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MKSI MKS INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Industrials

Scale

Market cap
$18.5bn
Revenue TTM
$4.3bn
Net income TTM
$440m
Free cash flow
$455m
Composite score
34.5
Sector rank
#476

Valuation

P / E
42.1
EV / EBITDA
EV / sales
5.1
FCF yield
2.46%
Earnings yield vs 10-yr
-2.35pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
10.1%
EBITDA margin
ROE
14.7%
ROIC
10.5%
Revenue growth
16.3%

Insider activity, last 90 days

Net open-market
$-7.36m
Buyers
0
Sellers
6

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We are currently in a semiconductor ramp as demand for semiconductor chips is growing in the near term as a result of increased investments in AI transformation-related applications. For the three months ended June 30, 2026, net revenues in our semiconductor market increased by $88 million, or 19%, compared to the prior quarter, primarily due to higher sales of our semiconductor capital equipment serving deposition and etch applications as well as NAND memory production upgrades and increased service revenues, all at VSD. For the six months ended June 30, 2026, net revenues in our semiconductor market increased by $173 million, or 20%, compared to the same period in the prior year. …MKS INC, 10-Q, period ended 2026-06-30, filed 2026-08-06

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