Entegris, Inc.

NasdaqGS:ENTG 주식 리포트

시가총액: US$18.9b

Entegris 경영진

경영진 기준 점검 3/4

Entegris CEO는 David Reeder, Aug2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $11.77M, 3.7% 급여 및 96.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $227.32K 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.5 년과 7 년입니다.

핵심 정보

David Reeder

최고경영자

US$11.8m

총 보수

CEO 급여 비율3.67%
CEO 재임 기간less than a year
CEO 지분 보유율0.001%
경영진 평균 재임 기간4.5yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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 보수 분석

David Reeder의 보수는 Entegris의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: David의 총 보수(USD11.77M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M) 수준입니다.

보상과 수익: David의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

David Reeder (50 yo)

less than a year
재임 기간
US$11,770,541
보수

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...


리더십 팀

이름직위재임 기간보수지분
Bertrand Loy
Executive Chair of the Board13.5yrsUS$14.32m0.15%
$ 28.3m
David Reeder
CEO, President & Directorless than a yearUS$11.77m0.0012%
$ 227.3k
Joseph Colella
Senior VP6.1yrsUS$2.53m0.033%
$ 6.2m
Susan Rice
Senior Vice President of Global Human Resources & Corporate Communications8.7yrsUS$2.57m0.045%
$ 8.6m
Daniel Woodland
Senior VP & President of Materials Solutions3.8yrsUS$2.44m0.035%
$ 6.7m
Sukhi Nagesh
Chief Financial Officerno data데이터 없음데이터 없음
Michael Sauer
VP, Controller & Chief Accounting Officer18.3yrs데이터 없음0.0066%
$ 1.2m
Clinton Haris
Senior VP & President of Advanced Purity Solutions9.8yrsUS$1.53m0.036%
$ 6.8m
Olivier Blachier
Senior VP & Chief Strategy and Innovation Officer4.5yrs데이터 없음0.023%
$ 4.3m
Michael Besnard
Senior VP & Chief Commercial Officer10.3yrs데이터 없음0.0064%
$ 1.2m
Brad Clay
Senior Vice President of Global Supply Chainless than a year데이터 없음데이터 없음
Jeffrey Schnell
Vice President of Investor Relationsno data데이터 없음데이터 없음
4.5yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: ENTG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.5 년).


이사회 구성원

이름직위재임 기간보수지분
Bertrand Loy
Executive Chair of the Board13.5yrsUS$14.32m0.15%
$ 28.3m
David Reeder
CEO, President & Director2.2yrsUS$11.77m0.0012%
$ 227.3k
James Gentilcore
Lead Independent Director12.4yrsUS$322.21k0.012%
$ 2.3m
Mary Puma
Independent Director1.7yrsUS$299.90k0.0027%
$ 509.6k
James Lederer
Independent Director11.1yrsUS$288.75k0.013%
$ 2.5m
Yvette Gordon-Kanouff
Independent Director5.3yrsUS$297.80k0.0073%
$ 1.4m
Azita Saleki-Gerhardt
Independent Director8.8yrsUS$296.25k0.016%
$ 3.1m
Rodney Clark
Independent Director5.3yrsUS$296.25k0.0049%
$ 932.0k
7.0yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: ENTG의 이사회경험이 있음으로 간주됩니다(평균 재임 7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 08:40
종가2026/05/20 00:00
수익2026/03/28
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Entegris, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paretosh MisraBerenberg
Bhavesh LodayaBMO Capital Markets Equity Research
John McNultyBMO Capital Markets Equity Research