UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (MARK ONE) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 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 04-22775 ...

| --- | --- | --- | --- | --- | --- | |---------------------------------------|-------|-------|-------|-------|-----------------------------------------| | | | | | | | | | | | | | | | | | | | | | | Third Quarter 2022 Financial Results | | | | | MKS Instruments, Inc. November 3, 2022 | | | | | | | | Safe Harbor for Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 19 ...

MKS Instruments, Inc. (NASDAQ:MKSI) Q3 2022 Earnings Conference Call November 3, 2022 8:30 AM ET Company Participants David Ryzhik - Vice President, Investor Relations John Lee - President and Chief Executive Officer Seth Bagshaw - Senior Vice President and Chief Financial Officer Conference Call Participants Sidney Ho - Deutsche Bank Jim Ricchiuti - Needham & Company Krish Sankar - Cowen & Co. Joe Quatrochi - Wells Fargo Operator Good day ladies and gentlemen, and thank you for standing by. Welcome to MKS ...

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 June 30, 2022 Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has bee ...

MKS Instruments, Inc. (NASDAQ:MKSI) Q2 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants David Ryzhik - Vice President, Investor Relations John Lee - President & Chief Executive Officer Seth Bagshaw - Senior Vice President & Chief Financial Officer Conference Call Participants Amanda Scarnati - Citi Patrick Ho - Stifel Joe Quatrochi ??? Wells Fargo James Ricchiuti - Needham & Company Krish Sankar - Cowen Paretosh Misra - Berenberg Mark Miller - The Benchmark Company Operator Good d ...

MKS Instruments Overview - MKS Instruments is a leading critical subsystems supplier for semiconductor manufacturing and an emerging solutions provider for advanced electronics manufacturing[9] - In 2021, Semiconductor accounted for 62% of total revenue, Advanced Electronics 15%, and Specialty Industrial 23%[11] - From 2015 to 2021, MKS Instruments' total revenue increased from $08 billion to $29 billion, representing a compound annual growth rate (CAGR) of +24%[57] Semiconductor Market - MKS addresses >85% of Wafer Fabrication Equipment (WFE)[22] - Average WFE spending is projected to increase from $53 billion (2016-2020) to over $100 billion (2021-2025)[20] - MKS estimates that ~100% of all semiconductor chips manufactured in the world today are made possible by MKS[23] Advanced Electronics Market - Laser manufacturing is seeing broad adoption in electronics manufacturing due to increasing processes and complexity[32, 34] - MKS leverages its "Surround the Workpiece" strategy to drive growth in precision manufacturing[37] Acquisition of Atotech - MKS entered into an agreement to acquire Atotech Limited for ~$51 billion in cash and stock[46] - Pro forma with Atotech, the revenue mix is estimated to be approximately 41% Semiconductor, 27% Advanced Electronics, and 32% Specialty Industrial[67] - The acquisition of Atotech is projected to reduce MKS's exposure to the semiconductor market to ~40% and add recurring revenue with strong profitability[68] Financial Performance - MKS generated $18 billion in strong through-cycle free cash flow[60] - From 2017-2021, MKS allocated $32 billion in capital, with 41% towards acquisitions, 26% towards product development, 14% towards debt management, 10% towards CAPEX, 7% towards dividends and 2% towards share buybacks[62, 63]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Commission file number 0-23621 MKS INSTRUMENTS, INC. (Exact name of registrant as specified in its charter) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | Massachusetts | 04-2277512 | | --- | --- | | (State or oth ...

MKS Instruments, Inc. (NASDAQ:MKSI) Q1 2022 Earnings Conference Call April 27, 2022 8:30 AM ET Company Participants David Ryzhik ??? Vice President-Investor Relations John Lee ??? President and Chief Executive Officer Seth Bagshaw ??? Senior Vice President and Chief Financial Officer Conference Call Participants Patrick Ho ??? Stifel Jim Ricchiuti ??? Needham & Company Scott Graham ??? Loop Capital Markets Joe Quatrochi ??? Wells Fargo Paretosh Misra ??? Berenberg Hans Chung ??? D.A. Davidson Operator Good ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (MARK ONE) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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 04-22775 ...

Financial Data and Key Metrics Changes - The company reported revenue of $764 million for Q4 2021, which is a 16% increase year-over-year and a 3% increase sequentially [20] - Net earnings for Q4 were $168 million, translating to $3.02 per diluted share, both above the midpoint of guidance [10][24] - For the full year 2021, total sales reached a record $2.9 billion, up 27% year-over-year [28] - Gross margin for Q4 was 46.4%, exceeding guidance by 40 basis points and growing 70 basis points year-over-year [23] - Operating cash flow for Q4 was a record $194 million, and free cash flow was also a record at $171 million [26] Business Line Data and Key Metrics Changes - Semiconductor market sales for Q4 were $495 million, up 26% year-over-year and up 1% sequentially [20] - Advanced markets revenue was $269 million for Q4, up 1% year-over-year and up 6% sequentially [21] - Sales of photonic solutions grew organically more than 50% year-over-year, with a 90% increase including the Photon Control acquisition [20] Market Data and Key Metrics Changes - The revenue split between semiconductor and advanced markets for Q4 was 65% and 35% respectively [23] - Demand trends in the semiconductor market are expected to remain strong, although supply chain constraints will continue to impact near-term performance [12] Company Strategy and Development Direction - The company is focused on organic growth and strategic M&A opportunities, including the acquisition of Atotech, expected to close in Q1 2022 [8][15] - The integration of Atotech is anticipated to enhance the company's technology solutions across semiconductors and advanced electronics [15][17] - The company aims to leverage its expertise in high-density interconnect via drilling to accelerate customer roadmaps [14][22] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing supply chain constraints affecting both semiconductor and advanced markets, but emphasized strong demand remains [37][51] - The company expects Q1 2022 revenue to be around $750 million, with gross margin estimated at 45% due to higher input costs [32] - Management expressed confidence in the long-term growth model, projecting to outgrow WFE by 200 basis points [56] Other Important Information - The company issued its inaugural CSR report, highlighting commitments to diversity, equity, inclusion, and environmental management [9] - The company maintained a strong balance sheet with cash and short-term investments exceeding $1 billion [27] Q&A Session Summary Question: Trends in advanced markets for Q1 - Management indicated that supply constraints are affecting both semiconductor and advanced markets, but demand remains strong [37] Question: Component constraints affecting supply - Management confirmed that electronic components from legacy fabs are primarily causing supply constraints, affecting multiple industries [38] Question: Market inflection for HDI tools - Management noted that the HDI market continues to drive demand for smaller features and higher density, with tools already in high-volume production [46] Question: Operating expenses trajectory for 2022 - Management expects operating expenses to increase slightly in Q2, estimating around $160 million [58] Question: Sales expectations in the semiconductor portfolio - Management indicated that while overall semiconductor revenue may be flat, certain product categories like RF Power could continue to grow [63] Question: Supply chain issues and customer orders - Management stated that major customers continue to order at record levels despite supply constraints [77]