Entegris (NASDAQ:ENTG) Announces Earnings Results

Entegris (NASDAQ:ENTG) released its earnings results on Thursday. The semiconductor company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.11, FiscalAI reports. The business had revenue of $811.90 million for the quarter, compared to analyst estimates of $808.72 million. Entegris had a net margin of 8.18% and a return on equity of 11.45%. The business’s revenue was up 5.0% on a year-over-year basis. During the same period last year, the company posted $0.67 EPS. Entegris updated its Q2 2026 guidance to 0.760-0.840 EPS.

Here are the key takeaways from Entegris’ conference call:

• Q1 results beat guidance with revenue up 5% year‑over‑year to $812M, non‑GAAP gross margin 46.9%, adjusted EBITDA margin 27.8%, non‑GAAP EPS $0.86, and strong free cash flow of $144M (≈18% of sales).
• Management cites structural gross margin improvement driven by productivity and supply‑chain actions, a useful‑life accounting change, and manufacturing network optimization (including a Chandler facility closure), and expects to build on this progress.
• Industry outlook improved — Entegris now expects mid‑to‑high single‑digit MSI growth for the rest of 2026, with particularly strong demand in advanced logic and DRAM (AI‑driven), and improving fab spending/WFE trends supporting multi‑year growth.
• CapEx‑related revenue was modestly down in Q1 due to prior‑year order timing, but management expects CapEx revenue to increase through 2026 into 2027 via a multi‑wave fab build‑out cadence (fab construction → tool qualification → unit ramps).
• Near‑term dilution and regional headwinds — newer facilities (KSP and Colorado/Rockrimmon) remain dilutive in 2026 (Colorado largely in qualification), China was modestly down in Q1 from prior pull‑ins, and net leverage is 3.6x (target ~3x by year‑end).

Entegris Trading Up 0.6%

Shares of Entegris stock traded up $0.91 during trading hours on Friday, hitting $142.29. The company’s stock had a trading volume of 4,199,761 shares, compared to its average volume of 2,723,992. The stock has a market cap of $21.63 billion, a price-to-earnings ratio of 92.40, a P/E/G ratio of 2.65 and a beta of 1.40. The company has a debt-to-equity ratio of 0.90, a quick ratio of 2.04 and a current ratio of 3.21. Entegris has a twelve month low of $66.32 and a twelve month high of $159.15. The firm has a fifty day moving average of $128.28 and a 200-day moving average of $107.84.

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. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Wednesday, April 29th. Entegris’s dividend payout ratio is 25.97%.

Trending Headlines about Entegris

Here are the key news stories impacting Entegris this week:

• Positive Sentiment: Needham & Company raised its price target (from $150 to $165) and maintained a Buy rating, signaling further upside and supporting the rally in ENTG. Read More.
• Positive Sentiment: Q1 reported results beat estimates on both EPS ($0.86 vs. $0.75) and revenue ($811.9M vs. $808.7M); management reiterated demand tailwinds from AI-related semiconductor investments, which underpins near-term growth expectations. Read More.
• Positive Sentiment: Earnings call commentary and analyst write-ups described an “upbeat” tone and signaled a profitable upswing — management pointed to multi-year demand drivers, which supports longer-term revenue visibility. Read More.
• Positive Sentiment: Entegris appointed Sukhi Nagesh as CFO (effective May 18); the hire brings ~30 years of semiconductor/tech finance and investor-relations experience, reducing execution risk around financial strategy. Read More.
• Neutral Sentiment: The company amended its credit agreement and added a new revolving facility — improves liquidity and financial flexibility but is unlikely to be a major catalyst on its own. Read More.
• Neutral Sentiment: Investor materials (slide deck / presentation) were posted alongside the release — useful for modeling but not a standalone catalyst. Read More.
• Negative Sentiment: Inventory levels rose in the quarter, which markets often view as a short-term margin/working-capital headwind if build is not matched by demand; the item was flagged in coverage and could pressure near-term cash flow assumptions. Read More.
• Negative Sentiment: Q2 revenue guide ($815M–$845M) sits slightly below Street consensus (~$827.6M) even though EPS guidance (0.76–0.84) is roughly in-line — the softer revenue midpoint is a caution for near-term growth modeling. Read More.

Analyst Ratings Changes

A number of equities analysts recently commented on ENTG shares. Zacks Research downgraded Entegris from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 23rd. Needham & Company LLC raised their target price on Entegris from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft lowered Entegris from a “buy” rating to a “hold” rating and set a $105.00 price target on the stock. in a report on Tuesday, February 3rd. Citigroup reissued a “buy” rating on shares of Entegris in a report on Thursday. Finally, UBS Group raised their price objective on shares of Entegris from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Friday. Seven investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Entegris has a consensus rating of “Moderate Buy” and an average target price of $153.78.

Insider Transactions at Entegris

In other Entegris news, SVP Olivier Blachier sold 275 shares of Entegris stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $115.57, for a total transaction of $31,781.75. Following the completion of the sale, the senior vice president directly owned 34,897 shares in the company, valued at $4,033,046.29. This trade represents a 0.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bertrand Loy sold 44,138 shares of the business’s stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $144.41, for a total transaction of $6,373,968.58. Following the completion of the sale, the insider directly owned 227,527 shares in the company, valued at $32,857,174.07. This trade represents a 16.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 283,645 shares of company stock worth $37,970,163 in the last 90 days. Insiders own 0.53% of the company’s stock.

Institutional Trading of Entegris

Institutional investors have recently added to or reduced their stakes in the stock. State Street Corp raised its position in Entegris by 1.2% in the fourth quarter. State Street Corp now owns 5,152,176 shares of the semiconductor company’s stock valued at $434,071,000 after purchasing an additional 61,549 shares during the period. Durable Capital Partners LP boosted its position in shares of Entegris by 23.2% during the third quarter. Durable Capital Partners LP now owns 3,765,035 shares of the semiconductor company’s stock worth $348,115,000 after buying an additional 709,121 shares during the period. Invesco Ltd. boosted its position in shares of Entegris by 13.4% during the fourth quarter. Invesco Ltd. now owns 3,592,669 shares of the semiconductor company’s stock worth $302,682,000 after buying an additional 424,812 shares during the period. UBS Group AG grew its stake in shares of Entegris by 19.7% in the third quarter. UBS Group AG now owns 3,405,183 shares of the semiconductor company’s stock valued at $314,843,000 after buying an additional 559,435 shares in the last quarter. Finally, Bank of America Corp DE raised its holdings in shares of Entegris by 5.7% in the 3rd quarter. Bank of America Corp DE now owns 3,204,416 shares of the semiconductor company’s stock valued at $296,280,000 after buying an additional 173,368 shares during the period.

About Entegris

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.