- Entegris reported second-quarter adjusted earnings per share (EPS) of 66 cents, exceeding the estimate of 65 cents. Last year, EPS was 71 cents.
- The adjusted operating margin was 20.9%, slightly below last year’s 22% and the estimated 21.1%.
- The adjusted gross margin came in at 44.6%, down from last year’s 46.2% and below the estimated 45.1%.
- Net sales totaled $792.4 million, a 2.5% decrease from the previous year, yet they surpassed the expected $768 million.
- For the third quarter ending September 27, 2025, Entegris forecasts sales between $780 million and $820 million.
- Growth was primarily driven by demand for unit-driven solutions such as CMP consumables, selective etch, and deposition materials.
- Uncertainty in trade policies and the macroeconomic environment is expected to impact short-term semiconductor demand.
- AI-enabled applications are significantly boosting growth in advanced logic and high-bandwidth memory (HBM).
- Entegris anticipates outperforming the market in the future due to its unique value proposition and quality execution.
- Analyst ratings include 8 buys, 3 holds, and 1 sell.
Entegris Inc on Smartkarma
Entegris Inc is gaining attention from top independent analysts on Smartkarma, a renowned platform for investment research. Analyst Travis Lundy, known for insightful market analysis, recently covered Entegris in a report titled “Entegris (ENTG US) Promotion to S&P MidCap400“. Lundy’s analysis indicates a bullish sentiment towards Entegris, highlighting the company’s upcoming promotion in the S&P MidCap400 index.
According to Lundy’s report, the S&P Index Committee has announced that Entegris will replace Arcadium Lithium in the index due to its significance in the semiconductor manufacturing industry. With a focus on Materials Solutions and Purity Solutions for semiconductor companies, Entegris is poised for growth in the market. The effective date of this change is set for next Wednesday, with Entegris carrying a market value of US$1.2 billion, making it a stock to watch for investors interested in the semiconductor sector.
A look at Entegris Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Entegris Inc, a leading provider of materials management products and services to the microelectronics industry globally, is positioned for a positive long-term outlook according to Smartkarma Smart Scores analysis. With a solid overall score, highlighted by strong momentum and resilience, the company is well-suited to navigate market challenges and take advantage of growth opportunities. While the value and dividend scores are moderate, the growth potential and momentum are key strengths for Entegris. This indicates an optimistic outlook for the company’s future performance in the industry.
Entegris Inc‘s focus on providing essential products like wafer shippers, transport carriers, and chemical delivery solutions positions it as a vital player in the microelectronics sector. The company’s ability to maintain a balanced score across key factors like growth and resilience, supported by a strong momentum score, suggests a promising trajectory in the long term. Overall, Entegris Inc‘s Smartkarma Smart Scores indicate a positive sentiment towards its market positioning and growth prospects in the evolving microelectronics industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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