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MKSI

MKSB
Nasdaq / Semiconductors & Semiconductor Equipment
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2026-07-20
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2026-07-13
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Earnings documents stored for MKSI.

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Investor releaseQuarter not tagged2026-07-13

MKS Inc. Announces Second Quarter 2026 Earnings Conference Call

GlobeNewswire

ANDOVER, Mass., July 13, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that the Company will release second quarter 2026 financial results after market close on Wednesday, August 5, 2026. A conference call with management will be held on Thursday, August 6, 2026 at 8:30 a.m. (Eastern Time). A live and archived webcast of the call can be accessed on the company’s website at https://investor.mks.com/, or by registering as a Participant by clicking here. We encourage participants to register at least 15 minutes prior to the start of the call. About MKS Inc.MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com. MKS Investor Relations Contact:Paretosh MisraVice President, Investor Relations Telephone: +1 (978) 284-4705Email: [email protected]

Investor releaseQuarter not tagged2026-06-17

Can MKS (MKSI) Run Higher on Rising Earnings Estimates?

Zacks

MKS (MKSI) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this maker of analysis and processing equipment for semiconductor companies, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For MKS, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: For the current quarter, the company is expected to earn $2.92 per share, which is a change of +65.0% from the year-ago reported number. Over the last 30 days, one estimate has moved higher for MKS compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 5.83%. For the full year, the company is expected to earn $11.73 per share, representing a year-over-year change of +48.9%. In terms of estimate revisions, the trend for the current year also appears quite encouraging for MKS. Over the past month, three estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 5.34%. Thanks to promising estimate revisions, MKS currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Investors have been betting on MK...

Investor releaseQuarter not tagged2026-06-05

MKS (MKSI) Up 9.8% Since Last Earnings Report: Can It Continue?

Zacks

It has been about a month since the last earnings report for MKS (MKSI). Shares have added about 9.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is MKS due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for MKS Inc. before we dive into how investors and analysts have reacted as of late. MKS Inc.’s first-quarter 2026 non-GAAP earnings of $2.30 per share increased 34.5% year over year. The figure surpassed the Zacks Consensus Estimate by 15.21%. Revenues came in at $1.08 billion, rising 15.2% from the year-ago quarter and beating the Zacks Consensus Estimate by 2.95%. Strength was supported by broad-based demand tied to AI-related investment.Product revenues (88.5% of total revenues) totaled $954 million, up 16.5% year over year. Services revenues (11.5% of total revenues) increased 6% year over year to $124 million. Semiconductor end-market revenues totaled $466 million (43.2% of total revenues), increasing 13% year over year, with management citing broad-based growth across products aimed at DRAM, NAND and foundry/logic applications. The company also pointed to sequential improvement in power solutions as NAND equipment upgrades increased.Electronics & Packaging revenues rose 27% year over year to $321 million, and contributed 29.8% of total revenue in the reported quarter. The company attributed the performance to strength in flexible PCB drilling systems supported by consumer electronics seasonality, along with solid results in chemistry and chemistry equipment.Specialty Industrial revenues increased 8% from the prior-year period to $291 million and contributed 27% of total revenues, even as results reflected a sequential dip tied largely to Lunar New Year seasonality. The company cited year-over-year strength, driven by datacom and defense markets. In the first quarter of 2026, gross margin contracted 40 basis points (bps) on a year-over-year basis to 47%.Adjusted EBITDA increased 17.4% year over year to $277 million. Adjusted EBITDA margin expanded 50 bps year over year to 25.7%.Non-GAAP operating expenses were $271 million, and the company flagged higher R&D investment and a seasonal lift in stock-based compensation as key contributors t...

Investor releaseQuarter not tagged2026-05-13

Earnings Estimates Rising for MKS (MKSI): Will It Gain?

Zacks

MKS (MKSI) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. The upward trend in estimate revisions for this maker of analysis and processing equipment for semiconductor companies reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For MKS, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The company is expected to earn $2.71 per share for the current quarter, which represents a year-over-year change of +53.1%. The Zacks Consensus Estimate for MKS has increased 26.24% over the last 30 days, as three estimates have gone higher compared to no negative revisions. The company is expected to earn $11.05 per share for the full year, which represents a change of +40.2% from the prior-year number. There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, six estimates have moved up for MKS versus no negative revisions. This has pushed the consensus estimate 12.22% higher. Thanks to promising estimate revisions, MKS currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. MKS shares have added 17% over the past four weeks, suggesting that investors are betti...

Investor releaseQuarter not tagged2026-05-12

MKS Inc. Declares Quarterly Cash Dividend

GlobeNewswire

ANDOVER, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that its Board of Directors has authorized a quarterly cash dividend of $0.25 per share, payable on June 12, 2026, to shareholders of record as of June 3, 2026. Future dividend declarations, as well as the record and payment dates for such dividends, are subject to the final determination of the Company's Board of Directors. About MKS Inc. MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com. Safe Harbor for Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding MKS’ dividend program and any future dividend payment obligations. Any statements that are not statements of historical fact should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements are cash available for distribution, the then current and expected needs and availability of cash to pay MKS’ obligations, and the other factors described in MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly...

Investor releaseQuarter not tagged2026-05-11

MKS Inc. (NASDAQ:MKSI) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Simply Wall St.

It's been a good week for MKS Inc. (NASDAQ:MKSI) shareholders, because the company has just released its latest first-quarter results, and the shares gained 7.4% to US$313. Results overall were respectable, with statutory earnings of US$1.18 per share roughly in line with what the analysts had forecast. Revenues of US$1.1b came in 3.1% ahead of analyst predictions. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the consensus forecast from MKS' twelve analysts is for revenues of US$4.79b in 2026. This reflects a notable 18% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 67% to US$8.07. Before this earnings report, the analysts had been forecasting revenues of US$4.48b and earnings per share (EPS) of US$6.43 in 2026. There's been a pretty noticeable increase in sentiment, with the analysts upgrading revenues and making a massive increase in earnings per share in particular. Check out our latest analysis for MKS It will come as no surprise to learn that the analysts have increased their price target for MKS 18% to US$357on the back of these upgrades. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic MKS analyst has a price target of US$400 per share, while the most pessimistic values it at US$265. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await MKS shareholders. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting MKS' growth to accelerate, with the forecast 24% annualised growth to the end of 2026 ra...

Investor releaseQuarter not tagged2026-05-08

MKS (MKSI) Q1 2026 Earnings Call Transcript

Motley Fool

Image source: The Motley Fool. Thursday, May 7, 2026 at 8:30 a.m. ET President and Chief Executive Officer — John Lee Senior Vice President, Chief Financial Officer — Ramakumar Mayampurath Need a quote from a Motley Fool analyst? Email [email protected] John Lee: Thanks, Paretosh, and good morning, everyone. 2026 is off to an outstanding start for MKS. First quarter revenue, gross margin and EPS all came in at the high end or above our guidance ranges, and our Q2 guidance shows that we expect this momentum to continue, driven by strong bookings across our end markets. In the semiconductor market, MKS has a long-standing track record of outperforming WFE in up cycles. We are in an excellent position to capitalize on chip makers' ambitious AI-driven CapEx plans, which are accelerating technology inflections that enable more complex vertical structures in semiconductor devices. In Electronics and Packaging, our leading position in chemistries and chemistry equipment sets us up for long-term growth with strong margins. Similar to semi, AI is driving increased complexity and layer counts in advanced circuit board manufacturing. Together, this translates into rising deposition and etch intensity in semi and more equipment in chemistry for PCB plating. And our specialty industrial portfolio is expected to continue delivering steady performance over the long term with incremental cash flow generation as we leverage our leading technologies across this end market. We are well equipped from a capacity perspective to support the demand growth we are seeing today, and we are positioned to support higher levels of growth into the future as we prepare to open our new supercenter facility in Malaysia this June. MKS' strong position is a function of a broad portfolio of foundational technologies, strengthened by design wins through the down cycle that are now powering results as demand increases. We continue to prioritize investing in collaborative development programs with our customers that are driving new design wins. These investments are yielding a broad array of advanced products like our enhanced precursor monitoring capabilities, ultrafast lasers for back-end semi applications and dissolved gas solutions for leading-edge nodes, among others. Our commitment to investing in R&D on a through-cycle basis is a key reason our customers continue to partner with us, and we are ex...

Investor releaseQuarter not tagged2026-05-08

MKSI Q1 Earnings Beat Estimates, Revenue Increase Y/Y, Shares Up

Zacks

MKS Inc.’s MKSI first-quarter 2026 non-GAAP earnings of $2.30 per share increased 34.5% year over year. The figure surpassed the Zacks Consensus Estimate by 15.21%. Revenues came in at $1.08 billion, rising 15.2% from the year-ago quarter and beating the Zacks Consensus Estimate by 2.95%. Strength was supported by broad-based demand tied to AI-related investment. Product revenues (88.5% of total revenues) totaled $954 million, up 16.5% year over year. Services revenues (11.5% of total revenues) increased 6% year over year to $124 million. Shares of the company rallied 8.38% while writing this blog. MKS Inc. price-consensus-eps-surprise-chart | MKS Inc. Quote Semiconductor end-market revenues totaled $466 million (43.2% of total revenues), increasing 13% year over year, with management citing broad-based growth across products aimed at DRAM, NAND and foundry/logic applications. The company also pointed to sequential improvement in power solutions as NAND equipment upgrades increased. Electronics & Packaging revenues rose 27% year over year to $321 million, and contributed 29.8% of total revenue in the reported quarter. The company attributed the performance to strength in flexible PCB drilling systems supported by consumer electronics seasonality, along with solid results in chemistry and chemistry equipment. Specialty Industrial revenues increased 8% from the prior-year period to $291 million and contributed 27% of total revenues, even as results reflected a sequential dip tied largely to Lunar New Year seasonality. The company cited year-over-year strength, driven by datacom and defense markets. In the first quarter of 2026, gross margin contracted 40 basis points (bps) on a year-over-year basis to 47%. Adjusted EBITDA increased 17.4% year over year to $277 million. Adjusted EBITDA margin expanded 50 bps year over year to 25.7%. Non-GAAP operating expenses were $271 million, and the company flagged higher R&D investment and a seasonal lift in stock-based compensation as key contributors to spending levels. On a non-GAAP basis, operating margin expanded 160 bps to 21.8% from 20.2% a year ago, reflecting revenue growth and operating leverage. As of March 31, 2026, MKS Instruments had cash and cash equivalents of $569 million compared with $675 million as of Dec. 31, 2025. As of March 31, 2026, long-term debt totaled $2.65 billion. Cash flow from operations wa...

Investor releaseQuarter not tagged2026-05-08

MKS Q1 Earnings Call Highlights

MarketBeat

Interested in MKS Inc.? Here are five stocks we like better. MKS beat first-quarter guidance with revenue of $1.08 billion, up 4% sequentially and 15% year over year, while EPS of $2.30 also came in above the high end of expectations. Gross margin held at 47%, and management said demand improved across semiconductor and electronics/packaging end markets. Semiconductor demand is accelerating, with broad-based strength in DRAM, NAND, and foundry logic applications. MKS expects second-quarter semiconductor revenue to rise in the high teens sequentially and more than 25% year over year, supported by strong order activity in remote plasma, microwave, dissolved gas, and laser products. Second-quarter outlook is upbeat, with company-wide revenue guided to $1.2 billion plus or minus $40 million and EPS of $2.90 plus or minus $0.30. MKS also highlighted solid liquidity, continued debt reduction, and a 14% dividend increase to $0.25 per share. 3 High-Growth Unknowns in Photonics That Are Vital for AI MKS (NASDAQ:MKSI) reported first-quarter fiscal 2026 results that came in at the high end or above management’s guidance, supported by stronger demand across its semiconductor and electronics and packaging end markets. On the company’s earnings call, President and CEO John Lee said the year is “off to an outstanding start,” adding that second-quarter guidance reflects expectations for continued momentum “driven by strong bookings across our end markets.” Executive Vice President and CFO Ram Mayampurath said MKS posted first-quarter revenue of $1.08 billion, up 4% sequentially and 15% year-over-year. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% The 3 Favored Machinery Stocks To Buy In August By end market, the company reported: Semiconductor revenue: $466 million, up 7% sequentially and 13% year-over-year Electronics and packaging revenue: $321 million, up 6% sequentially and 27% year-over-year Specialty industrial revenue: $291 million, down 2% sequentially and up 8% year-over-year Mayampurath said first-quarter gross margin was 47%, at the high end of guidance, citing benefits from “higher volume and favorable mix, including higher chemistry revenue,” which he said more than offset the impact of higher palladium prices that are passed through “at 0 margin.” → Light Speed Returns: Corning Cashes In on NVIDIA Growth Operating income was approximately...

Investor releaseQuarter not tagged2026-05-07

Compared to Estimates, MKS (MKSI) Q1 Earnings: A Look at Key Metrics

Zacks

MKS (MKSI) reported $1.08 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 15.2%. EPS of $2.30 for the same period compares to $1.71 a year ago. The reported revenue represents a surprise of +2.95% over the Zacks Consensus Estimate of $1.05 billion. With the consensus EPS estimate being $2.00, the EPS surprise was +15.21%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how MKS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Revenues- Semiconductor: $466 million versus the three-analyst average estimate of $457.11 million. The reported number represents a year-over-year change of +12.8%. Net Revenues- Specialty Industrial: $291 million versus the three-analyst average estimate of $285.04 million. The reported number represents a year-over-year change of +7.8%. Net Revenues- Electronics and Packaging: $321 million versus the three-analyst average estimate of $307.35 million. The reported number represents a year-over-year change of +26.9%. Net Revenues- Products: $954 million versus the two-analyst average estimate of $919.15 million. The reported number represents a year-over-year change of +16.5%. Net Revenues- MSD (Materials Solutions Division): $350 million versus $345.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22% change. Net Revenues- PSD (Photonics Solutions Division): $303 million versus the two-analyst average estimate of $280.48 million. The reported number represents a year-over-year change of +15.2%. Net Revenues- Services: $124 million versus $135.1 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6% change. Net Revenues- VSD (Vacuum Solutions Division): $425 million versus $428.16 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +...

Investor releaseQuarter not tagged2026-05-07

MKS Inc. Q1 2026 Earnings Call Summary

Moby

Performance was driven by strong bookings across all end markets, particularly in semiconductor vacuum and power products serving deposition and etch applications. Management attributes the semiconductor outperformance to AI-driven CapEx plans that accelerate technology inflections, requiring more complex vertical structures and higher layer counts. Electronics and Packaging strength is being fueled by advanced smartphone builds and AI-related PCB manufacturing, which increases the intensity of chemistry and equipment needs. The company is leveraging a through-cycle R&D investment strategy to secure design wins in precursor monitoring and ultrafast lasers, which are now converting to revenue as demand ramps. Operational capacity is being expanded with a new supercenter in Malaysia opening in June to support higher growth levels and a more robust supply chain. Specialty Industrial remains a steady cash flow contributor, with growth in Datacom and defense applications offsetting seasonal declines in other areas. Q2 guidance assumes continued strong order activity in remote plasma for DRAM, dissolved gas for logic, and lasers for back-end applications. Management expects semiconductor revenue to accelerate in Q2, growing high teens sequentially and over 25% year-over-year as customers build inventory for a potentially longer cycle. The company is planning capacity for a $140 billion WFE environment in 2026 and has begun ordering equipment to support a $170 billion to $180 billion WFE level in 2027. Gross margin guidance of 47% for Q2 accounts for a mix shift toward equipment and the VSD business, which carries margins slightly below the corporate average. Strategic focus remains on proactive deleveraging, evidenced by a $100 million term loan prepayment made early in the second quarter. Tariff impacts continue to create a 30 to 40 basis point headwind on gross margins, though the company has neutralized the absolute dollar cost. Higher memory pricing presents a potential risk to consumer electronics unit volumes, though management believes AI-related growth will more than offset any single-digit declines. The transition to higher layer counts and larger AI boards introduces technical challenges like warpage, which MKS views as an opportunity for its specialized bonding chemistries. Working capital is expected to increase in the near term to support the rapid ra...

Investor releaseQuarter not tagged2026-05-07

MKS: Q1 Earnings Snapshot

Associated Press

ANDOVER, Mass. (AP) — ANDOVER, Mass. (AP) — MKS Inc. (MKSI) on Wednesday reported first-quarter profit of $84 million. On a per-share basis, the Andover, Massachusetts-based company said it had net income of $1.18. Earnings, adjusted for one-time gains and costs, came to $2.30 per share. The results exceeded Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of $2 per share. The maker of analysis and processing equipment for semiconductor companies posted revenue of $1.08 billion in the period, also exceeding Street forecasts. Four analysts surveyed by Zacks expected $1.05 billion. For the current quarter ending in June, MKS expects its per-share earnings to range from $2.60 to $3.20. The company said it expects revenue in the range of $1.16 billion to $1.24 billion for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on MKSI at https://www.zacks.com/ap/MKSI

As of 2026-07-18 • Updated weeklySource: Earnings sourceIngestion runbook