Companies /Technology

Entegris Inc

NASDAQ: ENTG Semiconductor Equipment & Materials
$138.87
▲ $8.17 (+6.25%) today
Markets open · 4:12pm ET

Q4 2025 Earnings

Reported Feb 10, 2026, 7:02am ET · SEC source
$0.70
Beat +5.42%
EPS · est. $0.66
$823.9M
Beat +1.56%
Revenue · est. $811.3M
−14.5%
Trailing market
ENTG vs S&P since report
3 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+4%+8%+12%Feb 10Feb 11report 7:02am ETearnings−0.4%+9.5%
0+4%+8%+12%Feb 10Feb 11earnings−0.4%+9.5%
ENTG +9.5%S&P 500 −0.4%
0+4%+8%+12%Feb 10Feb 11report 7:02am ETearnings−0.5%+9.5%
0+4%+8%+12%Feb 10Feb 11earnings−0.5%+9.5%
ENTG +9.5%NASDAQ −0.5%
−8%−4%0+4%Feb 9Feb 18report 7:02am ETearnings−1.4%−2.2%
−8%−4%0+4%Feb 9Feb 18earnings−1.4%−2.2%
ENTG −2.2%S&P 500 −1.4%
−8%−4%0+4%Feb 9Feb 18report 7:02am ETearnings−1.9%−2.2%
−8%−4%0+4%Feb 9Feb 18earnings−1.9%−2.2%
ENTG −2.2%NASDAQ −1.9%
+9.03%
Day of report
+3.26%
Next session
−1.16%
One week
−18.85%
30 days

S&P 500 over the same 30 days: −4.31%.

Did ENTG Beat Earnings? Q4 2025 Results

Entegris posted a solid finish to fiscal 2025, beating Wall Street estimates on both the top and bottom lines even as revenue slipped year-over-year. The semiconductor materials specialist reported Q4 revenue of $823.90 million, ahead of the $811.28 million consensus by 1.56%, while non-GAAP diluted EPS of $0.70 cleared the $0.66 estimate by 5.42%, with results coming in near or above the high end of the company's own guidance range. The year-over-year revenue decline of 3.0% reflected ongoing softness in fluid handling and FOUPs within the Advanced Purity Solutions segment, which saw revenue fall 5.4% to $464.50 million, though strength in liquid filtration provided a partial offset. GAAP net income compressed to $49.40 million from $102.30 million a year ago, a comparison distorted by a prior-year patent settlement gain and elevated restructuring charges in the current quarter. Free cash flow improved sharply to $134.00 million, supporting continued debt reduction. Some analysts remain cautious on valuation despite raising price targets following the results. Looking ahead, Entegris guided Q1 2026 revenue of $785 million to $825 million, with non-GAAP EPS of $0.70 to $0.78.

Key Takeaways
  • Unit-driven growth from ongoing strength in liquid filtration, selective etch, and CMP consumables
  • Volume increases in most advanced technologies
  • Advanced deposition materials drove sequential growth in Materials Solutions
  • Strong liquid filtration growth partially offset APS declines in fluid handling and FOUPs
  • Taiwan and Colorado manufacturing site ramp costs pressured APS margins

“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 and CMP consumables, as volume continued to increase in the most advanced technologies. Free cash flow improved in 2025, and we expect continued improvement in cash generation in 2026, further strengthening our balance sheet and enabling incremental de-leveraging.”

Entegris CEO, on the earnings call

Forward Guidance & Outlook

For Q1 2026 (quarter ending March 28, 2026), Entegris expects net sales of $785 million to $825 million. GAAP net income is expected between $65 million and $77 million, with GAAP diluted EPS of $0.43 to $0.51. On a non-GAAP basis, the company expects diluted EPS of $0.70 to $0.78, non-GAAP net income of $106 million to $118 million, and adjusted EBITDA margin of approximately 26.5% to 27.5% of sales. Management also expects continued improvement in cash generation in 2026, further strengthening the balance sheet and enabling incremental de-leveraging.

ENTG YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$300.0M$600.0M$900.0M$849.8M$823.9MRevenue$387.2M$360.6MGross Profit$150.0M$104.9MOperating Income$102.2M$49.4MNet Income
$0$300.0M$600.0M$900.0MRevenueGross ProfitOperating IncomeNet Income

ENTG Revenue by Segment

Advanced Purity Solutions$464.5M−5.4%
Materials Solutions$361.8M+0.2%

Figures from SEC filings and company reports. Not investment advice.