HIGHBuilt-inGeographic
82%
international sales
“10-K Item 1A: 'Sales to customers outside the U.S. accounted for approximately 82%, 79% and 75% of our net sales in 2025, 2024 and 2023, respectively'”
ENTG · Concentration risk · 10-K extracted
Entegris (ENTG) concentration risks
Updated
The most significant concentration Entegris discloses is international sales at 82%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Entegris’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH2
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
sole or limited source suppliers
“10-K Item 1A: 'we rely on single, sole or limited source suppliers for certain raw materials that are critical to manufacturing our products'”
MEDIUMOutside partyCustomer
50%
top ten customers
“10-K Item 1A: 'Our top ten customers accounted for 50%, 48% and 43% of our net sales in 2025, 2024 and 2023, respectively'”
LOWBuilt-inGeographic
21%
China
“10-K Item 1A: 'China, a market which represented approximately 21% of our sales in 2025'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile combines a high-share international revenue tilt, a high-share supplier dependency, and a moderate customer concentration in the semiconductor materials end-market. The largest disclosed exposure is geographic: sales to customers outside the U.S. accounted for approximately 82% of net sales in 2025, a high-share structural tilt that reflects where semiconductor fabrication capacity is concentrated globally. Embedded within that international exposure is a low-share but notable geographic dependency on China, which represented approximately 21% of sales in 2025 — a market where export control policy and geopolitical conditions add idiosyncratic risk. The supply chain adds a second high-share exposure: the company relies on single, sole, or limited source suppliers for certain raw materials critical to manufacturing. This is a dependency by definition — any disruption at a sole-source supplier is unmitigable without a qualified alternative. The filing does not quantify what share of COGS these materials represent, so the exposure is described qualitatively. On the customer side, the top ten customers accounted for 50% of net sales in 2025 — a medium-share dependency that indicates meaningful but not extreme customer concentration. Together, the international revenue dominance, sole-source supplier dependencies, and China geographic exposure are the most idiosyncratic elements and the variables most likely to affect results if macro or trade conditions shift.
For the engine’s reasoning on ENTG’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductor Equipment & Materials
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACLS | Axcelis Technologies, Inc. | 3 | 1 | 0 | 4 |
| ACMR | ACM Research, Inc. | 3 | 0 | 0 | 3 |
| AMBA | Ambarella, Inc. | 3 | 0 | 0 | 3 |
| ENTG● | Entegris, Inc. | 2 | 1 | 1 | 4 |
| AMAT | Applied Materials, Inc. | 2 | 0 | 2 | 4 |
| AMKR | Amkor Technology, Inc. | 1 | 2 | 0 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.