Entegris, a specialty materials maker which supplies critical components for semiconductor manufacturing, posted Q2 2026 results that cleared Wall Street expectations across the board.
Net sales came in at $883.2 million, an 11% jump from the same quarter last year. Adjusted earnings per share hit $0.93, representing a 41% year-over-year increase. The company issued guidance for Q3 that exceeded what analysts had penciled in for both revenue and EPS.
The AI supply chain’s quiet winner
Roughly 95% of Entegris’ revenue comes from semiconductor materials. The company operates a unit-driven business model, meaning it gets paid based on the volume of semiconductors being manufactured. When fabs run hot, Entegris prints money.
That model has translated into EBITDA margins of approximately 75%, based on 2025 figures.
