ENTEGRIS INC
ENTG · Plastics Products, NEC · 152.5M shares · +3%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $6M (gross $67M, SBC $61M)
Reference price $143.59 · est. market cap ~$21.9B — last insider sale, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86Category-leading semiconductor materials franchise with top-decile margins, strong cash generation, and a durable IP/switching-cost moat.
Strengths
- Top-decile profitability: gross margin 44.4% (100th pct), operating margin 14.3% and OCF margin 21.8% (both 88.9th pct), FCF $396M
- Critical advanced-materials supplier with deep customer integration, broad IP, and secular AI/semiconductor demand tailwinds
Risks
- ROA only 2.8% (44th pct), weighed down by goodwill/leverage from the CMC acquisition
- Cyclical semiconductor demand, customer concentration, and exposure to China export controls/tariffs
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $360M cash & investments
- China exposure• The impact of export controls, economic sanctions and other similar restrictions
- Insider sellingInsider selling — 35 open-market sale(s) by 8 insider(s) (cluster of 8 insiders, ~$45M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
44.4%
Operating margin
14.3%
Net margin
7.4%
Return on assets
2.8%
Revenue growth (QoQ)
-1.5%
Net-income growth
-19.5%
Net debt / EBITDA
5.0×
Current ratio
3.4×
Free cash flow
$396M
EBITDA
$661M
Cash & investments
$360M
Stock comp / revenue
2.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | LEDERER JAMES P | Sell | 3.6K | $143.59 |
| 2026-05-27 | Haris Clinton M. | Option exercise | 6.8K | $98.11 |
| 2026-05-27 | Haris Clinton M. | Sell | 6.8K | $149.23 |
| 2026-05-18 | Nagesh Sukhi | Grant | 8.3K | — |
| 2026-05-15 | Rice Susan G. | Sell | 13K | $132.75 |
| 2026-05-15 | Rice Susan G. | Sell | 6.9K | $133.01 |
| 2026-05-15 | Rice Susan G. | Option exercise | 13K | $55.72 |
| 2026-05-14 | Haris Clinton M. | Option exercise | 5.8K | $55.72 |
| 2026-05-14 | Colella Joseph | Sell | 2.4K | $140.04 |
| 2026-05-14 | Haris Clinton M. | Sell | 5.8K | $144.57 |
| 2026-05-14 | Blachier Olivier | Option exercise | 2.0K | $80.71 |
| 2026-05-14 | Blachier Olivier | Sell | 2.0K | $140.04 |
| 2026-05-14 | Colella Joseph | Option exercise | 3.9K | $98.11 |
| 2026-05-14 | Colella Joseph | Sell | 3.9K | $140.25 |
| 2026-05-14 | Colella Joseph | Option exercise | 2.4K | $80.71 |
| 2026-05-06 | Kanouff Yvette | Grant | 1.4K | — |
| 2026-05-06 | PUMA MARY G | Grant | 1.4K | — |
| 2026-05-06 | Clark Rodney | Grant | 1.4K | — |
| 2026-05-06 | SALEKI-GERHARDT AZITA | Grant | 1.4K | — |
| 2026-05-06 | LEDERER JAMES P | Grant | 1.4K | — |
| 2026-05-06 | GENTILCORE JAMES | Grant | 1.4K | — |
| 2026-04-17 | LOY BERTRAND | Sell | 44K | $144.41 |
| 2026-04-17 | LOY BERTRAND | Option exercise | 44K | $98.11 |
| 2026-04-14 | LOY BERTRAND | Sell | 17K | $140.22 |
| 2026-04-14 | LOY BERTRAND | Option exercise | 17K | $98.11 |
| 2026-04-07 | Blachier Olivier | Sell | 275 | $115.57 |
| 2026-04-07 | Colella Joseph | Sell | 1.6K | $115.57 |
| 2026-04-05 | Sauer Michael | Tax withheld | 316 | $116.40 |
| 2026-04-05 | Woodland Daniel D. | Tax withheld | 1.2K | $116.40 |
| 2026-04-05 | LOY BERTRAND | Tax withheld | 9.9K | $116.40 |
| 2026-04-05 | Colella Joseph | Tax withheld | 1.5K | $116.40 |
| 2026-04-05 | Blachier Olivier | Tax withheld | 643 | $116.40 |
| 2026-04-05 | Haris Clinton M. | Tax withheld | 1.3K | $116.40 |
| 2026-04-05 | Rice Susan G. | Tax withheld | 1.4K | $116.40 |
| 2026-04-01 | Sauer Michael | Grant | 2.5K | — |
| 2026-04-01 | LOY BERTRAND | Grant | 20K | — |
| 2026-04-01 | Colella Joseph | Grant | 7.4K | — |
| 2026-04-01 | Rice Susan G. | Grant | 7.4K | — |
| 2026-04-01 | Blachier Olivier | Grant | 6.3K | — |
| 2026-04-01 | Reeder David | Grant | 39K | — |
| 2026-04-01 | Woodland Daniel D. | Grant | 6.3K | — |
| 2026-04-01 | Haris Clinton M. | Grant | 6.3K | — |
| 2026-02-25 | LOY BERTRAND | Sell | 3.8K | $138.57 |
| 2026-02-25 | LOY BERTRAND | Sell | 47K | $137.32 |
| 2026-02-24 | LOY BERTRAND | Sell | 7.0K | $140.49 |
| 2026-02-24 | LOY BERTRAND | Sell | 2.8K | $141.45 |
| 2026-02-24 | LOY BERTRAND | Sell | 100 | $142.19 |
| 2026-02-24 | LOY BERTRAND | Option exercise | 9.8K | $98.11 |
| 2026-02-24 | LOY BERTRAND | Sell | 48K | $138.57 |
| 2026-02-24 | LOY BERTRAND | Sell | 2.1K | $139.14 |
| 2026-02-20 | LaGorga Linda | Sell | 11K | $135.00 |
| 2026-02-20 | Blachier Olivier | Sell | 1.1K | $131.49 |
| 2026-02-20 | Blachier Olivier | Sell | 394 | $131.49 |
| 2026-02-20 | Blachier Olivier | Sell | 206 | $131.49 |
| 2026-02-20 | LaGorga Linda | Option exercise | 11K | $91.63 |
| 2026-02-20 | Colella Joseph | Sell | 653 | $131.49 |
| 2026-02-20 | Colella Joseph | Sell | 927 | $131.49 |
| 2026-02-19 | Haris Clinton M. | Tax withheld | 1.0K | $132.67 |
| 2026-02-19 | Haris Clinton M. | Tax withheld | 846 | $132.67 |
| 2026-02-19 | Sauer Michael | Tax withheld | 165 | $132.67 |
| 2026-02-19 | Woodland Daniel D. | Grant | 4.0K | — |
| 2026-02-19 | Woodland Daniel D. | Tax withheld | 1.8K | $132.67 |
| 2026-02-19 | LaGorga Linda | Grant | 8.8K | — |
| 2026-02-19 | Woodland Daniel D. | Tax withheld | 624 | $132.67 |
| 2026-02-19 | LaGorga Linda | Tax withheld | 3.0K | $132.67 |
| 2026-02-19 | Colella Joseph | Grant | 4.8K | — |
| 2026-02-19 | Colella Joseph | Tax withheld | 1.4K | $132.67 |
| 2026-02-19 | Colella Joseph | Tax withheld | 1.1K | $132.67 |
| 2026-02-19 | Blachier Olivier | Grant | 3.0K | — |
| 2026-02-19 | Blachier Olivier | Tax withheld | 884 | $132.67 |
| 2026-02-19 | Blachier Olivier | Tax withheld | 500 | $132.67 |
| 2026-02-19 | Rice Susan G. | Grant | 5.0K | — |
| 2026-02-19 | Rice Susan G. | Tax withheld | 1.5K | $132.67 |
| 2026-02-19 | Rice Susan G. | Tax withheld | 1.1K | $132.67 |
| 2026-02-19 | LOY BERTRAND | Grant | 35K | — |
| 2026-02-19 | LOY BERTRAND | Tax withheld | 15K | $132.67 |
| 2026-02-19 | LOY BERTRAND | Tax withheld | 8.1K | $132.67 |
| 2026-02-19 | Haris Clinton M. | Grant | 3.3K | — |
| 2026-02-12 | Woodland Daniel D. | Sell | 5.2K | $130.80 |
| 2026-02-12 | Rice Susan G. | Grant | 11K | — |
| 2026-02-12 | Blachier Olivier | Grant | 15K | — |
| 2026-02-12 | Colella Joseph | Grant | 11K | — |
| 2026-02-12 | Haris Clinton M. | Grant | 11K | — |
| 2026-02-12 | Sauer Michael | Grant | 2.3K | — |
| 2026-02-12 | Woodland Daniel D. | Grant | 11K | — |
| 2026-02-12 | Woodland Daniel D. | Option exercise | 5.2K | $55.88 |
| 2026-02-12 | Woodland Daniel D. | Option exercise | 13K | $70.03 |
| 2026-02-12 | Woodland Daniel D. | Sell | 13K | $130.71 |
| 2026-02-12 | Woodland Daniel D. | Option exercise | 13K | $79.97 |
| 2026-02-12 | Woodland Daniel D. | Sell | 13K | $130.52 |
| 2026-02-02 | LOY BERTRAND | Sell | 2.4K | $120.91 |
| 2026-02-02 | LOY BERTRAND | Option exercise | 65K | $55.72 |
| 2026-02-02 | LOY BERTRAND | Sell | 200 | $115.96 |
| 2026-02-02 | LOY BERTRAND | Sell | 2.4K | $117.19 |
| 2026-02-02 | LOY BERTRAND | Sell | 9.3K | $118.43 |
| 2026-02-02 | LOY BERTRAND | Sell | 16K | $119.13 |
| 2026-02-02 | LOY BERTRAND | Sell | 35K | $120.25 |
| 2026-01-21 | Haris Clinton M. | Option exercise | 5.8K | $55.72 |
| 2026-01-21 | Haris Clinton M. | Sell | 5.8K | $120.00 |
| 2025-12-10 | LEDERER JAMES P | Sell | 2.0K | $92.84 |
| 2025-12-01 | LOY BERTRAND | Sell | 16K | $76.34 |
| 2025-12-01 | LOY BERTRAND | Sell | 345 | $77.65 |
| 2025-12-01 | LOY BERTRAND | Option exercise | 58K | $33.33 |
| 2025-12-01 | LOY BERTRAND | Sell | 41K | $77.09 |
| 2025-11-17 | Blachier Olivier | Sell | 488 | $77.43 |
| 2025-11-14 | Blachier Olivier | Tax withheld | 445 | $78.28 |
| 2025-11-06 | Colella Joseph | Sell | 3.6K | $88.41 |
| 2025-08-21 | Reeder David | Disposition | 2.9K | — |
| 2025-08-18 | Reeder David | Grant | 57K | — |
| 2025-08-15 | Woodland Daniel D. | Tax withheld | 2.2K | $77.12 |
| 2025-08-13 | Rice Susan G. | Option exercise | 8.9K | $33.33 |
| 2025-08-13 | Rice Susan G. | Sell | 8.9K | $79.84 |
| 2025-07-17 | Haris Clinton M. | Sell | 3.6K | $90.00 |
| 2025-06-12 | Clark Rodney | Other | 990 | — |
| 2025-05-22 | Blachier Olivier | Sell | 275 | $72.22 |
| 2025-05-15 | LaGorga Linda | Tax withheld | 961 | $78.53 |
| 2025-04-23 | ENTEGRIS INC | Grant | 2.9K | — |
| 2025-04-23 | SALEKI-GERHARDT AZITA | Grant | 2.9K | — |
| 2025-04-23 | Clark Rodney | Grant | 2.9K | — |
| 2025-04-23 | Reeder David | Grant | 2.9K | — |
| 2025-04-23 | LEDERER JAMES P | Grant | 2.9K | — |
| 2025-04-23 | GENTILCORE JAMES | Grant | 2.9K | — |
| 2025-04-23 | Kanouff Yvette | Grant | 2.9K | — |
| 2025-04-23 | PUMA MARY G | Grant | 2.9K | — |
| 2025-04-05 | Sauer Michael | Tax withheld | 116 | $65.39 |
| 2025-04-05 | LaGorga Linda | Tax withheld | 482 | $65.39 |
| 2025-04-05 | Besnard Michael | Tax withheld | 220 | $65.39 |
| 2025-04-05 | Richards Neil | Tax withheld | 217 | $65.39 |
| 2025-04-05 | Blachier Olivier | Tax withheld | 229 | $65.39 |
| 2025-04-05 | Colella Joseph | Tax withheld | 383 | $65.39 |
| 2025-04-05 | O'Neill James Anthony | Tax withheld | 188 | $65.39 |
| 2025-04-05 | Rice Susan G. | Tax withheld | 365 | $65.39 |
| 2025-04-05 | Woodland Daniel D. | Tax withheld | 337 | $65.39 |
| 2025-04-05 | Haris Clinton M. | Tax withheld | 476 | $65.39 |
| 2025-04-05 | LOY BERTRAND | Tax withheld | 4.6K | $65.39 |
| 2025-04-01 | Besnard Michael | Grant | 4.6K | — |
| 2025-04-01 | Blachier Olivier | Grant | 4.5K | — |
| 2025-04-01 | Richards Neil | Grant | 4.4K | — |
| 2025-04-01 | Colella Joseph | Grant | 7.4K | — |
| 2025-04-01 | O'Neill James Anthony | Grant | 4.1K | — |
| 2025-04-01 | Rice Susan G. | Grant | 7.7K | — |
| 2025-04-01 | Woodland Daniel D. | Grant | 6.7K | — |
| 2025-04-01 | Sauer Michael | Grant | 2.6K | — |
| 2025-04-01 | Haris Clinton M. | Grant | 6.7K | — |
| 2025-04-01 | LOY BERTRAND | Grant | 54K | — |
| 2025-04-01 | LaGorga Linda | Grant | 11K | — |
| 2025-02-21 | Blachier Olivier | Sell | 984 | $108.00 |
| 2025-02-20 | Blachier Olivier | Tax withheld | 319 | $107.99 |
| 2025-02-20 | Besnard Michael | Tax withheld | 498 | $107.99 |
| 2025-02-20 | Richards Neil | Tax withheld | 545 | $107.99 |
| 2025-02-20 | Blachier Olivier | Tax withheld | 500 | $107.99 |
| 2025-02-20 | Colella Joseph | Tax withheld | 1.0K | $107.99 |
| 2025-02-20 | O'Neill James Anthony | Tax withheld | 619 | $107.99 |
| 2025-02-20 | Rice Susan G. | Tax withheld | 1.0K | $107.99 |
| 2025-02-20 | Woodland Daniel D. | Tax withheld | 436 | $107.99 |
| 2025-02-20 | Sauer Michael | Tax withheld | 242 | $107.99 |
| 2025-02-20 | Haris Clinton M. | Tax withheld | 751 | $107.99 |
| 2025-02-20 | LOY BERTRAND | Tax withheld | 13K | $107.99 |
| 2025-02-20 | Besnard Michael | Tax withheld | 221 | $107.99 |
| 2025-02-20 | O'Neill James Anthony | Tax withheld | 298 | $107.99 |
| 2025-02-20 | Richards Neil | Tax withheld | 213 | $107.99 |
| 2025-02-20 | Rice Susan G. | Tax withheld | 468 | $107.99 |
| 2025-02-20 | LOY BERTRAND | Tax withheld | 6.1K | $107.99 |
| 2025-02-20 | Haris Clinton M. | Tax withheld | 330 | $107.99 |
| 2025-02-20 | Colella Joseph | Tax withheld | 510 | $107.99 |
| 2025-02-19 | Besnard Michael | Grant | 615 | — |
| 2025-02-19 | LOY BERTRAND | Grant | 13K | — |
| 2025-02-19 | Colella Joseph | Grant | 1.7K | — |
| 2025-02-19 | Rice Susan G. | Grant | 1.6K | — |
| 2025-02-19 | Haris Clinton M. | Grant | 1.1K | — |
| 2025-02-19 | O'Neill James Anthony | Grant | 1.0K | — |
| 2025-02-19 | Blachier Olivier | Grant | 1.1K | — |
| 2025-02-19 | Richards Neil | Grant | 724 | — |
| 2025-02-10 | Haris Clinton M. | Sell | 13K | $106.92 |
| 2025-02-10 | Haris Clinton M. | Option exercise | 13K | $33.33 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-11 | Exec/director change | filing ↗ |
| 2026-05-08 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-04-30 | Exec/director changeExhibits | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-04-29 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-04-15 | Other | filing ↗ |
| 2026-02-10 | ResultsExhibits | filing ↗ |
| 2026-01-20 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-11 | 2026-05-09 | 0001101302-26-000116 ↗ |
| 8-K | 2026-05-08 | 2026-05-06 | 0001140361-26-020041 ↗ |
| 10-Q | 2026-04-30 | 2026-03-28 | 0001101302-26-000102 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001101302-26-000099 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0001140361-26-018008 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001104659-26-051610 ↗ |
| 8-K | 2026-04-15 | 2026-04-15 | 0001101302-26-000095 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0001101302-26-000012 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001101302-26-000009 ↗ |
| 8-K | 2026-01-20 | 2026-01-20 | 0001140361-26-001577 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001101302-26-000003 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001101302-25-000099 ↗ |