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Key Takeaways SLM stock dropped 7.6% after management raised concerns about charge-offs.Sallie Mae said that certain debt resolution practices are contributing to elevated charge-offs.SLM is shifting toward internal recovery efforts and enhancing borrower outreach programs. Shares of SLM Corporation (SLM - Free Report) lost 7.6% during yesterday's trading session after management raised concerns about elevated charge-offs and the potential impact on recoveries at the Morgan Stanley U.S. Financials Conference.

Details & Impact of SLM’s Charge-Off and Recovery ConcernsAt the conference, Peter Graham, co-president and chief financial officer, stated that a small segment of borrowers with strong credit profiles has been contributing disproportionately to recent charge-offs. The company attributed the trend to certain third-party debt-resolution practices and emphasized that it does not reflect broader deterioration in portfolio credit quality.

According to Graham, the trend became evident as borrowers from the November 2025 repayment wave entered repayment earlier this year.

Following an internal review, Sallie Mae identified certain third-party debt-resolution firms in the debt management space that market products as private student loan refinancing solutions. The company indicated that these firms subsequently negotiate discounted settlements through SLM’s recovery channels after borrowers enter default.

Management believes these practices are influencing repayment behavior among certain borrowers and contributing to elevated charge-offs. Although the issue was concentrated in a limited segment of the portfolio, it had a meaningful impact on charge-offs. As of April 2026, the affected segment accounted for 6.4% of the company's gross charge-offs.

Image Source: SLM Corporation

SLM also stated that borrowers may not fully understand the long-term consequences of such arrangements, including potential damage to credit scores and tax implications associated with forgiven debt.

SLM's Efforts to Navigate Debt Resolution PracticesTo address the issue, Sallie Mae terminated certain recovery-sale contracts and adjusted its settlement and recovery processes. The company is temporarily reducing its reliance on external recovery channels and shifting toward internally managed recovery strategies while it evaluates the evolving landscape.

In addition, SLM has increased outreach to borrowers showing signs of disengagement and is offering temporary loan modification programs to select borrowers in early-stage delinquency. Management believes these actions will help keep borrowers engaged and limit exposure to practices that may contribute to unnecessary defaults.

The company expects these actions to have a near-term impact on recovery activity. Management stated that if normal recovery-sale practices are not resumed before the end of 2026, full-year net charge-offs could increase by approximately $25 million.

However, Sallie Mae noted that internally managed recovery efforts have historically generated higher net present value than selling charged-off loans through recovery-sale channels. Although this approach delays the timing of recoveries, the company expects it to result in better recovery outcomes over the long run.

Our Take on SLMThe actions undertaken by Sallie Mae underscore its commitment to maintaining disciplined credit performance and supporting borrowers throughout the repayment cycle. While the potential near-term impact on recoveries remains a concern, the company's proactive efforts to strengthen internally managed recovery processes and enhance borrower engagement are expected to support long-term credit performance.

The company’s shares have gained 4.5% in the past three months compared with the industry’s 6% growth.

Image Source: Zacks Investment Research

SLM’s Zacks Rank and Key PicksSLM presently carries a Zacks Rank #3 (Hold).

Some better-ranked peers of SLM are Prog Holdings, Inc. (PRG - Free Report) and Encore Capital Group, Inc. (ECPG - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.

Estimates for PRG’s current-year earnings have been revised 12.2% upward in the past 60 days. The company’s shares have jumped 26.7% in the past three months.

Estimates for ECPG’s current-year earnings have been revised 7.4% north in the past two months. The company’s shares have gained 19.7% in the past three months.

Insulet Corporation (PODD) Presents at Bank of America Global Healthcare Conference 2026 Transcript

ACTON, Mass.--(BUSINESS WIRE)--Insulet Corporation, Inc. (NASDAQ: PODD) (“Insulet” or the “Company”) today announced a voluntary Medical Device Correction for specific lots of Omnipod® 5, Omnipod DASH®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.

This action is separate from the voluntary Medical Device Correction issued on March 12, 2026 affecting certain Omnipod 5 Pods in the U.S. and includes certain Pod lots distributed in the U.S. and affected international markets. Pods not included in the affected lots remain safe to use.

Insulet identified that some Pods from specific lots may have a small tear in the tubing (cannula) just above the skin, between the Pod and the point where the cannula enters the body. If this occurs, insulin may leak outside of the Pod instead of being fully delivered into the body as intended, potentially leading to under-delivery of insulin.

Individuals using an affected Pod may notice wetness on their skin or Pod adhesive or detect the smell of insulin. However, in some cases, this issue may be difficult to detect and go unnoticed.

If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment and can be life-threatening if not treated.

Approximately 7 million Pods are included within the scope of this action, approximately 60% of which have been consumed or are expired. The Pods affected by this correction represent approximately 8.5% of 2025 global Omnipod Pod production. Globally, there have been 24 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. There have been no deaths reported.

This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings.

The issue was identified through the Company’s ongoing product monitoring.

Insulet has identified the cause of this manufacturing issue and implemented corrective actions designed to prevent recurrence. In addition, the Company has further strengthened its in-process monitoring and quality controls designed to detect cannula tears of this nature.

Insulet is communicating proactively with affected customers and providing clear instructions to help them identify affected lots, discontinue use of impacted Pods, and obtain replacement Pods at no cost. The Company has sufficient supply available to replace affected Pods and does not anticipate any disruption to product availability.

The U.S. Food and Drug Administration (FDA) and all other relevant regulatory authorities have been notified of this action.

Important Information for Omnipod Pod Users
Customers should visit Check Pod Lot to confirm whether their Pod lot number is included in this voluntary Medical Device Correction and request replacement Pods at no cost. A full list of affected lots is available on this site.

If a Pod from an affected lot is currently in use, customers should discontinue use and replace it with a Pod from an unaffected lot.

Customers in the U.S. who have questions or need assistance may contact Insulet Product Support at 1-800-641-2049 (available 24/7) or use the live agent chat at www.omnipod.com/current-podders.

Customers outside the U.S. should visit www.omnipod.com and click the banner at the top of the page for more information.

Forward-Looking Statement:
This press release includes certain forward-looking statements within the meaning of the Private Litigation Securities Reform Act of 1995, as amended. Forward-looking statements relate to future events, including statements concerning the Company’s plans or expectations regarding any voluntary medical device correction and effects of any voluntary medical device correction on the Company’s business, operations, and financial performance or guidance, and involve known and unknown risks, uncertainties and other factors, many of which are beyond the Company’s control, that may cause the actual results, performance or achievements of the Company to be materially different from its current expectations, assumptions, plans, guidance, estimates and projections, including (but not limited to) the financial, operational, and reputational impact and costs of any voluntary medical device correction, future actions by the FDA and other regulatory bodies, the possibility that any voluntary medical device correction could subject the Company to disputes, claims or proceedings that may adversely affect its business and financial operation and other factors detailed from time to time in the Company’s reports filed with the Securities and Exchange Commission, including those discussed under “Risk Factors” in the Company’s Form 10-K for the year ended December 31, 2025. The Company encourages you to consider all of these risks, uncertainties and other factors carefully in evaluating the forward-looking statements contained in this press release. The forward-looking statements made in this press release are made only as of the date of this press release, and the Company undertakes no obligation to update them to reflect subsequent events or circumstances except as required by applicable law.

Key Takeaways PODD posted Q1 revenue $761.7M ( 33.9% y/y) and adjusted EPS $1.42 ( 39.7%). Insulet lifted 2026 constant-currency revenue growth outlook to 21%-23% with ~100 bps margin lift. PODD's Omnipod 5 is in 19 markets; international Omnipod revenue seen up 26%-28% on starts and mix. Insulet Corporation (PODD - Free Report) is leaning on Omnipod 5 momentum to open 2026 with a faster growth profile than most medical products peers. Demand across Type 1 diabetes and early Type 2 diabetes is the key driver, supported by a recurring pod model that naturally scales with usage. 

With broad pharmacy access helping reach more patients, execution now hinges on product upgrades, international expansion and disciplined spending. Investors also have to weigh near-term quality, cost and reimbursement risks that can shape results over the next few quarters. 

In the past year, Insulet’s shares have plunged roughly 53% compared with the industry’s decline of 28.8%. 

Image Source: Zacks Investment Research

Insulet’s Q1 Beat and Higher 2026 Growth OutlookFirst-quarter 2026 results came in ahead of expectations. Revenue reached $761.7 million, up 33.9% year over year, and up 30.1% in constant currency. Adjusted earnings per share were $1.42, up 39.7% from the prior-year quarter. 

Both the top and bottom lines cleared consensus, with the revenue surprise at 4.6% and the adjusted earnings per share surprise at roughly 24.8%. 

After the quarter, management raised full-year 2026 constant-currency revenue growth guidance to 21% to 23%. The company continues to target roughly 100 basis points of adjusted operating margin expansion, signaling an intent to grow while still capturing scale benefits. 

Estimates for PODD Heading NorthThe Zacks Consensus Estimate for Insulet’s 2026 sales and EPS implies a year-over-year improvement of 22.4% and 29.4%, respectively. The bottom-line estimates have moved northward in the past 60 days.

Image Source: Zacks Investment Research

PODD Upgrades Add 100 mg/dL Target, Libre 3 PlusA near-term catalyst is the latest Omnipod 5 algorithm update. The enhancement adds a new 100 mg/dL target glucose option, giving users another way to personalize automated insulin delivery settings. 

On sensor connectivity, Insulet completed a limited U.S. launch of Omnipod 5 integrated with Abbott Laboratories (ABT) FreeStyle Libre 3 Plus. A broader rollout of Libre 3 Plus integration is planned in the coming weeks, expanding sensor choice within the Omnipod 5 ecosystem. 

Insulet Expands Internationally as Omnipod 5 Hits 19 MarketsInternational growth remains an important lever in 2026. Management highlighted that global customer base growth was nearly 25% year over year, supported by higher new customer starts and retention trends similar to the prior year. 

Outside the United States, growth is being driven by new customer starts and conversions from Omnipod DASH to Omnipod 5. Omnipod 5 is now available in 19 countries, while Omnipod products are available overall in 25 countries. 

The outlook reflects that momentum. Management expects international Omnipod revenue is projected to increase 26% to 28%, supported by both volume expansion and mix benefits. 

Insulet’s Margin Plan Meets Correction and Cost RisksInvestors also need to balance the growth narrative with near-term risks. In March 2026, Insulet issued a voluntary medical device correction for certain lots of Omnipod 5 pods and accrued an estimated $11.7 million liability in the quarter. Management estimates total correction and related costs of about $30 million, with more than half expected in 2026 and the remainder in 2027 due to incremental manual inspections until automation is implemented. 

Product transitions and supply-chain variability can also pressure gross margin. Management cited incremental raw material and shipping costs tied to the ongoing conflict in the Middle East as an offset to its 2026 margin outlook. 

Large diabetes technology peers like Medtronic PLC (MDT - Free Report) and DexCom, Inc. (DXCM - Free Report) add to the competitive backdrop as adoption expands. 

PODD Takeaways for the Next Few QuartersFor the next few quarters, investors can track three signposts. First is the pace and breadth of the broader Libre 3 Plus integration rollout and uptake of the latest Omnipod 5 algorithm update. 

Second is adoption momentum across U.S. Type 1 and Type 2 markets, alongside international new customer starts and the conversion cycle from Omnipod DASH to Omnipod 5. 

Third is progress against 2026 targets, including 21% to 23% constant-currency revenue growth and roughly 100 basis points of operating margin expansion, while monitoring correction-related costs and reimbursement friction. With a Zacks Rank #3 (Hold), execution on these signposts is likely to shape sentiment through the year. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.

The United States Court of Appeals for the Federal Circuit is seen in Washington, D.C., U.S., August 30, 2020. REUTERS/Andrew Kelly Purchase Licensing Rights, opens new tab

CompaniesWASHINGTON, May 28 (Reuters) - A U.S. appeals court on Thursday overturned a $59 million verdict ​that medical device maker Insulet (PODD.O), opens new tab won against Korean rival EOFlow (294090.KQ), opens new tab ‌for allegedly stealing trade secrets related to its insulin-pump technology.

The Washington-based U.S. Court of Appeals for the Federal Circuit reversed the verdict after finding that ​Insulet had waited too long to bring its lawsuit.

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A ​federal jury in Massachusetts had determined in 2024 that EOFlow owed $452 ⁠million in damages for misappropriating Insulet trade secrets to create ​a competitor to Insulet's Omnipod, a wearable insulin pump for diabetes ​patients. A Massachusetts judge reduced the award to $59.4 million last year.

Insulet earned $781.8 million from sales of the Omnipod, its flagship product, in 2025, according to a ​company report.

Spokespeople for Insulet did not immediately respond to a request ​for comment on the Thursday ruling. EOFlow attorney Elizabeth Prelogar called the decision "a ‌sweeping ⁠victory for our client — and for innovation."

Acton, Massachusetts-based Insulet sued EOFlow in 2023. Its lawsuit said EOFlow hired away Insulet employees in 2017 and 2018 to develop its EOPatch, an insulin device similar ​to the Omnipod.

According ​to the lawsuit, ⁠after failing for six years to design its own patch pump, EOFlow began selling an EOPatch ​that was "strikingly similar" to the Omnipod less than two ​years ⁠after using former Insulet employees' confidential information.

The Federal Circuit said the verdict could not stand based on the three-year statute of limitations for ⁠federal trade-secret ​claims. The court said Insulet should ​have known of the alleged theft in 2019, four years before it sued EOFlow.

Reporting ​by Blake Brittain in Washington; Editing by Alexia Garamflavi and Bill Berkrot

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Blake Brittain reports on intellectual property law, including patents, trademarks, copyrights and trade secrets, for Reuters Legal. He has previously written for Bloomberg Law and Thomson Reuters Practical Law and practiced as an attorney.

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Stock to Watch: Insulet (PODD - Free Report) Acton, MA-based Insulet Corporation manufactures and sells its proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. The company designed Omnipod, a small, lightweight, self-adhesive disposable tubeless device that can be worn in multiple locations, including the abdomen, hip, back of the upper arm, upper thigh or lower back.

PODD is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. PODD has a Growth Style Score of A, forecasting year-over-year earnings growth of 29.8% for the current fiscal year.

Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.17 to $6.45 per share. PODD boasts an average earnings surprise of +16.2%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, PODD should be on investors' short list.

Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced the U.S. rollout of new algorithm enhancements for the Omnipod 5 Automated Insulin Delivery (AID) System. The updates follow FDA 510(k) clearance in December 2025. Omnipod 5 is also now compatible in the U.S. with Abbott’s Libre 3 Plus sensor, expanding choice for people with diabetes.

“Delivering innovations that make diabetes management easier is at the heart of everything we do. These enhancements deliver what users tell us matters most—smarter automation, more personalization, better control, and expanded choice,” said Eric Benjamin, Insulet Executive Vice President and Chief Operating Officer. “By offering a lower target glucose option and expanding sensor compatibility, we’re helping people spend less time making decisions about diabetes and more time feeling confident, supported, and in control.”

Enhanced Omnipod 5 Algorithm Now Available in the U.S.

As the most significant algorithm advancement since its launch in 2022, the updated Omnipod 5 algorithm allows all U.S. users — new and existing — to benefit from improved automation and system performance. It adds a new 100 mg/dL Target Glucose option, providing more personalization and giving healthcare providers greater flexibility to finetune care with six settings from 100–150 mg/dL. Real-world evidence shows that lowering Target Glucose increases time in range (TIR) without a clinically meaningful rise in time below range1.

The enhanced Omnipod 5 algorithm also helps users stay in Automated Mode with fewer interruptions, even during prolonged high glucose events.

To help users benefit from the new 100 mg/dL Target Glucose as soon as possible, Insulet began shipping compatible Pods into U.S. retail channels ahead of the rollout. Omnipod 5 users will receive an over-the-air software update through their Omnipod 5 Controller or mobile app, with access to new features expanding as compatible Pods become available.

Expanded Sensor Choice with Abbott’s Libre 3 Plus Sensor Compatibility

Insulet is also rolling out U.S. compatibility between Omnipod 5 and Abbott’s Libre 3 Plus sensor with the ability for caregivers to follow patients through Abbott’s LibreLinkup app, giving users more sensor choice and making automated insulin delivery easier to start. The integration supports Insulet’s focus on building a more connected, flexible ecosystem. Additional international rollouts are planned for later this year.

More information about this news will be shared this week during the American Diabetes Association (ADA) 86th Scientific Sessions, taking place June 5 – 8, 2026 in New Orleans.

About Omnipod 5

The Omnipod 5 Automated Insulin Delivery System simplifies diabetes management demonstrating strong glycemic results, improved TIR and lower A1c, by automatically adjusting insulin delivery every five minutes and eliminating the need for multiple daily injections (MDI)2,3. The waterproof4, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a sensor and proactively corrects for highs and helps to protect against lows, day and night3,5,6. Omnipod 5 is cleared in the U.S. for people aged 2 and older with type 1 diabetes (age 2+) and aged 18 and older with type 2 diabetes (age 18+).

FreeStyle Libre Systems Important Safety Information: Product for prescription only, for Important Safety Information, please visit https://www.freestyle.abbott/us-en/safety-information.html.

1 Forlenza G, et al. Presented at: ATTD; March 19 – 22, 2025; Amsterdam, NL. Real-world data from 403 people with type 1 diabetes aged 2+ using the Omnipod 5 System who transitioned from the (150 mg/dL or 8.3 mmol/L) to (110 mg/dL or 6.1 mmol/L) Target Glucose. Each Target Glucose was used for a consecutive period of 14-90 days. Median time in range (70-180 mg/dL) (3.8-10 mmol/l) improved 11.8% (p<0.05). Median time (<70 mg/dL or <3.8 mmol/l) +0.23% (p<0.05). Real-world data from 58 people with type 2 diabetes (T2D) aged 18+ using the Omnipod 5 System who transitioned from 150 mg/dL to 110 mg/dL Target Glucose. Each Target Glucose was used for a consecutive period of 14 –90 days. Median time in range (70-180 mg/dL) improved 10.4% (p<0.05). Median time < 70 mg/dL +0.04% (non-significant). Omnipod 5 results based on users with ≥75% of days with ≥220 readings available. Data on File. RF-042025-00013

2 Wilmot EG, et al. Lancet Diabetes Endocrinol. 2026;14(4):305-316. A 13-week randomized, parallel-group clinical trial conducted among 188 participants (age 4-70) with type 1 diabetes in France, Belgium, and the U.K., comparing the safety and effectiveness of the Omnipod 5 System versus multiple daily injections with CGM.

3 Pasquel FJ, et al. JAMA Network Open (2025). Study in 305 people with T2D aged 18-75 yrs involving two weeks standard diabetes therapy followed by 13-weeks Omnipod 5 use in Automated Mode.

4 The Pod has an IP28 rating for up to 25 feet (7.6 meters) for 60 minutes. The Omnipod 5 Controller is not waterproof.

5 Sherr JL, et al. Diabetes Care (2022). Study in 80 people with T1D aged 2 - 5.9 years involving two weeks standard diabetes therapy followed by three months Omnipod 5 use in Automated Mode.

6 Brown et al. Diabetes Care (2021). Study in 240 people with T1D aged 6 - 70 years involving two weeks standard diabetes therapy followed by three months Omnipod 5 use in Automated Mode.

About Insulet Corporation:

Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information visit: insulet.com and omnipod.com.

©2026 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation in the United States of America and other various jurisdictions. All rights reserved. The sensor housing, FreeStyle, Libre, and related brand marks are marks of Abbott and used with permission. All other trademarks are the property of their respective owners.

Forward-Looking Statement:

This press release may contain forward-looking statements concerning Insulet's expectations, anticipations, intentions, beliefs, or strategies regarding the future. These forward-looking statements are based on its current expectations and beliefs concerning future developments and their potential effects on Insulet. There can be no assurance that future developments affecting Insulet will be those that it has anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond its control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, and other risks and uncertainties described in its Annual Report on Form 10-K, which was filed with the Securities and Exchange Commission on February 18, 2026 in the section entitled "Risk Factors," and in its other filings from time to time with the Securities and Exchange Commission. Should one or more of these risks or uncertainties materialize, or should any of its assumptions prove incorrect, actual results may vary materially from those projected in these forward-looking statements. Insulet undertakes no obligation to publicly update or revise any forward-looking statements.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260603466418/en/

ACTON, Mass.--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced its planned activities during the American Diabetes Association (ADA) 86th Scientific Sessions, taking place June 5 – 8, 2026 in New Orleans.

“At Insulet, we believe diabetes technology should do more and demand less from the people who rely on it every day,” said Ashley McEvoy, President and CEO of Insulet. “The data and innovations we’re sharing at ADA reflect this commitment, showing how Omnipod is advancing AID by improving outcomes, reducing disease burden, and unlocking barriers to AID adoption.”

Insulet’s presence at ADA highlights Omnipod’s latest planned innovations, supported by clinical data demonstrating the performance of its next-generation products. This follows the most significant algorithm update in the U.S. since Omnipod 5 launched in 2022. The enhanced Omnipod 5 algorithm features a lower Target Glucose setting for more time in range, updated alarm handling designed for fewer interruptions and increased time in Automated Mode, and integration with Abbott’s FreeStyle Libre 3 Plus sensor.

The Company will also share detailed information about STRIVE, EVOLUTION 3, and other milestone studies throughout ADA. STRIVE is the pivotal trial supporting the regulatory submission of the next generation Omnipod 6 Automated Insulin Delivery System. EVOLUTION 3 is the pre-pivotal study evaluating the safety and effectiveness of Insulet’s fully closed-loop system for adults with type 2 diabetes.*

Insulet is sponsoring a product theater presentation, The Omnipod Difference: Patient-Centered Simplicity and Breakthrough Algorithm Performance, on Sunday, June 7 from 10:15 – 11:00 AM CT. Speakers will include:

Dr. Sufyan Hussain, MA, MB BChir, MRCP, PhD, Diabetes and Endocrine Physician, Guy’s and St Thomas’ Hospital, Adjunct Reader in Diabetes, King’s College London Dr. Gregory Forlenza, MD, MS, Associate Professor of Pediatrics & Director of Pediatric Diabetes Technology Research H. Peter Chase, MD Endowed Chair, Barbara Davis Center for Diabetes, University of Colorado Anschutz Medical Campus. Dr. Trang Ly, MBBS, FRACP, PhD, Senior Vice President and Chief Medical Officer at Insulet Insulet will also host two Diabetes Learning Byte sessions at booth 1108 on Saturday, June 6.

Advancing Type 2 Diabetes Care: A Simpler Path to AID, from 11:00 – 11:20 AM CT with Insulet’s Dr. Jessica Lilley, MD, Senior Manager, Field Medical Affairs Team; and Dr. Anders Carlson, MD, Executive Director, International Diabetes Center, Associate Professor, University of Minnesota. Inside the Omnipod Algorithm: How Continuous Innovation Strengthens Automation and Outcomes, from 2:20 – 2:40 PM CT with Insulet’s Joon Bok Lee, PhD, MBA, Senior Director, Advanced Algorithms; and Cari Berget, MPH, RN, CDCES, Senior Research Scientist, Barbara Davis Center for Diabetes, University of Colorado Anschutz Medical Campus. Scientific Presentations

Insulet researchers and collaborators will present additional clinical evidence and real-world outcome data as part of the program’s oral and poster presentations:

Oral Presentations

Friday, June 5: 3:15 – 3:30 PM CT

1068-OR Multicenter, Randomized Trial of a Next-Generation Algorithm for Omnipod in Individuals with Type 1 or Type 2 Diabetes: The STRIVE Trial with Lori Laffel, MD

Friday, June 5: 6:00 – 6:15 PM CT

1147-OR Performance of a Next-Generation Algorithm for Omnipod in Adolescents and Adults with Type 1 Diabetes: Findings from the STRIVE Randomized Trial with Davida Kruger, NP

Sunday, June 7: 3:30 – 3:45 PM CT

1258-OR Performance of a Next-Generation Algorithm for Omnipod in Adults with Type 2 Diabetes: Findings from the STRIVE Randomized Trial with Anders Carlson, MD

Poster Presentations

Poster presentations will be held from 12:30 – 1:30 PM CT in the Poster Hall during the weekend.

Saturday, June 6

1898-P– Real-World Glycemic Outcomes in Early-Onset Type 2 Diabetes (T2D) With the Omnipod® 5 Automated Insulin Delivery (AID) System with Michelle Van Name, MD

1872-P– Initiation of Omnipod® 5 Automated Insulin Delivery System Among Individuals with Type 2 Diabetes and Acute Glycemic Events Requiring Emergency Department and Inpatient Hospital Care with Joshua Weinstein, PhD

1880-P– Performance of a Next-Generation Algorithm for Omnipod in Children with Type 1 Diabetes: Findings from the STRIVE Randomized Trial with Daniel DeSalvo, MD

Sunday, June 7

2887-LB– Real-World Glycemic Outcomes Using the Omnipod Discover Data Management System with Pablo Mora, MD

2881-LB– Safety and Performance of a Fully Closed-Loop (FCL) Algorithm for Omnipod in Type 2 Diabetes: The EVOLUTION 3 Study with Lori Laffel, MD

Booth Activities/Investor Webcast

Insulet will showcase its latest innovations, strong clinical outcomes, and new partnerships at the Omnipod Booth (booth #1918). Attendees can listen to live podcast recordings of Beyond the Bolus and Within Range, experience an interactive algorithm simulator, and get a hands-on demonstration of about Omnipod Discover™, Insulet’s retrospective data insights and reporting platform.

In addition, a Baird‑hosted webcast, “ADA Recap Interview with Dr. Trang Ly,” will be facilitated by Jeff Johnson, Senior Research Analyst, on Monday, June 8, 2026, at 10:00 a.m. CT. The interview will recap conference highlights, new clinical data, and updates from ADA. A link to the webcast will be available on the Investor Relations section of the Company’s website under Events and Presentations and will be archived for future replay.

*Insulet’s Omnipod 6 and FCL AID System are investigational devices. Limited by federal (or United States) law to investigational use. These products have not been reviewed by the FDA or any other regulatory agency.

About Insulet Corporation:

Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, visit Insulet.com or omnipod.com.

©2026 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation. All rights reserved.

Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced new clinical results highlighting the next breakthroughs in tubeless Automated Insulin Delivery (AID) systems. The data and growing body of evidence not only confirm the impact of Insulet’s technology today—it also fuels continued investment in breakthrough innovation designed to improve outcomes, reduce daily effort, and expand access to diabetes technology.

Results from the STRIVE pivotal trial and the EVOLUTION 3 feasibility study, presented at the American Diabetes Association (ADA) 86th Scientific Sessions in New Orleans, demonstrate meaningful improvements in glucose control for people with diabetes using Insulet’s future AID system — Omnipod 6 — and unique fully closed-loop (FCL) system for type 2 diabetes.*

“Omnipod 6 represents one of our biggest steps forward yet, with greater personalization and responsiveness to hyperglycemia, by delivering up to 50% more automated insulin, as shown in the STRIVE results,” said Dr. Trang Ly, MBBS, FRACP, PhD, Senior Vice President and Chief Medical Officer at Insulet. “Our fully closed-loop system for type 2 diabetes is intentionally designed to unlock barriers to AID by managing mealtime insulin and simplifying workflows to expand clinic adoption. Strong results from EVOLUTION 3 bring us one big step closer to making fully closed-loop for type 2 diabetes a reality.”

Together, results from STRIVE and EVOLUTION 3 underscore Insulet’s continued commitment to building a future where managing diabetes is dramatically simpler. This progress aligns with the Company’s innovation philosophy: build technology that doesn’t just do more but demands less.

STRIVE Study Overview

The STRIVE pivotal trial was designed to evaluate the safety and efficacy of the next-generation Omnipod 6 algorithm.

The randomized, crossover study included 132 participants across the U.S., including 98 with type 1 diabetes and 34 with type 2 diabetes. The type 1 cohort spanned a broad age range, including 29 participants aged 2 to

Participants were randomized to use either the Omnipod 6 algorithm at the 100 mg/dL Target Glucose or the Omnipod 5 System at the 110 mg/dL Target Glucose for four weeks, followed by crossover to the alternate system for an additional four weeks. After the Crossover Phase, all participants entered a four-week or six-week Bolus Optional Phase to evaluate whether glycemic outcomes could be maintained with reduced user interaction, with a study goal of three or fewer boluses per day.

STRIVE Key Data Highlights

Enhanced glycemic performance, even with limited bolusing

The STRIVE study demonstrated clinically meaningful improvements in glycemic outcomes with Omnipod 6 during the Crossover Phase.

Improved time in tight range (70–140 mg/dL) with Omnipod 6 vs. Omnipod 5: Type 1 diabetes (≥14 years): 54% vs. 47% (+7 pts) Type 2 diabetes: 48% vs. 43% (+5 pts) Improved time in range (70–180 mg/dL) with Omnipod 6 vs. Omnipod 5: Type 1 diabetes (≥14 years): 77% vs. 73% (+4 pts) Type 2 diabetes: 76% vs. 73% (+3 pts) Maintained safety profile: Time No instances of diabetic ketoacidosis (DKA) or severe hypoglycemia The STRIVE study demonstrated strong glycemic performance even when users bolused less during the Bolus Optional Phase.

Strong time in range and time in tight range with fewer boluses: Type 1 diabetes (≥14 years): 76% time in range and 54% time in tight range with 2.2 fewer boluses/day Type 2 diabetes: 74% time in range and 46% time in tight range with 2.5 boluses per day These findings suggest Omnipod 6 may be especially helpful for people with diabetes who do not always bolus. This will be further tested in the upcoming STRIVE 2 study, which will evaluate Omnipod 6 among people who bolus fewer than four times per day and are not meeting clinical targets for HbA1c. EVOLUTION 3 Study Overview:

Insulet also shared results from EVOLUTION 3, the pre-pivotal study evaluating the safety and effectiveness of the Company’s breakthrough FCL system for adults with type 2 diabetes.

EVOLUTION 3 enrolled a demographically diverse cohort comprised of 36 participants (adults aged 18–75 years old) with type 2 diabetes using insulin with HbA1c

EVOLUTION 3 Key Data Highlights

Fully Closed-Loop for type 2 diabetes improved time in range and reduced daily insulin with no weight gain

Insulet’s FCL for type 2 diabetes delivered 64% time in range, a 12% improvement with low hypoglycemia (0.15%) in a diverse, intensively managed population. Total daily insulin was reduced from 86U to 58U with no weight gain. Participants also reported high satisfaction (86% satisfied or highly satisfied) and reduced burden with FCL. This data is part of the broader clinical program used to support the development of the FCL AID system designed for people living with type 2 diabetes. The EVOLUTION 2 results were shared earlier this year at the 19th International Conference on Advanced Technologies & Treatments for Diabetes (ATTD), and Insulet recently announced the first enrollment of participants in EVOLVE, the randomized controlled pivotal trialsupporting a planned 2027 510(k) filing to the FDA and expected 2028 commercial launch. Building on this experience from FCL for type 2 diabetes, early clinical work is underway to advance the science for FCL for type 1 diabetes as well.

Sharing STRIVE and EVOLUTION 3 at ADA

The studies will be discussed at ADA this weekend, including on Sunday, June 7 from 10:15 – 11:00 AM CT in the Product Theater. Dr. Ly will be joined by Dr. Sufyan Hussain, MA, MB BChir, MRCP, PhD and Dr.Gregory Forlenza, MD, MS, for an Insulet sponsored presentation, The Omnipod Difference: Patient Centered Simplicity and Breakthrough Algorithm Performance.

* Insulet’s Omnipod 6 and FCL System for type 2 diabetes are investigational devices. Limited by federal (or United States) law to investigational use. These products have not been reviewed by the FDA or any other regulatory agency.

About Insulet Corporation:

Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, visit Insulet.com or omnipod.com.

©2026 Insulet Corporation. Omnipod is a registered trademark of Insulet Corporation. All rights reserved.

Forward-Looking Statement:

This press release may contain forward-looking statements concerning Insulet's expectations, anticipations, intentions, beliefs, or strategies regarding the future. These forward-looking statements are based on its current expectations and beliefs concerning future developments and their potential effects on Insulet. There can be no assurance that future developments affecting Insulet will be those that it has anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond its control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, and other risks and uncertainties described in its Annual Report on Form 10-K, which was filed with the Securities and Exchange Commission on February 18, 2026 in the section entitled "Risk Factors," and in its other filings from time to time with the Securities and Exchange Commission. Should one or more of these risks or uncertainties materialize, or should any of its assumptions prove incorrect, actual results may vary materially from those projected in these forward-looking statements. Insulet undertakes no obligation to publicly update or revise any forward-looking statements.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260606260055/en/

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

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To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Insulet (PODD - Free Report) Acton, MA-based Insulet Corporation manufactures and sells its proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. The company designed Omnipod, a small, lightweight, self-adhesive disposable tubeless device that can be worn in multiple locations, including the abdomen, hip, back of the upper arm, upper thigh or lower back.

PODD is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Medical stock. PODD has a Momentum Style Score of B, and shares are up 1.3% over the past four weeks.

For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.18 to $6.46 per share. PODD boasts an average earnings surprise of +16.2%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, PODD should be on investors' short list.

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.

Posted by Defense World Staff on Apr 10th, 2026

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), 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.

More News From Entegris, Inc.

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Posted by Defense World Staff on Apr 23rd, 2026

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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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.

More News From Entegris, Inc.

Entegris, Inc. (ENTG) Q1 2026 Earnings Call Transcript

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 stock is up 72.5% YTD, lifting expectations ahead of the late-July update.ENTG trades at 38.25x forward earnings vs 35.46x sub-industry, keeping the valuation debate loud.ENTG Q1'26 EPS surged 28.4% YoY to 86 cents as sales rose 5% to $811.9M. Entegris, Inc. (ENTG - Free Report) has enjoyed a powerful move higher, and that momentum is now forcing investors to ask a tougher question: what has to go right from here for the stock to keep working?

The shares have climbed 72.5% year-to-date and 77.7% over the past year. After a run like that, execution matters more, and even modest disappointments can feel larger.

ENTG’s Rally Sets a Higher Bar for ResultsENTG’s price action has outpaced key benchmarks. Year-to-date, the Zacks Electronics – Semiconductors industry is up 43.1% and the Zacks Computer and Technology sector is up 16.5%, while the S&P 500 has gained 9%.

Entegris YTD Price Return Performance
Image Source: Zacks Investment Research

Over the past 12 months, the industry and sector have risen 99.2% and 48.8%, respectively, versus ENTG’s 79.3% gain. The S&P 500 has advanced 30.4% over the same period.

That backdrop raises the bar for results and guidance follow-through, especially with the next update expected in late July.

Entegris Neutral View Tied to In-Line ExpectationsThe current long-term view reflects expectations for ENTG to perform in line with the market.

That stance is paired with a $157 price target over the next 6 to 12 months, which frames the upside as more measured after the stock’s sharp advance.

In other words, the setup is less about discovering a recovery and more about proving it quarter after quarter.

ENTG Multiples Versus Industry and Market BenchmarksValuation is where the debate gets louder. ENTG trades at 38.25x forward 12-month earnings. That compares with 35.46x for the Zacks sub-industry, 25.73x for the Zacks sector, and 22.16x for the S&P 500.

Over the past five years, P/E multiples have ranged from 15.0x to 46.01x, with a five-year median of 29.1x.

The $157 target is anchored to a 40.16x forward 12-month earnings multiple, implying the valuation framework remains premium but not unbounded.

Entegris Earnings Power Improving With Operating LeverageThe “why pay up” case starts with earnings power that is improving. In the first quarter of 2026, ENTG delivered non-GAAP earnings of 86 cents per share, up 28.4% year over year, and posted an adjusted EBITDA margin of 27.8%.

Net sales rose 5% from the year-ago quarter to $811.9 million. Growth was spread across both segments, with Advanced Purity Solutions leading the top-line mix.

Advanced Purity Solutions revenue increased 6.8% year over year to $463.6 million, supported by strength in liquid filtration and FOUPs. Materials Solutions revenue rose 2.8% to $351.1 million, with contributions from advanced deposition materials, selective etch and chemical mechanical planarization consumables.

ENTG Margin Drivers Include Mix and Self-Help ActionsMargins also showed progress. On a GAAP basis, gross margin expanded to 46.9% from 46.1% a year ago, alongside better operating leverage.

Management attributed gross margin improvement to productivity actions and product mix. It also noted that a useful-life accounting change implemented in early 2026 reduced depreciation expense, which benefited gross margin.

At the same time, the quarter included roughly 50 basis points of one-time items that are not expected to recur at similar levels, a reminder that the path can be uneven as footprint actions continue.

Entegris Cash Flow Helps, but Leverage Still MattersCash generation is a supportive part of the story. First-quarter 2026 operating cash flow was $183.0 million, capital expenditures were $41.5 million, and free cash flow totaled $143.5 million.

ENTG used that flexibility to make a $50 million term-loan repayment and ended the quarter with $442.7 million in cash and cash equivalents.

Leverage is still a gating factor. Management cited net leverage at 3.6x and guided toward approximately 3x by the end of 2026, while net interest expense is expected to be slightly below $190 million for 2026.

ENTG Trading Lens From Style Scores and RevisionsFrom a near-term trading lens, the Zacks Rank is #2 (Buy). Style Scores point to Momentum A and Growth B, offset by Value D and a VGM Score of C. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Estimate revisions have been constructive, with the current fiscal year earnings estimate up 5.6% over the last four weeks.

For context, Cirrus Logic, Inc. (CRUS - Free Report) and FormFactor, Inc. (FORM - Free Report) also sit within the same broader semiconductor industry list, highlighting that investors have multiple ways to express a view on the space as cycle and spending signals evolve.

Entegris Decision Framework Into the Next PrintThe next print should be judged against a clear checklist. For the second quarter of 2026, management guided net sales to $815 million-$845 million and non-GAAP earnings per share to 76 - 84 cents.

Investors will also want to see whether CapEx-driven revenues increase as the year progresses, as management expects, and whether mid to high-single-digit MSI growth holds through 2026.

Finally, margin durability will matter as investments resume. Second-quarter guidance calls for gross margin in the range of 46.25% - 47.25% and adjusted EBITDA margin between 27% and 28%, putting operational execution at the center of the valuation debate.

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BILLERICA, Mass. & TOKYO--(BUSINESS WIRE)--Entegris, Inc. (Nasdaq: ENTG), a global leader in advanced materials and purity solutions for the semiconductor industry, and JSR Corporation, a materials innovation leader and the parent company of Inpria Corporation, today announced entry into a non-exclusive cross-licensing agreement aimed at helping the semiconductor industry advance extreme ultraviolet (EUV) lithography for next generation chip manufacturing.

“This cross-licensing reflects how innovation in semiconductors increasingly happens across the ecosystem.”

Share “As the industry moves to smaller nodes, materials innovation, performance, purity, and reliability become inseparable,” said Olivier Blachier, SVP Chief Strategy & Innovation Officer at Entegris. “This cross-licensing reflects how innovation in semiconductors increasingly happens across the ecosystem, helping customers as they adopt next-generation lithography with greater confidence.”

Under the agreement, Entegris and Inpria will cross-license metal oxide resist (MOR) patents, terminate current Inter Partes Review challenges (IPR2025-00267), and explore collaborative opportunities on future photoresist materials. The work is intended to span resist formulation, precursor synthesis and development, and possibly ultra-clean MOR-specific filtration along with associated delivery systems needed to ensure these new materials perform consistently in high-volume manufacturing for EUV lithography applications.

By combining JSR and Inpria’s collective leadership in metal oxide resist materials with Entegris’ expertise in MOR precursors for CVD deposition, materials handling, and advanced MOR-specific filtration, the collaboration supports the application of advanced materials in semiconductor manufacturing as both parties scale advanced technologies for the AI era.

"Pairing Inpria’s metal oxide resist innovation with Entegris’ purification and materials handling capabilities broadens the applicability of these technologies within the semiconductor materials ecosystem," said Toru Kimura, Senior Officer at JSR Corporation.

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.

About JSR Corporation

JSR Corporation is a global technology company developing cutting-edge materials. Its Electronic Materials business provides a wide range of semiconductor materials for advanced logic and memory, including photoresists and ancillaries, process materials, packaging materials, and precursors. JSR's group companies include Inpria Corporation, acquired in 2021 for EUV metal oxide resists, and Yamanaka Hutech, added in August 2024 for high-purity CVD/ALD precursors. Please visit www.jsr.co.jp.

Caution Regarding 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 or outcomes and they involve substantial risks and uncertainties that are difficult to predict and that could cause actual results or outcomes to differ materially from the results or outcomes expressed in, or implied by, these forward-looking statements. These risks and uncertainties include, but are not limited to, the risk factors and additional information described in the Entegris’ 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 Entegris’ other periodic filings with the SEC. Except as required under the federal securities laws and the rules and regulations of the SEC, Entegris and JSR undertake no obligation to update publicly any forward-looking statements or information contained herein, which speak as of their respective dates.

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Vicor Corporation (VICR) Q1 2026 Earnings Call Transcript

Vicor Corporation has surged over 190% since my last upgrade to a buy rating, driven by strong fundamentals. The company is diversified across four main markets, with HPC and Aerospace & Defense offering the most compelling growth opportunities. AI infrastructure expansion and rising geopolitical tensions are creating significant tailwinds for Vicor's HPC and defense segments.

Key Takeaways Micron Technology and Vicor emerge as top picks based on strong net income ratios and profitability.MU posted a 41.5% net profit margin, reflecting strong revenue generation and cost management.VICR reported a 26.2% net margin, supported by growth in modular power systems across markets. Investors tend to favor companies that generate solid returns after covering all operating and non-operating costs. As a result, businesses with consistent profits are mostly more appealing than those running at a loss. To assess profitability, investors rely on accounting ratios that capture the most common measures of a company’s bottom-line performance.

With that in mind, Micron Technology, Inc. (MU - Free Report) and Vicor Corporation (VICR - Free Report) emerged as the top profitable picks, backed by robust net income ratios and significant upside potential. Incidentally, Micron and Vicor’s shares have soared 520.6% and 415.7%, respectively, over the past year. 

Net Income Ratio Explained: What It Means for Investors The net income ratio indicates a company’s exact profitability level. It reflects the percentage of net income relative to total sales revenues. Using the net income ratio, one can determine a firm’s effectiveness in covering operating and non-operating expenses from revenues. A higher net income ratio usually implies a company’s ability to generate sufficient revenues and manage all business functions effectively. 

Screening Parameters Using Research Wizard: The net income ratio is not the only indicator of future winners. So, we have added a few more criteria to arrive at a winning strategy. 

Zacks Rank Equal to #1: Whether the market is good or bad, stocks with a Zacks Rank #1 (Strong Buy) have a proven history of outperformance. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Trailing 12-Month Sales and Net Income Growth Higher than X Industry: Stocks that have witnessed higher-than-industry sales and net income growth in the past 12 months are positioned to perform well. 

Trailing 12-Month Net Income Ratio Higher than X Industry: A high net income ratio indicates a company’s solid profitability. 

Percentage Rating Strong Buy greater than 70: This indicates that 70% of the current broker recommendations for the stock are Strong Buy. 

These few parameters have narrowed the universe of more than 7,685 stocks to only 16. 

Here are two of the 16 stocks that qualified for the screening: 

Micron Technology Micron Technology is a global provider of memory and storage products. The 12-month net profit margin of MU is 41.5%.

Vicor  Vicor develops and sells modular power components and systems that convert electrical power for electronic devices across global markets. VICR’s 12-month net profit margin is 26.2%.

Large-cap stocks rallied last week, led by strong earnings, upbeat guidance and renewed momentum in semiconductor names.

Chipmakers and industrials drove gains as optimism around demand trends and improving outlooks lifted investor sentiment.

These ten large-cap stocks were top performers last week. Are they a part of your portfolio?

Vicor Corporation (NASDAQ:VICR) increased 25.47% this week.

Advanced Micro Devices, Inc. (NASDAQ:AMD) jumped 23.06% this week amid sympathy with Intel.

Rambus, Inc. (NASDAQ:RMBS) gained 25.23% this week  amid sympathy with Intel after the company reported Q1 financial results. In 2023, the company joined the Intel Foundry Services Accelerator IP Alliance.

United Rentals, Inc. (NYSE:URI) increased 20.52% this week after the company reported better-than-expected Q1 financial results and raised its FY26 sales guidance. Also, multiple analysts raised their price forecast.

Credo Technology Group Holding Ltd (NASDAQ:CRDO) jumped 20.81% this week.

ON Semiconductor Corporation (NASDAQ:ON) gained 18.94% this week.

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Key Takeaways Micron Technology and Vicor rank among top profitable picks on strong net income ratios and growth metrics.MU posts 41.5% net profit margin, reflecting strong ability to cover costs and generate earnings.VICR delivers nearly 29% net margin, supported by solid sales and income growth above industry levels. As we move into May, investors should prefer companies that deliver solid returns after covering both operating and non-operating costs. As a result, consistently profitable businesses tend to be more appealing than those operating at a loss. To assess profitability, investors use accounting ratios that highlight the key measures of a company’s bottom-line performance. 

With that in mind, Micron Technology, Inc. (MU - Free Report) and Vicor Corporation (VICR - Free Report) emerged as the top profitable picks, backed by robust net income ratios and significant upside potential. Incidentally, Micron and Vicor’s shares have soared 574.3% and 563.8%, respectively, over the past year. 

Net Income Ratio: A Simple Guide for Investors The net income ratio indicates a company’s exact level of profitability. It reflects the percentage of net income relative to total sales revenues. Using the net income ratio, one can determine a firm’s effectiveness in covering operating and non-operating expenses from revenues. A higher net income ratio usually implies a company’s ability to generate sufficient revenues and manage all business functions effectively. 

Screening Parameters Using Research Wizard: The net income ratio is not the only indicator of future winners. So, we have added a few more criteria to arrive at a winning strategy. 

Zacks Rank Equal to #1: Whether the market is good or bad, stocks with a Zacks Rank #1 (Strong Buy) have a proven history of outperformance. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Trailing 12-Month Sales and Net Income Growth Higher than X Industry: Stocks that have witnessed higher-than-industry sales and net income growth in the past 12 months are positioned to perform well.

Trailing 12-Month Net Income Ratio Higher than X Industry: A high net income ratio indicates a company’s solid profitability. 

Percentage Rating Strong Buy greater than 70: This indicates that 70% of the current broker recommendations for the stock are Strong Buy. 

These few parameters have narrowed the universe of more than 7,685 stocks to only 18. 

Here are two of the 18 stocks that qualified for the screening:

Micron Technology Micron Technology is a global provider of memory and storage products. MU’s 12-month net profit margin is 41.5%. 

Vicor Vicor develops and sells modular power components and systems that convert electrical power for electronic devices across global markets. VICR’s 12-month net profit margin is nearly 29%.

Vicor is transitioning from a power-module manufacturer to an IP-licensing compounder with a high-margin fab, right at the center of the AI infrastructure buildout bottleneck. VICR's licensing segment targets a 50% CAGR at near-100% gross margin, enforced by ITC exclusion orders, and is rapidly transforming the company's valuation profile. Management's FY26 revenue guide of ~$570M excludes new licensing deals; capacity expansion and margin leverage are set to drive EPS and multiple expansion.