Entegris Q4 results beat on liquid filtration demand
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.
Related Articles
Netflix After the Warner Deal: What Investors Should Know
TradingKey - For quite some time now, Netflix (NFLX) has been regarded as the premier subscription-based streaming service in the world, with a well-established history of growth through creative use of pricing power, developing hit programming, and relying very little on outside sources for licensi
Warsh’s Fed Era Signals a Death Knell for QE, Jolting the $30 Trillion Treasury Market
With Warsh’s nomination, his past proposals for governing the Federal Reserve are being brought to the forefront. A central issue is the formulation of a new "1951 Accord" to restructure the relationship between the Fed and the Treasury. Analysts suggest such a move could impact the $30 trillion Tre
Amazon Stock Predictions for 2026 to 2030: Will They Exceed Expectations and Achieve Major Long-Term Goals?
TradingKey - As we head into 2026, many investors are questioning where Amazon (AMZN) fits into the technology world.
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
