Analyst Consensus ?
ConsensusBuy28 ratings
Bullish2071.4%
Neutral725.0%
Bearish13.6%
Entegris, Inc. · ENTG · FY2026 Q1 · Calendar Q2 2026
Entegris Q1 2026: Advanced Logic Leads as Capex Growth Builds
The quarter supports a constructive Entegris growth case: advanced logic, DRAM, rising process complexity and a multi-wave fab-capex cycle are supporting demand, while deleveraging and margin execution add financial discipline. The thesis remains dependent on capex timing and a recovery in weaker mainstream markets.
Reported Before market openNASDAQTechnology
$23.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.86
Consensus $0.74
EPS surprise
+15.4%
Reported versus consensus
Reported revenue
$811.9M
Consensus $808.7M
Revenue surprise
+0.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.3%
Event window
SPY move
+1.0%
Same window
Abnormal move
-6.3%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
-1.8%
Up to 20 sessions
ENTGSPY benchmark
Ask FN2 about ENTG FY2026 Q1
Transcript, numbers and history already loaded
Why did ENTG fall 5.3% after beating EPS estimates in FY2026 Q1?What changed in ENTG's guidance and outlook in FY2026 Q1?Give me the bull and bear case for ENTG after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described a third consecutive record quarter for liquid filtration, stronger advanced-logic and DRAM demand, and capex-driven revenue acceleration expected from the second half of 2026 into 2027. The company also appointed a new CFO, repaid $50 million of term debt using free cash flow, and kept its leverage-reduction plan in focus.
Guidance delta
Maintained. Management’s outlook remained centered on capex-driven revenue acceleration in the second half of 2026 and into 2027, with no change identified in the supplied analysis.
Key takeaways
- Q1 revenue grew 5% year over year and margins exceeded guidance.
- Advanced logic and DRAM were identified as strong growth engines, while mainstream logic remained mixed.
- Free cash flow of $144 million supported a $50 million term-loan repayment and a target of approximately 3x net leverage by year-end.
- Management sees capex-driven revenue building through a three-wave cycle spanning fab construction, tool qualification and unit-driven demand.
Management priorities
- Scale and optimize the manufacturing network, including closure of the subscale Arizona facility.
- Expand advanced-packaging and high-bandwidth-memory product offerings.
- Reduce net leverage to approximately 3x by the end of 2026.
- Prepare for the early-November 2026 Investor Day and onboard CFO Sukhi Nagesh.
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Beat
Miss
Match
Analyst 52W Price Targets
$154.39Current
$86Low
$157.37Average
$220High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 30, 2026 |
| Truist Securities | Buy | Buy | Maintain | Oct 30, 2026 |
| Needham | Buy | Buy | Maintain | Oct 30, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Oct 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Aug 12, 2026 |
| Oppenheimer | Outperform | Perform | Upgrade | Aug 5, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 6, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 1, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Feb 11, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Jan 23, 2026 |
| Craig-Hallum | Buy | Buy | Maintain | Nov 5, 2024 |
| Loop Capital | Buy | Buy | Maintain | May 15, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Stifel | Buy | Buy | Maintain | Aug 16, 2022 |
| Wolfe Research | Outperform | Outperform | Maintain | Jun 10, 2021 |
| CL King | Buy | Buy | Maintain | Jun 21, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 2, 2018 |
| Aegis Capital | Buy | Buy | Maintain | Mar 17, 2017 |
| Pacific Crest | Overweight | Overweight | Maintain | Jul 28, 2016 |
| Dougherty & Co. | Neutral | Buy | Downgrade | Jul 28, 2016 |
| Dougherty | Neutral | Buy | Downgrade | Jul 28, 2016 |
| Sidoti & Co. | Neutral | Buy | Downgrade | Jul 1, 2015 |
| DA Davidson | Buy | Buy | Maintain | Feb 5, 2014 |
| Northland Securities | Perform | Market Perform | Maintain | Aug 28, 2013 |
| Bank of America | Neutral | Neutral | Maintain | Oct 24, 2012 |
| B of A Securities | Neutral | Neutral | Maintain | Oct 24, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $154.39. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Timothy Arcuri | $220 | $160 | +42.5% | Oct 30, 2026 |
| Truist Financial | Analyst unavailable | $190 | $161.16 | +23.1% | Oct 14, 2026 |
| Barclays | Aleksey Yefremov | $212 | $160.01 | +37.3% | Oct 12, 2026 |
| Stifel Nicolaus | Analyst unavailable | $200 | $166.32 | +29.5% | Oct 7, 2026 |
| Deutsche Bank | Melissa Weathers | $200 | $150.21 | +29.5% | Aug 12, 2026 |
| Deutsche Bank | Analyst unavailable | $152 | $144.67 | -1.5% | Aug 5, 2026 |
| UBS | Timothy Arcuri | $215 | $144.22 | +39.3% | Aug 5, 2026 |
| Oppenheimer | Ed Yang | $180 | $144.56 | +16.6% | Aug 5, 2026 |
| Deutsche Bank | Melissa Weathers | $155 | $154 | +0.4% | Jul 6, 2026 |
| BMO Capital | Bhavesh Lodaya | $167 | $146.66 | +8.2% | Jul 6, 2026 |
| Mizuho Securities | John Roberts | $200 | $179.86 | +29.5% | Jul 1, 2026 |
| Mizuho Securities | John Roberts | $180 | $138.44 | +16.6% | May 29, 2026 |
| Goldman Sachs | James Schneider | $115 | $140.84 | -25.5% | May 1, 2026 |
| UBS | Analyst unavailable | $205 | $140.5 | +32.8% | May 1, 2026 |
| Mizuho Securities | John Roberts | $175 | $140.81 | +13.3% | May 1, 2026 |
| Oppenheimer | Edward Yang | $160 | $140.6 | +3.6% | May 1, 2026 |
| UBS | Analyst unavailable | $185 | $148.92 | +19.8% | Apr 21, 2026 |
| Mizuho Securities | Analyst unavailable | $150 | $136.84 | -2.8% | Feb 11, 2026 |
| KeyBanc | Aleksey Yefremov | $156 | $135.7 | +1.0% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $95 | $133.44 | -38.5% | Feb 11, 2026 |
| BMO Capital | Analyst unavailable | $148 | $133.44 | -4.1% | Feb 11, 2026 |
| Deutsche Bank | Analyst unavailable | $105 | $113.7 | -32.0% | Feb 3, 2026 |
| UBS | Analyst unavailable | $150 | $120.29 | -2.8% | Feb 2, 2026 |
| BMO Capital | Analyst unavailable | $126 | $118.46 | -18.4% | Jan 21, 2026 |
| UBS | Timothy Arcuri | $145 | $104.09 | -6.1% | Jan 15, 2026 |
| KeyBanc | Aleksey Yefremov | $111 | $99.85 | -28.1% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $75 | $92.52 | -51.4% | Dec 15, 2025 |
| Mizuho Securities | Analyst unavailable | $96 | $73.76 | -37.8% | Nov 20, 2025 |
| Mizuho Securities | Analyst unavailable | $108 | $96.81 | -30.0% | Oct 3, 2025 |
| Oppenheimer | Edward Yang | $95 | $79.65 | -38.5% | Sep 4, 2025 |
| KeyBanc | Aleksey Yefremov | $103 | $79.34 | -33.3% | Jul 31, 2025 |
| BMO Capital | Bhavesh Lodaya | $135 | $101.72 | -12.6% | Nov 5, 2024 |
| Needham | Charles Shi | $120 | $101.72 | -22.3% | Nov 5, 2024 |
| KeyBanc | Aleksey Yefremov | $154 | $101.72 | -0.3% | Nov 5, 2024 |
| Citigroup | Atif Malik | $130 | $110.67 | -15.8% | Sep 16, 2024 |
| C.L. King | David Silver | $150 | $116.1 | -2.8% | Aug 23, 2024 |
| BMO Capital | Bhavesh Lodaya | $145 | $118.29 | -6.1% | Aug 1, 2024 |
| Mizuho Securities | John Roberts | $143 | $109.88 | -7.4% | Aug 1, 2024 |
| Seaport Global | Michael Harrison | $150 | $118.29 | -2.8% | Jul 31, 2024 |
| Deutsche Bank | Melissa Weathers | $160 | $137.73 | +3.6% | Jun 20, 2024 |
| Needham | Charles Shi | $150 | $132.36 | -2.8% | May 28, 2024 |
| Craig-Hallum | Christian Schwab | $150 | $135.65 | -2.8% | Feb 15, 2024 |
| Loop Capital Markets | Bhavesh Lodaya | $129 | $106.5 | -16.4% | Jun 20, 2023 |
| Needham | Analyst unavailable | $86 | $64.13 | -44.3% | Jan 4, 2023 |
| Craig-Hallum | Christian Schwab | $120 | $87.09 | -22.3% | Sep 23, 2022 |
| Mizuho Securities | Kieran de Brun | $148 | $104.53 | -4.1% | Aug 15, 2022 |
| Stifel Nicolaus | Patrick Ho | $180 | $148.54 | +16.6% | Dec 1, 2021 |
| C.L. King | David C Silver | $130 | $121.52 | -15.8% | Sep 7, 2021 |
| Piper Sandler | Weston Twigg | $126 | $114.55 | -18.4% | Apr 28, 2021 |
Track every rating change on ENTG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationEntegris, Inc. is a global enterprise that develops, manufactures, and supplies critical solutions for microcontamination control, specialty chemicals, and advanced material handling. The company operates extensively across North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. Its operations are structured into three primary segments: Specialty Chemicals and Engineered Materials (SCEM): This division delivers high-performance, ultra-pure process chemistries, specialized gases, and advanced materials, along with their associated delivery systems, crucial for semiconductor fabrication and other sophisticated manufacturing processes. Microcontamination Control (MC): The MC unit focuses on providing systems designed to filter and purify essential liquid chemicals and gases utilized within the semiconductor industry and various other high-technology sectors.…
Historical context
All ENTG earningsTechnology peers this season
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| RBLX Roblox Corporation | FY2026 Q3 · Calendar Q4 2026 | +26.2% | -18.1% | Roblox pairs strong engagement with lower Q4 bookings guidance |
Latest beats and misses
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Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the ENTG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-01T13:50:47.798089+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T13:50:47.795432+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-01. For educational purposes only; not investment advice.