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Compared to Estimates, MKS (MKSI) Q3 Earnings: A Look at Key Metrics

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MKS (MKSI - Free Report) reported $1.41 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 43%. EPS of $4.18 for the same period compares to $1.93 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.36 billion, representing a surprise of +4.12%. The company delivered an EPS surprise of +14.84%, with the consensus EPS estimate being $3.64.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $638 million versus $632.36 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +53.7% change.
  • Net Revenues- Electronics and Packaging: $415 million versus the three-analyst average estimate of $386.22 million. The reported number represents a year-over-year change of +43.6%.
  • Net Revenues- Specialty Industrial: $360 million versus $336.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26.8% change.
  • Net Revenues- Products: $1.26 billion versus the two-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +47%.
  • Net Revenues- Services: $149 million compared to the $169.98 million average estimate based on two analysts. The reported number represents a change of +16.4% year over year.

View all Key Company Metrics for MKS here>>>

Shares of MKS have returned -27.1% over the past month versus the Zacks S&P 500 composite's -2% 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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