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MKS Instruments (MKSI)
NASDAQ:MKSI
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.63Last Year’s EPS
1.53Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 18.02%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented strong financial results and growth in key markets, particularly in semiconductors and electronics packaging. However, there are significant concerns about the impact of tariffs on margins and softness in certain industrial markets. The company is proactive in debt reduction, but geopolitical uncertainties pose challenges.Company Guidance
In the first quarter of fiscal year 2025, MKS Instruments reported strong financial performance, with revenue reaching $936 million and gross margins at 47.4%, both at the high end of the company's guidance. Net earnings per diluted share were $1.71, surpassing the guidance range. The semiconductor segment showed robust growth, with revenue at $413 million, up 18% year-over-year. Electronics and packaging revenue came in at $253 million, also at the high end, driven by strong sales in flexible and rigid PCB equipment. Specialty industrial revenues were $270 million, above the midpoint of guidance, though the automotive market showed some softness. For the second quarter, MKS expects total revenue to be around $925 million, with semiconductor revenue at $415 million and electronics and packaging at $240 million. Anticipated gross margin is 46.5%, with tariff-related costs potentially impacting this by up to 100 basis points. The company maintains a strong balance sheet, with $1.3 billion in liquidity, and plans further debt prepayment in the current quarter, while continuing to manage its operational expenses.Strong Financial Performance
First quarter revenue was $936 million, up 8% year-over-year, exceeding the high end of guidance. Gross margins were 47.4% and net earnings per share were $1.71, both at the high end of guidance.
Semiconductor Market Growth
Semiconductor revenue was $413 million, up 3% sequentially and 18% year-over-year. Excluding FX, revenue was up 20% year-over-year.
Electronics and Packaging Success
Revenue from electronics and packaging was $253 million, up 22% year-over-year. Excluding FX and palladium pass-through, sales were up 26%.
Strong Free Cash Flow
First quarter free cash flow was $123 million, over 100% of net earnings and 13% of revenue.
Focus on Debt Reduction
Maintained strong liquidity with $1.3 billion and made a voluntary principal prepayment of $100 million.
MKSI Earnings History
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 |
|---|---|---|---|
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% |
Aug 07, 2024 | $102.64 | $109.04 | +6.24% |
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 Instruments (MKSI) report earnings?
MKS Instruments (MKSI) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is MKS Instruments (MKSI) earnings time?
MKS Instruments (MKSI) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 1.63.