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Entegris (ENTG)

Entegris is a world-class supplier of advanced materials and process solutions for the semiconductor and other high-technology industries. Entegris is ISO 9001 certified and has manufacturing, customer service and/or research facilities in the United States, Canada, China, France, Germany, Israel, Japan, Malaysia, Singapore, South Korea and Taiwan.

Company profile

Ticker
ENTG
Exchange
CEO
Bertrand Loy
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Subsidiaries
ATMI International Trading Co. Ltd. • ATMI Semiconductor New Materials Xi'an Co., Ltd. • Entegris Canada Limited • Digital Specialty Chemicals UK Limited • Entegris Asia LLC • Entegris Asia-U.S. LLC • Entegris Asia Pte. Ltd. • Entegris Ecosys LLC • Entegris GmbH • Entegris GP, Inc. ...
IRS number
411941551

ENTG stock data

Calendar

2 Aug 22
1 Oct 22
31 Dec 22
Quarter (USD) Jul 22 Apr 22 Dec 21 Oct 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
15 Aug 22 Neil Richards Common Stock Payment of exercise Dispose F No No 105.39 169 17.81K 16,413
15 Aug 22 Bertrand Loy Common Stock Payment of exercise Dispose F No No 105.39 9,357 986.13K 190,431
6 Jul 22 Bertrand Loy Common Stock Grant Acquire A No No 0 116 0 199,788
88.0% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 488 495 -1.4%
Opened positions 69 61 +13.1%
Closed positions 76 71 +7.0%
Increased positions 177 201 -11.9%
Reduced positions 173 175 -1.1%
13F shares Current Prev Q Change
Total value 14.54B 20.17B -27.9%
Total shares 138.28M 133.56M +3.5%
Total puts 1.68M 1.09M +53.7%
Total calls 1.14M 930.5K +22.8%
Total put/call ratio 1.5 1.2 +25.2%
Largest owners Shares Value Change
BLK Blackrock 14.32M $1.32B -4.8%
Vanguard 12.57M $1.16B +1.3%
Select Equity 9.66M $890.21M +19.4%
TROW T. Rowe Price 8.91M $820.46M -2.5%
Alliancebernstein 7.52M $693.22M +20.3%
Sands Capital Management 4.75M $438.01M +6.9%
JPM JPMorgan Chase & Co. 4.42M $406.79M -4.5%
Primecap Management 3.02M $278.11M -4.3%
WCM Investment Management 2.83M $265.9M -3.5%
Massachusetts Financial Services 2.74M $252.68M +2.6%
Largest transactions Shares Bought/sold Change
Select Equity 9.66M +1.57M +19.4%
Alliancebernstein 7.52M +1.27M +20.3%
Assenagon Asset Management 1.27M +1.27M NEW
1832 Asset Management 0 -770.43K EXIT
BLK Blackrock 14.32M -714.42K -4.8%
Gates Capital Management 1.12M +609.16K +118.8%
IVZ Invesco 220.72K -595.56K -73.0%
Earnest Partners 1.7M +388.03K +29.5%
GS Goldman Sachs 2.44M +381.2K +18.5%
Citadel Advisors 419.49K +366.62K +693.4%

Financial report summary

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Risks
  • Combining our businesses and those of CMC may be more difficult, costly or time-consuming than expected and we may fail to realize the anticipated benefits of the acquisition, which may adversely affect our business results and negatively affect the value of our common stock following the acquisition.
  • We may not be able to retain customers or suppliers, or customers or suppliers may seek to modify contractual obligations with us, which could have an adverse effect on our business and operations.
Management Discussion
  • Net sales For 2021, net sales were $2,298.9 million, up $439.6 million, or 24%, from 2020. An analysis of the factors underlying the increase in net sales is presented in the following table:
  • The Company’s net sales reflected an increase in overall demand for the Company’s products from semiconductor industry customers, particularly in the sale of liquid filtration, advanced deposition materials, selective etch and other areas of increasing importance to our customers. Total net sales also reflected net sales associated with acquisitions of $8.6 million and favorable foreign currency translation effects of $2.7 million.
  • In addition to our semiconductor focused products, during 2021 we reached over $50 million of sales of Aramus “high purity bags”, used for COVID-19 vaccines. We will seek to expand the use of these solutions into non-COVID biologics.

Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. junior Avg
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