Entegris Q2 2025 Earnings: Revenue Exceeds Estimates, GAAP EPS Falls Short

Entegris Inc reported Q2 2025 revenue of $792M, exceeding estimates, but GAAP EPS fell short at $0.35. The company faces challenges due to subdued fab activity and uncertainties in trade policies. Entegris Inc anticipates stronger performance in the second half of the year, with projected sales between $780M and $820M for Q3.

Entegris Inc. (NASDAQ: ENTG) reported its financial results for the second quarter of 2025, with revenue exceeding estimates but earnings per share (EPS) falling short. The company's President and CEO, Bertrand Loy, highlighted key aspects of the performance, including growth driven by demand for unit-driven solutions, particularly CMP consumables, selective etch, and deposition materials.

Revenue for the quarter ended June 28, 2025, was $792.4 million, representing a 2% sequential increase and surpassing guidance. Gross margin, operating margin, and non-GAAP EPS were all within the guidance range. However, GAAP EPS came in at $0.35, below the expected $0.45 per share [1].

Loy acknowledged challenges in the semiconductor industry, including subdued fab activity and uncertainties around trade policies. He noted that AI-enabled applications are driving significant growth in advanced logic and high-bandwidth memory (HBM), but overall fab activity remains subdued. The uncertainty around trade policies and the macroeconomic environment continues to impact semiconductor demand [1].

Despite these challenges, Entegris remains optimistic about the second half of the year. The company expects sales to range between $780 million and $820 million for the third quarter ending September 27, 2025. GAAP net income is projected to be between $65 million and $76 million, with non-GAAP diluted earnings per share ranging from $0.68 to $0.75 [1].

Entegris operates in two segments: Materials Solutions (MS) and Advanced Purity Solutions (APS). MS provides materials-based solutions, while APS offers filtration, purification, and contamination-control solutions. Both segments contribute to improved device performance and yield for customers in the semiconductor industry.

The company's long-term view of the market remains positive, with high confidence in the strong growth outlook. Entegris attributes its unique value proposition and quality execution to its ability to outperform the market in the coming years [1].

Entegris will hold a conference call to discuss its Q2 results on Wednesday, July 30, 2025, at 9:00 a.m. Eastern Time. Participants can dial in at 800-579-2543 or +1 785-424-1789, referencing confirmation ID: ENTGQ225. A live webcast and replay of the call will be available on the company's website [1].

References:
[1] https://www.businesswire.com/news/home/20250730489755/en/Entegris-Reports-Results-for-Second-Quarter-of-2025