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Side-by-side financial comparison of ENTEGRIS INC (ENTG) and Cloudflare, Inc. (NET). Click either name above to swap in a different company.
ENTEGRIS INC is the larger business by last-quarter revenue ($823.9M vs $614.5M, roughly 1.3× Cloudflare, Inc.). ENTEGRIS INC runs the higher net margin — 6.0% vs -2.0%, a 8.0% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs -3.1%). ENTEGRIS INC produced more free cash flow last quarter ($134.0M vs $105.2M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 3.4%).
Entegris, Inc. is a supplier of materials for the semiconductor and other high-tech industries. Entegris has approximately 8,000 employees throughout its global operations. It has manufacturing, customer service and/or research facilities in the United States, Canada, China, Germany, Israel, Japan, Malaysia, Singapore, South Korea, and Taiwan. The company’s corporate headquarters are in Billerica, Massachusetts.
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
ENTG vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $823.9M | $614.5M |
| Net Profit | $49.4M | $-12.1M |
| Gross Margin | 43.8% | 73.6% |
| Operating Margin | 12.7% | -8.0% |
| Net Margin | 6.0% | -2.0% |
| Revenue YoY | -3.1% | 33.6% |
| Net Profit YoY | -51.7% | 6.0% |
| EPS (diluted) | $0.33 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $823.9M | $614.5M | ||
| Q3 25 | $807.1M | $562.0M | ||
| Q2 25 | $792.4M | $512.3M | ||
| Q1 25 | $773.2M | $479.1M | ||
| Q4 24 | $849.8M | $459.9M | ||
| Q3 24 | $807.7M | $430.1M | ||
| Q2 24 | $812.7M | $401.0M | ||
| Q1 24 | $771.0M | $378.6M |
| Q4 25 | $49.4M | $-12.1M | ||
| Q3 25 | $70.5M | $-1.3M | ||
| Q2 25 | $52.8M | $-50.4M | ||
| Q1 25 | $62.9M | $-38.5M | ||
| Q4 24 | $102.2M | $-12.8M | ||
| Q3 24 | $77.6M | $-15.3M | ||
| Q2 24 | $67.7M | $-15.1M | ||
| Q1 24 | $45.3M | $-35.5M |
| Q4 25 | 43.8% | 73.6% | ||
| Q3 25 | 43.5% | 74.0% | ||
| Q2 25 | 44.4% | 74.9% | ||
| Q1 25 | 46.1% | 75.9% | ||
| Q4 24 | 45.6% | 76.4% | ||
| Q3 24 | 46.0% | 77.7% | ||
| Q2 24 | 46.2% | 77.8% | ||
| Q1 24 | 45.6% | 77.5% |
| Q4 25 | 12.7% | -8.0% | ||
| Q3 25 | 15.2% | -6.7% | ||
| Q2 25 | 13.4% | -13.1% | ||
| Q1 25 | 15.8% | -11.1% | ||
| Q4 24 | 17.6% | -7.5% | ||
| Q3 24 | 16.9% | -7.2% | ||
| Q2 24 | 16.0% | -8.7% | ||
| Q1 24 | 15.3% | -14.4% |
| Q4 25 | 6.0% | -2.0% | ||
| Q3 25 | 8.7% | -0.2% | ||
| Q2 25 | 6.7% | -9.8% | ||
| Q1 25 | 8.1% | -8.0% | ||
| Q4 24 | 12.0% | -2.8% | ||
| Q3 24 | 9.6% | -3.6% | ||
| Q2 24 | 8.3% | -3.8% | ||
| Q1 24 | 5.9% | -9.4% |
| Q4 25 | $0.33 | $-0.03 | ||
| Q3 25 | $0.46 | $0.00 | ||
| Q2 25 | $0.35 | $-0.15 | ||
| Q1 25 | $0.41 | $-0.11 | ||
| Q4 24 | $0.67 | $-0.05 | ||
| Q3 24 | $0.51 | $-0.04 | ||
| Q2 24 | $0.45 | $-0.04 | ||
| Q1 24 | $0.30 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $360.4M | $943.5M |
| Total DebtLower is stronger | $3.7B | — |
| Stockholders' EquityBook value | $4.0B | $1.5B |
| Total Assets | $8.4B | $6.0B |
| Debt / EquityLower = less leverage | 0.94× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $360.4M | $943.5M | ||
| Q3 25 | $399.8M | $1.1B | ||
| Q2 25 | $376.8M | $1.5B | ||
| Q1 25 | $340.9M | $204.5M | ||
| Q4 24 | $329.2M | $147.7M | ||
| Q3 24 | $432.1M | $182.9M | ||
| Q2 24 | $320.0M | $157.0M | ||
| Q1 24 | $340.7M | $254.4M |
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | — |
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $3.9B | $1.3B | ||
| Q2 25 | $3.8B | $1.2B | ||
| Q1 25 | $3.7B | $1.4B | ||
| Q4 24 | $3.7B | $1.0B | ||
| Q3 24 | $3.6B | $973.1M | ||
| Q2 24 | $3.5B | $881.5M | ||
| Q1 24 | $3.4B | $797.2M |
| Q4 25 | $8.4B | $6.0B | ||
| Q3 25 | $8.4B | $5.8B | ||
| Q2 25 | $8.4B | $5.6B | ||
| Q1 25 | $8.4B | $3.7B | ||
| Q4 24 | $8.4B | $3.3B | ||
| Q3 24 | $8.5B | $3.1B | ||
| Q2 24 | $8.3B | $2.9B | ||
| Q1 24 | $8.4B | $2.8B |
| Q4 25 | 0.94× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.18× | — | ||
| Q1 24 | 1.22× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $192.0M | $190.4M |
| Free Cash FlowOCF − Capex | $134.0M | $105.2M |
| FCF MarginFCF / Revenue | 16.3% | 17.1% |
| Capex IntensityCapex / Revenue | 7.0% | 13.9% |
| Cash ConversionOCF / Net Profit | 3.89× | — |
| TTM Free Cash FlowTrailing 4 quarters | $396.2M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $192.0M | $190.4M | ||
| Q3 25 | $249.5M | $167.1M | ||
| Q2 25 | $113.5M | $99.8M | ||
| Q1 25 | $140.4M | $145.8M | ||
| Q4 24 | $176.1M | $127.3M | ||
| Q3 24 | $197.2M | $104.7M | ||
| Q2 24 | $111.2M | $74.8M | ||
| Q1 24 | $147.2M | $73.6M |
| Q4 25 | $134.0M | $105.2M | ||
| Q3 25 | $182.8M | $82.5M | ||
| Q2 25 | $47.0M | $39.9M | ||
| Q1 25 | $32.4M | $59.9M | ||
| Q4 24 | $68.6M | $54.2M | ||
| Q3 24 | $115.0M | $54.5M | ||
| Q2 24 | $51.9M | $45.2M | ||
| Q1 24 | $80.6M | $41.5M |
| Q4 25 | 16.3% | 17.1% | ||
| Q3 25 | 22.6% | 14.7% | ||
| Q2 25 | 5.9% | 7.8% | ||
| Q1 25 | 4.2% | 12.5% | ||
| Q4 24 | 8.1% | 11.8% | ||
| Q3 24 | 14.2% | 12.7% | ||
| Q2 24 | 6.4% | 11.3% | ||
| Q1 24 | 10.4% | 11.0% |
| Q4 25 | 7.0% | 13.9% | ||
| Q3 25 | 8.3% | 15.1% | ||
| Q2 25 | 8.4% | 11.7% | ||
| Q1 25 | 14.0% | 17.9% | ||
| Q4 24 | 12.7% | 15.9% | ||
| Q3 24 | 10.2% | 11.7% | ||
| Q2 24 | 7.3% | 7.4% | ||
| Q1 24 | 8.6% | 8.5% |
| Q4 25 | 3.89× | — | ||
| Q3 25 | 3.54× | — | ||
| Q2 25 | 2.15× | — | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 1.64× | — | ||
| Q1 24 | 3.25× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |