MKS (NASDAQ:MKSI) Posts Earnings Results, Beats Expectations By $0.30 EPS

MKS (NASDAQ:MKSI) posted its earnings results on Wednesday. The scientific and technical instruments company reported $2.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.00 by $0.30, FiscalAI reports. MKS had a net margin of 7.53% and a return on equity of 20.85%. The company had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same quarter in the prior year, the business posted $1.71 EPS. The firm’s revenue was up 15.2% compared to the same quarter last year. MKS updated its Q2 2026 guidance to 2.600-3.200 EPS.

MKS Stock Up 2.4%

NASDAQ:MKSI traded up $7.02 on Thursday, hitting $300.79. The stock had a trading volume of 2,306,221 shares, compared to its average volume of 1,409,023. The company has a debt-to-equity ratio of 1.53, a quick ratio of 1.71 and a current ratio of 2.71. The stock has a market cap of $20.25 billion, a P/E ratio of 68.83, a price-to-earnings-growth ratio of 1.54 and a beta of 1.98. MKS has a 1 year low of $73.21 and a 1 year high of $326.84. The firm’s fifty day simple moving average is $248.13 and its two-hundred day simple moving average is $204.44.

MKS Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, February 23rd were paid a $0.25 dividend. This is a positive change from MKS’s previous quarterly dividend of $0.22. The ex-dividend date was Monday, February 23rd. This represents a $1.00 annualized dividend and a yield of 0.3%. MKS’s dividend payout ratio (DPR) is 22.88%.

Wall Street Analysts Forecast Growth

MKSI has been the topic of a number of analyst reports. JPMorgan Chase & Co. upped their target price on shares of MKS from $265.00 to $305.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Citigroup lowered their target price on shares of MKS from $295.00 to $290.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Deutsche Bank Aktiengesellschaft upped their target price on shares of MKS from $265.00 to $305.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. The Goldman Sachs Group upped their target price on shares of MKS from $135.00 to $200.00 and gave the stock a “sell” rating in a report on Thursday, February 19th. Finally, Cantor Fitzgerald upped their target price on shares of MKS from $300.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, MKS presently has a consensus rating of “Moderate Buy” and a consensus target price of $285.38.

Key MKS News

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Q1 results beat expectations — EPS $2.30 vs. $2.00 estimate; revenue $1.08B vs. $1.05B estimate and revenue +15.2% YoY, indicating stronger demand and margin expansion. Read More.
• Positive Sentiment: Company raised Q2 2026 EPS guidance to $2.60–$3.20 (consensus ~$2.37) and guided revenue near $1.2B (above estimates), giving investors confidence in near-term growth and analyst revisions. Read More.
• Neutral Sentiment: Press materials, slide deck and conference call are available — useful for conviction-building and modeling, with details on segment performance and margin assumptions. Read More.
• Neutral Sentiment: Analyst coverage and metric breakdowns (Zacks coverage) summarize beats and compare key metrics to estimates and prior-year results — helpful for modeling but largely reiterative of the beats. Read More.
• Negative Sentiment: Insider selling was reported recently, which can raise governance or near-term supply concerns and may temper enthusiasm despite the beat. Read More.

Insider Transactions at MKS

In other MKS news, CEO John Tseng-Chung Lee sold 30,000 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $256.77, for a total value of $7,703,100.00. Following the completion of the sale, the chief executive officer owned 154,696 shares in the company, valued at approximately $39,721,291.92. This trade represents a 16.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Eric Robert Taranto sold 4,568 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $220.52, for a total transaction of $1,007,335.36. Following the completion of the sale, the executive vice president owned 15,445 shares of the company’s stock, valued at approximately $3,405,931.40. This trade represents a 22.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 68,503 shares of company stock worth $17,288,099. Company insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Corient Private Wealth LLC grew its position in shares of MKS by 2,170.2% during the 4th quarter. Corient Private Wealth LLC now owns 133,036 shares of the scientific and technical instruments company’s stock valued at $21,259,000 after acquiring an additional 127,176 shares during the period. Mercer Global Advisors Inc. ADV grew its position in shares of MKS by 48.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 10,968 shares of the scientific and technical instruments company’s stock valued at $1,753,000 after acquiring an additional 3,555 shares during the period. EP Wealth Advisors LLC bought a new position in shares of MKS during the 4th quarter valued at approximately $701,000. Mackenzie Financial Corp bought a new position in shares of MKS during the 4th quarter valued at approximately $674,000. Finally, NewEdge Advisors LLC bought a new position in shares of MKS during the 4th quarter valued at approximately $425,000. 99.79% of the stock is owned by institutional investors.

About MKS

MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.

The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.