Entegris, Inc. (ENTG)

Entegris's stock price has been impacted by several events and market conditions over the past six months. The stock price as of November 21, 2025, was $73.66, a decrease from $108.02 on November 25, 2024. In the third quarter of 2025, Entegris reported revenue of $807.1 million, which was flat year-on-year but slightly exceeded analyst forecasts, while gross margin underperformed, contributing to a 7.21% stock drop in pre-market trading. Earlier in the year, Q1 2025 revenue declined sequentially by 9%, reflecting seasonal trends and weaknesses in certain product lines. Chinese tariffs also presented a significant challenge, with management estimating a potential impact of up to $50 million on Q2 revenue. In Q2 2025, Entegris delivered sequential revenue growth above guidance and accelerated the localization of China demand to Asia manufacturing sites, aiming for 85% by year-end.

Entegris experiences demand seasonality for its products and services. Q1 2025 revenue saw a sequential decline of 9%, which was attributed to seasonal trends and specific product line weaknesses, such as FOUPs and fluid handling. This indicates that certain periods of the year may see fluctuations in demand for the company's offerings.

Entegris, Inc. is a global supplier of advanced materials and process solutions for the semiconductor and high-technology industries. Founded in 1966 and headquartered in Billerica, Massachusetts, the company operates within the Computers and Technology sector. Entegris's core business segments include Specialty Chemicals and Engineered Materials, Microcontamination Control, and Advanced Materials Handling. The company's product portfolio is designed to purify, protect, and transport critical materials and control critical environments in manufacturing processes, including wafer carriers, fluid handling systems, specialized packaging, high-purity process chemicals, advanced coatings, engineered materials, filtration systems, purification solutions, contamination monitoring tools, gas delivery systems, specialty chemistries, polishing pads and slurries, premium graphite and silicon carbide, and microenvironments.

Entegris maintains a significant global presence, operating in over 100 locations worldwide. The company has manufacturing, research, and customer support facilities strategically positioned across various regions, including the United States, Canada, China, Germany, Israel, Japan, Malaysia, Singapore, South Korea, and Taiwan.

Entegris maintains a strong brand reputation as a leading global supplier of advanced materials and process solutions for the semiconductor and high-tech industries. The company's commitment to innovation, sustainability initiatives, and customer collaboration contributes to its positive standing. Entegris serves 100% of the top 10 semiconductor manufacturers globally, highlighting its critical role and trusted position in the industry. Challenges related to market dependence, supply chain risks, and the impact of Chinese tariffs could indirectly influence perceptions.

Entegris, Inc.'s ownership structure is predominantly institutional, with institutional investors holding approximately 75.83% to 99.7% of the company's stock. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and T. Rowe Price Group, Inc. Individual insiders own a smaller portion, ranging from approximately 0.238% to 0.5% of the company's shares. Gmt Capital Corp is noted as the largest individual Entegris shareholder.