
MKS rides surging AI and semiconductor demand, with strong Q4 guidance, capacity expansion and improving margins, positioning it for continued growth into 2027.
MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes globally. The company is headquartered in Andover, Massachusetts.
| Revenue (TTM) | $4.77B |
| Gross Profit (TTM) | $2.25B |
| EBITDA | $1.25B |
| Operating Margin | 23.40% |
| Return on Equity | 20.50% |
| Return on Assets | 6.25% |
| Revenue/Share (TTM) | $70.67 |
| Book Value | $48.54 |
| Price-to-Book | 3.64 |
| Price-to-Sales (TTM) | 2.72 |
| EV/Revenue | 3.205 |
| EV/EBITDA | 12.64 |
| Quarterly Earnings Growth (YoY) | 196.50% |
| Quarterly Revenue Growth (YoY) | 43.00% |
| Shares Outstanding | $67.62M |
| Float | $67.30M |
| % Insiders | 0.48% |
| % Institutions | 109.08% |
Volatility is currently expanding

MKS rides surging AI and semiconductor demand, with strong Q4 guidance, capacity expansion and improving margins, positioning it for continued growth into 2027.

MKS NASDAQ: MKSI reported third-quarter 2026 revenue and adjusted earnings above its guidance as demand for semiconductor equipment and AI-related electronics manufacturing drove growth across its businesses.

The Madison Mid Cap Fund (Class I) returned -2.09% in the third quarter, compared to the Russell Midcap Index return of -3.00%. The top five contributors for the quarter were Gartner, Medpace Holdings, Ross Stores, Revvity, and Waters Corporation. The bottom five detractors for the quarter were MKS, Floor & Decor Holdings, Carlisle Companies, Moelis and Co., and Glacier Bancorp.

MKS Inc. ( MKSI ) Q3 2026 Earnings Call November 5, 2026 8:30 AM EST Company Participants Paretosh Misra - Vice President of Investor Relations John Lee - President, CEO & Director Ramakumar Mayampurath - Executive VP & CFO Conference Call Participants Matthew Prisco - Cantor Fitzgerald & Co., Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Melissa Weathers - Deutsche Bank AG, Research Division Steve Barger - KeyBanc Capital Markets Inc., Research Division James Ricchiuti - Needham & Company, LLC, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Yiling Sun - Citigroup Inc., Research Division Shane Brett - Morgan Stanley, Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Michael Mani - BofA Securities, Research Division Presentation Operator Thank you for standing by. My name is Mae.

MKS beats Q3 earnings estimates as AI-driven semiconductor demand fuels 43% revenue growth, record adjusted EBITDA, and an upbeat fourth-quarter outlook.

ANDOVER, Mass., Nov. 04, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today reported its financial results for the third quarter of 2026.

ANDOVER, Mass., Nov. 04, 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 approved a share repurchase program of up to $500 million and authorized a quarterly cash dividend of $0.25 per share.

ANDOVER, Mass., Nov. 02, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), (“MKS”) a global provider of enabling technologies that transform our world, today announced the commencement of the expansion of its Atotech equipment manufacturing site in Guangzhou, China. Launched in June 2026, the expansion is now expected to be completed in the third quarter of 2027.

MKSI Q3 results are likely to benefit from AI-driven semiconductor demand and electronics growth, but seasonal weakness and rising costs may have weighed on margins.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on MKSI and any ticker you trade — then tracks every position and per-strategy win rate.