Last Updated: October 7, 2025
Analyzing Management
For hedge funds and asset managers, evaluating public company leadership is a crucial element in both early due diligence and continuous risk assessment. ManagementTrack offers a consistent methodology that filters out distractions by highlighting distinct strengths and weaknesses, identifying key warning signs and positive indicators, and establishing a clear connection between CEO actions and investment outcomes.
CEO Reeder’s financial acumen may be offset by manufacturing execution risk.
Analysis of Entegris CEO David Reeder
While David Reeder’s elite financial acumen aligns with critical deleveraging needs, his polarizing leadership style and mixed operational record may introduce risk to manufacturing execution, making him a financially strong but operationally uncertain leader.
ManagementTrack’s analysis focuses on David Reeder’s track record and skillset against the following key factors for ENTG:
- Capitalizing on node transitions to drive content-per-wafer growth.
- Executing manufacturing transitions to mitigate gross margin pressure.
- Navigating the semi cycle to capture mainstream market recovery.
- Executing FCF plan to meet critical deleveraging targets.
Report Available: Proprietary Interviews & Analysis on David Reeder Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Reeder reconcile his track record of unifying teams with past criticisms of being detached and self-serving to execute Entegris’s strategy?
Question Answered #2
How will Reeder avoid the operational disengagement and inventory mismanagement that plagued his Lexmark tenure while executing Entegris’s critical manufacturing transitions?
Question Answered #3
How will Reeder’s propensity for opportunistic decision-making impact his ability to balance critical short-term deleveraging targets with long-term growth investments?
Why Do Investors Use ManagementTrack?
What is ManagementTrack’s analysis of David Reeder at ENTG?
ManagementTrack’s analysis of David Reeder is built on its proprietary career assessment and confidential interviews with his former colleagues. This methodology establishes his professional track record, key strengths, and areas for development, and then measures them against ENTG’s most critical challenges: capitalizing on node transitions to increase content-per-wafer, executing manufacturing shifts to protect gross margins, navigating the semiconductor cycle to benefit from a market recovery, and achieving the free cash flow plan to hit crucial deleveraging targets.
What other proprietary tools does ManagementTrack utilize to link executive behavior to company performance?
ManagementTrack employs sophisticated models to detect executive evasion in earnings call Q&A, highlighting when such behavior is abnormal. The platform also systematically analyzes all insider transactions to pinpoint outlier activity that may predict future stock movements. When integrated with the ManagementTrack Rating—a predictive 1-10 score assigned to every executive—these tools offer investors a clear, actionable view on the expected impact of management on company performance.
What is the scope of ManagementTrack’s coverage?
ManagementTrack delivers real-time coverage for the C-suite of every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for David Reeder
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- Entegris, Inc. 10Q
- Entegris, Inc. 10K
- Entegris, Inc. Earnings Calls
- Entegris, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
