Equity Profile

ENTG

Entegris, Inc.

Information TechnologySemiconductor Materials & Equipment$19.1B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Entegris, Inc. is a key player in the semiconductor materials and equipment sector, providing essential products for the manufacturing of semiconductors....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

$0.86

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and respond to increasing demand in the semiconductor industry.

N/A

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. is a key player in the semiconductor materials and equipment sector, providing essential products for the manufacturing of semiconductors. As the demand for chips continues to grow, driven by trends 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, surpassing expectations by 14.67%. However, the stock experienced a decline of 5.35% the following day, indicating mixed market reactions.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to innovation in semiconductor materials.
Plans to enhance customer relationships and expand market reach.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Entegris' upcoming earnings, especially after a strong EPS surprise last quarter. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If Entegris can demonstrate strong revenue growth alongside its EPS, it may signal robust demand in the semiconductor sector, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or provides weak guidance, it could reinforce concerns about slowing demand and lead to a significant stock decline.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.86

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and respond to increasing demand in the semiconductor industry.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs, which is vital for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining whether the company continues its trend of beating expectations and how the market reacts.

What insights can management provide on revenue growth prospects?

Understanding the revenue outlook is essential for assessing the company's ability to capitalize on the growing semiconductor market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Entegris to exceed EPS expectations due to its strong operational efficiencies and market position.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, suggesting a trend that may continue.

Options pricing indicates a higher expected move than historical averages, hinting at potential surprises.

Recent insider selling could indicate confidence in the company’s performance despite market volatility.

Key Risk

If the EPS comes in above $0.90, it could shift the narrative towards stronger growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against signs of slowing demand in the semiconductor sector.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.80 would raise concerns about profitability and market conditions.

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 report.

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).

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 and raises guidance, history suggests a positive stock reaction, potentially around a +2.71% move.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement or slight declines.

Miss

A miss on EPS could lead to a significant drop, with historical patterns suggesting an average decline of around -5.63%.

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 developments in semiconductor materials.
2Management's outlook on market demand for semiconductors in the upcoming quarters.
3Insights into operational efficiencies and cost management strategies.
4Details on customer relationships and any new contracts signed.
5Any commentary on competitive pressures in the semiconductor industry.

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

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

Entegris, Inc. is a key player in the semiconductor materials and equipment sector, providing essential products for the manufacturing of semiconductors....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

$0.86

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and respond to increasing demand in the semiconductor industry.

N/A

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 expectations by 14.67%. However, the stock experienced a decline of 5.35% the following day, indicating mixed market reactions.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to innovation in semiconductor materials.
Plans to enhance customer relationships and expand market reach.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Entegris' upcoming earnings, especially after a strong EPS surprise last quarter. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If Entegris can demonstrate strong revenue growth alongside its EPS, it may signal robust demand in the semiconductor sector, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or provides weak guidance, it could reinforce concerns about slowing demand and lead to a significant stock decline.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.86

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and respond to increasing demand in the semiconductor industry.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs, which is vital for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining whether the company continues its trend of beating expectations and how the market reacts.

What insights can management provide on revenue growth prospects?

Understanding the revenue outlook is essential for assessing the company's ability to capitalize on the growing semiconductor market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Entegris to exceed EPS expectations due to its strong operational efficiencies and market position.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, suggesting a trend that may continue.

Options pricing indicates a higher expected move than historical averages, hinting at potential surprises.

Recent insider selling could indicate confidence in the company’s performance despite market volatility.

Key Risk

If the EPS comes in above $0.90, it could shift the narrative towards stronger growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against signs of slowing demand in the semiconductor sector.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.80 would raise concerns about profitability and market conditions.

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 report.

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%)

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 and raises guidance, history suggests a positive stock reaction, potentially around a +2.71% move.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement or slight declines.

Miss

A miss on EPS could lead to a significant drop, with historical patterns suggesting an average decline of around -5.63%.

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 developments in semiconductor materials.
2Management's outlook on market demand for semiconductors in the upcoming quarters.
3Insights into operational efficiencies and cost management strategies.
4Details on customer relationships and any new contracts signed.
5Any commentary on competitive pressures in the semiconductor industry.