MKS Inc. (MKSI) funciona como un proveedor mundial de instrumentos sofisticados, sistemas integrados, componentes especializados y soluciones avanzadas de control de procesos. ...
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BPA est. $3.62 · Ingresos $1.35B · 9 analistas
BPA est. $3.91 · Ingresos $1.40B · 9 analistas
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BPA est. $3.87 · Ingresos $1.42B · 6 analistas
$0.94 por acción
$0.94 por acción
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $3.9B | +9.6% | +15.8% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $295.0M | +55.3% | +108.3% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +40.4% | -15.1% | +15.8% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +14.4% | +3.5% | +25.3% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +7.5% | +41.6% | +80.0% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $497.0M | +21.2% | +575.0% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +12.6% | +10.6% | +483.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 172.6% | -16.2% | -8.2% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 2.71x | -15.2% | +3.0% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $8.8B | +2.4% | +2.4% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 4.37 vs 7.87 | -44.4% | 2.41 vs 3.62 | -33.5% |
| Revenue Surprise | $3.9B vs $3.9B | +0.3% | $1.2B vs $1.3B | -7.5% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Mora Elizabeth | director | Common Stock | D | 300 | $250.96 |
| Aug 17, 2026 | Donlan Renee Martel | officer: EVP, GC & CCO | Restricted Stock Unit | A | 954 | — |
| Aug 14, 2026 | Lee John Tseng-Chung | director, officer: President & CEO | Common Stock | D | 10,000 | $302.01 |
| Aug 3, 2026 | Williams John Edward | officer: EVP & GM, PSD | Common Stock | D | 457 | $288.31 |
| Jun 12, 2026 | Schreiner James Alan | officer: EVP & COO | Common Stock | D | 2,471 | $345.52 |
Operator: Good day, and thank you for standing by. Welcome to the MKS Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Paretosh Misra. Paretosh Misra: Good morning, everyone. I'm Paretosh Misra, Vice President of Investor Relations, and I'm joined this morning by John Lee, President and Chief Executive Officer; and Ram Mayampurath, Executive Vice President and Chief Financial Officer. Yesterday, after market close, we released our financial results for the second quarter of 2026, which are posted to our investor website at investor.mks.com. As a reminder, various remarks about future expectations, plans and prospects for MKS comprise forward-looking statements. Actual results may differ materially as a result of various important factors, including those discussed in yesterday's press release and in our most recent annual report on Form 10-K and any subsequent quarterly reports on Form 10-Q. These statements represent the company's expectations only as of today and should not be relied upon as representing the company's estimates or views as of any date subsequent to today, and the company disclaims any obligation to update these statements. During the call, we will be discussing various non-GAAP financial measures. Unless otherwise noted, all income statement-related financial measures will be non-GAAP other than revenue and gross margin. Please refer to our press release and the presentation materials posted to the Investor Relations section of our website for information regarding our non-GAAP financial results and the reconciliations to our GAAP measure. Our investor website also provides a detailed breakout of revenues by end market and division. Now I'll turn the call over to John. John Lee: Thanks, Paretosh, and good morning, everyone. Momentum is continuing to build at MKS with strong demand across all of our markets. Second quarter revenue and key profitability metrics came in at the high end or above our guidance ranges. Our Q3 guidance is supported by strong order activity that we expect will drive continued robust year-over-year growth. Against the backdrop of intensifying AI-driven investment across semiconductor and advanced packaging applications, we are demonstrating the strength of our foundational position, from vacuum, plasma and power products that enable leading-edge etch and deposition applications, to optical components and photonic subsystems for the lithography, metrology and inspection markets, to laser systems, proprietary chemistries and chemistry equipment for the advanced circuit boards on which leading-edge semi devices are integrated. We are a leading enabler of advanced electronics. This is MKS at its core. Our performance reflects the benefits of investments we've made and continue to make in broadening our capabilities and expertise, deepening our …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
John T. C. Lee | President, Chief Executive Officer & Director | USD 2,828,613 | — | 1963 | Active |
James Alan Schreiner | Executive Vice President & Chief Operating Officer | USD 1,669,154 | Male | 1962 | Active |
Ramakumar Mayampurath | Executive VP & CFO | USD 1,372,604 | Male | 1964 | Active |
David Philip Henry | EVice President, Global Strategic Marketing & GM of Materials Solutions Division | USD 1,057,840 | Male | 1972 | Active |
Renee Donlan | Executive VP, General Counsel & Chief Compliance Officer | — | Female | — | Active |
Michelle McCarthy | Vice President & Chief Accounting Officer | — | Female | 1981 | Active |
Sally Ann Bouley | Executive Vice President & Chief Human Resources Officer | — | Female | — | Active |
Madhuri A. Andrews | Executive Vice President & Chief Information Officer | — | Female | 1967 | Active |
Paretosh Misra | Vice President of Investor Relations | — | — | — | Active |
Eric Robert Taranto | Executive Vice President & GM of Vacuum Solutions Division | — | Male | 1968 | Active |
On August 07, 2026, MKS Inc (MKSI) shares rose 4.7% to a current price of $304.99, showing notable volatility within the past year as the stock has fluctuated b
Although the revenue and EPS for MKS (MKSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.
MKS NASDAQ: MKSI reported second-quarter 2026 revenue of $1.25 billion, up 16% sequentially and 28% from a year earlier, as demand increased across semiconductor, electronics and packaging, and specialty industrial markets. Management said revenue and key profitability measures reached the high end of, or exceeded, the company's guidance ranges.
MKS' Q2 earnings and revenues beat estimates as broad end-market growth and stronger margins fuel an upbeat third-quarter outlook.
