Entegris, Inc. (ENTG)

Over the past six months, Entegris's stock has trended up by 69.42%. The AI boom and semiconductor sector re-rating enhanced long-term growth prospects, with increasing revenue contribution from TSMC. Entegris last reported earnings on January 20, 2026, after which the stock declined by 2.0% the next day, but has since increased by 27.3%. In Q1 2025, revenue declined sequentially by 9%, reflecting seasonal trends and weaknesses in certain product lines, while Q4 2024 saw sequential growth across most product areas. A CFO transition was announced on January 20, 2026. New Chinese tariffs were projected to impact Q2 2025 revenue, but mitigation efforts were expected. In 2023, Entegris completed the integration of CMC Materials, divested three non-core businesses, paid off $1.3 billion of debt, initiated production at a new manufacturing facility in Taiwan, and broke ground on another in Colorado.

Demand for Entegris's products and services is influenced by the cyclical nature of the semiconductor industry. While the company's unit-driven model showed resilience during an industry downturn in 2023, sales were down across divisions and most product areas in Q1 2024, in line with normal seasonality. Q1 2025 revenue also declined sequentially, reflecting seasonal trends and weaknesses in specific product lines. Despite these seasonal fluctuations, Entegris's sales have shown an impressive compounded annual growth rate over the last five years. The company anticipates a gradual market recovery throughout 2024, with expectations to outperform the market due to its strong position in new logic and memory nodes.

Entegris, Inc. is a global supplier of advanced materials and process solutions for the semiconductor and high-technology industries, operating within the microelectronics materials and components industry. The company's business is segmented into Materials Solutions (MS) and Advanced Purity Solutions (APS). Entegris offers filtration products, liquid systems and components, high-performance materials and specialty gas management solutions, wafer carriers and shippers, specialized graphite, silicon carbide, and coatings, gas delivery systems, and single-use assemblies. These solutions aim to improve manufacturing yields by enhancing contamination control, with approximately 80% of the company's products utilized in the semiconductor industry.

Entegris, Inc. has a global presence with facilities across North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia. The company's corporate headquarters are located in Billerica, Massachusetts, U.S. This global infrastructure is strategically placed to be closer to its customers and support ongoing technological advancements.

Entegris maintains a strong brand reputation, emphasizing its commitment to solving demanding process challenges through a broad solutions portfolio, collaborative and innovative product development, and a focus on science and applications knowledge. The company highlights its award-winning solutions and technology expertise. Its strategic importance in semiconductor manufacturing is reinforced by its Advanced Purity Solutions (APS). The successful integration of CMC Materials and the divestiture of non-core businesses in 2023, along with investments in new manufacturing facilities, likely contribute positively to its reputation for strategic execution and long-term growth.

Entegris, Inc. has a significant institutional ownership base, with 1006 institutional owners and shareholders holding a total of 208,033,523 shares as of January 30, 2026. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and T. Rowe Price Group, Inc. Individual insiders hold approximately 0.242% of the shares. Recent insider transactions have primarily been sales by officers and directors.