Semiconductor materials firm Entegris' Q2 sales beat expectations

Entegris

30/07/2025 11:09

Overview

Entegris Q2 2025 net sales of $792 mln beat analyst expectations

Non-GAAP diluted EPS of $0.66

Growth driven by demand for CMP consumables and selective etch materials

Outlook

Entegris expects Q3 sales of $780 mln to $820 mln

Company forecasts Q3 GAAP EPS between $0.43 and $0.50

Non-GAAP EPS for Q3 expected to be $0.68 to $0.75

Company anticipates Q3 adjusted EBITDA margin of ~27.5%

Result Drivers

CMP CONSUMABLES - Demand for CMP consumables drove revenue growth, per CEO Bertrand Loy

AI APPLICATIONS - AI-enabled applications contributing to growth in advanced logic and HBM

TRADE POLICY UNCERTAINTY - Fab activity subdued due to trade policy uncertainties, impacting semiconductor demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$792.40 mln
$758.10 mln (9 Analysts)
Q2 EPS
$0.35
Q2 Gross Profit
$351.50 mln
Q2 Operating Income
$106.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and 1 "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 $100.00, about 7.2% above its July 29 closing price of $92.85

Press Release: ID:nBwD40J3a

(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.)