Entegris
ConvictionModerate
Recurring consumables + materials sold per-wafer to fabs across logic and memory; ~75% of revenue is unit-driven (tied to wafers produced, not fab capex), the remainder capex-driven. Two reporting segments since the 2024 reorg: Advanced Purity Solutions (filtration, fluid handling, contamination control) and Materials Solutions (CMP slurries/pads, advanced deposition & etch chemistries, specialty gases).
Revenuefact
$3.20B FY2025$812M Q1 FY26, qtr ended Mar 28, 2026 (factRev growthfact
+5% YoY Q1 FY26FY2025 roughly flat-to-down vs FY2024 (Q4'25 -3% YoYGross marginfact
46.9% Q1 FY26fact, incl. ~50bps non-recurring); 44.4% FY2025Op marginfact
14.3% GAAP FY2025Q1 FY26 adj. EBITDA margin 27.8% (factCapex intensityguidance
~9% FY2025$299M capex; fact); guided ~$250M / ~7.5% FY2026Market cap
~$26.2Bfact, Jun 25, 2026, ~$178/sharePrice · 1-year trend
real · weekly$176+114% 1yUSD
52-week range
$73 – $179
52w lowas of 2026-06-25 · Yahoo Finance52w high
Across the boards
The thesis on this name
opportunityModerate
Memory super-cycle monitor
Full context
position · longModerate
Memory super-cycle monitor
Full context
book · long
Memory super-cycle monitor
Full context
The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for Entegris
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence