Entegris

ENTG

Market cap $20.1B

Artificial intelligence has dominated market headlines for more than a year. Investors have chased chip designers, data center operators, and software platforms powering large language models.

Entegris (ENTG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Entegris, Inc. maintained flat year-over-year revenue, outperforming expectations due to strength in advanced technology node consumables despite weak CapEx-driven segments. ENTG benefited from increased content per wafer at advanced nodes, with AI workloads and stricter purity requirements driving demand for CMP consumables and liquid filtration. Operational improvements included ramping new facilities, rationalizing excess capacity, and boosting free cash flow by tightening working capital and reducing CapEx.

Entegris, Inc. (ENTG) Q4 2025 Earnings Call Transcript

The headline numbers for Entegris (ENTG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Entegris (ENTG) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.84 per share a year ago.

Semiconductor equipment supplier Entegris topped estimates for the fourth quarter and with its outlook for the current period. Entegris stock rose.

BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the Company's fourth quarter ended December 31, 2025. Dave Reeder, Entegris' President and Chief Executive Officer, said: “Our solid performance in the fourth quarter was highlighted by revenue, adjusted EBITDA margin, and non-GAAP EPS all near or above the high-end of our guidance range. For 2025, our unit-driven growth was a result of ongoing strength in liquid filtration, selective etch.

Entegris (ENTG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Materials suppliers Entegris and Qnity aren't household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.