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For the quarter ended September 2025, Entegris (ENTG) reported revenue of $807.1 million, down 0.1% over the same period last year. EPS came in at $0.72, compared to $0.77 in the year-ago quarter.The reported revenue represents a surprise of +0.29% over the Zacks Consensus Estimate of $804.74 million. With the consensus EPS estimate being $0.72, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

Entegris (ENTG) came out with quarterly earnings of $0.72 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.65 per share when it actually produced earnings of $0.66, delivering a surprise of +1.54%.Over the last four quarters, the company has surpassed consensus EPS estimates two time ...

Entegris (NasdaqGS:ENTG) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Company ParticipantsJohn Roberts - Managing DirectorTimothy Arcuri - Managing DirectorDave Reeder - CEOMelissa Weathers - Director Equity ResearchBill Seymour - Head of Investor RelationsLinda LaGorga - CFOYiling Sun - Equity Research AssociateConference Call ParticipantsEdward Yang - Stock AnalystJim Schneider - Senior Equity AnalystChristopher Parkinson - Senior Research AnalystNone - AnalystBhavesh Lodaya - Equity Research Analys ...

Entegris (NasdaqGS:ENTG) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Speaker3Welcome to the Entegris third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode and the floor will be open for questions following the presentation. If you would like to ask a question, please press Star 1 on your telephone keypad. If at any point your question has been answered, you may remove yourself from the queue by pressing Star 2 so others can hear your question clearly. W ...

Entegris Earnings Summary Third Quarter 2025 October 30, 2025 ENTEGRIS PROPRIETARY AND CONFIDENTIAL – INTERNAL Safe Harbor ENTEGRIS THIRD QUARTER 2025 EARNINGS SUMMARY This presentation contains "forward-looking statements." The words "believe," "expect," "anticipate," "intend," "estimate," "forecast," "project," "should," "may," "will," "would" or the negative thereof and similar expressions are intended to identify such forward-looking statements. These forward-looking statements are based on current mana ...

Exhibit 99.1 ENTEGRIS REPORTS RESULTS FOR THIRD QUARTER OF 2025 BILLERICA, Mass., October 30, 2025 - Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the Company's third quarter ended September 27, 2025. PRESS RELEASE Bill Seymour Investor Relations T + 1 952 556 1844 bill.seymour@entegris.com Dave Reeder, Entegris' President and Chief Executive Officer, said: "As I begin my tenure as CEO of Entegris, I want to say how honored I am to lead this exceptional company through its next pha ...

BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (NASDAQ: ENTG), will release its financial results for the third quarter of 2025, before the opening of the market on Thursday, October 30, 2025. A teleconference with management is scheduled for the same day at 8:00am ET. Participants should dial +1 800-579-2543 or +1 785-424-1789 and reference Conference ID: ENTGQ325. Participants are asked to dial in 5 to 10 minutes prior to the start of the call. For the live webcast and replay of the call,. ...

涉及的行业和公司 * **行业**：半导体资本设备 (Wafer Fab Equipment, WFE) 和存储 (DRAM, NAND, HDD) 行业 [1][7] * **公司**：Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), MKS Instruments (MKSI), Teradyne (TER), Entegris (ENTG), SanDisk (SNDK), Western Digital (WDC), Seagate (STX), GlobalFoundries (GFS), Amkor (AMKR), Micron (MU) [2][3][7][20][28][36][45][52][60][68][76][84][93][102][110] 核心观点和论据 全球WFE市场展望上调 * 由于DRAM和NAND市场供需趋紧，以及先进制程Foundry/Logic的持续增长，将2025/26/27年全球WFE市场预测平均上调10% [1][7] * 具体调整：2025年WFE预测从1060亿美元上调至1100亿美元 (+4%)，2026年从1080亿美元上调至1200亿美元 (+11%)，2027年从1150亿美元上调至1280亿美元 (+11%) [7][9][14] * 2026年WFE增长100亿美元的主要驱动力：DRAM (30亿美元)，NAND (30亿美元)，Foundry (40亿美元) [7] * 人工智能数据中心建设持续以及内存/存储需求增长是上调预测的主要原因 [1][7] * 预计中国WFE增长将低于全球其他地区，2025-2027年增长率分别为1%, 4%, 6%，而全球WFE（除中国外）同期增长率为13%, 12%, 7% [7][12] 各应用领域WFE展望 * **Foundry**：2025/26/27年WFE支出预测上调至410/450/510亿美元 (同比+18%/+10%/+15%)，主要受台积电（TSMC）N2产能和三星（Samsung）投资推动 [7][14] * **DRAM**：2025/26/27年WFE支出预测上调至310/340/340亿美元 (同比+16%/+10%/0%)，高带宽内存（HBM）竞争加剧是主要驱动力，美光（Micron）FY26资本支出从约140亿美元增至180亿美元 [7][15] * **NAND**：2026/27年WFE支出预测上调至130/140亿美元 (同比+30%/+10%)，市场条件趋紧，层数增加和企业级SSD需求增长 [7][16][17] * **Logic/Other**：预计支出将正常化，2025/26/27年WFE预测为290/290/290亿美元 [7][18] 公司特定观点与三季度业绩预览 * **Applied Materials (AMAT, 买入)**：预计季度业绩将超预期，受内存支出前景改善推动，但投资者预期已升高，需关注2026年WFE评论、Foundry/Logic和DRAM支出轨迹以及中国业务敞口 [2][20][21][22][23] * **Lam Research (LRCX, 买入)**：预计将因内存支出强劲而跑赢WFE市场，投资者将关注其超越市场增长的能力、CSBG增长和毛利率轨迹 [28][29][30][31] * **KLA (KLAC, 中性)**：预计季度有温和上行空间，但公司在内存市场敞口相对较小，投资者将关注2026年WFE趋势、先进封装收入和中国收入预期 [36][37][38][39] * **Seagate (STX, 买入)**：预计季度表现强劲，但鉴于投资者预期极高，存在交易风险，需关注HDD定价可持续性和HAMR进展 [3][84][85][86][87] * **Micron (MU, 中性)**：因供应紧张和定价动能，上调2026/27年非GAAP每股收益预测平均12%，2026年收入预测从542.42亿美元上调至571.70亿美元 (+5.4%) [110][111] 其他重要内容 风险因素 * 普遍存在的风险包括美国出口管制进一步收紧、中国本地供应商份额增长、行业超供终端需求、以及主要内存和晶圆厂资本支出指引的修订 [2][3][26][34][43][50][58][66][74][82][91][100][108][112] * 对于存储公司（如SNDK, WDC, STX），关键风险在于定价复苏未能实现、行业超供、以及新技术（如HAMR）的资格认证困难 [68][76][84] 预期调整 * 多数公司的收入和每股收益预测因内存支出趋势、定价改善或出口限制而被上调或下调 [25][33][49][54][62][70][73][77][81][86][90][95][104][110] * 目标价和估值倍数普遍因同业估值上升和基本面展望改善而被上调 [26][34][43][50][58][66][74][82][91][100][108][112]

Entegris, Inc. (NASDAQ:ENTG) is among the 11 Best Semiconductor Stocks with Huge Upside Potential. Entegris, Inc. (NASDAQ:ENTG) reported Q2 2025 net sales of $792.4 million, up 2% sequentially and above guidance. Non-GAAP diluted EPS was $0.66, whereas GAAP diluted EPS was $0.35, down from $0.41 in the previous quarter. The adjusted operating margin was 20.9%, the adjusted EBITDA was 27.3% of sales, and the gross margin was 44.4%. Net income dropped from $67.7 million to $52.8 million in the previous year. ...