Entegris (NASDAQ:ENTG) Surpasses Estimates with 3.1% Revenue Drop to $823.9M

Entegris (NASDAQ:ENTG) reported Q4 CY2025 revenue of $823.9 million, 3.1% lower than the prior-year period but 1.4% above Wall Street estimates, with non-GAAP profit of $0.70 per share 5.4% above consensus. Guidance for Q1 CY2026 is $805 million at the midpoint, 2.3% above estimates. CEO Dave Reeder attributed the year-over-year decline to continued strength in liquid filtration, selective etch, and CMP consumables, with free cash flow improving and deleveraging expected in 2026. The company serves leading fabs and posted a 11.4% CAGR in sales over the past five years, while DIO of 126 is 5 days below its five-year average, indicating no inventory buildup. Looking ahead, sell-side analysts average a 6% CAGR in revenue through 2026, below sector average. The stock rose 2.5% to $125.47 in after-hours trading following the report.