MKS Inc.'s second quarter revenue of $1.25B and non-GAAP EPS of $3.30 beat estimates, driven by strong AI-related demand.

MKS Inc. reported strong second quarter 2026 results, with revenue of $1.248 billion and Non-GAAP net earnings per diluted share of $3.30, exceeding analyst expectations. The company cited accelerated double-digit year-over-year revenue growth across all of its end markets, driven by intensifying AI-related investments, and provided an optimistic outlook for the third quarter.

Key Highlights

• Revenue of $1.248 billion grew 28% year-over-year, beating the consensus estimate of $1.21 billion.
• Non-GAAP EPS of $3.30 increased 86% from the prior-year quarter and surpassed the analyst estimate of $2.93.
• The key Semiconductor segment reported revenue of $554 million, up 28% year-over-year and slightly ahead of the $550 million estimate.
• MKS guided for third quarter revenue of $1.35 billion at the midpoint, suggesting continued momentum.