ENTG
Entegris, Inc.

Entegris, Inc.ENTG

Technology · Semiconductor Equipment & Materials
127.98USD
+2.59%
Nov 08, 2026
ENTG overview ready
Supplier of advanced semiconductor process materials and purity solutions
Supplier of advanced semiconductor process materials and high-purity contamination-control solutions used throughout wafer fabrication.
Theme not measured
Semiconductor Materials & Substrates has no leadership state this session.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Cyclicality of semiconductor capital expenditures impacting demand.
Market Nov 6Filing Sep 26Price action Nov 7Research Oct 2

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction3.4BusinessPerformance9.0BusinessQuality7.2Valuation4.6ThemeMomentum—Accelerating — Revenue growth has accelerated across 4 consecutive quarters, rising from -3.0% to +25% year over year. Diluted EPS growth has strengthened to +124% year over year ($1.03), up from -52%. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Semiconductor Materials & Substrates — Semiconductor Materials & Substrates is tracked (3–4 priced members) — too few for a leadership state
Its economic family, Semiconductors, reads Lagging (−22.2pp vs SPY) — the family’s reading, not this theme’s.
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$19.6B
Avg Volume (60D)
2.8M
60 sessions
Revenue Growth YoY
-1.4%
FY2025 vs FY2024
Gross Margin
+47.1%
Trailing twelve months
Operating Margin
+18.2%
Trailing twelve months
Free Cash Flow Yield
+3.1%
Distance from 200DMA
-7.7%
P/E
49.8x
EV / EBITDA
28.2x
EV / Sales
6.4x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 26, 2026
Filed balance-sheet data as of Sep 26, 2026

Business Performance

Accelerating

Revenue growth has accelerated across 4 consecutive quarters, rising from -3.0% to +25% year over year. Diluted EPS growth has strengthened to +124% year over year ($1.03), up from -52%.

Latest reported: Q3 FY2026, ended Sep 26
Revenue growthAccelerating
+25%
$1.01B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. -3.0%
  2. +5.0%
  3. +12%
  4. +25%
Earnings growthAccelerating
+124%
Diluted EPS $1.03 vs $0.46 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. -52%
  2. +46%
  3. +74%
  4. +124%
Operating marginExpanding
22.9%
+7.7 pp YoY · gross margin 49.7% (+6.2 pp)

Business Quality

7.2 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
Entegris, Inc. has a Fair valuation stance because the price broadly reflects the level and quality of its cash generation, with upside and risk reasonably balanced.

Company Research

Thesis
Supplier of advanced semiconductor process materials and high-purity contamination-control solutions used throughout wafer fabrication. The exposure is adjacent rather than pure-play: the company sells into the same demand, alongside a broader business.
Opportunity
Moderate opportunity
Fab-capacity expansion and advanced-node migration increase demand for qualified electronic chemicals, deposition and planarization materials, specialty gases, contamination-control systems, and high-purity fluid handling that protect yield and enable production at advanced process nodes.
Key risk
Cyclicality of semiconductor capital expenditures impacting demand.

Economic classification

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Business & Markets

Technology · Semiconductor Equipment & Materials
What they do

Entegris, Inc. supplies advanced materials and contamination-control solutions used in semiconductor manufacturing and other high-technology industries globally through its two segments: Materials Solutions and Advanced Purity Solutions.

How it earns

The company generates revenue primarily through transactional sales of specialty materials, chemicals, gases, and filtration products to semiconductor fabs and related customers.

Products & services
Chemical vapor and atomic layer deposition materials
Chemical mechanical planarization slurries and pads
Ion implantation specialty gases
Formulated etch and clean materials
Filtration and high-purity fluid handling systems
Customers & end markets
Semiconductor manufacturers and fabs
High-technology industries in North America, Asia, and Europe
Market position

Leader in advanced semiconductor process materials and high-purity contamination-control solutions.

Demand drivers
High cyclicality

Semiconductor capital expenditure cycles and fab expansions strongly influence demand for Entegris's products.

Peers

Companies validated as economically comparable to ENTG — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Qnity Electronics, Inc.New Trend — Distribution PressureExpensive8.0HighUnavailableNot in RS poolLocked$117.00+6.32%