US · Technology · Scientific & Technical Instruments
EPS came in at 4.18 against a street estimate of 3.64 — a beat of 14.8%.
Analysts rate MKS Instruments Inc a buy (12 buy, 1 hold, 1 sell out of 14) with an average price target of $406.93.
CONFIDENT MKS beat Q2 guidance across all metrics with 28% YoY revenue growth. Strong AI-driven demand in semiconductors and advanced packaging visible through 2027. Expanding capacity in Malaysia and Guangzhou to support continued outperformance. Q2 2026 No regional breakdown provided. Company operating globally with new Malaysia supercenter opened Q2 and Guangzhou expansion underway. Analysts pressed on NAND timing, gross margin headwinds from equipment mix, and 2027 growth sustainability. Management emphasized long lead-time chemistry equipment visibility underpins confidence; noted capacity investments temporary margin drag, then accretion once fully loaded. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.25% |
| Amvescap Plc. | 6.89% |
| Vanguard Portfolio Management, LLC | 5.48% |
| JPMorgan Chase & Co | 4.99% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 3.16% |
| Point72 Asset Management, L.P. | 2.95% |
| Capital Research & Mgmt Co - Division 3 | 2.83% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,413 million, up from $988 million in the third quarter of 2025. • Third-quarter net income was | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue reached a record $1,413 million, up from $988 million in Q3 2025 and above the high end of guidance. • GAAP net i | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • MKS Inc. agreed to sell its Ophir® Optics business to TTM Technologies, Inc. in an all-cash transaction valued at $650 million, su | 2026-10-19 |
| Quarterly report · Q2 2026 MKS INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Net Revenue: $1,248 million (up 28% vs. $973 million in Q2 2025) • Six-Month | 2026-08-06 |
| Results announced · Q3 2026 MKS INC. - Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1,248 million — exceeded high end of guidance; up 28% year-over-ye | 2026-08-05 |
| Board / officer change · Q2 2026 MKS INC. - 8-K SUMMARY (May 11, 2026) HEADLINE NUMBERS • Annual shareholder meeting held May 11, 2026 • Stock Incentive Plan share reserve increased | 2026-05-12 |
| Quarterly report · Q1 2026 MKS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net revenues: $1,078 million (Q1 2026) vs. $936 million (Q1 2025) — +15.2% year-over-year • | 2026-05-07 |
| Results announced · Q2 2026 MKS INC. Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $1,078 million (at high end of guidance) - Semiconductor: $466 mill | 2026-05-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Aug 25, 2026 · pay Sep 3, 2026 | 2026-08-25 |
| Dividend | $0.25 / share ex-date Jun 3, 2026 · pay Jun 12, 2026 | 2026-06-03 |
| Dividend | $0.25 / share ex-date Feb 23, 2026 · pay Mar 6, 2026 | 2026-02-23 |
| Dividend | $0.22 / share ex-date Nov 24, 2025 · pay Dec 5, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| MKS to sell Ophir Optics business to TTM Technologies for $650 million MKS has agreed to sell its Ophir Optics business to TTM Technologies for $650 million in cash, subject to normal closing adjustments. The price equals more than 18 times Ophir Optics’ projec | 2026-10-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for MKS Instruments Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.