Abstract
Entegris will release its quarterly results on February 10, 2026 Pre-Market; this preview summarizes consensus revenue, margin, net income, and adjusted EPS expectations alongside segment dynamics and institutional sentiment since January 01, 2026.
Market Forecast
Based on the latest compiled forecasts, Entegris is projected to deliver current-quarter revenue of $0.81 billion, an adjusted EPS of $0.67, and EBIT of $0.17 billion, with year-over-year changes of -1.47%, -14.66%, and -8.60%, respectively; detailed gross margin and net margin forecasts are not widely disclosed, and the company’s outlook implies softer top-line with guarded profitability. Segment commentary points to mixed demand across core product lines and continued focus on operating discipline to preserve margins amid cyclical softness. The Materials Solutions franchise is viewed as the most promising driver as cyclical investments resume, though near-term revenue is expected to be constrained; a clearer revenue and year-over-year growth profile will emerge with the upcoming print.
Last Quarter Review
Entegris’ last reported quarter showed revenue of $0.81 billion, a gross profit margin of 43.56%, GAAP net profit attributable to the parent company of $70.50 million, a net profit margin of 8.73%, and adjusted EPS of $0.72, with year-over-year EPS down by 6.49%. Net profit grew sequentially by 33.52% as cost controls and product mix offset flattish sales. By business, Advanced Planarization Solutions delivered $0.46 billion and Materials Solutions $0.35 billion, with minor inventory charge-offs reducing consolidated revenue by $0.00 billion; management emphasized steady execution and stable customer demand in priority nodes.
Current Quarter Outlook (with major analytical insights)
Main business trajectory and profitability guardrails
The company’s near-term trajectory indicates a slight revenue contraction to $0.81 billion alongside an adjusted EPS of $0.67, suggesting continued prudence in spending and a manufacturing footprint tuned to demand variability. Against a 43.56% gross margin baseline last quarter, the implied profitability guardrails appear intact given the forecast EBIT of $0.17 billion and EPS of $0.67, though mix headwinds from slower specialty consumables may clip incremental expansion. Operating leverage remains subdued at this stage of the cycle, keeping a lid on margin upside until volume acceleration broadens across customers and nodes. Inventory normalization and disciplined pricing should help keep gross margin closer to the low-to-mid 40.00% range, with cost absorption improving gradually as shipments stabilize.
Most promising business vector and revenue sensitivity
Materials Solutions stands out as the most leveraged beneficiary of an eventual rebound in wafer starts and capital intensity in advanced logic and memory, even if revenue near term held at roughly $0.35 billion last quarter. As foundry utilization recovers and advanced-node layers proliferate, high-purity chemistries and filtration are well-positioned to capture incremental wallet share per wafer, translating into a higher margin mix over time. The revenue sensitivity to tool install ramps and customer qualification timing remains a key swing factor for the quarter, implying that even modest project slippages could affect shipment cadence and EPS by a few cents. A measured resurgence in advanced packaging demand would amplify the segment’s momentum, improving throughput and absorption across the supply chain.
Key stock-price drivers this quarter: utilization, mix, and opex discipline
Three variables are poised to have the greatest impact on the stock: fab utilization trends at top foundry and memory customers, product mix evolution between Advanced Planarization Solutions and Materials Solutions, and the rigor of operating expense discipline. Utilization uplift would translate quickly to consumables pull-through, supporting revenue and sustaining the low-40.00% gross margin band despite lingering inefficiencies. A richer mix toward higher value chemistries and filtration would offer favorable price realization and incremental EBIT flow-through, partly insulating EPS if top-line growth underwhelms. Conversely, if orders tilt toward lower-margin categories or if customers continue to manage inventories tightly, the translation from revenue to EPS may be weaker; in that scenario, opex control and procurement savings become central to preserving the forecast $0.67 EPS.
Analyst Opinions
Recent analyst commentary skews constructive, with a clear majority emphasizing margin resilience and improving second-half set-ups over near-term revenue softness; the balance of opinions trends bullish versus bearish. Several well-followed institutional voices point to stabilizing demand for core consumables and supply-chain normalization, expecting Entegris to keep gross margin broadly in the low-to-mid 40.00% range and deliver an in-line to slightly better EPS against the $0.67 marker. The consensus view highlights incremental upside tied to improving foundry run-rates and disciplined expense management, while acknowledging that timing risk around customer qualifications could cap revenue growth this quarter. Overall, the majority perspective anticipates that disciplined execution and product mix will underpin EBIT and EPS resilience despite modest top-line contraction.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments