The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It Entegris (NASDAQ:ENTG) reported second-quarter 2026 results above its guidance ranges, citing accelerating AI-related semiconductor demand, higher capital spending across the chip industry and progress on…
erational initiatives. Second-quarter sales rose 11% year over year to $883 million
GAAP net income was $94 million, while adjusted net income increased 42% from a year earlier to $143 million. GAAP diluted earnings per share were $0.61, and non-GAAP EPS was $0.93. – Industrial Tech Crossovers: When Manufacturing Meets Innovation “The second quarter was another strong quarter for Entegris as we continued to capitalize on accelerating AI-driven demand and the significant and growing investment across the semiconductor ecosystem,” President and CEO Dave Reeder said. Demand Gains Across Unit-Driven and Capital Spending Businesses Reeder said unit-driven revenue increased 10% year over year during the quarter, supported by increased materials content required at leading-edge manufacturing nodes.
The company cited growth in liquid filtration, chemical mechanical planarization, including pads, advanced deposition materials and selective etch chemistries. Liquid filtration recorded its fourth consecutive record quarter. – 5 Trends You Need to Know This Quarter Capital-expenditure-related revenue increased 15% year over year, led by FOUPs, or front-opening unified pods, as well as broad strength in gas filtration and purification products. The company said bookings in its capital-expenditure-oriented businesses strengthened during the quarter, raising backlog and providing greater visibility into customer spending plans.