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NASDAQ · US · Semiconductor Equipment & Materials

ENTG Entegris

Ultra-pure chemicals, filtration and materials

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$141.3
+5.02% today
1W
−2.2%
1M
−7.0%
3M
+19.7%
YTD
+68.1%
1Y
+54.9%
Off 52w high
−23.2%
Next earnings (est.): 2026-10-29
Market cap$20.55B
P/E (trailing)67.3Forward 26.4
EV / sales6.9×EV/EBITDA 24.9×
Revenue (TTM)$3.33BGrowth 11.5% y/y
Margins45.6%gross · op 19.3%
Free cash flow$478MCash $354M · debt $3.56B
Analyst target$179.9+27.4% upside · 14 analysts · buy
Riskβ 1.4Short 7.3% of float · yield 0.31%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ENTG · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 0.93 vs 0.82 expected (+13.2% surprise).

  2. 7
    2026-04-30EarningsBeat / raise

    Reported EPS 0.86 vs 0.75 expected (+15.4% surprise).

  3. 6
    2026-02-10EarningsBeat / raise

    Reported EPS 0.7 vs 0.66 expected (+5.4% surprise).

  4. 5
    2025-10-30EarningsMiss / cut

    Reported EPS 0.72 vs 0.72 expected (-0.7% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 0.66 vs 0.64 expected (+3.1% surprise).

  6. 3
    2025-05-07EarningsMiss / cut

    Reported EPS 0.67 vs 0.68 expected (-2.1% surprise).

  7. 2
    2025-02-06EarningsBeat / raise

    Reported EPS 0.84 vs 0.78 expected (+7.7% surprise).

  8. 1
    2024-11-04EarningsMiss / cut

    Reported EPS 0.77 vs 0.78 expected (-1.5% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-040.820.93+13.2%
2026-04-300.750.86+15.4%
2026-02-100.660.7+5.4%
2025-10-300.720.72−0.7%
2025-07-300.640.66+3.1%
2025-05-070.680.67−2.1%
2025-02-060.780.84+7.7%
2024-11-040.780.77−1.5%
2024-07-310.70.71+0.8%
2024-05-010.620.68+10.5%
2024-02-130.580.65+11.8%
2023-11-020.60.68+12.4%
2023-08-030.570.66+16.4%
2023-05-110.520.65+25.2%
2023-02-140.780.83+6.6%
2022-11-021.00.85−14.9%
2022-08-021.051.0−4.5%
2022-04-260.991.06+6.8%
2022-02-010.890.96+8.0%
2021-10-260.870.92+5.7%
2021-07-270.790.85+7.1%
2021-04-270.720.7−3.3%
2021-02-020.660.71+8.2%
2020-10-220.630.67+6.7%

About Entegris

Website ↗

Entegris, Inc. provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia. It operates in two segments, Materials Solutions (MS) and Advanced Purity Solutions (APS). The MS segment 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. The APS segment offers filtration, purification, and contamination-control solutions for the semiconductor manufacturing processes, semiconductor ecosystem, and other high-technology industries. The company's customers include logic and memory semiconductor device manufacturers, semiconductor equipment makers, gas and chemical manufac…

7,700 employees · Billerica, United States

Prime wafers and ultra-pure chemicals are concentrated, but capacity is ahead of non-AI demand. A latent rather than active constraint.

Polysilicon→Ingot→Prime wafer→Fab

What would prove us wrong. Strengthens if 300mm wafer inventories normalise and long-term contract pricing turns up.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
4063.T
Shin-Etsu Chemical
Silicon wafers and photoresists ¥5,783.0−0.74%−1.7%+20.1%
3436.T
SUMCO
300mm prime silicon wafers ¥2,265.0−3.51%−27.3%+58.2%
6488.TWO
GlobalWafers
Silicon wafers incl. US capacity NT$826.00.00%−11.3%+104.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.