Equity Profile

ENTG

Entegris, Inc.

Information TechnologySemiconductor Materials & Equipment$25.0B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Entegris, Inc. (ENTG) is a key player in the semiconductor materials and equipment sector, providing essential products that support the manufacturing of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and is closely watched by investors to gauge financial health.

0.82

Revenue

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital in the competitive semiconductor industry.

835M

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

ENTG Q2-2026 Earnings Preview

Context

Company Snapshot

Entegris, Inc. (ENTG) is a key player in the semiconductor materials and equipment sector, providing essential products that support the manufacturing of semiconductors. As the demand for advanced technology continues to rise, particularly in areas like AI and cloud computing, Entegris plays a critical role in ensuring the quality and efficiency of semiconductor production.

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, exceeding analyst expectations by 14.67%. However, the stock experienced a decline of 5.35% the following day, indicating mixed market reactions despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Entegris to report solid earnings this quarter, with a consensus EPS of $0.82 and revenue of $835 million. The market is keen to see if the company can maintain its growth trajectory amid ongoing challenges in the semiconductor sector.

Bull Case

If Entegris beats expectations, it could signal strong demand for its products and a robust outlook for the semiconductor market, potentially driving the stock higher.

Bear Case

Conversely, if the company misses its targets or provides cautious guidance, it may raise concerns about slowing demand or increased competition, leading to a negative reaction in the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

0.82

EPS is a crucial indicator of a company's profitability and is closely watched by investors to gauge financial health.

Revenue

835M

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital in the competitive semiconductor industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Entegris achieve an EPS of $0.82 or higher?

This specific EPS target is crucial for investor confidence and could significantly impact the stock's performance post-earnings.

What guidance will management provide regarding revenue growth in the semiconductor sector?

Guidance on future revenue growth will help investors assess the company's outlook and ability to navigate market challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street is underestimating the potential for Entegris to exceed its EPS target due to strong demand in the semiconductor sector, which may not be fully reflected in current estimates.

Supporting Evidence

Entegris has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a larger move than the historical average, indicating heightened expectations for volatility.

Recent insider buying suggests confidence in the company's future performance.

Key Risk

If revenue growth exceeds $850 million, it could invalidate the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain its growth amid a challenging semiconductor landscape, making these thresholds critical.

Bull Confirmed If

An EPS of $0.85 or higher with revenue exceeding $840 million would confirm strong demand and growth potential.

Bear Confirmed If

An EPS below $0.80 or revenue falling short of $830 million would raise concerns about demand and competitive pressures.

Pre-Earnings Positioning

Options Market

Implied Move

±12.61%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders anticipate volatility based on the upcoming results.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests the stock could rise around 2.71% on average the next day, confirming strong market demand.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

If the company misses estimates, history indicates a potential decline of about 5.63% on average, reflecting investor disappointment.

Preparation

Congressional Activity

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

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the semiconductor market.
2Management's commentary on supply chain challenges and their impact on production.
3Insights into customer orders and backlog levels.
4Guidance on future revenue and EPS expectations.
5Any strategic initiatives or partnerships that could enhance growth.

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) is a key player in the semiconductor materials and equipment sector, providing essential products that support the manufacturing of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and is closely watched by investors to gauge financial health.

0.82

Revenue

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital in the competitive semiconductor industry.

835M

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Entegris beats expectations, it could signal strong demand for its products and a robust outlook for the semiconductor market, potentially driving the stock higher.

Bear Case

Conversely, if the company misses its targets or provides cautious guidance, it may raise concerns about slowing demand or increased competition, leading to a negative reaction in the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

0.82

EPS is a crucial indicator of a company's profitability and is closely watched by investors to gauge financial health.

Revenue

835M

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital in the competitive semiconductor industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Entegris achieve an EPS of $0.82 or higher?

This specific EPS target is crucial for investor confidence and could significantly impact the stock's performance post-earnings.

What guidance will management provide regarding revenue growth in the semiconductor sector?

Guidance on future revenue growth will help investors assess the company's outlook and ability to navigate market challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street is underestimating the potential for Entegris to exceed its EPS target due to strong demand in the semiconductor sector, which may not be fully reflected in current estimates.

Supporting Evidence

Entegris has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a larger move than the historical average, indicating heightened expectations for volatility.

Recent insider buying suggests confidence in the company's future performance.

Key Risk

If revenue growth exceeds $850 million, it could invalidate the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain its growth amid a challenging semiconductor landscape, making these thresholds critical.

Bull Confirmed If

An EPS of $0.85 or higher with revenue exceeding $840 million would confirm strong demand and growth potential.

Bear Confirmed If

An EPS below $0.80 or revenue falling short of $830 million would raise concerns about demand and competitive pressures.

Pre-Earnings Positioning

Options Market

Implied Move

±12.61%

Historical Avg

±7.1%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders anticipate volatility based on the upcoming results.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Entegris beats expectations, history suggests the stock could rise around 2.71% on average the next day, confirming strong market demand.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

If the company misses estimates, history indicates a potential decline of about 5.63% on average, reflecting investor disappointment.

Preparation

Congressional Activity

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

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-MDApril McClain DelaneyRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the semiconductor market.
2Management's commentary on supply chain challenges and their impact on production.
3Insights into customer orders and backlog levels.
4Guidance on future revenue and EPS expectations.
5Any strategic initiatives or partnerships that could enhance growth.