
Quarterly ResultAug 5, 2026, 04:32 PM
MKS Q2 Revenue $1,248M, GAAP Net Income $175M, Non-GAAP EPS $3.30
AI Summary
MKS Inc. reported strong second-quarter 2026 financial results, with revenue of $1,248 million, GAAP net income of $175 million, and Non-GAAP diluted EPS of $3.30, all surpassing the high end of their guidance. The company achieved accelerated double-digit year-over-year revenue growth across all end markets, driven by intensifying AI-driven investments in semiconductor and advanced packaging applications. MKS also provided optimistic guidance for the third quarter of 2026, projecting revenue of $1,350 million and Non-GAAP diluted EPS of $3.58.
Key Highlights
- Q2 2026 Revenue: $1,248 million, exceeding high end of guidance.
- Q2 2026 GAAP Net Income: $175 million, above high end of guidance.
- Q2 2026 Non-GAAP Diluted EPS: $3.30, above high end of guidance.
- Q2 2026 Semiconductor revenue: $554 million.
- Q2 2026 Electronics & Packaging revenue: $381 million.
- Q2 2026 Specialty Industrial revenue: $313 million.
- Q3 2026 Revenue Guidance: $1,350 million (+/- $40 million).
- Q3 2026 Non-GAAP Diluted EPS Guidance: $3.58 (+/- $0.31).
Price Impact
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