Earnings Releases·Nov 4, 2026, 4:30 PM ET

MKS Inc. — Third Quarter 2026 Earnings Summary

Total net revenues reached a record $1,413 million, up 43% year-over-year and 13% sequentially, while GAAP net income rose to a record $236 million and Adjusted EBITDA hit $434 million.
Q4 2026 revenue guidance is set at $1,490 million (±$40 million), with all end markets performing at or above the high end of prior guidance driven by strong AI-era demand.
Management highlighted robust order books and new design wins, though guidance excludes the pending sale of the Ophir® Optics business and accounts for current U.S. import tariffs.
The company reported $243 million in free cash flow, paid $0.25 per share in dividends, and made a $100 million voluntary prepayment on its USD term loan B in November 2026.