earnings
confidence high
sentiment positive
materiality 0.75
MKS Q2 revenue $973M above guidance; GAAP EPS $0.92, non-GAAP EPS $1.77
MKS INC
2025-Q2 EPS
reported $1.69
vs consensus $1.66
▲ beat
(+2.1%)
- Revenue of $973M exceeded high end of guidance; GAAP net income $62M ($0.92 diluted EPS).
- Non-GAAP diluted EPS $1.77 at high end of guidance; adjusted EBITDA $240M above high end.
- Semiconductor and Electronics & Packaging end markets drove strong YoY growth.
- Debt prepayment of $100M in June plus another $100M in August; deleveraging progress noted.
- Management cites strength in advanced packaging and AI-related applications as key drivers.