Entegris Inc (NAS:ENTG)
$ 130.22 1.43 (1.11%) Market Cap: 19.64 Bil Enterprise Value: 23.33 Bil PE Ratio: 62.61 PB Ratio: 5.72 GF Score: 95/100

Entegris Inc at KeyBanc Capital Markets Tech Leadership Forum Transcript

Aug 12, 2019 / 05:30PM GMT
Release Date Price: $41.07 (-1.11%)
Weston David Twigg
KeyBanc Capital Markets Inc., Research Division - MD & Senior Research Analyst

Let's go ahead and get started. So next up, we have Entegris. We have Greg Graves, the CFO. And he is going to start with a few comments, an introduction of the company briefly, and then we'll get into quick fireside chat with the same thematic questions I had from the last presentation, and then we'll open it up to the audience for more questions.

Gregory B. Graves
Entegris, Inc. - Executive VP, CFO & Treasurer

Thanks a lot, West, and thanks for all the folks from KeyBanc for putting this on for us. First of all, semiconductor -- the spotlight it says on the screen, semiconductor equipment. That's the biggest -- that's the big misnomer. I mean we're unique in that we're not really a semi equipment company, we're more of a semi materials company. About 70% of our business is unit-driven, 30% tied to CapEx.

Just for those of you who don't know the story at all, Entegris has been around about 50 years, about 90% of our business comes from

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