MKS Resultados de beneficios anteriores
Pasado controles de criterios 4/6
Los beneficios de MKS han disminuido a una tasa media anual de -14.3%, mientras que en la industria Semiconductor los beneficios crecieron en un 1.3% anualmente. Los ingresos han ido creciendo a una tasa media de 7.3% al año. La rentabilidad financiera de MKS es de 11.6%, y sus márgenes netos son de 8%.
Información clave
-14.32%
Tasa de crecimiento de los beneficios
-17.65%
Tasa de crecimiento del BPA
| Crecimiento de la industria Semiconductor | 27.66% |
| Tasa de crecimiento de los ingresos | 7.33% |
| Rentabilidad financiera | 11.63% |
| Margen neto | 8.03% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • May 16
MKS Inc.: Robust Q1 Beat; Maintaining Buy On Advanced Logic And Memory Momentum
Summary MKSI Inc. delivered a Q1 FY2026 earnings beat, with revenue up 15% YoY and EPS up 35%, maintaining a Buy rating. Management indicated WFE spend potentially rising to $170-180 billion for 2027, positioning MKSI for significant upside as a key subsystem supplier. A new $100 million, 500,000 sq. ft. facility in Malaysia will expand capacity by June 2026, supporting long-term growth and customer alignment. At 25.8x FY2026 P/E, MKSI trades at a discount to SPE peers despite robust catalysts, including LEO PCB and optical equipment opportunities. Read the full article on Seeking AlphaArtículo de análisis • May 11
Analysts Are Upgrading MKS Inc. (NASDAQ:MKSI) After Its Latest Results
Investors in MKS Inc. ( NASDAQ:MKSI ) had a good week, as its shares rose 7.4% to close at US$313 following the release...
Actualización de narrativa • Apr 27
MKSI: Wafer Fab Upswing And Refinancing Tailwinds Will Eventually Limit Upside
The analyst price target for MKS has been reset lower to $212.72 from $227.99 as analysts balance stronger revenue growth and profit margin assumptions with a slightly lower future P/E multiple and an updated fair value estimate. Analyst Commentary Recent research on MKS has centered on how to balance a higher fundamental outlook with valuation discipline.Actualización de narrativa • Apr 13
MKSI: Wafer Fab Upswing And Refinancing Benefits Will Ultimately Constrain Upside
Analysts have nudged MKS's blended price target higher, citing stronger recent earnings, healthier margins, improved revenue guidance in key segments, and lower interest expense following debt refinancing, with several firms now setting targets in the $295 to $320 range. Analyst Commentary Across the recent research, most analysts have lifted their price targets on MKS and pointed to solid execution on earnings, margins, and guidance.Actualización de narrativa • Mar 30
MKSI: Wafer Fab Upswing And Debt Refinancing Support But Limit Upside Potential
Analysts have lifted their consolidated price target for MKS, with the model fair value moving from $146.08 to $227.99 as they factor in stronger revenue growth assumptions, slightly higher profit margins, an updated future P/E of 31.23, and recent Street research highlighting better than expected guidance, healthy segment margins, and benefits from debt refinancing. Analyst Commentary Street research around MKS has been active, with several firms reassessing their price targets following the latest earnings and guidance.
Actualización de narrativa • Mar 16
MKSI: Wafer Fab Upswing And Lower Interest Expense Will Support 2025 To 2027 Cycle
Analysts have raised their average price target for MKS to $320, up from prior levels around $260, citing stronger than expected Q4 results, healthier margins, improving semiconductor-related demand and lower interest expense following recent debt refinancing. Analyst Commentary Bullish analysts have been raising their price targets on MKS in response to the recent Q4 beat, stronger guidance and margin profile, and the effects of debt refinancing on interest expense.Actualización de narrativa • Mar 02
MKSI: Wafer Fab Upswing And Semi Strength Will Support 2025 To 2027 Cycle
The updated analyst fair value estimate for MKS has moved to $320 from $200. Analysts point to recent Q4 earnings and guidance, strong Electronics & Packaging and Semi trends, healthier margins, and lower interest expense as key drivers behind higher revenue growth, profit margin, and future P/E assumptions.
Nueva narrativa • Feb 16
The AI Arms Dealer’s Reckoning
MKS Instruments steps into its February 17, 2026 , earnings call with a 14% dividend hike in one hand and a high-stakes valuation in the other. After a massive 120%+ run over the past year, the market is no longer asking if MKSI is a critical "arms dealer" for AI chips; it’s asking how much more blood can be squeezed from the stone.Actualización de narrativa • Feb 16
MKSI: Wafer Fab Cycle Reliance Will Limit Upside As Expectations Tighten
Analysts have raised their price targets on MKS, supporting an increase in the internal fair value estimate from $140.21 to $146.08 as they incorporate updated assumptions regarding growth, profitability, the discount rate, and future P/E. Analyst Commentary Recent Street research on MKS has generally involved higher price targets as analysts refresh their models for growth, profitability, discount rates, and future P/E assumptions.Actualización de narrativa • Feb 02
MKSI: Wafer Fab Cycle Reliance Will Constrain Upside Despite Sector Optimism
Our updated analyst price target for MKS edges lower to about $140 from roughly $142 as analysts factor in higher long term revenue growth and slightly stronger profit margins, partly offset by a more conservative future P/E assumption and a modest tweak to the discount rate following a series of recent target increases across the Street. Analyst Commentary Street research has generally been supportive of MKS in recent months, with several firms lifting their price targets and maintaining positive ratings.Artículo de análisis • Jan 23
MKS Inc. (NASDAQ:MKSI) Held Back By Insufficient Growth Even After Shares Climb 37%
Despite an already strong run, MKS Inc. ( NASDAQ:MKSI ) shares have been powering on, with a gain of 37% in the last...Actualización de narrativa • Jan 19
MKSI: Wafer Fab Cycle Reliance Will Pressure Future Upside Potential
Analysts have lifted their price targets on MKS, supporting a higher fair value estimate from about $92.09 to $142.06 as they point to stronger multi year demand visibility, improving profitability assumptions and higher future P/E expectations. Analyst Commentary Recent Street research on MKS has clustered around higher price targets and supportive commentary on demand visibility, profitability assumptions and potential free cash flow generation through the next cycle.
Actualización de narrativa • Jan 04
MKSI: Beat And Raise Execution Will Support Measured Upside Through 2026
The analyst price target for MKS has been nudged higher from approximately $175 to about $181 per share, as analysts cite continued beat and raise execution, improving wafer fab equipment momentum, and a stronger medium term setup in semiconductor, electronics, and packaging growth. Analyst Commentary Bullish analysts highlight a consistent pattern of execution at MKS, noting that repeated beat and raise quarters are reinforcing confidence in the company’s earnings power and justifying higher valuation multiples.Actualización de narrativa • Dec 15
MKSI: DRAM And Wafer Fab Upswing Will Drive Strong 2025 To 2027 Cycle
Analysts have lifted our MKS fair value estimate to $200 from $152.52 as they factor in higher long term revenue growth, expanding profit margins, and a richer future P/E multiple, which is supported by a wave of recent price target increases and growing confidence in the company’s setup into 2025 to 2027. Analyst Commentary Bullish analysts have been steadily lifting their price targets on MKS, highlighting improved execution across core segments and a stronger multiyear earnings trajectory.Actualización de narrativa • Nov 30
MKSI: Momentum In Wafer Equipment Investment Will Drive Upside Through 2026
The analyst price target for MKS has increased significantly, rising to a range of $168 to $175, as analysts cite strong recent performance, growing momentum in wafer fab equipment spending, and optimistic outlooks for the company's core businesses. Analyst Commentary Recent research updates reveal that sentiment surrounding MKS remains broadly positive, with several new price target increases highlighting the company's execution and growth prospects.Actualización de narrativa • Nov 16
MKSI: Future Equipment Spending Momentum Will Drive Shares Higher
Analysts have raised their price target for MKS to $174.85 from $143.23. They cite stronger-than-expected growth in wafer fab equipment investment and improving profit margins, which support a more optimistic outlook.Actualización de narrativa • Nov 01
MKSI: Wafer Equipment Momentum And AI Demand Will Shape Outlook Into 2026
The analyst price target for MKS has been raised significantly. Analysts cite increased momentum in wafer fabrication equipment spending and growing optimism for the company's semiconductor and electronics businesses as key factors for the upward revision from approximately $139 to $143 per share.Actualización de narrativa • Oct 18
AI And Semiconductor Advancements Will Drive Market Evolution
Analysts have raised their price target for MKS Inc. from approximately $127 to $139.Actualización de narrativa • Oct 04
AI And Semiconductor Advancements Will Drive Market Evolution
Narrative Update: Revised Analyst Price Targets for MKS Analysts have raised their price target for MKS by approximately $4 to $126.69. They cite positive momentum in semiconductor and AI-driven markets as key factors supporting the outlook.Artículo de análisis • Sep 19
MKS Inc.'s (NASDAQ:MKSI) Price Is Right But Growth Is Lacking After Shares Rocket 29%
MKS Inc. ( NASDAQ:MKSI ) shares have continued their recent momentum with a 29% gain in the last month alone. Looking...Actualización de narrativa • Sep 05
AI And Semiconductor Advancements Will Drive Market Evolution
Despite strong Q2 results, growing AI exposure, and anticipated outperformance in wafer fab equipment through 2025–2026, analysts have adopted a cautious near-term outlook, resulting in the consensus analyst price target for MKS remaining unchanged at $122.31. Analyst Commentary Bullish analysts point to strong Q2 results, with semiconductor revenues boosted by robust NAND upgrade activity and momentum in RF power solutions.Artículo de análisis • Aug 09
These 4 Measures Indicate That MKS (NASDAQ:MKSI) Is Using Debt Reasonably Well
NasdaqGS:MKSI 1 Year Share Price vs Fair Value Explore MKS's Fair Values from the Community and select yours David Iben...Artículo de análisis • Jul 22
Is There Now An Opportunity In MKS Inc. (NASDAQ:MKSI)?
While MKS Inc. ( NASDAQ:MKSI ) might not have the largest market cap around , it received a lot of attention from a...Artículo de análisis • Jul 03
MKS Inc. (NASDAQ:MKSI) Held Back By Insufficient Growth Even After Shares Climb 27%
Despite an already strong run, MKS Inc. ( NASDAQ:MKSI ) shares have been powering on, with a gain of 27% in the last...Seeking Alpha • Jan 24
MKS Instruments: Instrumental In Further Technological Advancements
Summary MKS Instruments, Inc.'s leverage remains high post Atotech acquisition, but improving earnings and lower leverage ratios are providing support for the shares. The company’s diverse end markets and strong positioning in semiconductor applications drives long-term growth potential despite a recent softer performance. Recent loan refinancing and conservative revenue guidance indicate potential for further financial improvement, making MKSI stock more attractive at current levels. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero MKS. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 4,073 | 327 | 729 | 310 |
| 31 Dec 25 | 3,931 | 295 | 724 | 299 |
| 30 Sep 25 | 3,832 | 279 | 715 | 287 |
| 30 Jun 25 | 3,741 | 267 | 704 | 280 |
| 31 Mar 25 | 3,654 | 227 | 689 | 271 |
| 31 Dec 24 | 3,586 | 190 | 674 | 271 |
| 30 Sep 24 | 3,544 | 30 | 659 | 276 |
| 30 Jun 24 | 3,580 | 8 | 658 | 277 |
| 31 Mar 24 | 3,696 | -1,784 | 671 | 286 |
| 31 Dec 23 | 3,622 | -1,841 | 675 | 288 |
| 30 Sep 23 | 3,816 | -1,718 | 683 | 291 |
| 30 Jun 23 | 3,837 | -1,752 | 643 | 283 |
| 31 Mar 23 | 3,599 | 148 | 570 | 261 |
| 31 Dec 22 | 3,547 | 333 | 488 | 241 |
| 30 Sep 22 | 3,225 | 429 | 415 | 219 |
| 30 Jun 22 | 3,013 | 555 | 385 | 208 |
| 31 Mar 22 | 2,998 | 572 | 381 | 205 |
| 31 Dec 21 | 2,950 | 551 | 385 | 200 |
| 30 Sep 21 | 2,846 | 517 | 382 | 194 |
| 30 Jun 21 | 2,694 | 476 | 373 | 185 |
| 31 Mar 21 | 2,488 | 403 | 362 | 178 |
| 31 Dec 20 | 2,330 | 350 | 353 | 173 |
| 30 Sep 20 | 2,170 | 277 | 343 | 170 |
| 30 Jun 20 | 2,042 | 233 | 338 | 169 |
| 31 Mar 20 | 1,972 | 197 | 335 | 168 |
| 31 Dec 19 | 1,900 | 140 | 330 | 164 |
| 30 Sep 19 | 1,861 | 169 | 316 | 155 |
| 30 Jun 19 | 1,885 | 215 | 305 | 145 |
| 31 Mar 19 | 1,984 | 300 | 298 | 140 |
| 31 Dec 18 | 2,075 | 393 | 298 | 136 |
| 30 Sep 18 | 2,126 | 399 | 302 | 136 |
| 30 Jun 18 | 2,125 | 382 | 303 | 137 |
| 31 Mar 18 | 2,033 | 379 | 299 | 134 |
| 31 Dec 17 | 1,916 | 339 | 290 | 133 |
| 30 Sep 17 | 1,809 | 307 | 285 | 132 |
| 30 Jun 17 | 1,704 | 264 | 282 | 132 |
| 31 Mar 17 | 1,549 | 152 | 269 | 127 |
| 31 Dec 16 | 1,295 | 105 | 228 | 111 |
| 30 Sep 16 | 1,063 | 85 | 193 | 95 |
| 30 Jun 16 | 891 | 82 | 158 | 79 |
| 31 Mar 16 | 783 | 106 | 132 | 69 |
| 31 Dec 15 | 814 | 122 | 129 | 68 |
| 30 Sep 15 | 844 | 131 | 130 | 67 |
| 30 Jun 15 | 822 | 130 | 129 | 66 |
Ingresos de calidad: MKSI tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (8%) de MKSI son superiores a los del año pasado (6.2%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de MKSI han disminuido en un 14.3% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de MKSI en el último año (44.1%) supera su media de 5 años (-14.3% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de MKSI en el último año (44.1%) superó al de la industria Semiconductor 15.4%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de MKSI (11.6%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 21:59 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
MKS Inc. está cubierta por 26 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Muse | Barclays |
| Paretosh Misra | Berenberg |
| Michael Mani | BofA Global Research |