Entegris Q2 2026: Sales +11.5%, Non-GAAP EPS $0.93; Guides Q3 Above Consensus
ENTG sits 92% above its 52-week low of $67.97.
Summary
Entegris reported Q2 2026 results that exceeded its own guidance, with sales up 11.5% to $883 million and non-GAAP EPS of $0.93. The company guided Q3 sales and EPS above consensus, citing accelerating semiconductor demand.
Key Events · Earnings and Guidance · ENTG
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Q2 Results Beat Guidance
Net sales of $883.2M, up 11.5% YoY, exceeding the company's own forecast. GAAP diluted EPS of $0.61, non-GAAP diluted EPS of $0.93 — both above the high end of prior guidance.
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Q3 Guidance Raised Above Consensus
Q3 sales expected between $905M and $935M, with non-GAAP EPS of $0.96–$1.04, both above current analyst estimates. Adjusted EBITDA margin guided to 28.0%–29.0%.
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Margin Expansion Continues
Adjusted operating margin reached 24.5% in Q2, up from 20.9% a year ago, driven by operating leverage and cost initiatives. Adjusted EBITDA margin improved to 28.4%.
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Semiconductor Demand Accelerating
CEO Dave Reeder cited improving semiconductor demand and accelerating customer capital investments, driving double-digit growth in both unit and capex-related businesses.
Analysis · ENTG · Industrial Applications And Services
Entegris delivered a strong Q2, beating its own guidance across all key metrics. Sales rose 11.5% year-over-year to $883 million, driven by double-digit growth in both unit-driven and capex-related businesses as semiconductor demand improves. Non-GAAP EPS of $0.93 handily exceeded the $0.86 from Q1 and $0.66 a year ago. The Q3 outlook calls for sales of $905–$935 million and non-GAAP EPS of $0.96–$1.04, both above current consensus estimates, signaling management's confidence that the semiconductor upcycle has further room to run. Margins are expanding — adjusted operating margin hit 24.5%, up from 20.9% a year ago — reflecting operating leverage and cost discipline. With a market cap near $19 billion, the magnitude of the beat and the bullish guidance are material enough to move the stock.
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At the time of this filing, ENTG was trading at $130.30 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $19.1B. The 52-week trading range was $67.97 to $186.94. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.