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Entegris targets approximately 15% revenue CAGR, approximately 55% adjusted gross margin, approximately 35% adjusted operating margin and approximately 30% adjusted EPS CAGR. The Board authorized a $500 million buyback, with a 10% dividend increase expected in the first quarter of 2027.
Integris targets 15% long-term revenue growth against a market growing roughly 10%, citing AI-driven semiconductor complexity, stronger customer engagement, and operational excellence.
Entegris reported third-quarter net sales of $1,005.7 million, up 24.6%, and net income of $157.8 million, or $1.03 per diluted share. It expects 2026 depreciation expense to be reduced by approximately $73.0 million after extending certain asset useful lives.
Integris reported Q3 record sales of $1.006 billion, up 25% year-over-year, adjusted gross margin of 48.9%, and fully repaid its term loan. Q4 sales are guided at $1.025-$1.055 billion, with non-GAAP EPS of $1.32-$1.40.
Entegris reported third-quarter net sales of $1,006 million, GAAP diluted EPS of $1.03 and non-GAAP diluted EPS of $1.23. Fourth-quarter sales guidance is $1,025 million to $1,055 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Entegris delivered record revenue, substantial margin and earnings growth, stronger backlog, record operating cash flow, and faster debt repayment; Q4 guidance calls for continued growth, higher margins, and lower 2026 capital spending. Risks include a sequentially lower Q1 outlook, rising labor and compensation costs, continued gross-margin dilution from KSP South, delayed Colorado revenue, underutilized mainstream capacity, supply-chain pinch points, and a discrete tariff-refund benefit to GAAP results.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Total segment profit | $297M | FY2026 Q3 | +61.9% |
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| Adj. Segment Profit (Advanced Purity Solutions) non-GAAP | $155.8M | 2Q26 | — |
| Adj. Segment Profit (Materials Solutions) non-GAAP | $77.7M | 2Q26 | — |
| Adj. Segment Profit Margin (Advanced Purity Solutions) non-GAAP | 30.3% | 2Q26 | — |
| Adj. Segment Profit Margin (Materials Solutions) non-GAAP | 20.9% | 2Q26 | — |
| Adjusted EBITDA non-GAAP | $250.7M | the three months ended Jun 27, 2026 | — |
GAAP → non-GAAP reconciliationAdjusted operating income 216.3M (the result of another reconciliation in this filing)
+34.4M Depreciation
= Adjusted EBITDA 250.7M
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| Adjusted EBITDA - as a % of net sales non-GAAP | 28.4% | Q2 2026 (quarter ended Jun 27, 2026) | — |
| Adjusted gross margin - as a % of net sales non-GAAP | 47.6% | Q2 2026 (quarter ended Jun 27, 2026) | — |
| Adjusted operating income non-GAAP | $216.3M | the three months ended Jun 27, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP - Operating income 164.6M
+5.6M Restructuring costs
+46.1M Amortization of intangible assets
= Adjusted operating income 216.3M
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| Adjusted operating margin - as a % of net sales non-GAAP | 24.5% | Q2 2026 (quarter ended Jun 27, 2026) | — |
| Free Cash Flow non-GAAP | $120.3M | 2Q26 | — |
| Non-GAAP diluted earnings per common share non-GAAP | $0.93 | Q2 2026 (quarter ended Jun 27, 2026) | — |
GAAP → non-GAAP reconciliationGAAP Diluted earnings per common share $0.61
+$0.32 Effect of adjustments to net income
= Diluted non-GAAP earnings per common share $0.93
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| Non-GAAP EPS non-GAAP | $0.93 | the three months ended June 27, 2026 filing | — |
| Non-GAAP net income non-GAAP | $142.7M | the three months ended Jun 27, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income 93.6M
+5.6M Restructuring costs
+6.7M Equity investment impairment
+1.7M Loss on extinguishment of debt
+46.1M Amortization of intangible assets
-11M Tax effect of adjustments to net income and discrete tax items
= Non-GAAP net income 142.7M
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| Non-GAAP Operating Expenses non-GAAP | $203.9M | 2Q26 | — |
| Segment Profit | $77.7M | 2Q26 | — |
| Segment Profit (Advanced Purity Solutions) | $150.9M | 2Q26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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|---|---|---|---|---|---|
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ENTG
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Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Entegris targets approximately 15% revenue CAGR, approximately 55% adjusted gross margin, approximately 35% adjusted operating margin and approximately 30% adjusted EPS CAGR. The Board authorized a $500 million buyback, with a 10% dividend increase expected in the first quarter of 2027.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ENTG | +15.2% | +6.3% | +3.7% | -4.5% | +75.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +12.6% | +7.4% | +3.2% | -4.3% | +64.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
