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MKS Instruments Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $2.04 |
| EPS actual | $2.30 |
| EPS Surprise | 12.75% |
| Revenue estimate | 1.046B |
| Revenue actual | 1.078B |
| Revenue Surprise | 3.10% |
| Release date | Feb 17, 2026 |
| EPS estimate | $2.46 |
| EPS actual | $2.47 |
| EPS Surprise | 0.407% |
| Revenue estimate | 1.022B |
| Revenue actual | 1.033B |
| Revenue Surprise | 1.11% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.85 |
| EPS actual | $1.93 |
| EPS Surprise | 4.32% |
| Revenue estimate | 968.058M |
| Revenue actual | 988M |
| Revenue Surprise | 2.06% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.61 |
| EPS actual | $1.77 |
| EPS Surprise | 9.94% |
| Revenue estimate | 946.066M |
| Revenue actual | 973M |
| Revenue Surprise | 2.85% |
Last 4 Quarters for MKS Instruments
Below you can see how MKSI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $89.62 |
| EPS estimate | $1.61 |
| EPS actual | $1.77 |
| EPS surprise | 9.94% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $95.18 |
| Aug 01, 2025 | $92.75 |
| Aug 04, 2025 | $94.00 |
| Aug 05, 2025 | $92.02 |
| Aug 06, 2025 | $89.62 |
| Aug 07, 2025 | $98.77 |
| Aug 08, 2025 | $99.37 |
| Aug 11, 2025 | $98.17 |
| Aug 12, 2025 | $103.45 |
| 4 days before | -5.84% |
| 4 days after | 15.43% |
| On release day | 10.21% |
| Change in period | 8.69% |
| Release date | Nov 05, 2025 |
| Price on release | $139.92 |
| EPS estimate | $1.85 |
| EPS actual | $1.93 |
| EPS surprise | 4.32% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $139.31 |
| Oct 31, 2025 | $143.71 |
| Nov 03, 2025 | $145.47 |
| Nov 04, 2025 | $137.20 |
| Nov 05, 2025 | $139.92 |
| Nov 06, 2025 | $155.25 |
| Nov 07, 2025 | $154.80 |
| Nov 10, 2025 | $158.90 |
| Nov 11, 2025 | $152.63 |
| 4 days before | 0.438% |
| 4 days after | 9.08% |
| On release day | 10.96% |
| Change in period | 9.56% |
| Release date | Feb 17, 2026 |
| Price on release | $262.94 |
| EPS estimate | $2.46 |
| EPS actual | $2.47 |
| EPS surprise | 0.407% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $252.52 |
| Feb 11, 2026 | $259.05 |
| Feb 12, 2026 | $249.42 |
| Feb 13, 2026 | $260.74 |
| Feb 17, 2026 | $262.94 |
| Feb 18, 2026 | $250.36 |
| Feb 19, 2026 | $249.08 |
| Feb 20, 2026 | $259.27 |
| Feb 23, 2026 | $253.71 |
| 4 days before | 4.13% |
| 4 days after | -3.51% |
| On release day | -4.78% |
| Change in period | 0.471% |
| Release date | May 06, 2026 |
| Price on release | $293.77 |
| EPS estimate | $2.04 |
| EPS actual | $2.30 |
| EPS surprise | 12.75% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $283.75 |
| May 01, 2026 | $279.38 |
| May 04, 2026 | $291.53 |
| May 05, 2026 | $287.65 |
| May 06, 2026 | $293.77 |
| May 07, 2026 | $300.79 |
| May 08, 2026 | $313.21 |
| May 11, 2026 | $319.71 |
| May 12, 2026 | $311.72 |
| 4 days before | 3.53% |
| 4 days after | 6.11% |
| On release day | 2.39% |
| Change in period | 9.86% |
MKS Instruments Earnings Call Transcript Summary of Q1 2026
MKS reported a strong start to 2026: Q1 revenue of $1.08B (up 15% YoY, 4% QoQ), gross margin at 47% (high end of guide), and EPS of $2.30, above guidance. All three end markets contributed: Semiconductor ($466M, +13% YoY) with strength in vacuum, power, plasma/reactive gases and photonics; Electronics & Packaging ($321M, +27% YoY) driven by chemistry, chemistry equipment and laser drilling (flex PCB for high-end smartphones and LEO satellite demand); Specialty Industrial ($291M, +8% YoY) remained steady. Orders and bookings are healthy, with the company seeing improving visibility and expecting continued momentum into Q2. Q2 guidance: revenue ~$1.2B (+/- $40M), gross margin ~47% (+/-100bps), adjusted EBITDA ~$328M (+/- $26M), and EPS ~$2.90 (+/- $0.30). Balance sheet and cash: $569M cash, $1.0B undrawn revolver, $1.5B liquidity; net debt $3.6B and net leverage ~3.5x. CapEx expected 4–5% of revenue for the year; free cash flow was $29M in Q1 (seasonally low). Company is adding capacity (Malaysia supercenter opening June) and positioning to support 2026 WFE levels and preparing for further expansion for 2027 demand. Management reiterated through-cycle R&D investment, design-win momentum, a disciplined capital allocation focus including a $100M term loan paydown in the quarter and a 14% dividend increase.
