MKS Instruments(US:MKSI) ZACKS·2025-11-06 02:01Core Insights - MKS reported revenue of $988 million for the quarter ended September 2025, reflecting a year-over-year increase of 10.3% and an EPS of $1.93, up from $1.72 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $962.01 million by 2.7%, while the EPS surpassed the consensus estimate of $1.80 by 7.22% [1] Revenue Breakdown - Semiconductor segment generated net revenues of $415 million, exceeding the average estimate of $406.94 million by analysts, marking a year-over-year increase of 9.8% [4] - Electronics and Packaging segment reported net revenues of $289 million, surpassing the average estimate of $285.27 million, with a significant year-over-year growth of 25.1% [4] - Specialty Industrial segment achieved net revenues of $284 million, slightly below the average estimate of $270.46 million, representing a year-over-year decline of 1.1% [4] - Products segment recorded net revenues of $860 million, exceeding the average estimate of $840.35 million, with a year-over-year increase of 10.8% [4] - Services segment reported net revenues of $128 million, above the average estimate of $123.66 million, reflecting a year-over-year growth of 6.7% [4] Stock Performance - MKS shares have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]