The earnings call highlighted strong performance in key markets like Semiconductor and Electronics & Packaging, driven by AI applications and effective cost management. However, challenges such as tariff impacts on margins and mixed results in the Specialty Industrial market were noted. Overall, the positive aspects, including revenue growth and successful deleveraging, outweigh the lowlights.

Company Guidance -

Q3 2025

During the MKS Second Quarter 2025 Earnings Conference Call, the company reported strong financial performance, exceeding the high end of their guidance with $973 million in revenue, a 4% sequential and 10% year-over-year increase. The Semiconductor and Electronics & Packaging end markets significantly contributed to this growth, with semiconductor revenue at $432 million, a 5% sequential and 17% year-over-year rise. Electronics & Packaging revenue was $266 million, up 5% sequentially and 16% year-over-year. The Specialty Industrial market revenue was $275 million, showing a 2% sequential increase despite a 5% year-over-year decline. MKS highlighted their solid gross margin of 46.6%, though impacted by tariffs, and a net earnings per diluted share at the high end of guidance at $1.77. Looking forward, MKS projects third-quarter revenue of $960 million, plus or minus $40 million, maintaining a strong position in their key markets.

Strong Revenue Performance

MKS delivered strong revenue in Q2 2025, with total revenue of $973 million, up 4% sequentially and 10% year-over-year, exceeding the high end of the guidance.

Semiconductor Market Growth

Semiconductor revenue was $432 million, up 5% sequentially and 17% year-over-year, driven by strong demand for RF power solutions and vacuum products.

Electronics & Packaging Market Expansion

Electronics & Packaging revenue reached $266 million, up 5% sequentially and 16% year-over-year, boosted by growth in chemistry and equipment sales related to AI applications.

Successful Deleveraging

MKS made two prepayments on its term loan totaling $200 million, reducing leverage and demonstrating strong free cash flow management.

Recognition as an Employer

MKS was named the Best Company to Work for by U.S. News & World Report and included among America's Best Midsized Companies by TIME.

MKS (MKSI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MKSI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.83 / -	1.72	―	―	―
Aug 06, 2025	2025 (Q2)	1.64 / 1.77	1.53	15.69% (+0.24)
May 07, 2025	2025 (Q1)	1.46 / 1.71	1.18	44.92% (+0.53)
Feb 12, 2025	2024 (Q4)	1.96 / 2.15	1.17	83.76% (+0.98)
Nov 06, 2024	2024 (Q3)	1.45 / 1.72	1.46	17.81% (+0.26)
Aug 07, 2024	2024 (Q2)	1.05 / 1.53	1.32	15.91% (+0.21)
May 08, 2024	2024 (Q1)	0.75 / 1.18	0.48	145.83% (+0.70)
Feb 07, 2024	2023 (Q4)	0.84 / 1.17	2	-41.50% (-0.83)
Nov 01, 2023	2023 (Q3)	1.02 / 1.46	2.74	-46.72% (-1.28)
Aug 02, 2023	2023 (Q2)	1.17 / 1.32	2.59	-49.03% (-1.27)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MKSI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$89.62	$98.77	+10.21%
May 07, 2025	$74.10	$77.09	+4.04%
Feb 12, 2025	$110.67	$103.35	-6.61%
Nov 06, 2024	$102.60	$114.87	+11.96%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does MKS (MKSI) report earnings?

MKS (MKSI) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is MKS (MKSI) earnings time?

MKS (MKSI) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MKSI EPS forecast?

MKSI EPS forecast for the fiscal quarter 2025 (Q3) is 1.83.

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