Entegris Q4 results beat on liquid filtration demand

Entegris

10/02/2026 12:07

Overview

Semiconductor materials supplier's Q4 net sales beat analyst expectations

Non-GAAP EPS for Q4 beat analyst expectations

Company expects continued cash flow improvement in 2026

Outlook

Entegris expects Q1 2026 sales between $785 mln and $825 mln

Company anticipates Q1 2026 GAAP EPS between $0.43 and $0.51

Entegris projects Q1 2026 non-GAAP EPS of $0.70 to $0.78

Result Drivers

TECHNOLOGY ADVANCEMENTS - Entegris attributed its Q4 performance to strong demand in liquid filtration, selective etch, and CMP consumables, driven by advancements in the most advanced technologies

AI OPPORTUNITIES - Entegris sees opportunities in AI as customers adopt more complex device architectures, aligning with its product portfolio

CASH FLOW IMPROVEMENT - Entegris reported improved free cash flow in 2025 and expects continued improvement in 2026, aiding balance sheet strengthening and debt reduction

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$823.90 mln
$811.04 mln (10 Analysts)
Q4 Adjusted EPS
Beat
$0.70
$0.67 (11 Analysts)
Q4 EPS
$0.32
Q4 Gross Profit
$360.60 mln
Q4 Operating Income
$104.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

Wall Street's median 12-month price target for Entegris Inc is $111.00, about 9.3% below its February 9 closing price of $122.39

The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nBw7bQrDfa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)