Entegris Q3 2026 slides: revenue crosses $1B, margins hit 25-year high
Entegris (ENTG) reported Q3 2026 revenue of $1.006B, up 24.6% YoY, with GAAP EPS of $1.03. Gross margin hit 49.7%, a 25-year high. Both segments grew, with Advanced Purity Solutions outperforming. Guidance for Q4 2026 projects $1.025B-$1.055B revenue, with non-GAAP EPS of $1.32-$1.40.
How this was made
The 30-second read
Why it matters
The combination of a strong Q3 print, record cash generation, debt reduction, and explicit Q4 guidance with margin/EBITDA targets creates a clear near-term decision point for positioning in semiconductor materials exposure.
Market read
Traders can update expectations for semiconductor materials demand and profitability based on the company’s own earnings metrics and forward guidance ranges.
What to watch
The article flags that first-quarter 2027 revenue should decline mid-single-digits sequentially due to seasonality and fewer selling days, which could temper near-term momentum despite strong YoY growth.
Background
Entegris is a semiconductor materials supplier with two segments, Materials Solutions and Advanced Purity Solutions, and it highlighted a first-time $1B quarterly revenue milestone.
Ticker impact
Entegris reported Q3 2026 net sales of $1,005.7M and guided Q4 revenue to $1,025M-$1,055M with margin expansion.
Likely upward bias as traders price in sustained growth and higher margins versus prior expectations.
The article includes the company’s own Q3 print (revenue, margins, EPS) plus explicit Q4 guidance ranges and margin/EBITDA targets, which are direct inputs to valuation and positioning.
Market effects
Reinforces strength in semiconductor capital equipment spending and contamination-control needs, a read-through for the semiconductor materials supply chain.
No specific regional market dislocation described; impact is primarily sector-level.
Global wafer-fab buildout and advanced-node adoption are cited as drivers, relevant to worldwide semiconductor capex cycles.
Counterpoint
Margin expansion may be partly driven by utilization and yield improvements that could normalize as new capacity ramps, pressuring forward gross margin durability.
Key entities
- companyEntegris
Reported Q3 2026 results and provided Q4 2026 guidance, including revenue and margin targets.
- segmentAdvanced Purity Solutions
Reported $604.9M revenue, up 31.3% YoY, with adjusted profit margin expanding to 34.4%.
- segmentMaterials Solutions
Reported $404.1M revenue, up 15.9% YoY, with adjusted segment margin at 20.4%.
