Entegris (ENTG) Net Margin Compression To 7.4% Tests Bullish Expansion Narrative

Simply Wall St.05-01 09:18

Entegris (ENTG) has just put fresh numbers on the table, with Q4 2025 revenue of US$823.9 million, basic EPS of US$0.33 and net income of US$49.4 million, setting the tone for its Q1 2026 update. Over...

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Over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-entg/entegris/news/entegris-entg-net-margin-compression-to-74-tests-bullish-exp\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Entegris (ENTG) Net Margin Compression To 7.4% Tests Bullish Expansion Narrative</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEntegris (ENTG) Net Margin Compression To 7.4% Tests Bullish Expansion Narrative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-01 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-entg/entegris/news/entegris-entg-net-margin-compression-to-74-tests-bullish-exp><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Entegris (ENTG) has just put fresh numbers on the table, with Q4 2025 revenue of US$823.9 million, basic EPS of US$0.33 and net income of US$49.4 million, setting the tone for its Q1 2026 update. Over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-entg/entegris/news/entegris-entg-net-margin-compression-to-74-tests-bullish-exp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-entg/entegris/news/entegris-entg-net-margin-compression-to-74-tests-bullish-exp","article_id":"2632696487","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8211000-choice1-main-header/1585186899663"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-entg/entegris/news/entegris-entg-net-margin-compression-to-74-tests-bullish-exp","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2632696487","pubTimestamp":1777598325,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Entegris (ENTG) has just put fresh numbers on the table, with Q4 2025 revenue of US$823.9 million, basic EPS of US$0.33 and net income of US$49.4 million, setting the tone for its Q1 2026 update. Over the past few quarters, the company has seen revenue move from US$849.8 million in Q4 2024 to US$773.2 million in Q1 2025, then up to US$823.9 million in Q4 2025. Quarterly basic EPS ranged between US$0.33 and US$0.68 over that stretch, giving investors a clear read on how sales and earnings have...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","ENTG":"英特格","BLSX":"Tradr 2X Long BLSH Daily ETF","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","BK4147":"半导体设备","BK4112":"金融交易所和数据","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BLSG":"2倍做多BLSH ETF-Leverage Shares","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU1892829315.USD":"FIDELITY FUNDS SUSTAINABLE WATER & WASTE \"A\" (USD) ACC","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC"},"translate_title":"Entegris(ENTG)净利润压缩至7.4%考验看涨扩张叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSX":0.6,"ENTG":1.99,"BLSG":0.6},"content_text":"Entegris (ENTG) has just put fresh numbers on the table, with Q4 2025 revenue of US$823.9 million, basic EPS of US$0.33 and net income of US$49.4 million, setting the tone for its Q1 2026 update. Over the past few quarters, the company has seen revenue move from US$849.8 million in Q4 2024 to US$773.2 million in Q1 2025, then up to US$823.9 million in Q4 2025. Quarterly basic EPS ranged between US$0.33 and US$0.68 over that stretch, giving investors a clear read on how sales and earnings have been tracking. With trailing twelve month net income of US$235.6 million on revenue of US$3.2 billion and a net margin of 7.4% versus 9% a year earlier, this set of results puts profitability and margin trends firmly in focus for anyone watching the story develop. See our full analysis for Entegris. With the latest figures in hand, the next step is to see how these earnings line up against the widely held narratives around Entegris's growth potential, risks and profitability drivers. See what the community is saying about Entegris NasdaqGS:ENTG Earnings & Revenue History as at May 2026 AdvertisementMargins Under Pressure At 7.4%  Over the last twelve months, Entegris earned US$235.6 million on US$3.2b of revenue, which works out to a 7.4% net margin compared with 9% a year earlier. Consensus narrative expects profit margins to move higher over time, yet the recent slip from 9% to 7.4% keeps the spotlight on execution:\n     Analysts looking for margin expansion have to square that view with trailing earnings of US$235.6 million that are below the US$292.8 million recorded a year earlier. The fact that revenue over the last year was roughly flat around US$3.2b while margins eased suggests cost and financing pressures are a key part of the story, not just top line growth.    Valuation Stretched Versus DCF And P/E  The shares trade at US$141.38 with a P/E of 91.2x, compared with a DCF fair value of about US$76.74 and peer and industry averages of 63.6x and 48.8x respectively. Critics highlight that this valuation leans more toward the bearish narrative than the bullish one, given the current earnings profile:\n     Bears point to earnings having declined around 9% per year over five years, which sits awkwardly against such a high 91.2x multiple and a DCF fair value that is well below the current price. Even with earnings forecast to grow about 14.45% per year, the gap between the US$141.38 share price and the US$76.74 DCF fair value keeps valuation risk front and center for cautious investors.    On these numbers, skeptics argue that a lot has to go right for today’s premium to hold, and they are watching valuation closely after this print. 🐻 Entegris Bear Case Debt Costs And Interest Coverage Risk  Interest payments over the past year have been flagged as not well covered by earnings, at the same time as net income on a trailing basis has moved from US$310.4 million a year ago to US$235.6 million now. Bulls argue that projected earnings growth of 14.45% per year can help absorb that pressure, but the recent trend tests that optimism:\n     The shift in trailing net profit margin from 9% to 7.4% means less room to cover interest, even as revenue has stayed around US$3.2b. For the bullish case to play out, those higher future earnings need to offset both weaker recent profitability and the current concern that interest is eating a larger share of profits.    If you are weighing that bullish growth story against the current leverage and coverage risk, it helps to see how growth-focused investors are framing the upside and the milestones they are watching. 🐂 Entegris Bull Case Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Entegris on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. If this mix of pressure points and potential upside feels finely balanced, consider reviewing the numbers yourself promptly and weighing both sides using the 1 key reward and 2 important warning signs. Explore Alternatives Entegris is working with a 7.4% net margin, softer earnings, interest coverage concerns and a 91.2x P/E that leaves little room for missteps. If you want ideas where pricing looks more grounded in current fundamentals, take a few minutes to scan 51 high quality undervalued stocks and compare how those businesses stack up.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Entegris might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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