Equity Profile

ENTG

Entegris, Inc.

Information TechnologySemiconductor Materials & Equipment$19.1B

Apr30Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Entegris, Inc. Beats on EPS, Stock Down 5.35%

Metric	Actual	Expected	Surprise
EPS	$0.86	$0.75	+14.67%
Revenue	N/A	$806M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Entegris, Inc. Beats on EPS, Stock Down 5.35%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.86	$0.75	+14.67%
Revenue	N/A	$806M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Entegris reported better-than-expected earnings per share, which indicates strong performance relative to analyst expectations. However, the stock fell by 5.35% following the earnings report, suggesting that investors may have been disappointed by the lack of revenue information or future guidance. The market reaction reflects uncertainty about the company's overall financial health moving forward.

Company Snapshot

Entegris, Inc. (ENTG) operates in the Information Technology sector, focusing on semiconductor materials and equipment....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating profit.

0.75

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

806M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Entegris, Inc. (ENTG) operates in the Information Technology sector, focusing on semiconductor materials and equipment. As a key player in the semiconductor supply chain, the company is vital for supporting the growing demand for chips used in various technologies, including AI and cloud computing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.36%

Avg Stock Reaction

-3.44%

Last Quarter Recap

In Q4-2025, Entegris reported an EPS of $0.70, surpassing estimates by 4.17%. The stock reacted positively, gaining 9.03% the following day.

Management Promises & Guidance

Focus on expanding product offerings in semiconductor materials.
Commitment to improving operational efficiencies.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Analysts expect Entegris to report solid earnings this quarter, with a consensus EPS of $0.75 and revenue of $806M. The market is closely watching for any signs of growth in semiconductor demand.

Bull Case

If Entegris beats EPS and revenue estimates, it could signal strong demand in the semiconductor sector, leading to increased investor confidence and a potential stock price rally.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it may raise concerns about slowing demand in the semiconductor market, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

0.75

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating profit.

Revenue

806M

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.75, indicating strong profitability?

A beat on EPS would suggest effective cost management and strong demand, which could boost investor confidence.

How does revenue compare to the $806M consensus?

Revenue performance will indicate the health of the semiconductor market and the company's ability to capture demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of new product launches in the semiconductor sector, which could drive higher revenue than expected.

Supporting Evidence

Recent insider selling could indicate a lack of confidence in future performance despite positive past results.

Options pricing suggests a larger move than historical averages, indicating potential volatility that the consensus may not fully account for.

Key Risk

If revenue comes in below $779M, it could undermine the positive outlook for the semiconductor market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain growth in a competitive semiconductor landscape, making these metrics crucial.

Bull Confirmed If

EPS of $0.78 or higher with revenue exceeding $818M would confirm strong demand.

Bear Confirmed If

EPS below $0.72 or revenue falling short of $779M would signal potential weaknesses.

Pre-Earnings Positioning

Options Market

Implied Move

±12.57%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.6% while ENTG has averaged ±7.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

57.4%

Calls (270K)P/C Ratio: 0.32Puts (264K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$8.8M

61,534 sh

1 insider

Net

$8.8M

Net selling

Most Active Insiders· 2 open-market trades

Executive ChairLOY BERTRAND
$8.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests a potential stock increase of around 3% on the following day, confirming strong market demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately 5.6% based on historical patterns, raising concerns about future growth.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·2 sells

Members

House only

Est. Notional

$3,003.00–$45,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on semiconductor demand trends.
3Guidance on operational efficiencies and cost management strategies.
4Insights into customer engagement and retention efforts.
5Any changes in market conditions that could affect future performance.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Apr27

VZReported

Verizon Communications Inc.

Congress activity

RecapView

Company Snapshot

Entegris, Inc. (ENTG) operates in the Information Technology sector, focusing on semiconductor materials and equipment....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating profit.

0.75

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

806M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.36%

Avg Stock Reaction

-3.44%

Last Quarter Recap

In Q4-2025, Entegris reported an EPS of $0.70, surpassing estimates by 4.17%. The stock reacted positively, gaining 9.03% the following day.

Management Promises & Guidance

Focus on expanding product offerings in semiconductor materials.
Commitment to improving operational efficiencies.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Analysts expect Entegris to report solid earnings this quarter, with a consensus EPS of $0.75 and revenue of $806M. The market is closely watching for any signs of growth in semiconductor demand.

Bull Case

If Entegris beats EPS and revenue estimates, it could signal strong demand in the semiconductor sector, leading to increased investor confidence and a potential stock price rally.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it may raise concerns about slowing demand in the semiconductor market, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

0.75

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating profit.

Revenue

806M

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.75, indicating strong profitability?

A beat on EPS would suggest effective cost management and strong demand, which could boost investor confidence.

How does revenue compare to the $806M consensus?

Revenue performance will indicate the health of the semiconductor market and the company's ability to capture demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of new product launches in the semiconductor sector, which could drive higher revenue than expected.

Supporting Evidence

Recent insider selling could indicate a lack of confidence in future performance despite positive past results.

Options pricing suggests a larger move than historical averages, indicating potential volatility that the consensus may not fully account for.

Key Risk

If revenue comes in below $779M, it could undermine the positive outlook for the semiconductor market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain growth in a competitive semiconductor landscape, making these metrics crucial.

Bull Confirmed If

EPS of $0.78 or higher with revenue exceeding $818M would confirm strong demand.

Bear Confirmed If

EPS below $0.72 or revenue falling short of $779M would signal potential weaknesses.

Pre-Earnings Positioning

Options Market

Implied Move

±12.57%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.6% while ENTG has averaged ±7.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

57.4%

Calls (270K)P/C Ratio: 0.32Puts (264K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$8.8M

61,534 sh

1 insider

Net

$8.8M

Net selling

Most Active Insiders· 2 open-market trades

Executive ChairLOY BERTRAND
$8.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests a potential stock increase of around 3% on the following day, confirming strong market demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately 5.6% based on historical patterns, raising concerns about future growth.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·2 sells

Members

House only

Est. Notional

$3,003.00–$45,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on semiconductor demand trends.
3Guidance on operational efficiencies and cost management strategies.
4Insights into customer engagement and retention efforts.
5Any changes in market conditions that could affect future performance.