Entegris reported third quarter 2026 results with net sales of $1,006 million and net income of $157.8 million. The company held its Q3 2026 earnings conference call on October 29, 2026. Adjustments to asset useful lives in early 2026 reduce depreciation expense and improve gross margin.

• Entegris reported third quarter 2026 net sales of $1,006 million and net income of $157.8 million with EPS of $1.03 for the quarter ended September 26, 2026 [N2][S2].
• The company held a Q3 2026 earnings conference call on October 29, 2026 to discuss results and operational performance [N1][N5].
• Entegris completed an assessment in January 2026 adjusting the estimated useful lives of property, plant and equipment, resulting in reduced depreciation expense and increased gross margin for 2026 [S1].
• Liquidity ratios as of September 26, 2026 included a current ratio of 2.66 and a cash ratio of 0.49, with cash and equivalents totaling $356.5 million [S2].
• The company declared quarterly cash dividends of $0.10 per share during 2025 and declared a similar dividend for Q1 2026 [S1].
• No stock repurchase program was active as of the latest filings [S2].

Entegris benefits from ongoing demand for advanced semiconductor manufacturing materials and contamination control solutions driven by technology nodes requiring higher precision and purity. Its integrated product offerings across materials and purity segments provide competitive advantages in addressing complex manufacturing challenges. The company's global footprint and supply chain strategy help navigate geopolitical and trade uncertainties. Adjustments to asset useful lives reduce depreciation expense. Innovation and customer partnerships in emerging semiconductor technologies contribute to its market position.

Entegris faces risks from fluctuations in semiconductor demand influenced by macroeconomic conditions and industry cycles. Geopolitical tensions and trade conflicts, especially involving China, may increase costs or disrupt supply chains. The company is exposed to operational risks including manufacturing delays, cybersecurity threats, and regulatory changes. Concentration of customers and reliance on limited suppliers could impact business continuity. Competitive pressures and rapid technological changes require ongoing investment in innovation. Legal and environmental compliance risks also pose potential challenges.

Entegris' moat derives from its broad portfolio of advanced materials and contamination control solutions tailored for semiconductor manufacturing, a highly specialized and technology-intensive industry. Its integrated approach combining materials and purity solutions enables co-optimized offerings that improve device performance and manufacturing efficiency. The company's global manufacturing footprint and supply chain resilience help mitigate risks from trade tensions and supply disruptions. Entegris' expertise in supporting advanced semiconductor nodes, including molybdenum integration, positions it as a critical partner for leading semiconductor manufacturers. High barriers to entry exist due to the technical complexity, regulatory requirements, and customer qualification processes in this sector.

• Market and Industry Cyclicality: Demand for semiconductor materials and equipment is subject to fluctuations based on semiconductor industry cycles and macroeconomic conditions, which can impact Entegris' revenue and profitability.
• Geopolitical and Trade Risks: Global trade tensions, particularly between the U.S. and China, may increase sourcing and manufacturing costs, cause supply chain disruptions, and reduce demand for Entegris' products.
• Supply Chain and Operational Risks: Dependence on global supply chains and limited suppliers exposes the company to risks of interruptions, delays, and increased costs.
• Technological and Competitive Risks: Rapid technological changes in semiconductor manufacturing require continuous innovation; failure to keep pace may reduce competitiveness.
• Regulatory and Legal Risks: Compliance with environmental, health, safety, and trade regulations across multiple jurisdictions involves risks of penalties and operational constraints.
• Cybersecurity Risks: IT system failures and cybersecurity threats could disrupt operations and compromise sensitive information.

• Entegris Inc is a leading supplier of advanced materials and process solutions for the semiconductor and other high-technology industries.
• The company operates through two main segments: Materials Solutions (MS) and Advanced Purity Solutions (APS).
• Materials Solutions segment provides chemical vapor and atomic layer deposition materials, CMP slurries and pads, specialty gases, etch and clean materials, and other specialty materials.
• Advanced Purity Solutions segment offers filtration, purification, and contamination-control solutions to improve yield, device reliability, and cost.
• Entegris has a global manufacturing footprint and supply chain with facilities primarily in the US, Canada, Taiwan, South Korea, Japan, China, Singapore, Malaysia, Germany, France, and Israel.
• The company owns and leases approximately 3.7 million square feet and 1.9 million square feet of space across 72 owned and 31 leased properties as of December 31, 2025.
• Entegris completed an assessment in January 2026 adjusting useful lives of property, plant and equipment, resulting in reduced depreciation expense and increased gross margin for 2026.
• The company faces risks including fluctuations in semiconductor demand, global economic uncertainty, supply chain interruptions, geopolitical risks, trade policy volatility, and cybersecurity risks.
• As of September 26, 2026, Entegris reported cash and equivalents of $356.5 million, current assets of $1.92 billion, current liabilities of $722.1 million, a current ratio of 2.66, and a cash ratio of 0.49.
• Net income for the quarter ended September 26, 2026 was $157.8 million with basic and diluted EPS of $1.03.
• Entegris reported third quarter 2026 net sales of $1,006 million.
• The company held a Q3 2026 earnings conference call on October 29, 2026.
• Entegris has declared quarterly cash dividends of $0.10 per share in 2025 and declared a similar dividend for Q1 2026.
• The company does not have a publicly announced stock repurchase program as of the latest filings.
• Entegris' business strategy includes building a resilient supply chain and global manufacturing footprint near customers to mitigate trade policy risks.
• The company is exposed to risks from trade conflicts, particularly between the US and China, which may affect sourcing costs and demand.
• Entegris' solutions address complex manufacturing challenges across deposition, CMP, and post-CMP modules, including advanced deposition materials and contamination control.
• The company is positioned to support semiconductor manufacturers implementing molybdenum into advanced nodes through its expertise and solutions.
• Recent news coverage includes detailed Q3 2026 earnings results and transcripts, highlighting operational performance and financial metrics.