Watch for the Capital Markets Day on November 9, 2026 for long-term strategy details and potential upward revisions to growth targets. The strong guidance and margin trajectory suggest continued momentum in semiconductor materials demand.
Price Chart
Executive Summary
Entegris reported record Q3 2026 revenue of $1.0057B, up 24.6% YoY, with GAAP EPS of $1.03 and non-GAAP EPS of $1.23, both exceeding consensus estimates of $1.02 and $925.3M. The company raised Q4 guidance to $1.025B-$1.055B in sales and non-GAAP EPS of $1.32-$1.40, citing strong semiconductor demand and margin expansion.
Key Financial Metrics
Key Facts
- Record Q3 2026 revenue of $1.0057B, up 24.6% YoY from $807.1M
- GAAP diluted EPS of $1.03 vs $0.46 YoY, up 123.9%
- Non-GAAP diluted EPS of $1.23 vs $0.72 YoY, up 70.8%
- Adjusted EBITDA margin expanded to 30.2% from 27.3% YoY
- Q4 2026 guidance: revenue $1.025B-$1.055B, non-GAAP EPS $1.32-$1.40
- Record operating cash flow of $266.8M in Q3, free cash flow of $223.6M
- Long-term debt reduced to $3.2606B from $3.6976B at year-end 2025
- Advanced Purity Solutions segment revenue grew 31.3% YoY to $604.9M
Financial Impact
Revenue beat consensus by $80.4M (8.7%), non-GAAP EPS beat by $0.21 (20.6%)
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Materials Solutions | $404.1M | +15.9% |
| Advanced Purity Solutions | $604.9M | +31.3% |
Risk Factors
- Geopolitical tensions and export controls could impact semiconductor demand
- Tariff and trade policy uncertainty, though IEEPA tariff refunds provided a one-time benefit
- Customer concentration in cyclical semiconductor industry
- Integration risks from ongoing restructuring and wind-down of Life Sciences business
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001101302-26-000159 |
| Document: entg-20261029.htm | 0001101302-26-000159 |
| Document: entgq32026ex992.htm | 0001101302-26-000159 |
| Document: 0001101302-26-000159-index-headers.html | 0001101302-26-000159 |
| Document: 0001101302-26-000159-index.html | 0001101302-26-000159 |
| Document: 0001101302-26-000159.txt | 0001101302-26-000159 |
| 8-K Data (Synthetic) | 0001101302-26-000159 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | 8-K | $166.48 | awaiting T+20 | awaiting T+20 | $154.18 (−7.39%) |
Oct 27, 2026 2d ago | Institutional Cluster | $159.32 | awaiting T+20 | awaiting T+20 | $154.18 (−3.23%) |
Oct 16, 2026 13d ago | Institutional Cluster | $138.74 | awaiting T+20 | awaiting T+20 | $154.18 (+11.13%) |
Oct 14, 2026 16d ago | 8-K | $153.08 | awaiting T+20 | awaiting T+20 | $154.18 (+0.72%) |
Aug 17, 2026 10w ago | Insider Cluster | $163.09 $129.64 | ▼ −20.51% | ▼ −18.53% | $154.18 (−5.46%) |
Aug 17, 2026 10w ago | Insider Cluster | $163.09 $129.64 | ▼ −20.51% | ▼ −18.53% | $154.18 (−5.46%) |
Aug 14, 2026 10w ago | Insider Cluster | $161.76 $128.52 | ▼ −20.55% | ▼ −18.56% | $154.18 (−4.69%) |
Jul 29, 2026 13w ago | 8-K | $117.11 $145.31 | ▲ +24.08% | ▲ +20.11% | $154.18 (+31.65%) |
Jul 15, 2026 15w ago | 8-K | $138.69 $161.08 | ▲ +16.14% | ▲ +13.80% | $154.18 (+11.17%) |
Jun 12, 2026 20w ago | Institutional Cluster | $150.52 $145.35 | ▼ −3.43% | ▼ −5.21% | $154.18 (+2.43%) |
US Market Status
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