Q2 FY2026 EarningsQ2 FY26 results beat consensus across all key financial metrics, driven by a strong semiconductor ramp and AI-related infrastructure demand. Revenue reached $1,248M vs. $1,206M expected (+3.48%), while normalized EPS of $2.91 slightly trailed the $2.96 mean but beat the GAAP expectation of $2.09 significantly at $2.41. The Vacuum Solutions Division (VSD) and Photonics Solutions Division (PSD) were the primary growth drivers, benefiting from increased deposition and etch applications and flexible PCB drilling systems.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: MKS(MKSI) the Revenue is 1.248 B (+28.26%), Beat estimate;the EBIT is 320 M (+58.42%), Beat estimate;the EPS is 2.41 (+162%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.25B28.26%
1.21B23.96%
+0.04B4.30%
EBITExceed expectations
0.32B58.42%
0.29B45.05%
+0.03B13.37%
EPSExceed expectations
2.41161.96%
2.0947127.68%
+0.315334.28%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf