Announcement • Aug 06
Entegris, Inc. Provides Earnings Guidance for the Third Quarter Ending September 26, 2026 and Fourth Quarter of 2026 Entegris, Inc. provided earnings guidance for the third quarter ending September 26, 2026 and fourth quarter of 2026. For the period, the company expects sales of $905 million to $935 million, GAAP net income to be between $116 million and $128 million, operating margin of 19.2% to 20.2% and diluted earnings per common share is expected to be between $0.75 and $0.83.
For the fourth quarter revenue expectations. With its current visibility, the company expects revenue to grow approximately 4% from the midpoint of third quarter's guidance range, which represents mid-teens percentage growth year-over-year. Reported Earnings • Aug 05
Second quarter 2026 earnings released: EPS: US$0.61 (vs US$0.35 in 2Q 2025) Second quarter 2026 results: EPS: US$0.61 (up from US$0.35 in 2Q 2025). Revenue: US$883.2m (up 12% from 2Q 2025). Net income: US$93.6m (up 77% from 2Q 2025). Profit margin: 11% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €95.50, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 31x in the Semiconductor industry in Germany. Total returns to shareholders of 2.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.77 per share. Declared Dividend • Jul 18
First quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 29th July 2026 Payment date: 19th August 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 12%. Announcement • Jul 15
Entegris, Inc. to Report Q2, 2026 Results on Aug 04, 2026 Entegris, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026 Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €121, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 40x in the Semiconductor industry in Germany. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.33 per share. Announcement • May 02
Entegris, Inc. Provides Earnings Guidance for the Second Quarter Ending June 27, 2026 Entegris, Inc. provided earnings guidance for the second quarter ending June 27, 2026. For the quarter, the Company expects sales of $815 million to $845 million. It expect GAAP net income to be between $82 million and $94 million and diluted earnings per common share is expected to be between $0.53 and $0.61. Announcement • Apr 30
Entegris, Inc. Announces Chief Financial Officer Changes, Effective May 18, 2026 Entegris, Inc. announced the appointment of Sukhi Nagesh as the Company’s Chief Financial Officer (“CFO”), effective May 18, 2026. Mr. Nagesh has nearly 30 years of leadership experience in finance, investor relations, and corporate strategy and development roles at semiconductor and technology companies. He joins Entegris from Nielsen where he currently serves as Head of Corporate Development and M&A, responsible for leading M&A strategy, planning and execution. Previously, Mr. Nagesh served as Vice President of Corporate Development, Strategy and Investor Relations at GlobalFoundries, a leading manufacturer of semiconductors. There, he supported the company’s landmark IPO, managed investor and analyst communications, executed major strategic transactions and partnered cross-functionally to drive transformation and growth. Mr. Nagesh also previously served in various leadership roles of increasing responsibility across finance, investor relations and corporate development at Marvell Technology, a leading semiconductor solutions company, as well as in engineering and managerial roles at other semiconductor leaders, including Applied Materials, Brooks Automation and Asyst Technologies. Mike Sauer, who has served as Interim CFO since March 1, 2026, will continue in his role as VP, Chief Accounting Officer. Announcement • Apr 17
Entegris, Inc. to Report Q1, 2026 Results on Apr 30, 2026 Entegris, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026 Announcement • Apr 16
Entegris, Inc. Announces Quarterly Cash Dividend, Payable on May 20, 2026 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on May 20, 2026, to shareholders of record on the close of business on April 29, 2026. Announcement • Mar 09
Entegris, Inc., Annual General Meeting, May 06, 2026 Entegris, Inc., Annual General Meeting, May 06, 2026. Location: virtualshareholdermeeting.com/entg2026, United States Announcement • Feb 10
Entegris, Inc. Provides Unaudited Earnings Guidance for the First Quarter Ending March 28, 2026 Entegris, Inc. provided unaudited earnings guidance for the first quarter ending March 28, 2026. For the quarter, the company expects net sales of $785 million to $825 million. GAAP operating income to be between $124 million and $143 million, GAAP net income to be $65 million to $77 million and diluted earnings per common share is expected to be between $0.43 and $0.51. Announcement • Jan 14
Entegris, Inc. Declares Quarterly Cash Dividend, Payable on February 18, 2026 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on February 18, 2026, to shareholders of record on the close of business on January 28, 2026. Announcement • Oct 30
Entegris, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025 Entegris, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the company’s guidance for the fourth quarter ending December 31, 2025, the company expects sales of $790 million to $830 million. GAAP net income to be between $53 million and $64 million and diluted earnings per common share is expected to be between $0.35 and $0.42. Announcement • Oct 17
Entegris, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Entegris, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025 Announcement • Oct 15
Entegris Declares Quarterly Cash Dividend, Payable on November 19, 2025 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on November 19, 2025, to shareholders of record on the close of business on October 29, 2025. Announcement • Jul 30
Entegris, Inc. Provides Earnings Guidance for the Third Quarter Ending September 27, 2025 Entegris, Inc. provided earnings guidance for the third quarter ending September 27, 2025. For the quarter, the Company expects sales of $780 million to $820 million. The company expects GAAP net income to be between $65 million and $76 million and diluted earnings per common share is expected to be between $0.43 and $0.50. Announcement • Jul 17
Entegris, Inc. to Report Q2, 2025 Results on Jul 30, 2025 Entegris, Inc. announced that they will report Q2, 2025 results at 9:00 AM, Eastern Standard Time on Jul 30, 2025 Announcement • May 07
Entegris, Inc. Announces Earnings Guidance for Second Quarter Ending June 28, 2025 Entegris, Inc. announced earnings guidance for the second quarter ending June 28, 2025. For the period, the company expects sales of $735 million to $775 million. The company also expects GAAP net income of $51 million to $62 million and diluted earnings per common share is expected to be between $0.34 and $0.41. Announcement • Apr 24
Entegris, Inc. to Report Q1, 2025 Results on May 07, 2025 Entegris, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Announcement • Apr 16
Entegris, Inc. Declares Quarterly Cash Dividend, Payable on May 21, 2025 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on May 21, 2025, to shareholders of record on the close of business on April 30, 2025. Announcement • Mar 18
Entegris, Inc., Annual General Meeting, Apr 23, 2025 Entegris, Inc., Annual General Meeting, Apr 23, 2025. Location: 129 concord road, building 3, billerica, massachusetts 01821, United States Announcement • Feb 06
Entegris, Inc. Provides Earnings Guidance for the First Quarter Ending March 29, 2025 Entegris, Inc. provided earnings guidance for the first quarter ending March 29, 2025. For the quarter, the company expects sales of $775 million to $805 million. The midpoint of this guidance range represents a 7% year-on-year increase, excluding the impact of divestitures. GAAP net income of $58 million to $68 million and diluted earnings per common share is expected to be between $0.38 and $0.45. Announcement • Jan 24
Entegris, Inc. to Report Q4, 2024 Results on Feb 06, 2025 Entegris, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 06, 2025 Announcement • Jan 15
Entegris Declares Quarterly Cash Dividend, Payable on February 19, 2025 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on February 19, 2025 to shareholders of record on the close of business on January 29, 2025. Announcement • Dec 06
Entegris and U.S. Department of Commerce Announce Entry Into Award Agreement Under CHIPS Act Entegris, Inc. and the U.S. Department of Commerce have entered into a definitive agreement providing for up to $77 million in funding under the CHIPS and Science Act. The award, which follows the previously announced Preliminary Memorandum of Terms, will be received in installments based on achievement of agreed-upon milestones. Entegris is the first supplier to semiconductor manufacturers to finalize the terms of its award agreement under the CHIPS and Science Act. This funding will support the company’s continued development of a center in Colorado Springs designed to create products critical to the future of semiconductor manufacturing in the U.S. The center, which is targeted to begin initial commercial operations in 2025, will support production of liquid filtration products, as well as semiconductor wafer carriers known as Front-Opening-Unified Pods (FOUPs). These solutions are critical to helping customers improve manufacturing yields. All Entegris FOUPs are currently manufactured in Asia. Entegris’ new advanced manufacturing center will bolster Colorado’s position as a major technology hub and contribute to the local economy and job market. The center is expected to create approximately 600 new jobs in Colorado Springs over the next several years, spanning roles from entry-level manufacturing to engineering and operational leadership. Approximately 300 jobs have already been created during the center’s construction phase. The site will also be a Military Center of Excellence that aims to recruit 50% of its workforce from veterans and military families through partnerships with Hiring our Heroes, Mt. Carmel Veterans Service Center, the SEMI Veteran Foundation, and local military bases. Announcement • Nov 05
Entegris, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2024 Entegris, Inc. provided earnings guidance for the fourth quarter ending December 31, 2024. For the quarter, the company expects sales of $810 million to $840 million. The midpoint of this guidance range represents an 8% year-on-year increase, excluding the impact of divestitures. GAAP net income of $75 million to $86 million and diluted earnings per common share is expected to be between $0.49 and $0.56. Reported Earnings • Nov 04
Third quarter 2024 earnings released: EPS: US$0.51 (vs US$0.22 in 3Q 2023) Third quarter 2024 results: EPS: US$0.51 (up from US$0.22 in 3Q 2023). Revenue: US$807.7m (down 9.1% from 3Q 2023). Net income: US$77.6m (up 134% from 3Q 2023). Profit margin: 9.6% (up from 3.7% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Announcement • Oct 22
Entegris, Inc. to Report Q3, 2024 Results on Nov 04, 2024 Entegris, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 04, 2024 Declared Dividend • Oct 21
Second quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 30th October 2024 Payment date: 20th November 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 22%. Announcement • Oct 18
Entegris, Inc. Appoints Ms. Puma as A Member of Its Audit and Finance Committee Entegris, Inc. appointed Ms. Puma as a member of its Audit and Finance Committee, effective as of such date. Announcement • Oct 16
Entegris, Inc. Declares Quarterly Cash Dividend, Payable on November 20, 2024 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on November 20, 2024, to shareholders of record on the close of business on October 30, 2024. Buy Or Sell Opportunity • Sep 26
Now 21% overvalued Over the last 90 days, the stock has fallen 18% to €103. The fair value is estimated to be €84.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 241% in the next 2 years. Announcement • Sep 06
Entegris, Inc. Appoints Mary Puma to Its Board of Directors Entegris, Inc. announced the appointment of Mary Puma to its board of directors. Ms. Puma previously served as the president and chief executive officer of Axcelis Technologies, Inc. The appointment brings the total number of Entegris board members to eight. Ms. Puma served as president and chief executive officer of Axcelis Technologies, Inc. from January 2002 until May 2023, having served as Axcelis' president and chief operating officer from May 2000 until January 2002. From 1996 until 2000, Ms. Puma served in several management roles at Eaton Corporation. Prior to joining Eaton, Ms. Puma spent 15 years in various marketing and general management positions for General Electric Company. Ms. Puma currently serves on the board of directors of Ciena Corporation, SMART Global Holdings, Inc. and Allegro Microsystems, Inc. She is also the chairperson of the board of SEMI. Previously, Ms. Puma served on the board of directors of Axcelis Technologies, Inc. and Nordson Corporation. Buy Or Sell Opportunity • Aug 24
Now 21% overvalued Over the last 90 days, the stock has fallen 15% to €103. The fair value is estimated to be €85.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 241% in the next 2 years. New Risk • Aug 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Reported Earnings • Aug 01
Second quarter 2024 earnings released: EPS: US$0.45 (vs US$1.32 in 2Q 2023) Second quarter 2024 results: EPS: US$0.45 (down from US$1.32 in 2Q 2023). Revenue: US$812.7m (down 9.8% from 2Q 2023). Net income: US$67.7m (down 66% from 2Q 2023). Profit margin: 8.3% (down from 22% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Jul 31
Entegris, Inc. Provides Earnings Guidance for the Third Quarter Ending September 28, 2024 Entegris, Inc. provided earnings guidance for the third quarter ending September 28, 2024. For the quarter, the company expects sales of $820 million to $840 million, GAAP net income of $78 million to $85 million and diluted earnings per common share between $0.51 and $0.56. Declared Dividend • Jul 22
First quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 31st July 2024 Payment date: 21st August 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 26%. Announcement • Jul 18
Entegris, Inc. to Report Q2, 2024 Results on Jul 31, 2024 Entegris, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 31, 2024 Announcement • Jul 17
Entegris, Inc. Announces Quarterly Cash Dividend, Payable on August 21, 2024 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on August 21, 2024, to shareholders of record on the close of business on July 31, 2024. Board Change • Jul 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director David Reeder was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 03
Entegris, Inc. Provides Earnings Guidance for the Second Quarter Ending June 29, 2024 Entegris, Inc. announced that the Company’s guidance for the second quarter ending June 29, 2024, the Company expects sales of $790 million to $810 million. The midpoint of this guidance range represents an 8.5% sequential increase, excluding the impact of divestitures. GAAP net income of $64 million to $71 million and diluted earnings per common share is expected to be between $0.42 and $0.47. Reported Earnings • May 02
First quarter 2024 earnings released: EPS: US$0.30 (vs US$0.59 loss in 1Q 2023) First quarter 2024 results: EPS: US$0.30 (up from US$0.59 loss in 1Q 2023). Revenue: US$771.0m (down 16% from 1Q 2023). Net income: US$45.3m (up US$133.4m from 1Q 2023). Profit margin: 5.9% (up from net loss in 1Q 2023). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Declared Dividend • Apr 23
Fourth quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 30th April 2024 Payment date: 22nd May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 35%. Announcement • Apr 19
Entegris, Inc. to Report Q1, 2024 Results on May 01, 2024 Entegris, Inc. announced that they will report Q1, 2024 results Pre-Market on May 01, 2024 Announcement • Apr 17
Entegris Declares Quarterly Cash Dividend, Payable on May 22, 2024 Entegris, Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on May 22, 2024, to shareholders of record on the close of business on May 1, 2024. Announcement • Mar 20
Entegris, Inc., Annual General Meeting, Apr 24, 2024 Entegris, Inc., Annual General Meeting, Apr 24, 2024, at 08:00 US Eastern Standard Time. Location: 129 Concord Road, Billerica, Massachusetts 01821 Massachusetts United States Agenda: To elect eight (8) directors to serve until the 2025 Annual Meeting of Stockholders; To approve, on an advisory basis, Entegris' Executive Compensation.; To approve the Entegris, Inc. 2024 Employee Stock Purchase Plan. Announcement • Mar 08
Entegris, Inc. Appoints David Reeder to Board of Directors Entegris, Inc. announced the appointment of David Reeder to its board of directors. Mr. Reeder is the chief financial officer of Chewy, Inc. The appointment brings the total number of Entegris board members to eight. Prior to joining Chewy in February 2024, David served as chief financial officer of GlobalFoundries, Inc., a leading semiconductor manufacturer, since 2020, where he led their financial strategy, including their 2021 initial public offering. David previously served as chief executive officer of Tower Hill Insurance Group, as well as president and chief executive officer of Lexmark International Inc. Earlier in his career, David was chief financial officer at Electronics for Imaging, Inc., and he also held executive roles at Cisco Systems, Inc., Broadcom Inc., and Texas Instruments Inc. Announcement • Mar 06
Entegris, Inc. Updates Earning Guidance for First Quarter Ending March 30, 2024 Entegris, Inc. updated earning guidance for first quarter ending March 30, 2024. For the quarter,Company expects sales of $755 million to $775 million, GAAP net income of $49 million to $57 million and diluted earnings per common share between $0.33 and $0.38. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Jim Anderson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Feb 25
Insider recently sold €1.2m worth of stock On the 16th of February, Daniel Woodland sold around 9k shares on-market at roughly €129 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months. Announcement • Feb 14
Entegris, Inc. Provides Earnings Guidance for the First Quarter Ending March 30, 2024 Entegris, Inc. provided earnings guidance for the first quarter ending March 30, 2024. For the Company’s guidance for the first quarter ending March 30, 2024, the Company expects sales of $770 million to $790 million, GAAP net income of $42 million to $49 million and diluted earnings per common share between $0.28 and $0.33. Reported Earnings • Feb 14
Full year 2023 earnings released: EPS: US$1.21 (vs US$1.47 in FY 2022) Full year 2023 results: EPS: US$1.21 (down from US$1.47 in FY 2022). Revenue: US$3.52b (up 7.4% from FY 2022). Net income: US$180.7m (down 14% from FY 2022). Profit margin: 5.1% (down from 6.4% in FY 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Upcoming Dividend • Jan 23
Upcoming dividend of US$0.10 per share at 0.3% yield Eligible shareholders must have bought the stock before 30 January 2024. Payment date: 21 February 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.1%). Announcement • Jan 17
Entegris Declares Quarterly Cash Dividend, Payable on February 21, 2024 Entegris Inc. announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share to be paid on February 21, 2024, to shareholders of record on the close of business on January 31, 2024. Announcement • Jan 10
Entegris, Inc. to Report Q4, 2023 Results on Feb 14, 2024 Entegris, Inc. announced that they will report Q4, 2023 results on Feb 14, 2024 New Risk • Nov 12
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.5% net profit margin). Announcement • Nov 03
Entegris, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2023 Entegris, Inc. provides earnings guidance for the fourth quarter ending December 31, 2023. For the period, the Company expects sales of $770 million to $790 million, GAAP net income of $37 million to $45 million and diluted earnings per common share between $0.25 and $0.30. New Risk • Nov 03
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 76% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.5% net profit margin). Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$0.22 (vs US$0.50 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.22 (up from US$0.50 loss in 3Q 2022). Revenue: US$888.2m (down 11% from 3Q 2022). Net income: US$33.2m (up US$106.9m from 3Q 2022). Profit margin: 3.7% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Upcoming Dividend • Oct 24
Upcoming dividend of US$0.10 per share at 0.4% yield Eligible shareholders must have bought the stock before 31 October 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.2%). Announcement • Oct 20
Entegris, Inc. to Report Q3, 2023 Results on Nov 02, 2023 Entegris, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023 Announcement • Oct 19
Entegris, Inc. Declares Quarterly Cash Dividend, Payable on November 22, 2023 Entegris, Inc. announced that its Board of Directors has authorized a quarterly cash dividend of $0.10 per share to be paid on November 22, 2023 to shareholders of record on the close of business on November 1, 2023. Announcement • Aug 04
Entegris, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2023 Entegris, Inc. provided earnings guidance for the third quarter ending September 30, 2023. For the quarter, the company expects sales of $875 million to $900 million, GAAP net income of $34 million to $42 million and diluted earnings per common share between $0.23 and $0.28. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$1.32 (vs US$0.73 in 2Q 2022) Second quarter 2023 results: EPS: US$1.32 (up from US$0.73 in 2Q 2022). Revenue: US$901.0m (up 30% from 2Q 2022). Net income: US$197.6m (up 99% from 2Q 2022). Profit margin: 22% (up from 14% in 2Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Upcoming Dividend • Jul 25
Upcoming dividend of US$0.10 per share at 0.4% yield Eligible shareholders must have bought the stock before 01 August 2023. Payment date: 23 August 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.0%). Announcement • Jul 23
Entegris, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Entegris, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023 Announcement • Jul 22
Entegris, Inc. Announces Quarterly Cash Dividend, Payable on August 23, 2023 Entegris, Inc. announced that its Board of Directors has authorized a quarterly cash dividend of $0.10 per share to be paid on August 23, 2023 to shareholders of record on the close of business on August 2, 2023. Reported Earnings • May 12
First quarter 2023 earnings released: US$0.59 loss per share (vs US$0.93 profit in 1Q 2022) First quarter 2023 results: US$0.59 loss per share (down from US$0.93 profit in 1Q 2022). Revenue: US$922.4m (up 42% from 1Q 2022). Net loss: US$88.2m (down 170% from profit in 1Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Upcoming Dividend • Apr 25
Upcoming dividend of US$0.10 per share at 0.5% yield Eligible shareholders must have bought the stock before 02 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.1%). Recent Insider Transactions • Feb 18
Executive VP recently sold €288k worth of stock On the 14th of February, Gregory Graves sold around 4k shares on-market at roughly €78.01 per share. This transaction amounted to 84% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months. Announcement • Feb 15
Entegris, Inc. Provides Earnings Guidance for the First Quarter Ending April 1, 2023 Entegris, Inc. provided earnings guidance for the first quarter ending April 1, 2023. For the period, company expects sales of $880 million to $910 million, net income of $8 million to $16 million and diluted earnings per common share between $0.05 and $0.10. Reported Earnings • Feb 15
Full year 2022 earnings released: EPS: US$1.47 (vs US$3.02 in FY 2021) Full year 2022 results: EPS: US$1.47 (down from US$3.02 in FY 2021). Revenue: US$3.28b (up 43% from FY 2021). Net income: US$208.9m (down 49% from FY 2021). Profit margin: 6.4% (down from 18% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 01
Entegris, Inc. to Report Q4, 2022 Results on Feb 14, 2023 Entegris, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023 Upcoming Dividend • Jan 24
Upcoming dividend of US$0.10 per share at 0.5% yield Eligible shareholders must have bought the stock before 31 January 2023. Payment date: 22 February 2023. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.2%). Announcement • Jan 19
Entegris, Inc. Announces Quarterly Cash Dividend, Payable on February 22, 2023 Entegris, Inc. announced that its Board of Directors has authorized a quarterly cash dividend of $0.10 per share to be paid on February 22, 2023 to shareholders of record on the close of business on February 1, 2023. Valuation Update With 7 Day Price Move • Jan 11
Investor sentiment improved over the past week After last week's 19% share price gain to €70.79, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €54.89 per share. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €65.11, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.77 per share. Reported Earnings • Nov 03
Third quarter 2022 earnings released: US$0.50 loss per share (vs US$0.87 profit in 3Q 2021) Third quarter 2022 results: US$0.50 loss per share (down from US$0.87 profit in 3Q 2021). Revenue: US$993.8m (up 72% from 3Q 2021). Net loss: US$73.7m (down 163% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year. Upcoming Dividend • Oct 25
Upcoming dividend of US$0.10 per share Eligible shareholders must have bought the stock before 01 November 2022. Payment date: 23 November 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.3%). Lower than average of industry peers (1.3%). Reported Earnings • Aug 03
Second quarter 2022 earnings released: EPS: US$0.73 (vs US$0.66 in 2Q 2021) Second quarter 2022 results: EPS: US$0.73 (up from US$0.66 in 2Q 2021). Revenue: US$692.5m (up 21% from 2Q 2021). Net income: US$99.5m (up 12% from 2Q 2021). Profit margin: 14% (down from 16% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 48%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jul 26
Upcoming dividend of US$0.10 per share Eligible shareholders must have bought the stock before 02 August 2022. Payment date: 24 August 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.2%). Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €82.48, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.80 per share. Upcoming Dividend • Apr 27
Upcoming dividend of US$0.10 per share Eligible shareholders must have bought the stock before 03 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 7.8% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (1.2%). Reported Earnings • Feb 04
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$3.02 (up from US$2.19 in FY 2020). Revenue: US$2.30b (up 24% from FY 2020). Net income: US$409.1m (up 39% from FY 2020). Profit margin: 18% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jan 25
Upcoming dividend of US$0.10 per share Eligible shareholders must have bought the stock before 01 February 2022. Payment date: 23 February 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (0.9%). Recent Insider Transactions • Nov 14
Insider recently sold €159k worth of stock On the 9th of November, Stuart Tison sold around 1k shares on-market at roughly €127 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months. 
