Entegris

Entegris (ENTG) Q2 2026 Earnings

Reported Aug 4, 2026 at 7:02 AM ET · SEC Source

Q2 26 EPS

$0.93

BEAT +13.03%

Est. $0.82

Q2 26 Revenue

$883.2M

BEAT +5.71%

Est. $835.5M

vs S&P Since Q2 26

+28.7%

BEATING MARKET

ENTG +28.9% vs S&P +0.3%

Market Reaction

Did ENTG Beat Earnings? Q2 2026 Results

Entegris delivered a notably strong second quarter of fiscal 2026, beating Wall Street expectations on both the top and bottom lines as recovering semiconductor demand translated into broad-based financial outperformance. The specialty materials supp… Read more Entegris delivered a notably strong second quarter of fiscal 2026, beating Wall Street expectations on both the top and bottom lines as recovering semiconductor demand translated into broad-based financial outperformance. The specialty materials supplier posted non-GAAP diluted EPS of $0.93, beating the $0.82 consensus estimate by 13.03%, while revenue of $883.20 million came in 5.71% ahead of the $835.49 million consensus and grew 11.5% year-over-year. The primary engine behind the beat was the Advanced Purity Solutions segment, which expanded revenue 17.0% year-over-year to $514.60 million and saw adjusted profit margins widen to 30.3% from 24.1%, reflecting accelerating customer capital investment at advanced technology nodes. Gross margin also improved meaningfully, reaching 47.6% versus 44.4% a year ago. Despite the stock having faced meaningful pressure in recent weeks, the results underscored improving fundamentals, and management guided Q3 net sales of $905 million to $935 million with non-GAAP EPS of $0.96 to $1.04, signaling continued momentum heading into the second half of the year.

Key Takeaways

  • Improving semiconductor demand driving double-digit growth
  • Accelerating customer capital investments
  • Double-digit growth across both unit and capex-related businesses
  • Operational initiatives enhancing profitability and cash generation
  • Advanced Purity Solutions segment revenue grew 17.0% YoY with 30.3% adjusted segment profit margin
  • Gross margin expansion to 47.6% from 44.4% year-over-year

ENTG Forward Guidance & Outlook

For Q3 2026 (quarter ending September 26, 2026), Entegris expects net sales of $905 million to $935 million. GAAP net income is expected between $116 million and $128 million, with GAAP diluted EPS of $0.75 to $0.83. On a non-GAAP basis, diluted EPS is expected to range from $0.96 to $1.04, with non-GAAP net income of $148 million to $160 million. Adjusted EBITDA margin is expected at approximately 28.0% to 29.0% of sales. GAAP operating income is expected between $174 million and $189 million, with adjusted operating income of $219 million to $234 million.

24/7 Wall St

ENTG YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

ENTG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q2 26

“We delivered another strong quarter, exceeding our guidance across all key metrics as improving semiconductor demand and accelerating customer capital investments drove double-digit growth across both our unit and capex-related businesses. Our operational initiatives continued to enhance profitability and cash generation, further strengthening our financial position. The next phase of semiconductor investment is underway, and with market-leading positions across our portfolio, growing participation at the industry's most advanced technology nodes, and a strong innovation engine, we are uniquely positioned to translate this opportunity into sustained growth and long-term shareholder value.”

— Dave Reeder, Q2 2026 Earnings Press Release