ENTG Entegris Inc

$ENTG Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.23 up 70.83% YoY • Reported revenue of $1.01B up 24.61% YoY • For Q4 2026, Entegris expects sales of $1.03B to $1.06B, GAAP diluted EPS of $1.09 to $1.17, non-GAAP diluted EPS of $1.32 to $1.40, and Adjusted EBITDA of 30.7% to 31.2% of sales.

$ENTG the chemicals and filters a fab burns through only move while wafers move. seems like a consumables story priced on full utilization has no floor when the line runs half empty

$ENTG being qualified on a line that never ramps is a win with no volume behind it. seems like lock in only pays when wafers move, and a stalled ramp turns a moat into a waiting room

$ENTG fab supplies sound boring and safe until the fab schedule slips. seems like even the picks and chemicals feel a capex pause, because a delayed line orders nothing on time

$ENTG +6.1% $160.75 | Long avg $135.78 +$24.97 / +18.4%. Full size ( i wrote many times why i like this position). Entegris post earnings showed good relative strength in this environment, but regaining $170 + still a chalange. Next supply is the $170 shelf, then the Jun highs $180–$187 band.

$ENTG Inventories rose to 769.0 million dollars at Sep 26 from 643.2 million dollars at year end, and the build sits early in production. Work in process jumped to 83.8 million dollars from 55.4 million, raw materials rose to 278.5 million from 240.0 million, and finished goods rose to 406.7 million from 347.8 million. Contract liabilities ended at 74.1 million dollars, up from 49.9 million at the start of the year, on 63.6 million dollars of cash received ahead of revenue.

$ENTG Is Entegris's $1.32–$1.40 Q4 EPS guide too low after Q3 topped its own high end by $0.19? 🏢 Entegris, which supplies materials and purity products to chipmakers and is worth about $24.34B at $159.32 a share at 16:00 ET on October 28, 2026, posted record Q3 sales of $1,005.7M, up 24.6% from a year earlier 📈 Q3 sales came in $70.7M above the top of the company's own August guide of $905M–$935M, and non-GAAP EPS of $1.23 beat its $0.96–$1.04 range and last year's $0.72 ⚠️ Part of the margin gain did not come from sales: quarterly depreciation fell to $33.9M from $50.4M a year earlier, and GAAP profit includes an $8.3M one-time tariff refund that the non-GAAP figures exclude 📅 Next: Entegris lays out its long-term strategy at its Capital Markets Day on November 9, 2026 Source: SEC 8-K and Business Wire release, Oct 29, 2026

$ENTG reported earnings before the open: adjusted EPS of $1.23 vs. $1.03 estimated, a beat of 19.4%. I used Stock Meadow to review the results.

$ENTG reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: ENTG has beaten EPS estimates in 5 of its last 8 reports.