Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This morning, DuPont reported its third quarter performance, including the Electronics co-segment results, which do not include our full allocation of corporate costs or pro forma adjustments.”
Qnity spun off from DuPont on November 1; DuPont's Q3 report includes the Electronics co-segment that became Qnity, a read-through on the completed separation for DuPont.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bhavesh Lodaya | BMO Capital Markets | 6 (0%) |
| Chris Parkinson | Wolfe Research | 6 (0%) |
| Arun Viswanathan | RBC Capital Markets | 6 (17%) |
| Melissa Weathers | Deutsche Bank | 6 (0%) |
| John Roberts | Mizuho Securities | 6 (17%) |
| Ed Yang | Oppenheimer | 4 (25%) |
| Jim Schneider | Goldman Sachs | 4 (0%) |
| Aleksey Yefremov | KeyBanc Capital Markets | 4 (0%) |
| Frank Mitsch | Fermium Research | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 | 6 (0%) |
| Deutsche Bank | 1 | 6 (0%) |
| Mizuho Securities | 1 | 6 (17%) |
| RBC Capital Markets |
| 1 |
| 6 (17%) |
| Wolfe Research | 1 | 6 (0%) |
| Oppenheimer | 1 | 4 (25%) |
| Goldman Sachs | 1 | 4 (0%) |
| KeyBanc Capital Markets | 1 | 4 (0%) |
Entegris reported Q4 net sales of $1.2 billion, up 8% year-over-year, capping the seventh consecutive quarter of strong organic growth with full-year adjusted pro forma EPS of $3.35, up 12%. ICS core drivers all grew over 20% for the year, and adjusted pro forma free cash flow reached $706 million at 15% of net sales. Management introduced comprehensive FY2026 guidance of $4.97-$5.17 billion in revenue with adjusted EPS of $3.55-$3.95.
Revenue Growth | Demand | Cloud & AI | Innovation & R&D | Margin | Competitive Dynamics | Guidance Reliability | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 7 | 3 | 4 | 3 | 2 | 2 | 1 | 1 |
| 2025Q4 | 7 | 7 | 1 | 3 | 3 | 1 | 4 | 1 |
| 2026Q1 | 2 | 3 | 4 | 3 | 2 | 4 | 2 |
| '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|
| Revenue Growth | 7 | 7 | 2 |
| Demand | 3 | 7 | 3 |
| Cloud & AI | 4 | 1 | 4 |
| Innovation & R&D | 3 | 3 | 3 |
| Margin | 2 | 3 | 2 |
| Competitive Dynamics | 2 | 1 | 4 |
| Guidance Reliability | 1 | 4 | |
| Capex Investment | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
Q Qnity Electronics, Inc. | 10 | +17.6% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |