Entegris, Inc.
- Open
- 127.33
- Day high
- 139.97
- Day low
- 126.79
- Prev close
- 134.60
- Volume
- 4.4M
- Mkt cap
- $21.2B
- P/E (TTM)
- 79.7
- EPS (TTM)
- $1.74
- P/B
- 5.2
- P/S
- 6.5
- Yield
- 0.29%
- Per share
- $0.40
- ▼Insiders net selling -$15.0M over the last 3 months (0 open-market buys, 10 sales)
- 🏛Institutions mixed (13F)
Entegris, Inc. (ENTG) is a Technology company listed on NASDAQ. The stock is up 53% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 10 sales (SEC Form 4).
Entegris, Inc. (ENTG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ENTG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $0.75 | $0.86 | +14.7% | $812M | +0.4% |
| Oct 30, 2025 | $0.72 | $0.72 | +0.0% | $807M | -0.5% |
| Jul 30, 2025 | $0.65 | $0.66 | +2.3% | $792M | +3.5% |
| Feb 6, 2025 | $0.77 | $0.84 | +9.1% | $850M | +7.7% |
| Jul 31, 2024 | $0.70 | $0.71 | +0.7% | $813M | +1.3% |
| May 1, 2024 | $0.61 | $0.68 | +10.6% | $771M | +0.2% |
| Feb 13, 2024 | $0.59 | $0.65 | +10.2% | $812M | +4.0% |
| Nov 2, 2023 | $0.61 | $0.68 | +11.5% | $888M | -0.4% |
| Aug 3, 2023 | $0.58 | $0.66 | +13.8% | $901M | +1.6% |
| May 11, 2023 | $0.52 | $0.65 | +25.0% | $922M | +3.3% |
| Feb 14, 2023 | $0.78 | $0.83 | +6.4% | $946M | -0.5% |
| Nov 2, 2022 | $0.98 | $0.85 | -13.3% | $994M | -2.2% |
ENTG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 4, 2026 | LEDERER JAMES Pdirector | Sell | 3,569 | $143.59 |
| May 28, 2026 | Haris Clinton M.officer: SVP & President, APS Division | Option | 6,848 | $98.11 |
| May 28, 2026 | Haris Clinton M.officer: SVP & President, APS Division | Sell | 6,848 | $149.23 |
| May 19, 2026 | Nagesh Sukhiofficer: SVP & Chief Financial Officer | Grant | 8,254 | — |
| May 18, 2026 | Colella Josephofficer: SVP and General Counsel | Sell | 3,916 | $140.25 |
| May 18, 2026 | Colella Josephofficer: SVP and General Counsel | Option | 2,410 | $80.71 |
| May 18, 2026 | Blachier Olivierofficer: SVP, Chief Strategy Officer | Sell | 2,000 | $140.04 |
| May 18, 2026 | Rice Susan G.officer: SVP, Global Human Resources | Sell | 12,960 | $132.75 |
| May 18, 2026 | Colella Josephofficer: SVP and General Counsel | Option | 3,916 | $98.11 |
| May 18, 2026 | Haris Clinton M.officer: SVP & President, APS Division | Option | 5,830 | $55.72 |
| May 18, 2026 | Rice Susan G.officer: SVP, Global Human Resources | Sell | 6,933 | $133.01 |
| May 18, 2026 | Colella Josephofficer: SVP and General Counsel | Sell | 2,410 | $140.04 |
| May 18, 2026 | Blachier Olivierofficer: SVP, Chief Strategy Officer | Option | 2,000 | $80.71 |
| May 18, 2026 | Rice Susan G.officer: SVP, Global Human Resources | Option | 12,960 | $55.72 |
| May 18, 2026 | Haris Clinton M.officer: SVP & President, APS Division | Sell | 5,830 | $144.57 |
Source: ENTG SEC Form 4 filings, latest Jun 4, 2026. For informational purposes only — not investment advice.
See the full ENTG insider & 13F page →Entegris, Inc. company profile
Overview
Entegris, Inc. (NASDAQ:ENTG) is a leading specialty materials and process solutions company founded in 1966 and headquartered in Billerica, Massachusetts. The company went public in 2000 and has grown through strategic acquisitions and organic expansion to become a critical supplier to the global semiconductor industry. Entegris provides contamination control products, specialty chemicals, and advanced materials handling solutions that enable the manufacturing of semiconductors and other high-technology products. The company operates globally with manufacturing facilities across North America, Asia, and Europe, serving customers in the semiconductor, life sciences, and other advanced manufacturing industries.
Business
Entegris operates in the semiconductor supply chain as a provider of critical enabling materials and contamination control solutions. The semiconductor manufacturing process requires extremely pure environments and materials, as even microscopic contaminants can render chips defective. Entegris specializes in creating products that maintain this purity throughout the complex chip manufacturing process. The company operates through three main business segments: 1. Materials Solutions (MS) - approximately 42% of revenue: This segment develops and manufactures specialty chemicals, gases, and advanced materials used directly in semiconductor fabrication processes. Key products include CMP (Chemical Mechanical Planarization) slurries and pads that polish and flatten wafer surfaces, specialty coatings for chip protection, etching chemistries that precisely remove materials during chip patterning, and deposition materials like molybdenum used in advanced memory chips. These materials are consumed during the manufacturing process and must meet extremely high purity standards. 2. Advanced Purity Solutions (APS) - approximately 58% of revenue: This segment provides contamination control and materials handling solutions. Products include liquid and gas filtration systems that purify chemicals and gases before they contact semiconductor wafers, FOUPs (Front Opening Unified Pods) that transport wafers between manufacturing tools while maintaining contamination-free environments, fluid handling systems that deliver ultra-pure chemicals to manufacturing equipment, and sensing and control systems that monitor contamination levels throughout the fabrication process. The semiconductor industry backdrop is crucial to understanding Entegris's role. Modern computer chips are manufactured using processes that require materials to be 99.999% pure or higher, with features measured in nanometers (billionths of a meter). Any contamination can cause chips to fail, making Entegris's purification and handling solutions essential to semiconductor manufacturing success.
Revenue model
Entegris generates revenue through product sales to semiconductor manufacturers and equipment makers. The company's business model combines both consumable products that are used up during manufacturing (like chemicals and filters) and durable equipment that has longer replacement cycles (like handling systems and purification equipment). The company's customers include major semiconductor device manufacturers like TSMC, Samsung, and Intel, as well as semiconductor equipment manufacturers who integrate Entegris products into their tools. Revenue is also generated from service and support contracts for installed equipment and ongoing technical support. Several factors significantly impact Entegris's margins and profitability. Positive margin drivers include the industry's continuous push toward more advanced chip technologies, which require higher-purity materials and more sophisticated contamination control - allowing Entegris to command premium pricing for advanced solutions. The company's focus on high-value specialty products rather than commodity chemicals also supports strong margins. Additionally, node transitions in semiconductor manufacturing (like moving to smaller transistor sizes) create opportunities for new product introductions at higher margins. Margin pressures come from cyclical downturns in semiconductor demand, which can lead to customer inventory reductions and pricing pressure. Competition from other specialty chemical companies and potential customer backward integration also threaten margins. Geopolitical factors, particularly U.S. export restrictions to China, have created revenue headwinds of approximately $30-50 million annually. Raw material cost inflation and the need for continuous R&D investment (targeting 9% of sales) also pressure profitability. The company's high debt load from acquisitions creates interest expense that impacts net margins, though management is actively reducing leverage.
Competitive moat
Entegris possesses a moderately strong competitive moat built primarily on technical expertise, customer relationships, and switching costs. The company's products require extensive qualification processes with semiconductor manufacturers that can take 12-24 months, creating significant switching costs once products are approved for use in production. Semiconductor fabs are extremely risk-averse given the high cost of contamination-related yield losses, making customers reluctant to change suppliers without compelling reasons. The company's technical moat stems from decades of materials science expertise and deep understanding of contamination control in semiconductor processes. Entegris invests heavily in R&D (approximately 9% of revenue) to stay ahead of increasingly complex manufacturing requirements as chips become more advanced. The company's global manufacturing footprint and ability to provide localized supply chains also create competitive advantages. However, the moat faces several challenges. Large chemical companies like Dow, BASF, and specialty competitors like Cabot Microelectronics (now part of CMC Materials, which Entegris acquired) can potentially develop competing products. Customer concentration risk exists as major semiconductor manufacturers have significant negotiating power and may seek to diversify suppliers or develop internal capabilities. The industry's cyclical nature also means that during downturns, customers become more price-sensitive and willing to consider alternatives. Emerging threats include potential disruption from new semiconductor manufacturing technologies that might not require traditional contamination control approaches, and geopolitical tensions that could force the development of alternative supply chains. The company's reliance on Asian markets for growth also creates vulnerability to regional economic or political instability.
Risks & safety
Entegris presents a moderate margin of safety with manageable financial risks but some leverage concerns. • Liquidity and Solvency: Strong current ratio of 3.26x and quick ratio of 1.95x indicate solid short-term liquidity. Cash position of $341 million provides adequate working capital buffer. Free cash flow of $32 million in Q1 2025 shows positive but modest cash generation. • Debt Concerns: Debt-to-equity ratio of 1.08x indicates moderate leverage. The company has been actively paying down debt, reducing it by $625 million in 2024, but interest expenses still pressure profitability. • Valuation Metrics: Current P/E ratio of 53.4x appears elevated, though this reflects cyclical earnings trough. EV/EBITDA of 19.6x is reasonable for a specialty materials company. Price-to-book ratio of 3.58x suggests modest premium to tangible assets. • Other Considerations: Revenue volatility due to semiconductor cycles creates earnings unpredictability. China tariff impacts could reduce revenue by $50 million in Q2 2025. However, the company's essential role in semiconductor manufacturing provides some defensive characteristics during industry downturns.
Recent development
Over the past few years, Entegris has undergone significant strategic transformation focused on portfolio optimization and debt reduction. The company completed the major acquisition of CMC Materials, which significantly expanded its materials solutions capabilities, particularly in CMP (Chemical Mechanical Planarization) products. To focus on core semiconductor markets, Entegris divested non-core businesses including QED Technologies and Electronic Chemicals operations. Geographic expansion has been a key strategic initiative, with new manufacturing facilities coming online in Taiwan (Kaohsiung) and Colorado Springs. The Colorado facility received $75 million in CHIPS Act funding, reflecting the strategic importance of domestic semiconductor supply chain capabilities. These facilities are designed to provide regional supply chain redundancy and reduce dependence on any single manufacturing location. The company has been actively developing next-generation materials for advanced semiconductor nodes. A major focus has been on molybdenum deposition materials for 3D NAND memory applications, with most major memory manufacturers planning transitions in the second half of 2025. Entegris has also expanded its advanced packaging solutions, which reached nearly $100 million in revenue in 2024 and is expected to grow significantly as the industry adopts more complex chip packaging technologies. Operational efficiency improvements include combining the Advanced Materials Handling and Microcontamination Control divisions to generate $10-15 million in annual cost savings. The company has maintained strong R&D investment at approximately 9% of revenue while implementing cost discipline during the current industry downturn. Management has prioritized debt reduction, paying down over $625 million in 2024 to improve financial flexibility.
ENTG company profile · for informational purposes only — not investment advice.
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