Entegris (ENTG) Q3 2025

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Earnings

Entegris delivered a mixed third quarter for fiscal 2025, posting revenue of $807.10 million that edged past the $804.12 million consensus by 0.37%, while earnings per share of $0.72 fell just short of the $0.72 analyst estimate by 0.65%, leaving the… Read more Entegris delivered a mixed third quarter for fiscal 2025, posting revenue of $807.10 million that edged past the $804.12 million consensus by 0.37%, while earnings per share of $0.72 fell just short of the $0.72 analyst estimate by 0.65%, leaving the semiconductor materials supplier with essentially flat revenue year over year, down a marginal 0.1%. The more telling story lay beneath the top line, where GAAP gross margin compressed to 43.5% from 46.0% a year ago, largely driven by underutilization of manufacturing facilities and incremental fixed costs from ramping new operations in Taiwan and Colorado. Incoming CEO Dave Reeder pointed to customer wins in liquid filtration, deposition materials, and CMP consumables as signs of forward momentum, though operating cash flow of $249.50 million, up sharply from $197.20 million in Q3 2024, offered perhaps the quarter's clearest bright spot. For the fourth quarter, Entegris guided revenue of $790 million to $830 million with non-GAAP EPS of $0.62 to $0.69, implying modest sequential softness at the midpoint as margin recovery remains a work in progress.