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) operates in the Information Technology sector, focusing on semiconductor materials and equipment....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and the consensus estimate reflects market expectations for the company's performance.

0.82

Revenue

Revenue growth is essential for assessing the company's ability to expand and meet demand in the semiconductor market.

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) operates in the Information Technology sector, focusing on semiconductor materials and equipment. The company plays a crucial role in the semiconductor supply chain, which is vital 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, exceeding expectations by 14.67%. However, the stock fell 5.35% the following day, indicating market skepticism despite the earnings beat.

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 closely watching for any signs of growth in semiconductor demand.

Bull Case

If Entegris beats EPS estimates and shows strong revenue growth, it could signal robust demand in the semiconductor sector, leading to a positive market reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it could raise concerns about slowing demand in the semiconductor industry, negatively impacting the stock.

Key Metrics to Watch

EPS

0.82

Earnings per share is a key indicator of profitability, and the consensus estimate reflects market expectations for the company's performance.

Revenue

835M

Revenue growth is essential for assessing the company's ability to expand and meet demand in the semiconductor market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.82?

A beat on EPS could indicate stronger profitability and demand, which would be crucial for investor confidence.

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

Clear guidance on revenue growth will help investors gauge the company's outlook and the health of the semiconductor industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for Entegris to exceed revenue expectations due to recent trends in semiconductor demand, which could be stronger than anticipated.

Supporting Evidence

The company's recent EPS beat of 14.67% indicates stronger profitability than expected.

The options market is pricing in a significant move, suggesting that investors are anticipating volatility.

Key Risk

If revenue comes in above $840 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain growth in a potentially slowing semiconductor market.

Bull Confirmed If

An EPS of $0.85 or higher with revenue exceeding $840 million would confirm the bull case.

Bear Confirmed If

An EPS below $0.80 or revenue below $830 million would confirm the bear case.

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 investors 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)

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 a modest positive reaction, with an average 1-day move of +2.71%.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

If the company misses estimates, history suggests a potential average decline of -5.63% in the stock price.

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 semiconductor demand trends and how they are impacting production.
2Management's commentary on pricing power and cost pressures.
3Insights into customer order patterns and backlog levels.
4Any new product developments or innovations in semiconductor materials.
5Guidance on future quarters and overall market outlook.

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

EPS

Earnings per share is a key indicator of profitability, and the consensus estimate reflects market expectations for the company's performance.

0.82

Revenue

Revenue growth is essential for assessing the company's ability to expand and meet demand in the semiconductor market.

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

In Q1 2026, Entegris reported an EPS of $0.86, exceeding expectations by 14.67%. However, the stock fell 5.35% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Entegris beats EPS estimates and shows strong revenue growth, it could signal robust demand in the semiconductor sector, leading to a positive market reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it could raise concerns about slowing demand in the semiconductor industry, negatively impacting the stock.

Key Metrics to Watch

EPS

0.82

Earnings per share is a key indicator of profitability, and the consensus estimate reflects market expectations for the company's performance.

Revenue

835M

Revenue growth is essential for assessing the company's ability to expand and meet demand in the semiconductor market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.82?

A beat on EPS could indicate stronger profitability and demand, which would be crucial for investor confidence.

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

Clear guidance on revenue growth will help investors gauge the company's outlook and the health of the semiconductor industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for Entegris to exceed revenue expectations due to recent trends in semiconductor demand, which could be stronger than anticipated.

Supporting Evidence

The company's recent EPS beat of 14.67% indicates stronger profitability than expected.

The options market is pricing in a significant move, suggesting that investors are anticipating volatility.

Key Risk

If revenue comes in above $840 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Entegris can sustain growth in a potentially slowing semiconductor market.

Bull Confirmed If

An EPS of $0.85 or higher with revenue exceeding $840 million would confirm the bull case.

Bear Confirmed If

An EPS below $0.80 or revenue below $830 million would confirm the bear case.

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 investors 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)

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 a modest positive reaction, with an average 1-day move of +2.71%.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

If the company misses estimates, history suggests a potential average decline of -5.63% in the stock price.

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 semiconductor demand trends and how they are impacting production.
2Management's commentary on pricing power and cost pressures.
3Insights into customer order patterns and backlog levels.
4Any new product developments or innovations in semiconductor materials.
5Guidance on future quarters and overall market outlook.