entegris by 191.3% in the first quarter. Millstone Evans Group LLC now owns 268 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 176 shares during the last quarter. Johnson Financial Group Inc. grew its position in shares of Entegris by 147.5% in the fourth quarter. Johnson Financial Group Inc. now owns 396 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 236 shares during the last quarter. Finally, First Horizon Corp lifted its holdings in Entegris by 147.1% during the 1st quarter. First Horizon Corp now owns 299 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 178 shares during the last quarter.
Insider Buying and Selling 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 transaction of $280,080.00. Following the completion of the sale, the senior vice president owned 34,897 shares of the company’s stock, valued at $4,886,975.88. This represents a 5.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director James P. Lederer sold 3,569 shares of the stock in a transaction dated 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 $2,624,394.43. The trade was a 16.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 44,466 shares of company stock valued at $6,186,624 in the last ninety days. Insiders own 0.53% of the company’s stock.
Entegris Trading Up 3.1% Shares of ENTG stock opened at $138.74 on Friday. The stock has a market cap of $21.16 billion, a P/E ratio of 80.20, a price-to-earnings-growth ratio of 1.62 and a beta of 1.31. Entegris, Inc. has a 1 year low of $67.97 and a 1 year high of $186.94. The company has a current ratio of 3.21, a quick ratio of 2.05 and a debt-to-equity ratio of 0.91. The stock has a 50 day simple moving average of $146.53 and a 200 day simple moving average of $131.11.
Entegris (NASDAQ:ENTG – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.11. The firm had revenue of $811.90 million for the quarter, compared to analyst estimates of $808.72 million. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The company’s revenue was up 5.0% on a year-over-year basis. During the same quarter last year, the company earned $0.67 EPS. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. On average, research analysts predict that Entegris, Inc. will post 3.65 earnings per share for the current fiscal year.
Entegris Announces Dividend The business also recently declared 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 (DPR) is presently 23.12%.
Analysts Set New Price Targets ENTG has been the subject of several recent research reports. Zacks Research downgraded Entegris from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 23rd. Oppenheimer reiterated an “outperform” rating and set a $160.00 price objective on shares of Entegris in a research report on Friday, May 1st. Needham & Company LLC lifted their target price on Entegris from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Citigroup reissued a “buy” rating on shares of Entegris in a research report on Thursday, April 30th. Finally, UBS Group upped their price target on shares of Entegris from $185.00 to $205.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Seven investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $164.22.
View Our Latest Stock Report 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.
Read More Five stocks we like better than Entegris Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG – Free Report).
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Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Entegris (ENTG - Free Report) , which belongs to the Zacks Electronics - Semiconductors industry, could be a great candidate to consider.
This maker of equipment used in chip manufacturing has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 9.57%.
For the most recent quarter, Entegris was expected to post earnings of $0.75 per share, but it reported $0.86 per share instead, representing a surprise of 14.67%. For the previous quarter, the consensus estimate was $0.67 per share, while it actually produced $0.7 per share, a surprise of 4.48%.
Price and EPS Surprise
For Entegris, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Entegris currently has an Earnings ESP of +0.45%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 4, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
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 that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on August 19, 2026, to shareholders of record on the close of business on July 29, 2026. ABOUT ENTEGRIS Entegris is a leading supplier of critical advanced materials and process solution.
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), will release its financial results for the second quarter of 2026, before the opening of the market on Tuesday, August 4, 2026. A teleconference with management is scheduled for the same day at 9:00am ET. Participants should dial +1 833-316-1983 or +1 785-838-9310 and reference Conference ID: ENTGQ226. Participants are asked to dial-in 5 to 10 minutes prior to the start of the call. For the live webcast and replay of the call, pl.
Shares of Entegris (ENTG - Free Report) have gained 0.5% over the past four weeks to close the last trading session at $135.08, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $169.3 indicates a potential upside of 25.3%.
The average comprises 10 short-term price targets ranging from a low of $115.00 to a high of $205.00, with a standard deviation of $25.46. While the lowest estimate indicates a decline of 14.9% from the current price level, the most optimistic estimate points to a 51.8% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in ENTG. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why ENTG Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 0.8%.
Moreover, ENTG currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ENTG could gain, the direction of price movement it implies does appear to be a good guide.
On June 26, 2026, Entegris Inc (ENTG) shares fell by 8.4% to a current price of $161.43. The stock has experienced significant volatility, with a 52-week high o
Entegris (ENTG) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
HomeIndustriesSoftwareThe Ratings GameThe Ratings GameThe investment bank has ‘high conviction’ in Amazon’s growth potential — with AWS estimates that are far above what investors may be expectingLast Updated: March 31, 2026 at 10:49 p.m. ET
First Published: March 31, 2026 at 5:32 p.m. ET
Investors looking for bargains across the technology sector have a number of places to look, according to a new report from UBS.
Analysts at the investment bank recently laid out their 12 most “high-conviction” picks within the tech, media and telecommunications sectors. The choices consist of stocks where the analysts believe they have “a differentiated view” based on proprietary data.
Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.
Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Tractor Supply Company (NASDAQ:TSCO). In a filing disclosed on April 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Tractor Supply stock on March 16th.
Representative April McClain Delaney also recently made the following trade(s):
Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Rollins (NYSE:ROL) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Somnigroup International (NYSE:SGI) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 3/31/2026. Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 3/26/2026. Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 3/20/2026. Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 3/18/2026. Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 3/17/2026. Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 3/16/2026. Tractor Supply Trading Up 0.8% Shares of NASDAQ TSCO opened at $45.64 on Friday. The company’s 50 day simple moving average is $49.75 and its 200 day simple moving average is $52.30. Tractor Supply Company has a fifty-two week low of $43.23 and a fifty-two week high of $63.99. The firm has a market capitalization of $24.01 billion, a P/E ratio of 22.05, a P/E/G ratio of 2.41 and a beta of 0.75. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.16.
Tractor Supply (NASDAQ:TSCO – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The business had revenue of $3.90 billion during the quarter, compared to analyst estimates of $4.03 billion. During the same quarter in the prior year, the company earned $0.44 earnings per share. The company’s quarterly revenue was up 3.3% on a year-over-year basis. On average, analysts predict that Tractor Supply Company will post 2.17 EPS for the current year.
Tractor Supply Increases Dividend The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 2.1%. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend was Tuesday, February 24th. Tractor Supply’s payout ratio is currently 46.38%.
Trending Headlines about Tractor Supply Here are the key news stories impacting Tractor Supply this week:
Positive Sentiment: Positive take on TSCO’s “Life Out Here” brand strategy and steady sales/growth supports longer-term confidence in the business model. Tractor Supply Bets on Life Out Here: Is Brand Strategy Paying Off? Positive Sentiment: Zacks also highlights the brand/expansion thesis and steady customer engagement as a reason to view TSCO’s long-term value creation favorably. Tractor Supply Bets on Life Out Here: Is Brand Strategy Paying Off? Positive Sentiment: Local retail execution: a new Redmond, OR Tractor Supply grand opening with community events (adoptions, promotions) underscores ongoing store-level growth and local customer engagement. Grand opening of new Redmond Tractor Supply store features free treats and adoptable dogs Neutral Sentiment: Analysts remain split on consumer cyclicals; a Globe & Mail piece summarizes contrasting views on TSCO’s prospects versus peers, keeping sentiment mixed. Analysts Conflicted on These Consumer Cyclical Names: Tractor Supply (TSCO) and CarMax (KMX) Neutral Sentiment: Comparative valuation pieces (WOOF vs TSCO) and Zacks coverage present TSCO as a viable retail option but largely frame it as a relative-choice decision rather than a clear buy signal. WOOF or TSCO: Which Is the Better Value Stock Right Now? Neutral Sentiment: General investing roundup that flags cash-generating names (unclear whether TSCO is the highlighted pick) — useful background but not a direct catalyst. 1 Cash-Producing Stock with Exciting Potential and 2 We Brush Off Negative Sentiment: Bank of America initiated coverage on TSCO with a Neutral rating and a $47 target, a tone and target that can cap upside and contributed to caution among investors. Bank of America Begins Coverage on Tractor Supply (NASDAQ:TSCO) Negative Sentiment: Citigroup issued a pessimistic forecast/price-target action that signals concerns about demand and trims expectations — another headwind for near-term sentiment. Citigroup Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price Negative Sentiment: Social and data summaries note recent analyst target cuts (Citi, Evercore) and visible insider selling and institutional trimming — items that can weigh on the stock until earnings/demand clarity returns. Tractor Supply Company Stock (TSCO) Opinions on Analyst Price Target Cuts and Demand Warnings Neutral Sentiment: Note: a separate Reuters/Yahoo-style piece about Tesco (LSE: TSCO) surfaced — ticker overlap can create confusing headlines but is unrelated to U.S. Tractor Supply. Evolving Narrative For Tesco (LSE:TSCO) As Analysts Weigh Upside Against Execution Risks Insider Activity at Tractor Supply In other news, EVP Jonathan S. Estep sold 59,745 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total transaction of $3,228,022.35. Following the completion of the sale, the executive vice president owned 80,931 shares of the company’s stock, valued at $4,372,701.93. This represents a 42.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Robert D. Mills sold 62,950 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the sale, the executive vice president directly owned 122,834 shares of the company’s stock, valued at $6,647,776.08. This represents a 33.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 222,348 shares of company stock valued at $11,959,621 over the last three months. Insiders own 0.64% of the company’s stock.
Institutional Investors Weigh In On Tractor Supply Hedge funds have recently bought and sold shares of the company. Wellington Management Group LLP increased its position in shares of Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after acquiring an additional 420,731 shares in the last quarter. Capital International Investors increased its position in shares of Tractor Supply by 3.9% during the fourth quarter. Capital International Investors now owns 24,279,046 shares of the specialty retailer’s stock worth $1,214,390,000 after acquiring an additional 902,659 shares in the last quarter. State Street Corp increased its position in shares of Tractor Supply by 0.7% during the fourth quarter. State Street Corp now owns 23,051,776 shares of the specialty retailer’s stock worth $1,152,819,000 after acquiring an additional 162,774 shares in the last quarter. Invesco Ltd. increased its position in shares of Tractor Supply by 18.4% during the fourth quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer’s stock worth $871,855,000 after acquiring an additional 2,706,819 shares in the last quarter. Finally, Geode Capital Management LLC increased its position in shares of Tractor Supply by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 15,873,514 shares of the specialty retailer’s stock worth $791,703,000 after acquiring an additional 184,457 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several equities analysts recently weighed in on TSCO shares. Zacks Research lowered shares of Tractor Supply from a “hold” rating to a “strong sell” rating in a report on Monday, February 2nd. Guggenheim restated a “buy” rating and issued a $65.00 price objective on shares of Tractor Supply in a report on Thursday, January 22nd. Argus cut their price objective on shares of Tractor Supply from $67.00 to $64.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Jefferies Financial Group cut their price objective on shares of Tractor Supply from $63.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Finally, Citigroup cut their price objective on shares of Tractor Supply from $61.00 to $55.00 and set a “buy” rating on the stock in a report on Tuesday. Fourteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $58.52.
View Our Latest Stock Analysis on Tractor Supply
About Representative McClain Delaney April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.
McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.
April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.
Tractor Supply Company Profile (Get Free Report)
Tractor Supply Company (NASDAQ: TSCO) is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.
Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.
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Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Packaging Corporation of America (NYSE:PKG). In a filing disclosed on April 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Packaging Corporation of America stock on March 17th.
Representative April McClain Delaney also recently made the following trade(s):
Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Rollins (NYSE:ROL) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Somnigroup International (NYSE:SGI) on 3/31/2026. Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 3/31/2026. Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 3/26/2026. Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 3/20/2026. Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 3/18/2026. Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 3/16/2026. Purchased $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 3/16/2026. Packaging Corporation of America Stock Performance Shares of PKG stock opened at $208.13 on Friday. The company has a market capitalization of $18.53 billion, a P/E ratio of 24.29, a P/E/G ratio of 1.90 and a beta of 0.90. The business’s 50 day moving average is $223.19 and its two-hundred day moving average is $212.90. The company has a current ratio of 3.17, a quick ratio of 1.94 and a debt-to-equity ratio of 0.86. Packaging Corporation of America has a 12-month low of $176.45 and a 12-month high of $249.51.
Packaging Corporation of America (NYSE:PKG – Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The industrial products company reported $2.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.41 by ($0.09). The business had revenue of $2.36 billion for the quarter, compared to analysts’ expectations of $2.43 billion. Packaging Corporation of America had a return on equity of 19.22% and a net margin of 8.61%.The business’s revenue for the quarter was up 10.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.47 EPS. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. Analysts expect that Packaging Corporation of America will post 10.44 EPS for the current fiscal year.
Packaging Corporation of America Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th will be given a dividend of $1.25 per share. The ex-dividend date is Friday, March 13th. This represents a $5.00 dividend on an annualized basis and a yield of 2.4%. Packaging Corporation of America’s dividend payout ratio is currently 58.34%.
Hedge Funds Weigh In On Packaging Corporation of America A number of institutional investors have recently added to or reduced their stakes in PKG. Cornerstone Planning Group LLC lifted its position in Packaging Corporation of America by 105.4% during the third quarter. Cornerstone Planning Group LLC now owns 115 shares of the industrial products company’s stock worth $25,000 after buying an additional 59 shares in the last quarter. DV Equities LLC purchased a new position in Packaging Corporation of America during the fourth quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp purchased a new position in Packaging Corporation of America during the third quarter worth approximately $31,000. Covestor Ltd lifted its position in Packaging Corporation of America by 140.0% during the fourth quarter. Covestor Ltd now owns 156 shares of the industrial products company’s stock worth $32,000 after buying an additional 91 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in Packaging Corporation of America by 94.1% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 165 shares of the industrial products company’s stock worth $34,000 after buying an additional 80 shares in the last quarter. Hedge funds and other institutional investors own 89.78% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities analysts have issued reports on PKG shares. Deutsche Bank Aktiengesellschaft began coverage on Packaging Corporation of America in a research report on Wednesday, April 1st. They set a “hold” rating and a $225.00 price target on the stock. Citigroup raised their target price on Packaging Corporation of America from $226.00 to $227.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. Zacks Research upgraded Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 6th. Wells Fargo & Company decreased their target price on Packaging Corporation of America from $234.00 to $226.00 and set an “overweight” rating on the stock in a research report on Tuesday. Finally, UBS Group raised their target price on Packaging Corporation of America from $230.00 to $235.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Packaging Corporation of America presently has a consensus rating of “Moderate Buy” and an average target price of $233.29.
Check Out Our Latest Research Report on PKG
Insider Buying and Selling In related news, President Thomas A. Hassfurther sold 12,129 shares of Packaging Corporation of America stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $230.50, for a total transaction of $2,795,734.50. Following the transaction, the president owned 197,062 shares in the company, valued at approximately $45,422,791. This trade represents a 5.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 1.60% of the company’s stock.
About Representative McClain Delaney April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.
McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.
April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.
About Packaging Corporation of America (Get Free Report)
Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.
Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.
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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 that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on May 20, 2026, to shareholders of record on the close of business on April 29, 2026.
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 our plans to make dividend payments, and are based on current management expectations and assumptions only as of the date of this news release. 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.
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), will release its financial results for the first quarter of 2026, before the opening of the market on Thursday, April 30, 2026. A teleconference with management is scheduled for the same day at 8:00am ET.
Participants should dial +1 833-316-1983 or +1 785-838-9310 and reference Conference ID: ENTGQ126. Participants are asked to dial-in 5 to 10 minutes prior to the start of the call. For the live webcast and replay of the call, please Click Here.
ABOUT ENTEGRIS
Entegris is a leading supplier of 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.
Entegris, Inc. (NASDAQ:ENTG – Get Free Report) insider Bertrand Loy sold 17,396 shares of the business’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $140.22, for a total value of $2,439,267.12. Following the completion of the transaction, the insider directly owned 227,527 shares in the company, valued at $31,903,835.94. This represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Bertrand Loy also recently made the following trade(s):
On Wednesday, February 25th, Bertrand Loy sold 50,322 shares of Entegris stock. The shares were sold at an average price of $137.41, for a total value of $6,914,746.02. On Tuesday, February 24th, Bertrand Loy sold 59,516 shares of Entegris stock. The shares were sold at an average price of $138.95, for a total value of $8,269,748.20. On Monday, February 2nd, Bertrand Loy sold 65,250 shares of Entegris stock. The shares were sold at an average price of $119.61, for a total value of $7,804,552.50. Entegris Stock Up 7.5% Shares of NASDAQ:ENTG opened at $146.06 on Friday. The company has a market capitalization of $22.20 billion, a price-to-earnings ratio of 94.84, a P/E/G ratio of 2.55 and a beta of 1.32. The company has a debt-to-equity ratio of 0.94, a current ratio of 3.35 and a quick ratio of 2.04. The business’s 50-day moving average is $125.09 and its 200-day moving average is $104.49. Entegris, Inc. has a 1 year low of $65.72 and a 1 year high of $146.46.
Entegris (NASDAQ:ENTG – Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.03. The company had revenue of $823.90 million for the quarter, compared to the consensus estimate of $811.04 million. Entegris had a return on equity of 10.87% and a net margin of 7.37%.The firm’s revenue was down 3.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.84 EPS. Entegris has set its Q1 2026 guidance at 0.700-0.780 EPS. Equities research analysts predict that Entegris, Inc. will post 3.51 earnings per share for the current year.
Entegris Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 20th. Stockholders of record on Wednesday, April 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, April 29th. Entegris’s payout ratio is currently 25.97%.
Institutional Inflows and Outflows A number of institutional investors have recently added to or reduced their stakes in the company. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in Entegris by 0.3% during the 4th quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 31,400 shares of the semiconductor company’s stock worth $2,645,000 after buying an additional 100 shares during the period. Verdence Capital Advisors LLC raised its stake in Entegris by 2.7% during the 3rd quarter. Verdence Capital Advisors LLC now owns 4,817 shares of the semiconductor company’s stock worth $454,000 after buying an additional 126 shares during the period. Northwestern Mutual Investment Management Company LLC raised its stake in Entegris by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 33,918 shares of the semiconductor company’s stock worth $2,858,000 after buying an additional 127 shares during the period. TD Private Client Wealth LLC raised its stake in Entegris by 13.3% during the 4th quarter. TD Private Client Wealth LLC now owns 1,152 shares of the semiconductor company’s stock worth $97,000 after buying an additional 135 shares during the period. Finally, CIBC Asset Management Inc raised its stake in Entegris by 2.1% during the 4th quarter. CIBC Asset Management Inc now owns 6,698 shares of the semiconductor company’s stock worth $564,000 after buying an additional 140 shares during the period.
Wall Street Analysts Forecast Growth A number of brokerages have recently issued reports on ENTG. The Goldman Sachs Group boosted their price objective on Entegris from $75.00 to $95.00 and gave the company a “sell” rating in a research note on Wednesday, February 11th. KeyCorp upped their price target on Entegris from $111.00 to $156.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft downgraded Entegris from a “buy” rating to a “hold” rating and set a $105.00 price target on the stock. in a research note on Tuesday, February 3rd. Needham & Company LLC reaffirmed a “strong-buy” rating on shares of Entegris in a research note on Tuesday, January 20th. Finally, UBS Group reaffirmed a “buy” rating and set a $150.00 price target on shares of Entegris in a research note on Monday, February 2nd. Six research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $133.78.
Get Our Latest Stock Report on Entegris
About Entegris (Get 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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Entegris, Inc. (NASDAQ:ENTG – Get Free Report) hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $151.99 and last traded at $147.93, with a volume of 2637737 shares trading hands. The stock had previously closed at $146.99.
Analyst Ratings Changes A number of research analysts have issued reports on ENTG shares. UBS Group lifted their price objective on Entegris from $150.00 to $185.00 and gave the company a “buy” rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft cut Entegris from a “buy” rating to a “hold” rating and set a $105.00 price objective for the company. in a research note on Tuesday, February 3rd. BMO Capital Markets reiterated an “outperform” rating and set a $148.00 price objective on shares of Entegris in a research note on Wednesday, February 11th. Needham & Company LLC reiterated a “strong-buy” rating on shares of Entegris in a research note on Tuesday, January 20th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Entegris in a research note on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Entegris has an average rating of “Hold” and an average price target of $137.67.
Get Our Latest Analysis on Entegris
Entegris Price Performance The company has a quick ratio of 2.04, a current ratio of 3.35 and a debt-to-equity ratio of 0.94. The firm has a market capitalization of $22.49 billion, a PE ratio of 96.06, a PEG ratio of 2.76 and a beta of 1.32. The firm’s fifty day simple moving average is $126.09 and its 200-day simple moving average is $105.57.
Entegris (NASDAQ:ENTG – Get Free Report) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $0.03. Entegris had a net margin of 7.37% and a return on equity of 10.87%. The business had revenue of $823.90 million during the quarter, compared to analysts’ expectations of $811.04 million. During the same period in the previous year, the company earned $0.84 earnings per share. The business’s revenue for the quarter was down 3.0% compared to the same quarter last year. Entegris has set its Q1 2026 guidance at 0.700-0.780 EPS. On average, research analysts forecast that Entegris, Inc. will post 3.4 earnings per share for the current fiscal year.
Entegris Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 20th. Stockholders of record on Wednesday, April 29th will be paid a $0.10 dividend. The ex-dividend date is Wednesday, April 29th. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. Entegris’s payout ratio is currently 25.97%.
Insider Transactions at Entegris In other news, SVP Olivier Blachier sold 1,664 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $131.49, for a total value of $218,799.36. Following the completion of the transaction, the senior vice president owned 29,497 shares in the company, valued at $3,878,560.53. The trade was a 5.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Bertrand Loy sold 65,250 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $119.61, for a total transaction of $7,804,552.50. Following the transaction, the insider directly owned 306,422 shares of the company’s stock, valued at $36,651,135.42. The trade was a 17.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 283,645 shares of company stock valued at $37,970,163. Insiders own 0.53% of the company’s stock.
Institutional Inflows and Outflows Several hedge funds have recently made changes to their positions in the stock. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its holdings in shares of Entegris by 0.3% during the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 31,400 shares of the semiconductor company’s stock valued at $2,645,000 after purchasing an additional 100 shares during the last quarter. Verdence Capital Advisors LLC raised its holdings in shares of Entegris by 2.7% during the third quarter. Verdence Capital Advisors LLC now owns 4,817 shares of the semiconductor company’s stock valued at $454,000 after purchasing an additional 126 shares during the last quarter. Northwestern Mutual Investment Management Company LLC raised its holdings in shares of Entegris by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 33,918 shares of the semiconductor company’s stock valued at $2,858,000 after purchasing an additional 127 shares during the last quarter. TD Private Client Wealth LLC raised its holdings in shares of Entegris by 13.3% during the fourth quarter. TD Private Client Wealth LLC now owns 1,152 shares of the semiconductor company’s stock valued at $97,000 after purchasing an additional 135 shares during the last quarter. Finally, CIBC Asset Management Inc raised its holdings in shares of Entegris by 2.1% during the fourth quarter. CIBC Asset Management Inc now owns 6,698 shares of the semiconductor company’s stock valued at $564,000 after purchasing an additional 140 shares during the last quarter.
About Entegris (Get 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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Wall Street analysts expect Entegris (ENTG - Free Report) to post quarterly earnings of $0.75 per share in its upcoming report, which indicates a year-over-year increase of 11.9%. Revenues are expected to be $807.25 million, up 4.4% from the year-ago quarter.
The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
That said, let's delve into the average estimates of some Entegris metrics that Wall Street analysts commonly model and monitor.
The combined assessment of analysts suggests that 'Net Sales- Materials Solutions (MS)' will likely reach $359.79 million. The estimate indicates a change of +5.4% from the prior-year quarter.
The collective assessment of analysts points to an estimated 'Net Sales- Advanced Purity Solutions (APS)' of $450.95 million. The estimate points to a change of +3.9% from the year-ago quarter.
The consensus estimate for 'Adjusted segment profit- Materials Solutions (MS)' stands at $81.97 million. The estimate is in contrast to the year-ago figure of $75.10 million.
Analysts forecast 'Adjusted segment profit- Advanced Purity Solutions (APS)' to reach $115.88 million. Compared to the current estimate, the company reported $110.40 million in the same quarter of the previous year.
View all Key Company Metrics for Entegris here>>>
Shares of Entegris have demonstrated returns of +23.4% over the past month compared to the Zacks S&P 500 composite's +12.2% change. With a Zacks Rank #2 (Buy), ENTG is expected to beat the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the Company’s first quarter ended March 28, 2026.
Dave Reeder, Entegris’ President and Chief Executive Officer, said: “Entegris delivered solid first quarter results, continuing our trend of disciplined execution and focused customer engagement. Revenue grew 5% year-over-year, primarily driven by increasing unit-driven volumes related to the industry’s most advanced manufacturing processes. Adjusted gross margin, adjusted EBITDA margin and non-GAAP EPS all exceeded our guidance range. Strong cash generation allowed us to reduce leverage while continuing to invest in our customers’ technology roadmaps.”
Mr. Reeder added: “Despite geopolitical tensions, the semiconductor market continues to improve, driven by accelerating AI-related demand. This momentum is reflected in strengthening order patterns across our portfolio. Entegris’ differentiated product portfolio is well positioned to capture incremental content from industry node migrations and manufacturing capacity expansions.”
Quarterly Financial Results Summary
(in millions, except percentages and per share data)
GAAP Results
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Net sales
$811.9
$773.2
$823.9
Gross margin - as a % of net sales
46.9%
46.1%
43.8%
Operating margin - as a % of net sales
17.4%
15.8%
12.7%
Net income
$92.0
$62.9
$49.4
Diluted earnings per common share
$0.60
$0.41
$0.32
Non-GAAP Results
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Adjusted gross margin - as a % of net sales
46.9%
46.1%
44.0%
Adjusted operating margin - as a % of net sales
23.6%
22.1%
21.2%
Adjusted EBITDA - as a % of net sales
27.8%
28.5%
27.7%
Diluted non-GAAP earnings per common share
$0.86
$0.67
$0.70
Second Quarter of 2026 Outlook
For the Company’s guidance for the second quarter ending June 27, 2026, the Company expects sales of $815 million to $845 million. We expect GAAP net income to be between $82 million and $94 million and diluted earnings per common share is expected to be between $0.53 and $0.61. On a non-GAAP basis, the Company expects diluted earnings per common share to range from $0.76 to $0.84, reflecting net income on a non-GAAP basis in the range of $116 million to $129 million. The Company also expects Adjusted EBITDA of approximately 27.0% to 28.0% of sales.
Segment Results
The Company currently operates in two segments:
Materials Solutions (MS): MS provides materials-based solutions, such as chemical vapor and atomic layer deposition materials, chemical mechanical planarization slurries and pads, ion implantation specialty gases, formulated etch and clean materials, and other specialty materials that enable our customers to achieve better device performance and faster time to yield, while providing for lower total cost of ownership.
Advanced Purity Solutions (APS): APS offers filtration, purification and contamination-control solutions that improve customers’ yield, device reliability and cost by ensuring the purity of critical liquid chemistries and gases and the cleanliness of wafers and other substrates used throughout semiconductor manufacturing processes, the semiconductor ecosystem and other high-technology industries.
First Quarter Results Conference Call
Entegris will hold a conference call to discuss its results for the first quarter on Thursday, April 30, 2026, at 8:00 a.m. Eastern Time. Participants should dial 833-316-1983 or +1 785-838-9310, referencing confirmation ID: ENTGQ126. Participants are asked to dial in 10 minutes prior to the start of the call. For the live webcast and replay of the call, please Click Here.
Management’s slide presentation concerning the results for the first quarter will be posted on the Investor Relations section of www.entegris.com.
About Entegris
Entegris is a leading supplier of critical advanced materials and process solutions for the semiconductor and other high-technology 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.
Non-GAAP Information
The Company’s condensed consolidated financial statements are prepared in conformity with accounting principles generally accepted in the United States (GAAP). Adjusted Net Sales, Adjusted EBITDA, Adjusted Gross Profit, Adjusted Segment Profit, Adjusted Operating Income, non-GAAP Net Income, non-GAAP Adjusted Operating Margin and diluted non-GAAP Earnings Per Common Share, together with related measures thereof, are considered “non-GAAP financial measures” under the rules and regulations of the Securities and Exchange Commission. The presentation of this financial information is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. The Company provides supplemental non-GAAP financial measures to better understand and manage its business and believes these measures provide investors and analysts additional and meaningful information for the assessment of the Company’s ongoing results. Management also uses these non-GAAP measures to assist in the evaluation of the performance of its business segments and to make operating decisions. Management believes that the Company’s non-GAAP measures help indicate the Company’s baseline performance before certain gains, losses or other charges that may not be indicative of the Company’s business or future outlook, and that non-GAAP measures offer a more consistent view of business performance. The Company believes the non-GAAP measures aid investors’ overall understanding of the Company’s results by providing a higher degree of transparency for such items and providing a level of disclosure that will help investors generally understand how management plans, measures and evaluates the Company’s business performance. Management believes that the inclusion of non-GAAP measures provides greater consistency in its financial reporting and facilitates investors’ understanding of the Company’s historical operating trends by providing an additional basis for comparisons to prior periods. The reconciliations of GAAP net sales to Adjusted Net Sales (excluding divestiture), GAAP gross profit to Adjusted Gross Profit, GAAP segment profit to Adjusted Operating Income, GAAP net income to Adjusted Operating Income and Adjusted EBITDA, GAAP net income and diluted earnings per common share to non-GAAP Net Income and diluted non-GAAP Earnings Per Common Share and GAAP outlook to non-GAAP outlook are included elsewhere in this release.
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 are based on current management expectations and assumptions only as of the date of this news release. They are not guarantees of future performance and they involve substantial risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from the results expressed in, or implied by, these forward-looking statements. These risks and uncertainties include, but are not limited to, fluctuations in the demand for semiconductors and the overall volume of semiconductor manufacturing; the impact of global economic uncertainty, including financial market volatility, which may result in lower consumer spending, inflationary pressures, a higher interest rate environment, an economic recession, and bank instability; supply chain interruptions and the Company’s dependence on sole, single, and limited source suppliers and related raw material shortages and cost increases; operational, political, legal and other risks associated with the Company’s international operations, including challenges in hiring and integrating workers in different countries, maintaining appropriate business practices across the varied jurisdictions in which we operate, and engaging and managing global, regional and local third-party service providers and risks related to geopolitical uncertainty and regional and global instabilities and hostilities, including, but not limited to, the ongoing conflicts between Ukraine and Russia, and conflicts in the Middle East, as well as the global responses thereto; export controls, economic sanctions, and similar restrictions; the concentration and consolidation of the Company’s customer base; the Company’s ability to meet rapid demand shifts; the Company’s ability to continue technological innovation and to introduce new products to meet customers’ rapidly changing requirements; manufacturing and other operational disruptions or delays; IT system failures, network disruptions, and cybersecurity risks; tariffs, additional taxes and other protectionist measures resulting from international trade disputes, strained international relations and changes in foreign and national security policy; the risks associated with the use and manufacture of hazardous materials; goodwill impairment; challenges in attracting and retaining qualified personnel; the Company’s ability to protect and enforce intellectual property rights; artificial intelligence; the Company’s environmental, social, and governance commitments; legal and regulatory risks, including changes in laws and regulations related to the environment, health and safety, accounting standards, and corporate governance, across the jurisdictions in which the Company operates; changes in taxation or adverse tax rulings; the ability to obtain government incentives and the possibility that competitors will benefit from government incentives for which the Company does not qualify; the amount and consequences of the Company’s indebtedness, the Company’s ability to repay its debt and to obtain future financing, and the Company’s obligations under its current outstanding credit facilities; volatility in the Company’s stock price; the payment of cash dividends and the adoption of future share repurchase programs; the Company’s ability to effectively implement any organizational changes; substantial competition; the Company’s ability to identify, complete and integrate acquisitions, joint ventures, divestitures or other similar transactions; the impacts of climate change; and other matters. These risks and uncertainties also include, but are not limited to, 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, the Company undertakes no obligation to update any forward-looking statements or information contained herein, which speak as of their respective dates.
Entegris, Inc. and Subsidiaries
Condensed Consolidated Statements of Operations
(In millions, except per share data)
(Unaudited)
Three months ended
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Net sales
$811.9
$773.2
$823.9
Cost of sales
431.1
416.7
463.3
Gross profit
380.8
356.5
360.6
Selling, general and administrative expenses
117.6
103.3
130.4
Engineering, research and development expenses
75.3
84.8
79.0
Amortization of intangible assets
46.3
46.1
46.3
Operating income
141.6
122.3
104.9
Interest expense, net
47.0
49.6
45.7
Other expense, net
1.4
1.3
4.1
Income before income tax expense
93.2
71.4
55.1
Income tax expense
1.0
8.2
5.5
Equity in net loss of affiliates
0.2
0.3
0.2
Net income
$92.0
$62.9
$49.4
Basic earnings per common share
$0.60
$0.42
$0.33
Diluted earnings per common share
$0.60
$0.41
$0.32
Weighted average shares outstanding:
Basic
152.3
151.4
151.9
Diluted
153.2
152.0
152.5
Entegris, Inc. and Subsidiaries
Condensed Consolidated Balance Sheets
(In millions)
(Unaudited)
Mar 28, 2026
Dec 31, 2025
ASSETS
Current assets:
Cash and cash equivalents
$442.7
$360.4
Trade accounts and notes receivable, net
529.5
458.7
Inventories, net
644.4
643.2
Deferred tax charges and refundable income taxes
29.0
35.1
Other current assets
140.4
140.8
Total current assets
1,786.0
1,638.2
Property, plant and equipment, net
1,636.6
1,636.1
Right-of-use assets
116.5
108.7
Goodwill
3,947.6
3,946.7
Intangible assets, net
860.7
906.9
Deferred tax assets and other noncurrent tax assets
110.0
91.6
Other noncurrent assets
17.7
22.3
Total assets
$8,475.1
$8,350.5
LIABILITIES AND EQUITY
Current liabilities
Accounts payable
$209.0
$171.5
Accrued liabilities
255.9
234.7
Income taxes payable
90.7
82.4
Total current liabilities
555.6
488.6
Long-term debt
3,651.2
3,697.6
Long-term lease liabilities
106.3
98.6
Other liabilities
112.8
112.3
Shareholders’ equity
4,049.2
3,953.4
Total liabilities and equity
$8,475.1
$8,350.5
Entegris, Inc. and Subsidiaries
Condensed Consolidated Statements of Cash Flows
(In millions)
(Unaudited)
Three months ended
Mar 28, 2026
Mar 29, 2025
Operating activities:
Net income
$92.0
$62.9
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation
34.1
49.9
Amortization
46.3
46.1
Share-based compensation expense
16.7
13.4
Provision for deferred income taxes
(18.5)
(16.2)
Other
20.2
19.2
Changes in operating assets and liabilities:
Trade accounts and notes receivable
(72.1)
(1.5)
Inventories
(15.3)
(45.2)
Accounts payable and accrued liabilities
63.8
9.6
Income taxes payable and refundable income taxes
14.4
5.6
Other
1.4
(3.4)
Net cash provided by operating activities
183.0
140.4
Investing activities:
Acquisition of property, plant and equipment
(41.5)
(108.0)
Proceeds from government incentives
2.0
—
Other
1.1
(0.3)
Net cash used in investing activities
(38.4)
(108.3)
Financing activities:
Proceeds from debt
65.0
180.0
Payments of debt
(115.0)
(180.0)
Payments for dividends
(15.4)
(15.4)
Issuance of common stock
14.3
1.4
Taxes paid related to net share settlement of equity awards
(10.1)
(8.0)
Other
(0.4)
(0.4)
Net cash used in financing activities
(61.6)
(22.4)
Effect of exchange rate changes on cash and cash equivalents
(0.7)
2.0
Increase in cash and cash equivalents
82.3
11.7
Cash and cash equivalents at beginning of period
360.4
329.2
Cash and cash equivalents at end of period
$442.7
$340.9
Entegris, Inc. and Subsidiaries
Segment Information
(In millions)
(Unaudited)
Three months ended
Net sales
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Materials Solutions
$351.1
$341.4
$361.8
Advanced Purity Solutions
463.6
433.9
464.5
Inter-segment elimination
(2.8)
(2.1)
(2.4)
Total net sales
$811.9
$773.2
$823.9
Three months ended
Segment profit
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Materials Solutions
$75.9
$75.0
$63.9
Advanced Purity Solutions
133.6
108.1
104.2
Total segment profit
209.5
183.1
168.1
Amortization of intangibles
(46.3)
(46.1)
(46.3)
Unallocated expenses
(21.6)
(14.7)
(16.9)
Total operating income
$141.6
$122.3
$104.9
Entegris, Inc. and Subsidiaries
Reconciliation of GAAP Gross Profit to Adjusted Gross Profit
(In millions)
(Unaudited)
Three months ended
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Net sales
$811.9
$773.2
$823.9
Gross profit-GAAP
$380.8
$356.5
$360.6
Adjustments to gross profit:
Restructuring costs (1)
0.3
0.2
1.7
Adjusted gross profit
$381.1
$356.7
$362.3
Gross margin - as a % of net sales
46.9 %
46.1 %
43.8 %
Adjusted gross margin - as a % of net sales
46.9 %
46.1 %
44.0 %
(1) Restructuring charges resulting from discrete cost saving initiatives inclusive of employee termination benefit and contract termination costs, primarily related to (i) an internal reorganization, combining two complementary divisions into one and realigning our customer facing organization and (ii) workforce reductions and contract termination costs.
Entegris, Inc. and Subsidiaries
Reconciliation of GAAP Segment Profit to Adjusted Operating Income
(In millions)
(Unaudited)
Three months ended
Adjusted segment profit
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
MS segment profit
$75.9
$75.0
$63.9
Restructuring costs (1)
1.2
0.1
0.9
Loss on sale of business (2)
—
—
10.9
MS adjusted segment profit
$77.1
$75.1
$75.7
APS segment profit
$133.6
$108.1
$104.2
Restructuring costs (1)
1.5
2.3
10.8
APS adjusted segment profit
$135.1
$110.4
$115.0
Unallocated general and administrative expenses
$21.6
$14.7
$16.9
Less: unallocated restructuring costs (1)
(1.4)
—
(0.6)
Adjusted unallocated general and administrative expenses
$20.2
$14.7
$16.3
Total adjusted segment profit
$212.2
$185.5
$190.7
Less: adjusted unallocated general and administrative expenses
(20.2)
(14.7)
(16.3)
Total adjusted operating income
$192.0
$170.8
$174.4
(1) Restructuring charges resulting from discrete cost saving initiatives inclusive of employee termination benefit and contract termination costs, primarily related to (i) an internal reorganization, combining two complementary divisions into one and realigning our customer facing organization and (ii) workforce reductions and contract termination costs.
(2) Non-recurring net loss from the sale of a small, industrial specialty chemicals business.
Entegris, Inc. and Subsidiaries
Reconciliation of GAAP Net Income to Adjusted Operating Income and Adjusted EBITDA
(In millions)
(Unaudited)
Three months ended
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
Net sales
$811.9
$773.2
$823.9
Net income
$92.0
$62.9
$49.4
Net income - as a % of net sales
11.3%
8.1%
6.0%
Adjustments to net income:
Equity in net loss of affiliates
0.2
0.3
0.2
Income tax expense
1.0
8.2
5.5
Interest expense, net
47.0
49.6
45.7
Other expense, net
1.4
1.3
4.1
GAAP - Operating income
141.6
122.3
104.9
Operating margin - as a % of net sales
17.4%
15.8%
12.7%
Restructuring costs (1)
4.1
2.4
12.3
Loss on sale of business (2)
—
—
10.9
Amortization of intangible assets (3)
46.3
46.1
46.3
Adjusted operating income
192.0
170.8
174.4
Adjusted operating margin - as a % of net sales
23.6%
22.1%
21.2%
Depreciation
34.1
49.9
53.7
Adjusted EBITDA
$226.1
$220.7
$228.1
Adjusted EBITDA - as a % of net sales
27.8%
28.5%
27.7%
(1) Restructuring charges resulting from discrete cost saving initiatives inclusive of employee termination benefit and contract termination costs, primarily related to (i) an internal reorganization, combining two complementary divisions into one and realigning our customer facing organization and (ii) workforce reductions, contract termination costs.
(2 )Non-recurring net loss from the sale of a small, industrial specialty chemicals business.
(3) Non-cash amortization expense associated with intangibles acquired in acquisitions.
Entegris, Inc. and Subsidiaries
Reconciliation of GAAP Net Income and Diluted Earnings per Common Share to Non-GAAP Net Income and Diluted Non-GAAP Earnings per Common Share
(In millions, except per share data)
(Unaudited)
Three months ended
Mar 28, 2026
Mar 29, 2025
Dec 31, 2025
GAAP net income
$92.0
$62.9
$49.4
Adjustments to net income:
Restructuring costs (1)
4.1
2.4
12.3
Loss on extinguishment of debt (2)
0.5
—
1.5
Loss on sale of business (3)
—
—
10.9
Amortization of intangible assets (4)
46.3
46.1
46.3
Tax effect of adjustments to net income and discrete tax items (5)
(10.4)
(9.9)
(13.9)
Non-GAAP net income
$132.5
$101.5
$106.5
Diluted earnings per common share
$0.60
$0.41
$0.32
Effect of adjustments to net income
$0.26
$0.25
$0.37
Diluted non-GAAP earnings per common share
$0.86
$0.67
$0.70
Diluted weighted averages shares outstanding
153.2
152.0
152.5
(1) Restructuring charges resulting from discrete cost saving initiatives inclusive of employee termination benefit and contract termination costs, primarily related to (i) an internal reorganization, combining two complementary divisions into one and realigning our customer facing organization and (ii) workforce reductions and contract termination costs.
(2) Loss on extinguishment of debt of our Term Loan Facility in 2025 and 2026.
(3) Non-recurring net loss from the sale of a small, industrial specialty chemicals business.
(4) Non-cash amortization expense associated with intangibles acquired in acquisitions.
(5) The tax effect of pre-tax adjustments to net income was calculated using the applicable marginal tax rate for each respective year.
Entegris, Inc. and Subsidiaries
Reconciliation of GAAP Outlook to Non-GAAP Outlook *
(In millions, except per share data)
(Unaudited)
Second Quarter Outlook
Reconciliation GAAP Operating Margin to non-GAAP Operating Margin and Adjusted EBITDA Margin
June 27, 2026
Net sales
$815 - $845
GAAP - Operating income
$139 - $155
Operating margin - as a % of net sales
17.1% - 18.4%
Amortization of intangible assets
46
Adjusted operating income
$185 - $201
Adjusted operating margin - as a % of net sales
22.7% - 23.8%
Depreciation
35
Adjusted EBITDA
$220 - $236
Adjusted EBITDA - as a % of net sales
27.0% - 28.0%
Second Quarter Outlook
Reconciliation GAAP net income to non-GAAP net income
June 27, 2026
GAAP net income
$82 - $94
Adjustments to net income:
Amortization of intangible assets
46
Income tax effect
(11)
Non-GAAP net income
$116 - $129
Second Quarter Outlook
Reconciliation GAAP diluted earnings per share to non-GAAP diluted earnings per share
June 27, 2026
Diluted earnings per common share
$0.53 - $0.61
Adjustments to earnings per share:
Amortization of intangible assets
0.30
Income tax effect
(0.07)
Diluted non-GAAP earnings per common share
$0.76 - $0.84
*As a result of displaying amounts in millions, rounding differences may exist in the tables.
Mr. Nagesh Brings Extensive Financial and Corporate Strategy and Development Experience in the Semiconductor Industry
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 the appointment of Sukhi Nagesh as the Company’s Chief Financial Officer (“CFO”), effective May 18, 2026.
Mr. Nagesh has nearly 30 years of leadership experience in finance, investor relations, and corporate strategy and development roles at semiconductor and technology companies. He joins Entegris from Nielsen where he currently serves as Head of Corporate Development and M&A, responsible for leading M&A strategy, planning and execution. Previously, Mr. Nagesh served as Vice President of Corporate Development, Strategy and Investor Relations at GlobalFoundries, a leading manufacturer of semiconductors. There, he supported the company’s landmark IPO, managed investor and analyst communications, executed major strategic transactions and partnered cross‑functionally to drive transformation and growth. Mr. Nagesh also previously served in various leadership roles of increasing responsibility across finance, investor relations and corporate development at Marvell Technology, a leading semiconductor solutions company, as well as in engineering and managerial roles at other semiconductor leaders, including Applied Materials, Brooks Automation and Asyst Technologies.
“Having worked closely with Sukhi in the past, I am intimately familiar with his financial acumen, results-driven mindset and deep understanding of our industry,” said Dave Reeder, Entegris’ President and Chief Executive Officer. “His appointment follows a rigorous search process, and I am confident that Sukhi is an excellent fit for the CFO role. His industry experience and track record of disciplined execution and value creation will be instrumental as we continue to drive operational excellence and build on Entegris’ strong foundation for the future.”
“Entegris is an established industry leader, and I am excited to join this world-class organization at such a pivotal time for the Company,” said Mr. Nagesh. “I have long admired Entegris’ science-based solutions and leading innovation capabilities, and I am excited about the opportunities ahead. I look forward to partnering with Dave and the entire leadership team to continue driving growth and delivering value for all Entegris stakeholders.”
Mike Sauer, who has served as Interim CFO since March 1, 2026, will continue in his role as VP, Chief Accounting Officer.
Mr. Reeder continued, “I would also like to thank Mike for his partnership as he seamlessly stepped into the Interim CFO role during the search process. I look forward to continuing to work closely with him as he continues in his role as CAO.”
ABOUT ENTEGRIS
Entegris is a leading supplier of 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.
The London Company Large Cap portfolio returned 2.6% (2.4% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. Entegris was a top contributor, benefiting from improving fab utilization and accelerating AI-driven semiconductor demand. Visa underperformed on weaker consumer confidence, lower spending expectations, and additional pressure that AI could pressure moats in payment businesses.
Key Takeaways Entegris benefits from higher "content per wafer" as AI-driven node shifts increase process complexity.ENTG Q1'26 sales rose 5% to $811.9M as liquid filtration posted a third straight record quarter.Entegris expects stronger 2026 capex-linked revenue as fab construction and tool ramps progress. Entegris, Inc. (ENTG - Free Report) sits in the flow of artificial intelligence-driven node migration, where each new process step raises the penalty for contamination and pushes fabs toward tighter purity control. That dynamic can make consumables demand feel steadier because it tracks wafer starts and process complexity, not just equipment spending.
With node transitions increasing “content per wafer,” Entegris is trying to capture more materials intensity in critical steps. The company’s positioning in filtration, selective etch, chemical mechanical planarization, and advanced deposition is central to that playbook.
ENTG’s AI-Linked Node Migration TailwindsAs semiconductors move to more advanced nodes, manufacturers typically add process steps and tighten purity specifications. That combination increases materials intensity and supports higher “content per wafer” in areas like liquid filtration, selective etch, chemical mechanical planarization, and advanced deposition.
For Entegris, the implication is that consumables can grow on unit-driven demand even when parts of the capital spending cycle remain uneven. More complex material systems and tighter contamination control requirements tend to pull its portfolio deeper into day-to-day wafer processing.
Entegris Portfolio Ties to Deposition, CMP, and EtchEntegris operates through two segments that are designed to work together across the most contamination-sensitive steps. Materials Solutions provides materials-based offerings that include chemical vapor and atomic layer deposition precursors, chemical mechanical planarization slurries and pads, ion implantation specialty gases, and formulated etch and clean chemistries.
Advanced Purity Solutions focuses on filtration, purification, and contamination-control solutions for critical liquid chemistries and gases, along with solutions intended to preserve wafer and substrate cleanliness across processes. Management highlights a co-optimized approach that links the two segments across deposition, chemical mechanical planarization, and post-chemical mechanical planarization modules.
ENTG’s Q1’26 Shows Volume-Driven MomentumFirst-quarter 2026 results reinforced the consumables thesis with mid-single-digit sales growth and improved profitability. Net sales rose 5% year over year to $811.9 million, while gross margin expanded to 46.9% from 46.1%.
Management cited unit-driven revenues rising about 7% year over year, supported by growth in liquid filtration, advanced deposition, and selective etch. Liquid filtration delivered its third consecutive record quarter, a notable proof point for recurring demand tied to process intensity.
Segment performance supported that view. Advanced Purity Solutions net sales increased 6.8% year over year to $463.6 million on strength in liquid filtration and FOUPs, while Materials Solutions revenue rose 2.8% to $351.1 million, reflecting demand in advanced deposition materials, selective etch, and chemical mechanical planarization consumables.
Entegris Exposure Mix Skews to Advanced DemandManagement framed revenue exposure as weighted to the industry’s highest materials-intensity nodes. Advanced logic represents about 40% of revenues, while memory contributes about 30%, with leading-edge compute demand driving capacity investments.
That mix matters because it ties Entegris to sub-5-nanometer transitions where tighter contamination control and more complex material systems raise content per wafer. Management also expects a more meaningful 2-nanometer production ramp-up in 2026, which would further reinforce demand for plan-of-record positions in filtration, chemical mechanical planarization, and advanced materials.
ENTG’s Memory Angle: DRAM Resilient, NAND LaterWithin memory, management characterized dynamic random-access memory as structurally supported by artificial intelligence workloads. That framing suggests continued pull for high-purity materials and contamination control as capacity and process requirements rise.
By contrast, NAND is expected to improve later in 2026. Management also pointed to layer scaling as a driver of incremental content, which can expand the consumables opportunity as complexity builds.
Entegris CapEx Link Adds a Second Growth LeverBeyond consumables, Entegris has a meaningful lever tied to industry capital expenditures. About 25% of revenue is linked to capital spending, split roughly two-thirds toward fab construction and one-third toward wafer fab equipment.
Management said capital expenditure-driven revenues declined modestly year over year in the first quarter of 2026, influenced by prior-year order timing, but expects this revenue stream to increase as 2026 progresses. The company also outlined a staged benefit pattern as construction activity is followed by tool qualification and then unit-driven ramp-ups, potentially broadening growth beyond consumables.
ENTG Risks: Mixed Mainstream Logic and Execution NoiseThe offset is that not every part of the cycle is clean. Management described mainstream logic as mixed, citing utilization in the mid-70% to 80% range and calling demand a “put and take” between consumer sensitivity and artificial intelligence-related strength. That backdrop can keep quarterly patterns uneven.
Execution is another swing factor. Footprint optimization actions can introduce temporary costs tied to staffing, ramp, and plant-level variability, which may make margin progression less linear even as volumes recover. Concentration and currency exposure add noise as well, given a geographically weighted sales base and meaningful customer concentration.
Entegris Bottom Line for InvestorsEntegris enters the next phase of the cycle with a unit-driven consumables model that benefits from higher content per wafer at advanced nodes, plus a capital expenditure-linked lever that management expects to build through 2026.
Through 2026, the key markers are whether Materials Solutions trends track management’s mid- to high-single-digit expectations, whether record liquid filtration performance holds, and whether capital expenditure revenues visibly inflect as the year progresses. Investors should also keep an eye on sensitivity to product mix and cycle timing as mainstream logic remains uneven and execution actions move through the network.
Entegris operates within the semiconductor materials and process solutions sector, with key peers and competitors including Lam Research Corporation (LRCX - Free Report) and Onto Innovation Inc. (ONTO - Free Report) . These companies are similarly focused on advanced manufacturing, specialized chemicals, and contamination control for high-tech industries.
Entegris currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Entegris targets mid- to high-single-digit MSI growth through 2026; Q1 unit-driven revenue rose ~7%.Entegris expects capex-linked revenue to rise through 2026, broadening growth beyond consumables.Entegris cites Asia-heavy sales and Samsung over 10% of 2025 revenue, plus tighter China export controls. Entegris, Inc. (ENTG - Free Report) is positioned at the intersection of rising materials intensity and artificial intelligence (AI)-led node migrations. Management is looking for a steadier recovery in unit-driven consumables, with an additional lift from capital spending as the year progresses. The question for investors is whether those two engines can line up in 2026 and widen the growth mix.
That setup also comes with real swing factors, including project timing, geographic exposure and customer concentration.
ENTG’s 2026 Setup: MSI Growth and CapEx InflectionManagement expects mid- to high-single-digit market share index growth through 2026, supported by tighter purity requirements and higher content per wafer across parts of its portfolio. In the first quarter of 2026, unit-driven revenues rose about 7% year over year, with strength in liquid filtration, advanced deposition and selective etch.
The other lever is capital spending. About 25% of revenue is tied to industry capital expenditures, split roughly two-thirds to fab construction and one-third to wafer fab equipment. Management expects capital expenditure-related revenues to rise through the remainder of 2026, which could broaden growth beyond the consumables base.
Entegris Sees a Multi-Wave Benefit From New FabsManagement frames new-fab opportunities as arriving in stages. The first wave is construction activity. The second is tool qualification. The third is unit-driven ramp-ups as production scales.
That sequencing matters because it can change the revenue mix over time. Early stages lean into construction-linked demand, while later stages reinforce the recurring model as wafer volumes climb and process complexity increases. If schedules hold, Entegris can participate across multiple spending streams rather than relying primarily on consumables.
ENTG’s 2nm Ramp and AI Compute Drive InvestmentsManagement described demand in leading-edge compute as a driver of capacity investments and pointed to a more meaningful 2-nanometer production ramp-up in 2026. That matters for Entegris because advanced-node transitions typically add process steps and tighten contamination tolerances, which can lift content per wafer across filtration, chemical mechanical planarization and advanced materials.
This is also where the broader industry backdrop comes into view. For example, FormFactor, Inc. (FORM - Free Report) and Lattice Semiconductor Corporation (LSCC - Free Report) sit within the same Zacks Electronics – Semiconductors peer set and carry a Zacks Rank #1 (Strong Buy). While their end-markets differ from Entegris, their favorable ranks underscore a constructive tone across pockets of the semiconductor complex that are exposed to high-value, advanced-technology demand.
Entegris Facilities Lines Can Swing With Project TimingThe flip side of capital expenditure exposure is unevenness. The portion of Advanced Purity Solutions tied to facilities build-outs can be lumpy because it depends on fab construction cadence and project timing. Management said capital expenditure-driven revenues were down modestly year over year in the first quarter of 2026, largely due to prior-year pull-ins tied to tariff-related timing.
Even with management expecting capital expenditure revenues to increase through 2026, the benefits can slip if groundbreaking, tool placement or qualification schedules move. That makes timing slippage a real variability factor for quarterly growth and for the mix between consumables and capital expenditure-linked lines.
ENTG Geographic Mix Raises Policy and FX SensitivityEntegris’ sales mix is heavily weighted to Asia Pacific, which accounted for about 79% of total sales in 2025. In the first quarter of 2026, Taiwan and China together were roughly in the mid-40% range of sales, increasing sensitivity to regional demand shifts and policy changes.
Management has already cited that expanded export controls have reduced the ability to sell into China. On top of that, the company’s meaningful international revenue base adds foreign exchange exposure that can move reported results independent of underlying demand.
Entegris Customer Concentration Adds Another VariableCustomer concentration is another moving part. One customer, Samsung Electronics, represented more than 10% of sales in 2025.
That level of concentration can amplify the impact of customer-level demand shifts, particularly during periods when mainstream logic remains mixed and broader industry utilization is still in flux.
ENTG Capacity Additions Aim To Improve AbsorptionManagement continues to point to recent facility investments as a path to higher throughput without a comparable step-up in capital intensity. New facilities in Taiwan and Colorado are ramping, and management expects these assets to support incremental revenues as volumes rise.
For 2026, management expects capital expenditures of about $250 million and guided depreciation at roughly $35 million per quarter, signaling moderation versus the prior build phase. As utilization improves, higher absorption can support margin expansion, reinforcing operating leverage if execution remains steady.
Entegris What To Monitor Through 2026The first signpost is whether capital expenditure-related revenues are accelerating through the year, as management expects, after the modest year-over-year decline in the first quarter. Investors should also watch whether footprint actions stay operationally quiet, since execution noise can affect mix and margin progression.
Balance sheet progress remains important. Management reported net leverage of 3.6X at the end of the first quarter and guided toward approximately 3X by the end of 2026, supported by stronger free cash flow. Finally, sustained strength in liquid filtration matters, given that it posted a third consecutive record quarter and reflects rising materials intensity as advanced-node demand builds.
Entegris currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
