Сводный диапазон оценки · консервативный $170–$180 / справедливый $247–$334 / оптимистичный $402–$460. При $315.7, В пределах справедливого диапазона внутренней стоимости.
На момент публикации $406.37 (21 июня 2026 г.)
MKS opened its Penang Supercenter Factory, with phase one complete, to support wafer fabrication equipment demand.
Possible impact:May affect expectations for semiconductor supply-chain resilience, capacity footprint, and long-term growth.
MKS declared a $0.25 per share quarterly cash dividend payable on June 12, 2026.
Possible impact:May affect investor views on cash-flow stability and capital return policy.
MKS reported Q1 revenue of $1.078 billion, adjusted EPS of $2.30, and guided Q2 revenue to about $1.2 billion.
Possible impact:May affect expectations for AI-driven semiconductor and advanced circuit board demand acceleration.
Automatically summarized from public sources; for context only, not investment advice.
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
MKS Inc. provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally. The company operates through Vacuum Solutions Division (VSD), Photonics Solutions Division (PSD), and Material Solutions Division (MSD) segments. Its VSD segment provides foundational technology solutions, including pressure measurement and control, flow measurement and control, gas and vapor delivery, gas composition analysis, electronic control technology, reactive gas generation and delivery, power generation and delivery, and fiber optic temperature and position sensing. The PSD segment offers range of solutions, which include lasers, photonics, optics, precision motion control, and vibration control. Its MSD segment develops, process, and manufactures technologies comprising advanced surface modification, electroless and electrolytic plating, and surface finishing for chemistry, equipment, and services markets, as well as high-technology applications. In addition, the company sells its products and services through direct sales, network of independent distributors, and sales representatives, as well as websites, including product catalogs. MKS Inc. was formerly known as MKS Instruments, Inc. and changed its name to MKS Inc. in May 2025. The company was incorporated in 1961 and is based in Andover, Massachusetts.
MKS was incorporated in 1961 and is based in Andover, Massachusetts, where its first product was the Baratron capacitance manometer, a pressure-measurement instrument for vacuum environments. The company went public in 1999 during the late-1990s technology boom; the preliminary S-1/A described a 6.0 million-share primary offering plus 0.5 million secondary shares at an indicated US$15 to US$17 range, while a contemporaneous IPO report records a final offer of US$14 and deal size around US$91 million including the secondary shares, implying roughly US$84 million of gross primary proceeds. Its development followed four stages: building a specialist vacuum and process-control franchise, then long portfolio expansion into multi-parameter control, gas delivery, valves, RF power, analytics, and service. The third stage broadened the platform through the 2016 acquisition of Newport, which added lasers, optics, motion, and photonics, and the 2019 acquisition of ESI, which deepened laser-based microfabrication and advanced-electronics exposure. The fourth stage was the acquisition of Atotech, announced in July 2021 as a US$5.1 billion equity deal and roughly US$6.5 billion enterprise-value deal and closed in August 2022 for about US$4.4 billion in cash and stock, adding process chemistry, plating, PCB manufacturing, and surface finishing. In February 2023 MKS suffered a ransomware event that disrupted operations and created about US$15 million of net costs in full-year 2023. The company changed its name from MKS Instruments, Inc. to MKS Inc. in May 2025. It now operates through three segments, the Vacuum Solutions Division, the Photonics Solutions Division, and the Material Solutions Division, employs about 10,200 people, and recorded full-year 2025 revenue of US$3.931 billion split roughly 40.2% Vacuum Solutions, 26.2% Photonics Solutions, and 33.7% Materials Solutions.
MKS is a process-precision supplier positioned a layer below the large wafer-fab-equipment OEMs such as Applied Materials, Lam Research, and ASML, supplying critical enabling subsystems where precision affects yield, uptime, and qualification rather than competing on system architecture. Its platform spans pressure, flow and gas delivery, RF and plasma-adjacent controls, lasers, optics, motion and vibration control, and, since the Atotech acquisition, plating chemistry and surface finishing used in electronics manufacturing and advanced packaging. By 2025 end market, semiconductor was 43.1% of revenue, electronics and packaging 28.3%, and specialty industrial 28.6%; by gross margin, Materials Solutions led at 54.1% versus 43.3% for Vacuum Solutions and 43.5% for Photonics Solutions. Its differentiation rests on process adjacency across multiple bottlenecks and on design-in stickiness: once a product is qualified inside a semiconductor tool, switching is painful, which supports installed-base service revenue that reached US$495 million, or 12.6% of sales, in 2025. Among public peers, MKS is broader than Ichor, which specializes in outsourced fluid delivery; less consumables-pure than Entegris, a semiconductor materials-and-contamination platform; less power-focused than Advanced Energy; and closer to electronics chemistry than Element Solutions, while remaining more deeply tied to advanced packaging than many subsystem peers.
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