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
ENTG YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ENTG Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
ENTG Earnings Trends
ENTG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ENTG EPS Trend
Earnings per share: estimate vs actual
ENTG Revenue Trend
Quarterly revenue: estimate vs actual
ENTG Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.75 | $0.86 | +15.42% | $811.9M | +0.76% |
| Q4 25 BEAT FY | $0.66 | $0.70 | +5.42% | $823.9M | +1.56% |
| FY Full Year | — | $2.75 | — | $3.20B | — |
| Q3 25 MISS | $0.72 | $0.72 | -0.65% | $807.1M | +0.37% |
| Q2 25 BEAT | $0.64 | $0.66 | +3.06% | $792.4M | +3.52% |