MKS Instruments Management

Management criteria checks 3/4

MKS Instruments' CEO is John T. Lee, appointed in May 2018, has a tenure of 5.92 years. total yearly compensation is $8.01M, comprised of 11.9% salary and 88.1% bonuses, including company stock and options. directly owns 0.17% of the company’s shares, worth $13.58M. The average tenure of the management team and the board of directors is 3.4 years and 4.9 years respectively.

Key information

John T. Lee

Chief executive officer

US$8.0m

Total compensation

CEO salary percentage	11.9%
CEO tenure	5.9yrs
CEO ownership	0.2%
Management average tenure	3.4yrs
Board average tenure	4.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has John T. Lee's remuneration changed compared to MKS Instruments's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$8m	US$950k	-US$2b
Sep 30 2023	n/a	n/a	-US$2b
Jun 30 2023	n/a	n/a	-US$2b
Mar 31 2023	n/a	n/a	US$148m
Dec 31 2022	US$8m	US$945k	US$333m
Sep 30 2022	n/a	n/a	US$429m
Jun 30 2022	n/a	n/a	US$555m
Mar 31 2022	n/a	n/a	US$572m
Dec 31 2021	US$8m	US$909k	US$551m
Sep 30 2021	n/a	n/a	US$517m
Jun 30 2021	n/a	n/a	US$476m
Mar 31 2021	n/a	n/a	US$403m
Dec 31 2020	US$6m	US$850k	US$350m
Sep 30 2020	n/a	n/a	US$277m
Jun 30 2020	n/a	n/a	US$233m
Mar 31 2020	n/a	n/a	US$197m
Dec 31 2019	US$3m	US$565k	US$140m
Sep 30 2019	n/a	n/a	US$169m
Jun 30 2019	n/a	n/a	US$215m
Mar 31 2019	n/a	n/a	US$300m
Dec 31 2018	US$3m	US$544k	US$393m
Sep 30 2018	n/a	n/a	US$399m
Jun 30 2018	n/a	n/a	US$382m
Mar 31 2018	n/a	n/a	US$379m
Dec 31 2017	US$3m	US$514k	US$339m

Compensation vs Market: John T.'s total compensation ($USD8.01M) is above average for companies of similar size in the UK market ($USD3.41M).

Compensation vs Earnings: John T.'s compensation has been consistent with company performance over the past year.

CEO

John T. Lee (60 yo)

5.9yrs

Tenure

US$8,006,538

Compensation

Dr. John T. C. Lee serves as Independent Director of Cognex Corporation since May 04, 2022. He has been the President of MKS Instruments, Inc. since May 2018 and Chief Executive Officer and Director since...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
John T. Lee	President	5.9yrs	US$8.01m	0.17% $ 13.6m
David Henry	Executive Vice President of Operations & Corporate Marketing	4.3yrs	US$1.49m	0.025% $ 2.0m
Kathleen Burke	Executive VP	13yrs	US$1.97m	0.064% $ 5.2m
Seth Bagshaw	Special Advisor	no data	US$3.07m	0% $ 0
James Schreiner	Executive VP & COO of Materials Solutions Division	1.7yrs	US$2.02m	0.025% $ 2.0m
Michelle McCarthy	VP & Chief Accounting Officer	less than a year	no data	no data
Madhuri Andrews	Executive VP & Chief Information Officer	1.3yrs	no data	no data
David Ryzhik	Vice President of Investor Relations	4.5yrs	no data	no data
Sally Bouley	Executive VP & Chief Human Resources Officer	less than a year	no data	no data
Mark Gitin	Executive VP & GM of Photonics Solutions Division	5.3yrs	US$1.63m	0.024% $ 1.9m
Eric Taranto	Executive VP & GM of Vacuum Solutions Division	3.4yrs	no data	0.019% $ 1.6m
Christiane Tiec	Chief Technology Officer of Plasma & Reactive Gas Solutions	no data	no data	no data

3.4yrs

Average Tenure

56yo

Average Age

Experienced Management: 0JWG's management team is considered experienced (3.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
John T. Lee	President	4.3yrs	US$8.01m	0.17% $ 13.6m
John Bertucci	Chairman Emeritus	3.9yrs	US$99.69k	no data
Michelle Warner	Independent Director	4.9yrs	US$295.50k	0.010% $ 828.3k
Gerald Colella	Chairman of the Board	10.3yrs	US$417.51k	0.10% $ 8.4m
Peter Cannone	Independent Director	2.9yrs	US$315.50k	0.0047% $ 379.7k
Joseph Donahue	Independent Director	3.9yrs	US$315.50k	0.0073% $ 589.5k
Elizabeth Mora	Independent Director	11.9yrs	US$335.00k	0.022% $ 1.7m
Rajeev Batra	Independent Director	5.5yrs	US$312.50k	0.013% $ 1.1m
Jacqueline Moloney	Independent Lead Director	7.8yrs	US$340.00k	0.010% $ 820.2k

4.9yrs

Average Tenure

62yo

Average Age

Experienced Board: 0JWG's board of directors are considered experienced (4.9 years average tenure).

MKS Instruments Management

Management criteria checks 3/4

Key information

Recent management updates

MKS Instruments, Inc., Annual General Meeting, May 07, 2024

Executive VP recently sold US$911k worth of stock

Executive VP recently sold US$4.1m worth of stock

MKS Instruments, Inc. Appoints Michelle M. Mccarthy to Serve as Vice President and Chief Accounting Officer, Effective March 4, 2024

MKS Instruments, Inc. Announces Retirement of Seth H. Bagshaw as Chief Financial Officer, Effective April 1, 2024

Executive VP recently sold US$2.4m worth of stock

Recent updates

MKS Instruments, Inc. to Report Q1, 2024 Results on May 08, 2024

MKS Instruments, Inc., Annual General Meeting, May 07, 2024

Executive VP recently sold US$911k worth of stock

Full year 2023 earnings released: US$27.56 loss per share (vs US$5.58 profit in FY 2022)

Executive VP recently sold US$4.1m worth of stock

Upcoming dividend of US$0.22 per share

Fourth quarter dividend of US$0.22 announced

MKS Instruments, Inc. Appoints Michelle M. Mccarthy to Serve as Vice President and Chief Accounting Officer, Effective March 4, 2024

MKS Instruments, Inc. Reports Impairment Charges for the Three Months Ended December 31, 2023

Full year 2023 earnings released: US$27.56 loss per share (vs US$5.58 profit in FY 2022)

MKS Instruments, Inc. Announces Quarterly Cash Dividend, Payable on March 8, 2024

MKS Instruments, Inc. Showcases Customer-Focused Photonics Innovations at SPIE's Photonics West 2024

MKS Instruments, Inc. to Report Q4, 2023 Results on Feb 07, 2024

MKS Instruments, Inc. Announces Retirement of Seth H. Bagshaw as Chief Financial Officer, Effective April 1, 2024

Upcoming dividend of US$0.22 per share at 1.2% yield

MKS Instruments Declares Quarterly Cash Dividend, Payable on December 8, 2023

Third quarter 2023 earnings released: EPS: US$0.58 (vs US$0.098 in 3Q 2022)

MKS Instruments, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023

MKS Instruments, Inc. to Report Q3, 2023 Results on Nov 01, 2023

Executive VP recently sold US$2.4m worth of stock

Upcoming dividend of US$0.22 per share at 1.0% yield

Executive VP recently sold US$1.2m worth of stock

MKS Instruments, Inc Declares Quarterly Cash Dividend, Payable on September 8, 2023

MKS Instruments, Inc. Provides Earnings Guidance for Third Quarter of 2023

Second quarter 2023 earnings released: US$26.48 loss per share (vs US$2.33 profit in 2Q 2022)

MKS Instruments, Inc. to Report Q2, 2023 Results on Aug 02, 2023

New major risk - Revenue and earnings growth

MKS Instruments, Inc. Authorizes Quarterly Cash Dividend, Payable on June 9, 2023

Mks Instruments, Inc. Provides Revenue Guidance for the Second Quarter of 2023

First quarter 2023 earnings released: US$0.63 loss per share (vs US$2.57 profit in 1Q 2022)

Now 20% undervalued after recent price drop

Now 20% undervalued

Full year 2022 earnings released: EPS: US$5.58 (vs US$9.95 in FY 2021)

Upcoming dividend of US$0.22 per share at 0.9% yield

MKS Instruments, Inc. Declares Quarterly Cash Dividend, Payable on March 10, 2023

Now 22% undervalued

MKS Instruments, Inc. to Report Q4, 2022 Results on Feb 13, 2023

Now 24% undervalued

Investor sentiment improved over the past week

Upcoming dividend of US$0.22 per share

High number of new directors

Third quarter 2022 earnings released: EPS: US$0.098 (vs US$2.39 in 3Q 2021)

MKS Instruments, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022

Henry C. Chang Joins MKS Instruments, Inc. as Senior Vice President and General Manager, Asia

MKS Instruments, Inc. Declares Quarterly Cash Dividend, Payable on December 9, 2022

Investor sentiment deteriorated over the past week

MKS Instruments, Inc. to Report Q3, 2022 Results on Nov 02, 2022

High number of new directors

MKS Instruments, Inc. Appoints Geoff Wild as Class III Director

Chairman of the Board recently bought US$118k worth of stock

Second quarter 2022 earnings released: EPS: US$2.33 (vs US$2.64 in 2Q 2021)

MKS Instruments, Inc. Provides Revenue Guidance for the Third Quarter of 2022

MKS Instruments, Inc. Declares Quarterly Cash Dividend, Payable on September 9, 2022

MKS Instruments, Inc. to Report Q2, 2022 Results on Jul 27, 2022

MKS Instruments, Inc. Declares Quarterly Cash Dividend, Payable on June 10, 2022

First quarter 2022 earnings released: EPS: US$2.57 (vs US$2.21 in 1Q 2021)

High number of new directors

MKS Instruments, Inc. Provides Earnings Guidance for the Second Quarter of 2022

MKS Instruments, Inc. to Report Q1, 2022 Results on Apr 26, 2022

Investor sentiment deteriorated over the past week

MKS Instruments, Inc., Annual General Meeting, May 10, 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

High number of new directors

Upcoming dividend of US$0.22 per share

MKS Instruments Declares Quarterly Cash Dividend, Payable on March 11, 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

MKS Instruments, Inc. Provides Earnings Guidance for the First Quarter of 2022

High number of new directors

Upcoming dividend of US$0.22 per share