Entegris

Entegris (ENTG) Q2 2025 Earnings

Reported Jul 30, 2025 at 6:03 AM ET · SEC Source

Q2 25 EPS

$0.66

BEAT +3.06%

Est. $0.64

Q2 25 Revenue

$792.4M

BEAT +3.52%

Est. $765.5M

vs S&P Since Q2 25

+80.9%

BEATING MARKET

ENTG +98.5% vs S&P +17.5%

Market Reaction

Did ENTG Beat Earnings? Q2 2025 Results

Entegris posted a solid second-quarter beat on both the top and bottom lines, though a cautious forward outlook sent shares lower in the aftermath. The semiconductor materials supplier reported Q2 2025 revenue of $792.40 million, ahead of the $765.48… Read more Entegris posted a solid second-quarter beat on both the top and bottom lines, though a cautious forward outlook sent shares lower in the aftermath. The semiconductor materials supplier reported Q2 2025 revenue of $792.40 million, ahead of the $765.48 million consensus by 3.52%, while adjusted EPS of $0.66 cleared the $0.64 estimate by 3.06%. The results came despite a 2.5% year-over-year revenue decline from $812.70 million, as subdued fab activity outside of AI-related applications continued to weigh on demand, most visibly in the Advanced Purity Solutions segment, where revenue fell 6.9% to $439.90 million on weaker capital spending for facilities-related products. Strength in CMP consumables, selective etch, and deposition materials helped the Materials Solutions segment grow 3.7% year-over-year to $354.90 million, providing a partial offset. Looking ahead, Entegris guided Q3 2025 revenue of $780 million to $820 million and non-GAAP EPS of $0.68 to $0.75, a range that landed slightly below analyst expectations and tempered enthusiasm around the otherwise encouraging quarterly results.

Key Takeaways

  • CMP consumables, selective etch, and deposition materials drove sequential and YoY growth in Materials Solutions
  • AI-enabled applications driving significant growth in advanced logic and HBM
  • APS revenue decline driven by lower facilities-based CAPEX, particularly impacting FOUPs and Fluid Handling
  • APS sequential increase driven by liquid & gas filtration and FOUPs
  • Materials Solutions adjusted segment profit margin decrease due to some operational inefficiencies
  • APS adjusted segment profit margin decline driven by lower volumes
24/7 Wall St

ENTG YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

ENTG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Our second quarter revenue grew 2 percent sequentially and was above our guidance range. Growth was driven by demand for our unit-driven solutions, particularly CMP consumables, selective etch and deposition materials. Gross margin, EBITDA margin and non-GAAP EPS were all within guidance.”

— Bertrand Loy, Q2 2025 Earnings Press Release