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ENTG Stock Analysis 2026 - ENTEGRIS INC AI Rating

ENTG Nasdaq Plastics Products, NEC DE CIK: 0001101302
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 ENTG Key Takeaways

Revenue: $3.2B
Net Margin: 7.4%
Free Cash Flow: $396.2M
Current Ratio: 3.35x
Debt/Equity: 0.94x
EPS: $1.55
AI Rating: HOLD with 65% confidence

Is ENTG a Good Investment? Thesis Analysis

Claude

Entegris demonstrates solid fundamental financial health with strong liquidity (3.35x current ratio) and reasonable leverage (0.94x debt/equity), supported by robust free cash flow generation of $396.2M. However, declining profitability trends—including 19.5% YoY net income decline and 1.4% revenue contraction—suggest cyclical weakness in core markets that warrants cautious positioning until growth trajectory stabilizes.

Why Buy ENTG? Key Strengths

Claude
  • + Strong liquidity position with 3.35x current ratio and $360.4M cash enabling operational flexibility
  • + Healthy free cash flow of $396.2M (12.4% FCF margin) provides capital deployment optionality
  • + Reasonable leverage profile at 0.94x debt/equity with 4.4x interest coverage indicating debt sustainability
  • + Solid gross margin of 44.4% reflects pricing power and operational efficiency in manufacturing

ENTG Investment Risks to Consider

Claude
  • ! Revenue contraction of 1.4% YoY coupled with 19.5% net income decline signals demand weakness and margin compression
  • ! Low net margin of 7.4% and weak ROE of 6.0% suggest limited profitability relative to deployed capital
  • ! Heavy debt load of $3.7B against $4.0B equity indicates limited financial flexibility for acquisitions or downturns
  • ! Cyclical industry exposure (plastics/specialty materials) vulnerable to semiconductor and manufacturing cycles

Key Metrics to Watch

Claude
  • * Quarterly revenue trends and gross margin sustainability amid potential market recovery
  • * Free cash flow stability and capital allocation decisions (debt reduction vs. growth investments)
  • * Operating leverage recovery as revenue stabilizes—Operating Income to Revenue ratio trending

ENTG Financial Metrics

Revenue
$3.2B
Net Income
$235.6M
EPS (Diluted)
$1.55
Free Cash Flow
$396.2M
Total Assets
$8.4B
Cash Position
$360.4M

💡 AI Analyst Insight

Strong liquidity with a 3.35x current ratio provides a solid financial cushion.

ENTG Profitability Ratios

Gross Margin 44.4%
Operating Margin 14.3%
Net Margin 7.4%
ROE 6.0%
ROA 2.8%
FCF Margin 12.4%

ENTG vs Default Sector

How ENTEGRIS INC compares to Default sector averages

Net Margin
ENTG 7.4%
vs
Sector Avg 12.0%
ENTG Sector
ROE
ENTG 6.0%
vs
Sector Avg 15.0%
ENTG Sector
Current Ratio
ENTG 3.4x
vs
Sector Avg 1.8x
ENTG Sector
Debt/Equity
ENTG 0.9x
vs
Sector Avg 0.7x
ENTG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ENTG Overvalued or Undervalued?

Based on fundamental analysis, ENTEGRIS INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
6.0%
Sector avg: 15%
Net Profit Margin
7.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.94x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ENTG Balance Sheet & Liquidity

Current Ratio
3.35x
Quick Ratio
2.04x
Debt/Equity
0.94x
Debt/Assets
0.0%
Interest Coverage
4.41x
Long-term Debt
$3.7B

ENTG 5-Year Financial Trend & Growth Analysis

ENTG 5-year financial data: Year 2021: Revenue $2.3B, Net Income $254.9M, EPS $1.87. Year 2022: Revenue $3.3B, Net Income $295.0M, EPS $2.16. Year 2023: Revenue $3.5B, Net Income $409.1M, EPS $3.00. Year 2024: Revenue $3.5B, Net Income $208.9M, EPS $1.46. Year 2025: Revenue $3.5B, Net Income $180.7M, EPS $1.20.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ENTEGRIS INC's revenue has grown significantly by 53% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.20 reflects profitable operations.

ENTG Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.4%
Free cash flow / Revenue

ENTG Quarterly Performance

Quarterly financial performance data for ENTEGRIS INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $807.1M $45.3M $0.46
Q2 2025 $792.4M $45.3M $0.35
Q1 2025 $771.0M $45.3M $0.30
Q3 2024 $807.7M $33.2M $0.22
Q2 2024 $812.7M $45.3M $0.45
Q1 2024 $771.0M $45.3M $0.30
Q3 2023 $888.2M $33.2M $0.22
Q2 2023 $692.5M -$88.2M $0.73

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

ENTG Capital Allocation

Operating Cash Flow
$695.4M
Cash generated from operations
Capital Expenditures
$299.2M
Investment in assets
Dividends Paid
$60.8M
Returned to shareholders

ENTG SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for ENTEGRIS INC (CIK: 0001101302)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 DEF 14A entg-20260323.htm View →
Mar 5, 2026 4 xslF345X05/wk-form4_1772738584.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772128782.xml View →
Feb 23, 2026 4 xslF345X05/wk-form4_1771888592.xml View →
Feb 23, 2026 4 xslF345X05/wk-form4_1771888581.xml View →

Frequently Asked Questions about ENTG

What is the AI rating for ENTG?

ENTEGRIS INC (ENTG) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ENTG's key strengths?

Claude: Strong liquidity position with 3.35x current ratio and $360.4M cash enabling operational flexibility. Healthy free cash flow of $396.2M (12.4% FCF margin) provides capital deployment optionality.

What are the risks of investing in ENTG?

Claude: Revenue contraction of 1.4% YoY coupled with 19.5% net income decline signals demand weakness and margin compression. Low net margin of 7.4% and weak ROE of 6.0% suggest limited profitability relative to deployed capital.

What is ENTG's revenue and growth?

ENTEGRIS INC reported revenue of $3.2B.

Does ENTG pay dividends?

ENTEGRIS INC pays dividends, with $60.8M distributed to shareholders in the trailing twelve months.

Where can I find ENTG SEC filings?

Official SEC filings for ENTEGRIS INC (CIK: 0001101302) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ENTG's EPS?

ENTEGRIS INC has a diluted EPS of $1.55.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ENTG a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, ENTEGRIS INC has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ENTG stock overvalued or undervalued?

Valuation metrics for ENTG: ROE of 6.0% (sector avg: 15%), net margin of 7.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ENTG stock in 2026?

Our dual AI analysis gives ENTEGRIS INC a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ENTG's free cash flow?

ENTEGRIS INC's operating cash flow is $695.4M, with capital expenditures of $299.2M. FCF margin is 12.4%.

How does ENTG compare to other Default stocks?

Vs Default sector averages: Net margin 7.4% (avg: 12%), ROE 6.0% (avg: 15%), current ratio 3.35 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI