Results: Entegris, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a good week for Entegris, Inc. (NASDAQ:ENTG) shareholders, because the company has just released its latest annual results, and the shares gained 4.9% to US$107. Revenues were US$3.2b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$1.93 were also better than expected, beating analyst predictions by 12%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Check out our latest analysis for Entegris
After the latest results, the nine analysts covering Entegris are now predicting revenues of US$3.42b in 2025. If met, this would reflect a reasonable 5.6% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 6.3% to US$2.06. Before this earnings report, the analysts had been forecasting revenues of US$3.50b and earnings per share (EPS) of US$2.54 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a real cut to earnings per share estimates.
The analysts made no major changes to their price target of US$128, suggesting the downgrades are not expected to have a long-term impact on Entegris' valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Entegris, with the most bullish analyst valuing it at US$150 and the most bearish at US$115 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Entegris' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 5.6% growth on an annualised basis. This is compared to a historical growth rate of 17% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 17% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Entegris.
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Entegris. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
With that in mind, we wouldn't be too quick to come to a conclusion on Entegris. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Entegris going out to 2027, and you can see them free on our platform here..
Plus, you should also learn about the 1 warning sign we've spotted with Entegris .
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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