earnings
confidence high
sentiment positive
materiality 0.75
MKS Q1 2026 revenue $1.078B beats guidance; GAAP EPS $1.18, Non-GAAP $2.30
MKS INC
2026-Q1 EPS
reported $1.18
vs consensus $2.08
▼ miss
(-43.4%)
- Revenue of $1,078 million, at the high end of guided range.
- GAAP net income $84 million and diluted EPS $1.18.
- Adjusted EBITDA $277 million, Non-GAAP diluted EPS $2.30, each above high end of guidance.
- CEO cites accelerating AI-related demand and strong bookings in semiconductor and PCB markets.
- CFO highlights solid gross margins, operating discipline, and cash generation.