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Here's What Key Metrics Tell Us About MKS (MKSI) Q2 Earnings

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MKS (MKSI - Free Report) reported $1.25 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 28.3%. EPS of $3.30 for the same period compares to $1.77 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +3.06%. The company delivered an EPS surprise of +12.25%, with the consensus EPS estimate being $2.94.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how MKS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Revenues- Semiconductor: $554 million versus $554.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.2% change.
  • Net Revenues- Specialty Industrial: $313 million compared to the $297.84 million average estimate based on three analysts. The reported number represents a change of +13.8% year over year.
  • Net Revenues- Electronics and Packaging: $381 million versus $358.4 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +43.2% change.
  • Net Revenues- Products: $1.1 billion compared to the $1.06 billion average estimate based on two analysts. The reported number represents a change of +30.2% year over year.
  • Net Revenues- MSD (Materials Solutions Division): $400 million versus the two-analyst average estimate of $389.24 million. The reported number represents a year-over-year change of +23.8%.
  • Net Revenues- PSD (Photonics Solutions Division): $341 million compared to the $323.44 million average estimate based on two analysts. The reported number represents a change of +40.3% year over year.
  • Net Revenues- Services: $144 million versus the two-analyst average estimate of $154.29 million. The reported number represents a year-over-year change of +15.2%.
  • Net Revenues- VSD (Vacuum Solutions Division): $507 million versus the two-analyst average estimate of $503.01 million. The reported number represents a year-over-year change of +24.6%.

View all Key Company Metrics for MKS here>>>

Shares of MKS have returned -21% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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