Entegris, Inc.

NasdaqGS:ENTG 株式レポート

時価総額:US$22.1b

Entegris 過去の業績

過去 基準チェック /36

Entegrisの収益は年間平均-6.4%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間0.8% 6.3%割合で 増加しています。 Entegrisの自己資本利益率は7.4%であり、純利益率は9.2%です。

主要情報

-6.38%

収益成長率

-9.87%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率6.32%
株主資本利益率7.35%
ネット・マージン9.18%
前回の決算情報27 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 Aug 19

ENTG: AI Materials Cycle And WFE Upturn Will Drive Margin Upside

Analysts have raised their fair value estimate for Entegris from $165.00 to approximately $173.36, citing updated expectations for the wafer fab equipment cycle, a cyclical recovery in semiconductor consumables, and recent upgrades related to stronger growth and margin assumptions. Analyst Commentary Recent street commentary on Entegris highlights a generally constructive tone on the stock, with several firms lifting price targets and shifting to more positive ratings.
分析記事 Aug 08

Entegris, Inc. Just Beat Revenue Estimates By 5.8%

Entegris, Inc. ( NASDAQ:ENTG ) investors will be delighted, with the company turning in some strong numbers with its...
Seeking Alpha Aug 05

Entegris: Great Business, Same Valuation Problem

Summary Entegris, Inc. delivers strong Q2 results with 11% revenue growth to $883 million and 42% EPS growth, surpassing expectations. ENTG benefits from rising semiconductor complexity, driving increased content per wafer and positioning the company in the industry's fastest-growing, most advanced segments. Operational execution improves: gross margin hits 47.6%, EBITDA margin 28.4%, free cash flow $120 million, and net leverage is projected below 3x by year-end. Despite robust fundamentals and management's optimism, ENTG trades at 30.3x operating cash flow, well above its historical average, warranting valuation caution. Read the full article on Seeking Alpha
ナラティブ更新 Aug 05

ENTG: Advanced Compute Upswing Will Test Lofty P E And Cycle Hopes

Entegris’ analyst price target has moved higher to a range between $155 and $200, with analysts pointing to improving cycle expectations, stronger electronics demand, and extended strength in advanced compute materials. These factors support a modestly higher fair value estimate of about $121 and slightly stronger margin and growth assumptions in the underlying model.
ナラティブ更新 Jul 06

ENTG: AI Materials Demand Will Support WFE Upcycle Through Cycle Volatility

Analysts have nudged their fair value estimate for Entegris higher to $165.00 from $160.60. This change reflects a series of upward price target revisions that cite an improving cycle backdrop for technology materials and steady end market conditions.
ナラティブ更新 Jun 17

ENTG: AI Materials Will Balance WFE Upcycle Promise With Cycle Sensitivity Risks

Analysts have lifted their Entegris price targets by up to $20, with recent updates pointing to higher wafer fab equipment expectations and viewing the company as well positioned for a longer WFE upcycle. Analyst Commentary Recent Street research on Entegris centers on higher price targets tied to wafer fab equipment expectations and how the company might perform if the WFE cycle extends.
ナラティブ更新 Jun 02

ENTG: AI Materials Set To Benefit From Extending WFE Upcycle

Analysts have raised the fair value estimate for Entegris from $142.73 to $160.60, citing higher wafer fab equipment expectations. They argue the company is well positioned in an extending WFE upcycle as they revise assumptions for revenue growth, profit margins, and future P/E multiples.
ナラティブ更新 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).

収支内訳

Entegris の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:ENTG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
27 Jun 263,326306458315
28 Mar 263,235265444313
31 Dec 253,197236429325
27 Sep 253,223289402328
28 Jun 253,223296425329
29 Mar 253,243310435329
31 Dec 243,241293430316
28 Sep 243,204228443302
29 Jun 243,284184425288
30 Mar 243,373314448277
31 Dec 233,524181546277
30 Sep 233,658200500278
01 Jul 233,76393498276
01 Apr 233,555-5449254
31 Dec 223,282209543229
01 Oct 222,971270347207
02 Jul 222,557461310184
02 Apr 222,436450293177
31 Dec 212,299409292168
02 Oct 212,181378279159
03 Jul 212,083339282154
03 Apr 211,960319278144
31 Dec 201,859295265136
26 Sep 201,769266260129
27 Jun 201,682227248124
28 Mar 201,612283248122
31 Dec 191,591255285121
28 Sep 191,566278243121
29 Jun 191,570285247120
30 Mar 191,574216238120
31 Dec 181,550241238118
29 Sep 181,499132234114
30 Jun 181,446124226109
31 Mar 181,392110220106
31 Dec 171,34385212106
30 Sep 171,300140204107
01 Jul 171,252121202107
01 Apr 171,226113202108
31 Dec 161,17597202107
01 Oct 161,13489199106
02 Jul 161,10790192108
02 Apr 161,08582186106
31 Dec 151,08180186106
26 Sep 151,08672191105

質の高い収益: ENTGは 高品質の収益 を持っています。

利益率の向上: ENTGの現在の純利益率 (9.2%)は、昨年(9.2%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: ENTGの収益は過去 5 年間で年間6.4%減少しました。

成長の加速: ENTGの過去 1 年間の収益成長率 ( 3.3% ) は、5 年間の平均 ( 年間-6.4%を上回っています。

収益対業界: ENTGの過去 1 年間の収益成長率 ( 3.3% ) Semiconductor業界35.3%を上回りませんでした。


株主資本利益率

高いROE: ENTGの 自己資本利益率 ( 7.4% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/08/21 12:37
終値2026/08/21 00:00
収益2026/06/27
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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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. 11 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。22

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