Entegris, Inc.

NasdaqGS:ENTG 株式レポート

時価総額:US$21.7b

Entegris マネジメント

マネジメント 基準チェック /34

Entegrisの CEO はDavid Reederで、 Aug2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 11.77Mで、 3.7%給与と96.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.001%を直接所有しており、その価値は$ 260.08K 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と7年です。

主要情報

David Reeder

最高経営責任者

US$11.8m

報酬総額

CEO給与比率3.67%
CEO在任期間less than a year
CEOの所有権0.001%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間7yrs

経営陣の近況

Recent updates

Seeking Alpha May 20

Entegris: Stronger Performance Does Not Justify The Multiple

Summary Entegris, Inc. is rated Hold due to a premium valuation unsupported by its growth and margin profile. Q1 results showed revenue stabilization, margin improvement to 46.4%, and strong free cash flow with progress on deleveraging. ENTG benefits from advanced logic, DRAM, NAND scaling, and fab construction exposure, supporting a positive 2026–2027 outlook. Valuation remains stretched versus peers like AMAT and KLAC, despite weaker growth and profitability metrics. Read the full article on Seeking Alpha
ナラティブの更新 May 17

ENTG: Rising Price Hopes Will Test Rich P E And Execution Risks

Entegris' updated analyst price target has moved from $106.46 to $115.54. Analysts point to higher modeled revenue growth, slightly stronger profit margins, and an adjusted future P/E assumption as key drivers of the shift.
分析記事 May 02

Entegris, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Entegris, Inc. ( NASDAQ:ENTG ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to...
ナラティブの更新 May 02

ENTG: Higher P E Assumptions And Guidance Will Shape Bullish Share Outlook

Analysts have raised the implied fair value estimate for Entegris from $155.00 to approximately $204.66, citing updated assumptions for revenue growth, profitability, and a higher future P/E multiple that are consistent with a recent series of price target increases across major firms. Analyst Commentary Recent Street research shows a cluster of higher price targets for Entegris across several major firms, with multiple reports on the same dates pointing to reassessments of the company’s earnings power, execution, and long term positioning in the semiconductor supply chain.
ナラティブの更新 Apr 18

ENTG: Mixed Rating Moves And Steady Fair Value Will Shape Share Outlook

Entegris' updated analyst price target holds steady at $155, as analysts point to modest adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions to reflect a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research around Entegris has been active, with several bullish analysts adjusting price targets higher while a few firms have taken a more cautious stance.
ナラティブの更新 Apr 03

ENTG: Higher P/E Expectations Will Confront Cyclical And Structural Industry Headwinds

Entegris' fair value estimate has moved from $75.00 to $106.46 as analysts factor in a higher assumed future P/E of 42.70 and stronger profit margins, partly offset by more conservative revenue growth assumptions. Analyst Commentary Recent Street research around Entegris has been mixed, with several firms lifting price targets while a few Bearish analysts have turned more cautious on execution, growth durability, and valuation risk.
ナラティブの更新 Mar 20

ENTG: Rising Earnings Conviction And Active Debate Will Support Shares Toward Fair Value

Entegris' updated fair value estimate has been trimmed by $1 to $155 as analysts balance higher price targets and slightly stronger long term margin and growth assumptions, against a modestly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research on Entegris shows a mix of views, but there is a clear cluster of bullish analysts lifting price targets and turning more constructive on the stock.
ナラティブの更新 Mar 05

ENTG: AI Materials And Fairly Valued Setup With Mixed Cycle Risks

The analyst price target for Entegris has increased from $100.50 to about $142.73, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E as key factors behind the change. Analyst Commentary Recent Street research on Entegris shows a mix of optimism and caution, with several firms adjusting price targets and a few shifting their ratings.
ナラティブの更新 Feb 18

ENTG: Higher Future P/E Assumptions Will Support Shares Toward Updated Fair Value

The analyst price target for Entegris has been adjusted from $150 to $156, with analysts citing updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples as key drivers of the change. Analyst Commentary Recent Street research on Entegris reflects a mix of optimism and caution, with several bullish analysts lifting price targets while a few firms have shifted to more cautious or bearish stances.
ナラティブの更新 Feb 04

ENTG: Higher Future P/E Assumptions Will Drive Shares Toward Updated Fair Value

Analysts have raised their price target on Entegris from US$115 to US$150, reflecting updated assumptions for slightly higher revenue growth, a lower profit margin profile, and a higher future P/E multiple, alongside a mix of recent target increases and downgrades across Wall Street. Analyst Commentary Recent research on Entegris shows a mix of optimism and caution, with several bullish analysts lifting price targets and turning more constructive on the shares, while others have moved to the sidelines.
ナラティブの更新 Jan 21

ENTG: A.I. Hype Versus Cyclical Weakness Will Pressure Premium Expectations

Narrative Update on Entegris The updated analyst price target for Entegris has shifted from about $80.04 to $75.00, as analysts factor in modest tweaks to growth, margins and future P/E expectations. At the same time, they continue to point to recent target increases and upgrades that highlight ongoing interest in the stock.
分析記事 Jan 16

Entegris, Inc. (NASDAQ:ENTG) Looks Just Right With A 29% Price Jump

The Entegris, Inc. ( NASDAQ:ENTG ) share price has done very well over the last month, posting an excellent gain of...
ナラティブの更新 Jan 07

ENTG: A.I. Hype And Peer Comparisons Will Pressure Overextended Expectations

Analysts nudged their price outlook on Entegris higher by a low single digit amount, citing slightly stronger modeled revenue growth and a marginally lower discount rate, supported by peer enthusiasm for pure play electronic materials exposure linked to A.I. demand. Analyst Commentary Recent commentary around Entegris has been shaped indirectly by new coverage of Qnity Electronics, another pure play in electronic materials tied to A.I. demand.
ナラティブの更新 Dec 23

ENTG A.I. Demand And New U.S. Facility Will Shape Risk-Reward Balance

Analysts have modestly trimmed their Entegris price target by about $5 to roughly $80 per share. This reflects more conservative assumptions for revenue growth, profitability, and a higher future valuation multiple, even as they continue to view pure-play electronic materials suppliers as key beneficiaries of rising semiconductor and A.I. demand.
ナラティブの更新 Dec 09

ENTG: AI Materials Demand And New U.S. Facility Will Drive Upside

Analysts have modestly trimmed their price target on Entegris by about $1 to roughly $100 per share, citing slightly lower assumed discount rates and a marginally less demanding future P E multiple, while leaving long term growth and margin expectations intact. Analyst Commentary Recent commentary on the sector highlights Entegris as one of only a few pure play electronic chemicals and materials providers, a positioning that investors increasingly view as strategically valuable as semiconductor capital spending and AI related demand scale up.
ナラティブの更新 Nov 25

ENTG: AI Demand And New Facility Will Drive Future Sector Outperformance

Analysts have reiterated their fair value target for Entegris at $100.50, citing expectations for robust revenue growth as AI-driven demand continues to boost the electronic materials sector. Analyst Commentary Bullish Takeaways Entegris is considered one of the only pure play electronic chemicals and materials companies, positioning it well for sector specific investment inflows.
ナラティブの更新 Nov 06

ENTG: Future Semiconductor Demand Will Accelerate Gains For Pure-Play Chemicals

Entegris' analyst price target has been adjusted slightly downward from $101.08 to $100.50, as analysts incorporate marginally softer revenue growth expectations. Nevertheless, there is continued optimism about the company's positioning alongside peers in the electronic chemicals sector.
ナラティブの更新 Oct 23

Analysts Raise Entegris Price Target as Earnings Guidance Spurs Modest Valuation Adjustment

Analysts have modestly increased their price target for Entegris from $100.75 to $101.08. This reflects minor adjustments based on updated fair value estimates and forecast refinements.
ナラティブの更新 Oct 08

New Taiwan Facilities And Asian Clusters Will Secure Semiconductor Success

Narrative Update on Entegris: Analyst Price Target Revision Analysts have slightly increased their price target for Entegris from $99.00 to $100.75, reflecting modest adjustments in key financial assumptions and updated forecasts. What's in the News Entegris issued earnings guidance for the third quarter ending September 27, 2025, and projects sales between $780 million and $820 million (Key Developments).
分析記事 Jul 03

Earnings Tell The Story For Entegris, Inc. (NASDAQ:ENTG) As Its Stock Soars 26%

Entegris, Inc. ( NASDAQ:ENTG ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Seeking Alpha Jan 03

Entegris: Well-Positioned, But Still Pricey

Summary Entegris shares have dropped 25% due to slower-than-expected improvements yet remain expensive amidst high debt, warranting a cautious stance. The company, founded in 1966, serves the semiconductor industry with diversified segments, but faces high expectations and demanding valuations. Despite solid long-term positioning and some upbeat news, Entegris struggles with high leverage and modest organic growth. Valuations have become friendlier, but premium pricing and significant debt keep me cautious, preferring lower entry levels. Read the full article on Seeking Alpha
Seeking Alpha Oct 20

Entegris: The Road Ahead Has Become Misty

Summary The outlook for Entegris has become more uncertain for various reasons, which include a slower recovery and possible export restrictions. The charts have undergone a change from something leaning bullish to something not quite bearish or bullish, but rather in between. ENTG has made progress by generating cash and reducing debt, but the easy way of selling assets has likely run out. Some sideways action is likely for a number of reasons, unless a catalyst shows up to break the current status quo. Read the full article on Seeking Alpha

CEO報酬分析

Entegris の収益と比較して、David Reeder の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

US$265m

Dec 31 2025US$12mUS$432k

US$236m

Sep 27 2025n/an/a

US$289m

Jun 28 2025n/an/a

US$296m

Mar 29 2025n/an/a

US$310m

Dec 31 2024US$349kn/a

US$293m

報酬と市場: Davidの 総報酬 ($USD 11.77M ) は、 US市場 ($USD 14.81M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Davidの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

David Reeder (50 yo)

less than a year
在職期間
US$11,770,541
報酬

Mr. David W. Reeder is Director of Celestica Inc. from May 1, 2026. Mr. Reeder is Independent Non-Executive Director of Alphawave Semi since September 2023. He serves as President, CEO & Director of Entegr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Bertrand Loy
Executive Chair of the Board13.5yrsUS$14.32m0.15%
$ 32.3m
David Reeder
CEO, President & Directorless than a yearUS$11.77m0.0012%
$ 260.1k
Joseph Colella
Senior VP6.1yrsUS$2.53m0.033%
$ 7.1m
Susan Rice
Senior Vice President of Global Human Resources & Corporate Communications8.7yrsUS$2.57m0.045%
$ 9.8m
Daniel Woodland
Senior VP & President of Materials Solutions3.8yrsUS$2.44m0.018%
$ 3.9m
Sukhi Nagesh
Senior VP & CFOno dataデータなしデータなし
Michael Sauer
VP, Controller & Chief Accounting Officer18.3yrsデータなし0.0066%
$ 1.4m
Clinton Haris
Senior VP & President of Advanced Purity Solutions9.8yrsUS$1.53m0.036%
$ 7.8m
Olivier Blachier
Senior VP & Chief Strategy and Innovation Officer4.5yrsデータなし0.023%
$ 5.0m
Michael Besnard
Senior VP & Chief Commercial Officer10.3yrsデータなし0.0064%
$ 1.4m
Brad Clay
Senior Vice President of Global Supply Chainless than a yearデータなしデータなし
Jeffrey Schnell
Vice President of Investor Relationsno dataデータなしデータなし
4.5yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: ENTGの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Bertrand Loy
Executive Chair of the Board13.5yrsUS$14.32m0.15%
$ 32.3m
David Reeder
CEO, President & Director2.2yrsUS$11.77m0.0012%
$ 260.1k
James Gentilcore
Lead Independent Director12.4yrsUS$322.21k0.012%
$ 2.6m
Mary Puma
Independent Director1.7yrsUS$299.90k0.0027%
$ 583.0k
James Lederer
Independent Director11.1yrsUS$288.75k0.013%
$ 2.9m
Yvette Gordon-Kanouff
Independent Director5.3yrsUS$297.80k0.0073%
$ 1.6m
Azita Saleki-Gerhardt
Independent Director8.8yrsUS$296.25k0.016%
$ 3.5m
Rodney Clark
Independent Director5.3yrsUS$296.25k0.0049%
$ 1.1m
7.0yrs
平均在職期間
60.5yo
平均年齢

経験豊富なボード: ENTGの 取締役会経験豊富 であると考えられます ( 7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/27 05:38
終値2026/05/27 00:00
収益2026/03/28
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Entegris, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Paretosh MisraBerenberg
Bhavesh LodayaBMO Capital Markets Equity Research
John McNultyBMO Capital Markets Equity Research