Slide 1: Entegris Earnings Summary Second Quarter 2026
Entegris Earnings Summary Second Quarter 2026 August 4, 2026 ENTEGRIS PROPRIETARY AND CONFIDENTIAL – INTERNAL
Slide 2: Safe Harbor
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Safe Harbor This presentation contains “forward-looking statements”. The words “believe,” “expect,” “anticipate,” “intend,” “estimate,” “forecast,” “project,” “should,” “may,” “will,” “would” or the negative thereof and similar expressions are intended t
Slide 3: Summary – Consolidated Statement of Operations GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Summary – Consolidated Statement of Operations GAAP $ in millions, except per share data 2Q26 2Q25 1Q26 2Q26 over 2Q25 2Q26 over 1Q26 Net Sales $883.2 $792.4 $811.9 11.5% 8.8% Gross Margin 47.6% 44.4% 46.9% Operating Expenses $255.4 $245.4 $239.2 4.1% 6.
Slide 4: Summary – Consolidated Statement of Operations Non-GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Summary – Consolidated Statement of Operations Non-GAAP1 $ in millions, except per share data 2Q26 2Q25 1Q26 2Q26 over 2Q25 2Q26 over 1Q26 Net Sales $883.2 $792.4 $811.9 11.5% 8.8% Adjusted Gross Margin – as a % of Net Sales2 47.6% 44.6% 46.9% Non-GAAP O
Slide 5: 2Q26 Segment Highlights
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY 2Q26 Segment Highlights Materials Solutions (MS) $ in millions 2Q26 2Q25 1Q26 2Q26 over 2Q25 2Q26 over 1Q26 Net Sales $371.3 $354.9 $351.1 4.6% 5.8% Segment Profit $77.7 $72.5 $75.9 7.2% 2.4% Segment Profit Margin 20.9% 20.4% 21.6% Adj. Segment Profit1 $
Slide 6: Summary – Balance Sheet Items
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Summary – Balance Sheet Items $ in millions 2Q26 2Q25 1Q26 $ Amount % Total $ Amount % Total $ Amount % Total Cash and Cash Equivalents $353.6 4.2% $376.8 4.5% $442.7 5.2% Accounts Receivable, Net $559.1 6.6% $494.1 5.8% $529.5 6.2% Inventories, Net $703
Slide 7: Summary – Cash Flows
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Summary – Cash Flows $ in millions 2Q26 2Q25 1Q26 Beginning Cash Balance $442.7 $340.9 $360.4 Cash provided by operating activities 156.2 113.5 183.0 Capital expenditures (39.3) (66.5) (41.5) Proceeds from government incentives 3.4 — 2.0 Other investing
Slide 8: Outlook
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Outlook GAAP $ in millions, except share data 3Q26 Guidance 2Q26 Actual 1Q26 Actual Net Sales $905 - $935 $883.2 $811.9 Operating Expenses $256 - $264 $255.4 $239.2 Net Income $116 - $128 $93.6 $92.0 Diluted Earnings per Common Share $0.75 - $0.83 $0.61
Slide 9: Appendix
CO Entegris Appendix
Slide 10: Consolidated (as reported) Summary Financials Non-GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Consolidated (as reported) Summary Financials Non-GAAP1 $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 Net Sales $773.2 $792.4 $807.1 $823.9 $3,196.6 $811.9 $883.2 Adjusted Gross Margin % 46.1% 44.6% 43.6% 44.0% 44.6% 46.9% 47.6% Non-GAAP Operating E
Slide 11: Segment (as reported) Financials Non-GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Segment (as reported) Financials Non-GAAP1 $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 Net Sales: MS $341.4 $354.9 $348.6 $361.8 $1,406.7 $351.1 $371.3 APS 433.9 439.9 460.8 464.5 1,799.1 463.6 514.6 Inter-segment elimination (2.1) (2.4) (2.3) (2.
Slide 12: Reconciliation of Gross Profit (as reported) to Adjusted Gross Profit
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of Gross Profit (as reported) to Adjusted Gross Profit $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 Net Sales $773.2 $792.4 $807.1 $823.9 $3,196.6 $811.9 $883.2 Gross profit - GAAP $356.5 $351.5 $351.3 $360.6 $1,419.9 $380.8 $420.0 A
Slide 13: Reconciliation of GAAP Operating Expenses to Non-GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of GAAP Operating Expenses (as reported) to Non-GAAP $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 GAAP Operating Expenses $234.2 $245.4 $228.7 $255.7 $964.0 $239.2 $255.4 Adjustments to operating expenses: Restructuring costs1 2.2 11
Slide 14: Reconciliation of Segment Profit to Adjusted Segment Profit
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of MS Segment Profit to Adjusted MS Segment Profit Non-GAAP $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 MS segment profit $75.0 $72.5 $65.2 $63.9 $276.6 $75.9 $77.7 Restructuring costs1 0.1 3.0 0.7 0.9 4.7 1.2 — Loss from the sale o
Slide 15: Reconciliation of GAAP Net Income to Adjusted Operating Income and Adjusted EBITDA
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of GAAP Net Income to Adjusted Operating Income and Adjusted EBITDA $ in millions 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 Net Sales $773.2 $792.4 $807.1 $823.9 $3,196.6 $811.9 $883.2 Net income 62.9 52.8 70.5 49.4 235.6 92.0 93.6 Net income -
Slide 16: Reconciliation of GAAP Net Income and EPS to Non-GAAP
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of GAAP Net Income and Diluted Earnings per Common Share to Non-GAAP Net Income and Diluted Non-GAAP Earnings per Common Share $ in millions, except per share data 1Q25 2Q25 3Q25 4Q25 FY2025 1Q26 2Q26 GAAP net income $62.9 $52.8 $70.5 $49.
Slide 17: Reconciliation of GAAP Outlook to Non-GAAP Outlook
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of GAAP Outlook to Non-GAAP Outlook* $ in millions Third Quarter Outlook Reconciliation GAAP operating expenses to non-GAAP operating expenses: September 26, 2026 GAAP operating expenses $256 - $264 Adjustments to net income: Amortization
Slide 18: Reconciliation of GAAP Outlook to Non-GAAP Outlook (continued)
ENTEGRIS SECOND QUARTER 2026 EARNINGS SUMMARY Reconciliation of GAAP Outlook to Non-GAAP Outlook* (continued) $ in millions Third Quarter Outlook Reconciliation GAAP operating income to non-GAAP operating income and adjusted EBITDA: September 26, 2026 Net sales $905 - $935 GAAP - Operating income $1