ENTG · Bayesian revenue outlook

Entegris, Inc.: possible revenue paths

Model computed 2026-11-04 · Data cutoff 2026-09-26

Latest verified revenue: $1.006B for the quarter ended 2026-09-26. Reported source.

Forecasts are conditional on the listed data cutoff. Sources were refreshed for this model run on 2026-11-04; the cutoff above identifies the latest verified revenue observation included in the fit. Some forecast quarters may already have ended by the computation date. Read each target date before treating an estimate as a future-quarter outlook.

PyMC seasonal AR(1) quarterly log-revenue growth with Student-t shocks; posterior predictive paths include parameter uncertainty and new shocks at every horizon.

A revenue-history baseline, conditional on its assumptions. These are posterior predictive intervals for actual revenue, not confidence bands for a fitted curve. Management guidance is not a probability bound. The model does not identify customer-specific pricing, demand shocks or causal expense effects.
Entegris, Inc. posterior predictive spaghetti plot showing simulated future revenue paths and prediction intervals

Each line is one possible future revenue path. The 80% and 95% intervals are pointwise model probabilities, not simultaneous coverage for the whole path. The median is not an expected dollar mean. 2 sampled paths extend beyond the displayed chart range; the plotted intervals use the full simulations. Open full-size chart.

USD · four quarters after the listed data cutoff, not necessarily after today
Quarter endingPredictive median80% predictive interval95% predictive interval
2026-12-26$1.022B$939.02M–$1.115B$880.22M–$1.182B
2027-03-27$1.011B$893.33M–$1.150B$825.17M–$1.254B
2027-06-26$1.073B$917.43M–$1.259B$834.51M–$1.390B
2027-09-25$1.094B$912.88M–$1.308B$815.74M–$1.482B

Future period-end dates are approximate: month-end issuers retain month-end dates; weekly issuers advance by 13 weeks. Future 53-week adjustments are not known.

Historical forecast checks

Each historical cutoff refits the model using only earlier observations. Across the available outcomes, the 80% intervals covered 11/16 and the 95% intervals covered 16/16. Small samples and overlapping outcomes do not establish nominal coverage; covering every outcome can indicate overly wide intervals.

HorizonCasesBayesian median MAPELast reported revenue MAPESame quarter last year MAPE80% covered95% covered
1 quarter46.02%5.35%14.22%3/44/4
2 quarters48.74%7.00%13.56%3/44/4
3 quarters413.10%7.54%11.71%2/44/4
4 quarters417.27%10.42%10.42%3/44/4

All point-forecast errors use the same historical cases. A simple baseline may have lower error than the Bayesian median; this rollout does not establish that the Bayesian model is superior for every company.

Up to four historical cutoffs spaced four quarters apart, with at least 16 training quarters; full four-quarter outcomes required. Fixed specification, no winner selection.

These are retrospective checks using latest-restated data, not forecasts archived before their outcomes. Results from DDOG or another company are not transferred to this company.

Sampling diagnostics and limitations

Maximum R-hat 1.001 · minimum bulk ESS 7321 · minimum tail ESS 4147 · divergent transitions 0. The required sampling checks passed. These diagnose computation, not predictive calibration.

Fixed priors

mu is long-run quarterly log growth; phi is growth persistence; sigma is the shock scale; season gives quarterly effects; shock_df controls tail thickness.

ParameterPrior / fixed assumption
muNormal(0,0.10)
phiNormal(0,0.5) truncated to [-0.98,0.98]
sigmaHalfNormal(0.10)
season4 Normal(0,0.15), centered to sum zero
shock_df5

Future regime changes and uncertainty over alternative model structures remain outside these intervals. The model should be scored on subsequent releases, and its forecast vintage preserved.

  • Revenue-history baseline; does not identify customer-level discounts, acquisitions or future structural breaks.
  • Intervals are pointwise, conditional on this model and priors, not guaranteed coverage or simultaneous path bounds.
  • Latest-restated historical data; retrospective tests are not archived real-time forecasts. Small test samples cannot validate nominal coverage.
  • Student-t log shocks can make dollar means undefined; point forecasts are medians.
  • Sources were freshly acquired for this run. Each issuer has its own latest reported period; preliminary ranges are not treated as exact actual revenue.

Management guidance versus reported revenue

Reviewed all 8 archived filings in the latest-eight candidate sample. This is an incomplete earliest-located sample; revisions, earlier announcements and call-only guidance can be missing. Only consolidated quarterly reported-USD revenue guidance is included; annual, segment and constant-currency growth outlooks are excluded. Dollar sales guidance is used; the accompanying growth comparisons adjusted for divestitures are not substituted for reported dollar revenue.

Management ranges are stated targets, not probability intervals. The revenue model is fitted independently; verified guidance is superimposed for comparison. Historical bias uses the earliest located guidance for each quarter: (guidance midpoint − actual revenue) / actual revenue. Positive values mean guidance above actual results; negative values mean guidance below actual results. This describes outcomes, not management intent.

Entegris, Inc. management guidance compared with actual revenue and historical guidance bias

7 matched quarters · mean guidance bias -2.93% · mean absolute error 3.55%. Actual revenue fell inside 42.9% of 7 published ranges.

This is a descriptive sample, not evidence of a permanent management bias or a calibrated probability range. Call-only guidance and earlier revisions may be missing; guidance and results can reflect different business assumptions.

Guidance vintages and actual results
Issued / filedTarget quarterManagement guidanceActual revenueBiasSource
2025-02-062025-03-29$775.00M–$805.00M$773.20M+2.17%Company release
2025-05-072025-06-28$735.00M–$775.00M$792.40M-4.72%Company release
2025-07-302025-09-27$780.00M–$820.00M$807.10M-0.88%Company release
2025-10-302025-12-31$790.00M–$830.00M$823.90M-1.69%Company release
2026-02-102026-03-28$785.00M–$825.00M$811.90M-0.85%Company release
2026-04-302026-06-27$815.00M–$845.00M$883.20M-6.02%Company release
2026-08-042026-09-26$905.00M–$935.00M$1.006B-8.52%Company release
All located quarterly guidance announcements

Each announcement retains its original date and amounts. Later revisions remain separate; only the earliest located announcement for each target enters the bias average. An initial forecast may predate this research sample.

Issued / filedTarget quarterGuidanceVintageSource
2025-02-062025-03-29$775.00M–$805.00MEarliest locatedCompany release
2025-05-072025-06-28$735.00M–$775.00MEarliest locatedCompany release
2025-07-302025-09-27$780.00M–$820.00MEarliest locatedCompany release
2025-10-302025-12-31$790.00M–$830.00MEarliest locatedCompany release
2026-02-102026-03-28$785.00M–$825.00MEarliest locatedCompany release
2026-04-302026-06-27$815.00M–$845.00MEarliest locatedCompany release
2026-08-042026-09-26$905.00M–$935.00MEarliest locatedCompany release
2026-10-292026-12-31$1.025B–$1.055BEarliest locatedCompany release

Preserved Bayesian forecast vintage

Computed 2026-11-04 using revenue through 2026-06-27. These original numbers are retained unchanged to allow subsequent scoring; they were not refitted with the new results. Forecasts computed after a target quarter ended are retrospective estimates, not pre-release predictions.

Original predictive medians and intervals
Quarter endingOriginal medianOriginal 80% intervalOriginal 95% interval
2026-09-26$894.03M$825.76M–$973.23M$775.58M–$1.030B
2026-12-26$908.94M$805.14M–$1.030B$743.25M–$1.118B
2027-03-27$899.26M$770.88M–$1.049B$701.82M–$1.162B
2027-06-26$954.94M$799.10M–$1.136B$714.83M–$1.271B

Open preserved spaghetti chart

Earlier company analysis · preserved vintage 2026-10-14

The report below retains its original forecasts, validation and company-specific discussion. Those revenue estimates use a different model or information cutoff; they are separate from the Bayesian outlook above. Any EPS model below has not been recalculated using the new Bayesian revenue paths.

Entegris, Inc. ENTG

Revenue Intelligence Report • 65 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-27

Earlier summary (2026-10-14): Entegris, Inc.'s latest quarterly revenue is $883M for the period ending 2026-06-27. The model projects $3.5B across the next four quarters (+4.0% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 4.7%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The GAM forecast is based on reported revenue and SG&A data through 2026-06-27. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$3.46B
+4.0% YoY
R&D Elasticity
0.64x
SG&A Elasticity
1.14x
Training Fit
2.9% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $842.1M vs the actual $883.2M — an error of 4.7%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

ENTG Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-27
$842.1M $883.2M $751.0M–$944.2M +6.3% ✓ In range
Q3 FY2026
Period end 2026-09-27
$815.1M $709.7M–$936.3M +1.0%
Q4 FY2026
Period end 2026-12-27
$882.9M $754.5M–$1.03B +7.2%
Q1 FY2027
Period end 2027-03-27
$859.1M $715.1M–$1.03B +5.8%
Q2 FY2027
Period end 2027-06-27
$900.6M $722.6M–$1.12B +2.0%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Entegris, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9852 -1.5% In line with trend 16
FQ2 (Apr–Jun) 0.9949 -0.5% In line with trend 16
FQ3 (Jul–Sep) 1.0002 +0.0% In line with trend 16
FQ4 (Oct–Dec) 1.0126 +1.3% In line with trend 16

Spending and Revenue

ENTG Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 65 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.2859x • R&D elasticity: 0.2864x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.
Enhanced forecast: The time-varying model (GAM) was selected using training fit, before evaluating the withheld quarter. Its holdout error is -4.7%.

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