You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
MKS reported third-quarter revenue of $1.41 billion, up 43% year-over-year, and guided fourth-quarter revenue to $1.49 billion, plus or minus $40 million, reflecting broad-based demand across its end markets.
On October 17, 2026, MKS agreed to sell Ophir Optics to TTM Technologies, Inc. for $650 million in cash, with closing expected in the second quarter of 2027.
MKS Inc. authorized a $500 million share repurchase program effective November 2, 2026, replacing the July 2011 program with approximately $28 million remaining. The board also lowered the special-meeting ownership threshold from 40% to 25%.
MKS Inc. announced a definitive agreement to sell its Ophir Optics business to TTM Technologies, Inc. in an all-cash transaction for $650 million, expected to close in the second quarter of 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. MKS delivered record Q3 revenue, earnings and adjusted EBITDA above guidance, expanded operating margin sharply, and guided to 44% Q4 revenue growth amid strong orders and improving visibility. Strong free cash flow, lower leverage and the $500 million repurchase authorization support capital returns. Risks include gross-margin headwinds, a nonrecurring tariff refund, customer supply-chain constraints, industry scaling challenges, rapidly changing cycles and trade-policy exposure.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Net revenues by end market: Electronics and Packaging | $415M | FY2026 Q3 | +43.6% |
|
|
|||
| Net revenues by end market: Semiconductor | $638M | FY2026 Q3 | +53.7% |
|
|
|||
| Net revenues by end market: Specialty Industrial | $360M | FY2026 Q3 | +26.8% |
|
|
|||
| Capital expenditures: Total | $31M | Three Months Ended June 30, 2026 filing | — |
| Capital expenditures: VSD | $14M | Three Months Ended June 30, 2026 filing | — |
| Depreciation and amortization: MSD | $64M | Three Months Ended June 30, 2026 filing | — |
| Depreciation and amortization: PSD | $12M | Three Months Ended June 30, 2026 filing | — |
| Depreciation and amortization: Total | $85M | Three Months Ended June 30, 2026 filing | — |
| Depreciation and amortization: VSD | $9M | Three Months Ended June 30, 2026 filing | — |
| Segment gross profit percentage: MSD | 50.5% | Three Months Ended June 30, 2026 filing | — |
| Segment gross profit percentage: PSD | 50.8% | Three Months Ended June 30, 2026 filing | — |
| Segment gross profit percentage: Total | 47.9% | Three Months Ended June 30, 2026 filing | — |
| Segment gross profit percentage: VSD | 43.8% | Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $358M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 175M
+36M Interest expense, net
-2M Other (income) expense, net
+38M Provision for income taxes
+23M Depreciation
+62M Amortization of intangible assets
+15M Stock-based compensation
+6M Restructuring and other
+0M Legal settlement
+4M Loss on extinguishment of debt
+0M Fees and expenses related to debt activities
= Adjusted EBITDA 358M
|
|||
| Non-GAAP net earnings non-GAAP | $232M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 175M
+6M Restructuring and other
+0M Legal settlement
+62M Amortization of intangible assets
+4M Loss on extinguishment of debt
+3M Amortization of debt issuance costs
+0M Loss from de-designation of interest rate hedges
+0M Fees and expenses related to debt activities
-18M Tax effect of Non-GAAP adjustments
= Non-GAAP net earnings 232M
|
|||
| Non-GAAP net earnings per diluted share non-GAAP | $3.3 | Q2 2026 | — |
| Non-GAAP operating margin non-GAAP | 25.6% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MKSI
this stock
Mks Inc
|
$14.58B | +34.9% | +9.6% | 25.6 | 7.1% |
|
GRMN
Garmin Ltd
|
$54.54B | +39.5% | +15.1% | 27.2 | 1.6% |
|
KEYS
Keysight Technologies, Inc.
|
$50.68B | +46.5% | +8.0% | 40.8 | 1.3% |
|
COHR
Coherent Corp.
|
$42.97B | +18.2% | +19.2% | 45.2 | 5.1% |
|
TDY
Teledyne Technologies Inc
|
$29.64B | +26.0% | -4.6% | 29.5 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MKSI | +12.2% | +0.4% | -35.5% | +6.7% | +35.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +9.6% | +1.5% | -36.0% | +6.9% | +24.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
