Equity Profile

ENTG

Entegris, Inc.

Information TechnologySemiconductor Materials & Equipment$19.6B

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 materials and solutions for the manufacturing of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and a strong performance can boost investor confidence.

N/A

Revenue Growth

Revenue growth indicates the company's ability to expand its market share and respond to 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. (ENTG) is a key player in the semiconductor materials and equipment sector, providing essential materials and solutions for the manufacturing of semiconductors. With a market cap of $20 billion, the company is positioned to benefit from the ongoing demand for advanced semiconductor technologies, driven by trends like 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 dropped 5.35% the following day, indicating mixed market reactions despite the earnings beat.

Management Promises & Guidance

Focus on improving supply chain efficiencies.
Commitment to investing in R&D for next-generation materials.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Entegris' upcoming earnings, especially given its recent EPS beat. However, uncertainty remains regarding revenue growth and market conditions.

Bull Case

If Entegris can demonstrate strong revenue growth and maintain or improve its gross margins, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could lead to a significant sell-off, especially given the stock's recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate for Q2-2026?

Revenue growth is crucial for assessing the company's ability to capitalize on market demand, especially in the semiconductor sector.

How will management address gross margin trends in the current economic environment?

Understanding margin trends will help investors gauge the company's operational efficiency and pricing power amid rising costs.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Entegris' ability to leverage its R&D investments for new product launches, which could drive unexpected revenue growth.

Supporting Evidence

Options are pricing a 12.61% move, indicating high expectations that may not align with the company's historical performance.

Insider selling activity suggests caution, which may not be reflected in the current bullish sentiment.

The company's recent EPS beats have not translated into sustained stock price increases, indicating potential overvaluation.

Key Risk

If revenue growth falls below 10%, it could challenge the optimistic outlook and lead to a reevaluation of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on how well Entegris can navigate market challenges while maintaining growth and profitability.

Bull Confirmed If

Revenue growth of 15% or more year-over-year would confirm the bullish outlook.

Bear Confirmed If

A revenue decline or stagnation would support the bearish 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 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)

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, history suggests a potential average one-day move of +2.71%, confirming a strong demand narrative.

In-Line / Cautious

A cautious inline report could lead to muted reactions, as investors weigh management's commentary against current market conditions.

Miss

If the company misses expectations, history suggests a potential average one-day move of -5.63%, likely leading to a sell-off.

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 supply chain improvements and their impact on production costs.
2Details on new product launches and their expected market reception.
3Management's outlook on semiconductor demand in the second half of 2026.
4Insights into competitive pressures and pricing strategies.
5Any commentary on R&D investments and their expected returns.

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 materials and solutions for the manufacturing of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and a strong performance can boost investor confidence.

N/A

Revenue Growth

Revenue growth indicates the company's ability to expand its market share and respond to 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, exceeding expectations by 14.67%. However, the stock dropped 5.35% the following day, indicating mixed market reactions despite the earnings beat.

Management Promises & Guidance

Focus on improving supply chain efficiencies.
Commitment to investing in R&D for next-generation materials.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Entegris' upcoming earnings, especially given its recent EPS beat. However, uncertainty remains regarding revenue growth and market conditions.

Bull Case

If Entegris can demonstrate strong revenue growth and maintain or improve its gross margins, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could lead to a significant sell-off, especially given the stock's recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate for Q2-2026?

Revenue growth is crucial for assessing the company's ability to capitalize on market demand, especially in the semiconductor sector.

How will management address gross margin trends in the current economic environment?

Understanding margin trends will help investors gauge the company's operational efficiency and pricing power amid rising costs.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Entegris' ability to leverage its R&D investments for new product launches, which could drive unexpected revenue growth.

Supporting Evidence

Options are pricing a 12.61% move, indicating high expectations that may not align with the company's historical performance.

Insider selling activity suggests caution, which may not be reflected in the current bullish sentiment.

The company's recent EPS beats have not translated into sustained stock price increases, indicating potential overvaluation.

Key Risk

If revenue growth falls below 10%, it could challenge the optimistic outlook and lead to a reevaluation of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on how well Entegris can navigate market challenges while maintaining growth and profitability.

Bull Confirmed If

Revenue growth of 15% or more year-over-year would confirm the bullish outlook.

Bear Confirmed If

A revenue decline or stagnation would support the bearish 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 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)

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, history suggests a potential average one-day move of +2.71%, confirming a strong demand narrative.

In-Line / Cautious

A cautious inline report could lead to muted reactions, as investors weigh management's commentary against current market conditions.

Miss

If the company misses expectations, history suggests a potential average one-day move of -5.63%, likely leading to a sell-off.

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 supply chain improvements and their impact on production costs.
2Details on new product launches and their expected market reception.
3Management's outlook on semiconductor demand in the second half of 2026.
4Insights into competitive pressures and pricing strategies.
5Any commentary on R&D investments and their expected returns.