Equity Profile

ENTG

Entegris, Inc.

Information TechnologySemiconductor Materials & Equipment$20.8B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and is closely watched by investors.

Expected to be around $0.86.

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet demand in the semiconductor industry.

Not available.

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

ENTG Q2-2026 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, Entegris provides critical materials that support the production of advanced chips, which are essential for 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 Q1-2026, Entegris reported an EPS of $0.86, surpassing estimates by 14.67%. However, the stock fell by 5.35% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Overall, investors are cautious ahead of the earnings report, given the mixed reactions to previous earnings surprises. The market is looking for signs of sustained demand in the semiconductor sector.

Bull Case

If Entegris can demonstrate strong revenue growth and maintain or improve margins, it could signal robust demand in the semiconductor industry, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports disappointing revenue or guidance, it may raise concerns about demand in the semiconductor market, potentially leading to a significant drop in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $0.86.

EPS is a crucial indicator of the company's profitability and is closely watched by investors.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to expand its market presence and meet demand in the semiconductor industry.

Gross Margin

Not available.

Gross margin indicates the efficiency of production and pricing strategies, impacting overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the semiconductor materials segment?

This will provide insight into demand trends and the company's ability to capitalize on market opportunities.

How is Entegris addressing supply chain challenges in the semiconductor industry?

Given the industry's current supply chain issues, management's response will be crucial for evaluating future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Entegris' ability to navigate supply chain challenges and capitalize on increased semiconductor demand, which could lead to stronger-than-expected results.

Supporting Evidence

The company's recent EPS beat suggests operational resilience.

Options pricing indicates higher volatility, reflecting potential for significant movement.

Historical performance shows that the stock can react positively to earnings beats despite market skepticism.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The semiconductor industry is currently facing both opportunities and challenges, making revenue and growth projections critical this quarter.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm strong demand and operational success.

Bear Confirmed If

Any revenue decline or guidance below market expectations would indicate potential weaknesses in demand.

Pre-Earnings Positioning

Options Market

Implied Move

±12.61%

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

0.7%

30d HV

59.4%

Calls (23K)P/C Ratio: 0.15Puts (7K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests the stock could rise by an average of 2.71% on the following day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react moderately, reflecting uncertainty.

Miss

A miss on earnings could lead to a decline of around 5.63% based on historical patterns, indicating investor disappointment.

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 in semiconductor materials.
2Details on customer demand trends and backlog levels.
3Management's outlook on supply chain stability.
4Insights into competitive positioning within the semiconductor market.
5Comments on potential impacts from macroeconomic factors.

See the full picture

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

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and is closely watched by investors.

Expected to be around $0.86.

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet demand in the semiconductor industry.

Not available.

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

ENTG Q2-2026 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 Q1-2026, Entegris reported an EPS of $0.86, surpassing estimates by 14.67%. However, the stock fell by 5.35% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Bull Case

If Entegris can demonstrate strong revenue growth and maintain or improve margins, it could signal robust demand in the semiconductor industry, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports disappointing revenue or guidance, it may raise concerns about demand in the semiconductor market, potentially leading to a significant drop in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $0.86.

EPS is a crucial indicator of the company's profitability and is closely watched by investors.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to expand its market presence and meet demand in the semiconductor industry.

Gross Margin

Not available.

Gross margin indicates the efficiency of production and pricing strategies, impacting overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the semiconductor materials segment?

This will provide insight into demand trends and the company's ability to capitalize on market opportunities.

How is Entegris addressing supply chain challenges in the semiconductor industry?

Given the industry's current supply chain issues, management's response will be crucial for evaluating future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Entegris' ability to navigate supply chain challenges and capitalize on increased semiconductor demand, which could lead to stronger-than-expected results.

Supporting Evidence

The company's recent EPS beat suggests operational resilience.

Options pricing indicates higher volatility, reflecting potential for significant movement.

Historical performance shows that the stock can react positively to earnings beats despite market skepticism.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The semiconductor industry is currently facing both opportunities and challenges, making revenue and growth projections critical this quarter.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm strong demand and operational success.

Bear Confirmed If

Any revenue decline or guidance below market expectations would indicate potential weaknesses in demand.

Pre-Earnings Positioning

Options Market

Implied Move

±12.61%

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

0.7%

30d HV

59.4%

Calls (23K)P/C Ratio: 0.15Puts (7K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests the stock could rise by an average of 2.71% on the following day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react moderately, reflecting uncertainty.

Miss

A miss on earnings could lead to a decline of around 5.63% based on historical patterns, indicating investor disappointment.

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 in semiconductor materials.
2Details on customer demand trends and backlog levels.
3Management's outlook on supply chain stability.
4Insights into competitive positioning within the semiconductor market.
5Comments on potential impacts from macroeconomic factors.