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
+28.6%
BEATING MARKET
ENTG +28.8% vs S&P +0.2%
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.
ENTG YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
ENTG Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.82 | $0.93 | +13.03% | $883.2M | +5.71% |
| 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% |