The earnings report, which is expected to be released on August 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Zacks Consensus Estimate This maker of analysis and pro ...

Core Insights - MKS Instruments (MKSI) is currently viewed as a more attractive investment compared to Teradyne (TER) based on valuation metrics and analyst outlook [1][7] Valuation Metrics - MKSI has a forward P/E ratio of 15.40, significantly lower than TER's forward P/E of 29.16, indicating that MKSI may be undervalued [5] - The PEG ratio for MKSI is 1.15, while TER's PEG ratio is much higher at 4.03, suggesting that MKSI offers better value relative to its expected earnings growth [5] - MKSI's P/B ratio stands at 2.93, compared to TER's P/B of 5.23, further supporting the notion that MKSI is a more attractive investment [6] Analyst Ratings - MKSI holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings estimate revision trend, while TER has a Zacks Rank of 3 (Hold), reflecting a less favorable outlook [3][7] - The Value grade for MKSI is B, whereas TER has a Value grade of D, highlighting MKSI's stronger position in terms of value investing metrics [6]

Core Viewpoint - MKS (MKSI) is a strong candidate for investors looking for stocks that consistently beat earnings estimates, particularly in the Zacks Electronics - Miscellaneous Products industry [1]. Earnings Performance - MKS has a strong track record of surpassing earnings estimates, averaging a 16.20% beat over the last two quarters [2]. - In the last reported quarter, MKS earned $1.71 per share, exceeding the Zacks Consensus Estimate of $1.42 per share by 20.42% [3]. - In the previous quarter, MKS reported earnings of $2.15 per share against an expected $1.92 per share, resulting in an 11.98% surprise [3]. Earnings Estimates and Predictions - Recent estimates for MKS have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - MKS currently has an Earnings ESP of +3.91%, suggesting analysts are optimistic about the company's earnings prospects [9]. Upcoming Earnings Report - The next earnings report for MKS is expected to be released on August 6, 2025 [9].

ANDOVER, Mass., July 14, 2025 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that the Company will release second quarter 2025 financial results after market close on Wednesday, August 6, 2025. A conference call with management will be held on Thursday, August 7, 2025 at 8:30 a.m. (Eastern Time). A live and archived webcast of the call can be accessed on the company's website at https://investor.mks.com/, or by registering as ...

Core Insights - MKS Inc. has been recognized as one of America's Best Mid-Sized Companies for 2025 by Time and Statista, Inc. [1][2] - The recognition is attributed to employee satisfaction, revenue growth, and sustainability transparency, evaluated through over 15 criteria [2] Company Overview - MKS Inc. is a global provider of enabling technologies that transform various industries, particularly in semiconductor manufacturing, electronics, and specialty industrial applications [3] - The company focuses on delivering foundational technology solutions, including instruments, subsystems, systems, process control solutions, and specialty chemicals technology [3] - MKS's solutions address challenges in miniaturization and complexity in advanced device manufacturing, enhancing power, speed, feature enhancement, and connectivity [3]

Core Insights - MKS Inc. has been recognized by U.S. News & World Report as one of the 2025-2026 Best Companies to Work For, marking the third consecutive year of receiving this accolade [1][2]. Company Overview - MKS Inc. is a global provider of enabling technologies that transform various industries, particularly in semiconductor manufacturing, electronics, and specialty industrial applications [5]. - The company focuses on delivering foundational technology solutions, including instruments, subsystems, systems, process control solutions, and specialty chemicals technology [5]. - MKS's solutions are essential for addressing challenges related to miniaturization and complexity in advanced device manufacturing, enhancing power, speed, and connectivity [5]. Employee Recognition - The recognition from U.S. News reflects MKS's innovative work and supportive organizational climate, which helps attract and retain talented professionals [2]. - The U.S. News ratings consider various factors influencing employee decision-making, such as pay and benefits, work-life balance, job stability, and career development opportunities [2][3]. - The 2025-2026 list includes companies that excelled across multiple metrics contributing to a positive work environment [3]. Methodology - The U.S. News Best Companies to Work For list was calculated based on data from the largest 5,000 publicly traded companies as of January 2025, requiring a minimum of 75 Glassdoor reviews from 2021 to 2025 [3]. - Metrics used in the evaluation were derived from employee sentiment and regulatory enforcement data, gathered from partners like Revelio Labs and Good Jobs First's Violation Tracker [3].

Core Viewpoint - MKS Instruments, Inc. has announced a name change to "MKS Inc." effective May 16, 2025, reflecting its expanded business scope beyond industrial instruments to include subsystems, systems, process control solutions, and specialty chemicals technology [1][2]. Company Overview - MKS Instruments, Inc. was founded in 1961 and has grown through organic development and strategic acquisitions, including Newport in 2016, ESI in 2019, and Atotech in 2022 [2]. - The company provides foundational technology solutions for semiconductor manufacturing, electronics, packaging, and specialty industrial applications [3]. - MKS's solutions address challenges in advanced device manufacturing, focusing on miniaturization, complexity, power, speed, feature enhancement, and optimized connectivity [3]. Name Change Implications - The name change to MKS Inc. aims to better represent the company's current and future business scope [2]. - The stock will continue to trade on Nasdaq under the symbol "MKSI," and the corporate structure and subsidiary names will remain unchanged [2].

Leadership Changes - Jim Schreiner will conclude his role as the leader of the Materials Solutions Division on August 1, 2025, and will return to his position as Executive Vice President & Chief Operating Officer of MKS Instruments [1] - David P. Henry will take over as Executive Vice President, Global Strategic Marketing, and General Manager of the Materials Solutions Division on August 1, 2025, succeeding Schreiner [2] Company Recognition - John T.C. Lee, President and CEO of MKS, acknowledged the significant contributions of both Jim Schreiner and Dave Henry, highlighting Schreiner's leadership post-acquisition of Atotech in August 2022 and Henry's strategic capabilities [3] Company Overview - MKS Instruments, Inc. provides enabling technologies for semiconductor manufacturing, electronics, packaging, and specialty industrial applications, focusing on improving process performance and productivity [4]

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.

Group 1 - The article discusses MKS Instruments, Inc. (NASDAQ: MKSI) and its role in technological advancements, particularly following the Atotech deal announcement nearly three years ago [1] - It highlights that leverage remains very elevated in the industry, indicating potential financial risks for MKS Instruments [1] - The investing group "Value In Corporate Events" provides members with opportunities to capitalize on significant corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] Group 2 - The service covers 10 major events a month, focusing on identifying the best investment opportunities within the corporate landscape [1]