ANDOVER, Mass., June 17, 2025 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI) (“MKS”), a global provider of enabling technologies that transform our world, was again recognized by U.S. News & World Report (“U.S. News”) as one of the 2025-2026 Best Companies to Work For. MKS was rated as a top company in the Manufacturing and Agriculture Industries category based on factors contributing to job seekers’ decision-making when choosing a workplace that best meets their needs. “Receiving this prestigious recognition ...

ANDOVER, Mass., May 15, 2025 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ: MKSI) (“MKS”), a global provider of enabling technologies that transform our world, announced today that its shareholders have approved the change of the Company’s name to “MKS Inc.” and the change is effective May 16, 2025. John T.C. Lee, President and CEO of MKS, said: “Since its founding in 1961 as an industrial instruments company, MKS has significantly expanded and entered new markets through organic growth from investment ...

Jim Schreiner to return to COO role; Dave Henry to become new leader of Materials Solutions DivisionANDOVER, Mass., May 15, 2025 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ: MKSI) (“MKS”), a global provider of enabling technologies that transform our world, announced today that James A. Schreiner will conclude his tenure as the leader of the Materials Solutions Division (“MSD”) on August 1, 2025, and will transition back to his role as Executive Vice President & Chief Operating Officer of MKS. In this ...

Summary of MKS Instruments Conference Call Company Overview - MKS Instruments is a nearly 65-year-old company that started in the semiconductor market, focusing on instruments for vacuum chambers, which are critical in semiconductor equipment [2][3] - The company has expanded its portfolio through multiple acquisitions, including Newport Corporation in 2015, which broadened its technology offerings beyond just semiconductor equipment to include lithography, metrology, and inspection [4][7] Financial Performance - MKS exceeded guidance in all metrics for Q1, achieving a gross margin of over 47% for the fifth consecutive quarter, despite a higher proportion of lower-margin equipment revenue [10][11] - The company reported Q1 semi revenue guidance indicating a 15% increase year-over-year, driven by strategic investments in semiconductor technology [24][25] Market Dynamics - The semiconductor market remains stable, with no significant changes due to tariffs affecting strategic investments in node migrations and AI accelerated compute [14][16] - The automotive and industrial segments have shown weakness, impacted by tariffs, but the semiconductor and packaging markets have remained steady [15][16] Tariff Impact and Mitigation Strategies - MKS has accounted for a potential 100 basis points impact on gross margin due to tariffs, primarily affecting the vacuum business [18][20] - The company is exploring supply chain adjustments and commercial actions to mitigate tariff impacts while maintaining a long-term gross margin target of 47% [21][22] Semiconductor Business Insights - MKS is positioned to outperform the semiconductor market, with expectations of a 200 basis points premium to wafer fabrication equipment (WFE) growth due to its strong market position [23][27] - The company faces headwinds from restrictions on sales to certain Chinese companies, which has impacted revenue [27] NAND Technology Upgrades - Customers are transitioning from 100+ layers to 200+ layers in NAND technology, which is expected to drive significant spending [29][34] - MKS's vacuum portfolio typically represents 1.5% to 2.5% of the bill of materials (BOM) for customers, indicating substantial revenue opportunities from these upgrades [35][36] Electronics and Packaging Market - The electronics and packaging market is driven by high-density interconnect (HDI) and package substrate applications, particularly in AI and advanced PCBs [65][67] - MKS has seen strong bookings for chemistry equipment, which is closely tied to its equipment sales, indicating a healthy future revenue stream [68][70] Specialty Industrial Business - The specialty industrial segment, which includes defense, healthcare, and automotive, has been impacted by macroeconomic conditions but remains a high-margin business that generates cash flow [75][77] Long-term Growth Initiatives - MKS is investing in long-term growth initiatives, particularly in lithography, metrology, and chemistry equipment, while maintaining a focus on operational efficiency [80][82] - The company aims to maintain a net leverage ratio of 2.0 over the next several years, supported by strong cash generation and debt repayment strategies [84][85] Conclusion - MKS Instruments is well-positioned in the semiconductor and electronics markets, with a strong focus on innovation and strategic growth initiatives, despite facing some macroeconomic challenges and tariff impacts. The company continues to leverage its broad portfolio to capitalize on emerging opportunities in advanced technologies and applications.

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In January, I last offered my views on MKS Instruments, Inc. ( NASDAQ: MKSI ) whose services are instrumental in technological advancements. Nearly three years after the Atotech deal announcement, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-23621 MKS INSTRUMENTS, INC. (Exact name of registrant as specified in its charter) Massachusetts 04-2277512 (State or other jurisdic ...

MKS Instruments (MKSI) reported first-quarter 2025 adjusted earnings of $1.71 per share, which beat the Zacks Consensus Estimate by 20.42% and jumped 45% year over year.Revenues of $936 million beat the consensus mark by 0.27% and increased 7.8% year over year.Products’ revenues (87.5% of total revenues) were $819 million, increased by 8.6% year over year. The figure beat the Zacks Consensus Estimate by 2.60%.Services revenues (12.5% of total revenues) increased 2.6% year over year to $117 million. The figu ...

MKS Instruments, Inc. (NASDAQ:MKSI) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Paretosh Misra - VP, IR John Lee - President and CEO Ram Mayampurath - EVP, CFO and Treasurer Conference Call Participants Steve Barger - KeyBanc Capital Markets Shane Brett - Morgan Stanley Krish Sankar - TD Cowen Jim Ricchiuti - Needham & Company Michael Mani - Bank of America Securities Matthew Prisco - Cantor Fitzgerald Melissa Weathers - Deutsche Bank Operator Good day, and thank you for sta ...

MKS Instruments (MKSI) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Paretosh Misra - VP - Investor RelationsJohn Lee - President and Chief Executive OfficerRamakumar Mayampurath - EVP, CFO & TreasurerSteve Barger - Managing Director, Equity ResearchKrish Sankar - Managing DirectorMichael Mani - Equity Research AssociateMatthew Prisco - DirectorMelissa Weathers - Director - Equity ResearchDavid Liu - Senior Research Associate Conference Call Participants Shane Brett - Equity Research A ...

MKS Instruments (MKSI) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the MKS Instruments first quarter twenty twenty five earnings conference call. At this time, all participants, they are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask questions during the session, you will need to press 11 on your telephone. You will then hear an automated message advising you that your hand has been ...