Overview

* Entegris Q2 2025 net sales of $792 mln beat analyst expectations

* Non-GAAP diluted EPS of $0.66

* Growth driven by demand for CMP consumables and selective etch materials

Outlook

* Entegris ( ENTG ) expects Q3 sales of $780 mln to $820 mln

* Company forecasts Q3 GAAP EPS between $0.43 and $0.50

* Non-GAAP EPS for Q3 expected to be $0.68 to $0.75

* Company anticipates Q3 adjusted EBITDA margin of ~27.5%

Result Drivers

* CMP CONSUMABLES - Demand for CMP consumables drove revenue growth, per CEO Bertrand Loy

* AI APPLICATIONS - AI-enabled applications contributing to growth in advanced logic and HBM

* TRADE POLICY UNCERTAINTY - Fab activity subdued due to trade policy uncertainties, impacting semiconductor demand

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $792.40 $758.10

mln mln (9

Analysts

)

Q2 EPS $0.35

Q2 Gross $351.50

Profit mln

Q2 $106.10

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

* Wall Street's median 12-month price target for Entegris Inc ( ENTG ) is $100.00, about 7.2% above its July 29 closing price of $92.85

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)