MKS (MKSI)
Combines vacuum control, photonics, lasers, and surface chemistry for advanced manufacturing.
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Supplies vacuum-process controls, photonics and laser systems, and surface-chemistry and plating technologies to semiconductor, electronics and packaging, and specialty industrial customers. Products generate most revenue, most sales go to international customers, and operations depend on global manufacturing networks, technology demand, connected systems, and Atotech-related debt service.
Supplies instruments, subsystems, systems, and process-control technologies used in semiconductor manufacturing, electronics and packaging, and specialty industrial applications. Vacuum Solutions covers pressure, flow, gas delivery and analysis, reactive-gas systems, power delivery, and sensing.
Photonics Solutions spans lasers, optics, precision motion, vibration control, and laser-based manufacturing systems. Materials Solutions adds process chemistry, surface modification, plating equipment, software, and services. Combining these domains supports control of multiple stages around advanced-manufacturing workpieces.
Most revenue comes from international customers, with significant activity across major Asian manufacturing centers. Performance depends on semiconductor and advanced-electronics demand, global production and customer networks, connected enterprise systems, successful integration of the Atotech portfolio, and servicing the debt used to fund that expansion.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $374 | Target: $345 |
| Aug 25, 2026 | Mizuho Securities | Target | Target: $360 | Target: $330 |
| Aug 6, 2026 | Mizuho Securities | Target | Target: $415 | Target: $360 |
| Jul 31, 2026 | Deutsche Bank | Target | Target: $380 | Target: $360 |
| Jul 8, 2026 | Mizuho Securities | Target | Target: $400 | Target: $415 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $611.0M · Total debt $4.19B · Total assets $8.94B · Shareholders' equity $2.99B
- Revenue
- $1.25B
- Operating income
- $251.0M
- Net income
- $175.0M
HistoryDividendAnnual yield
| Institutions | ≈ 99.51% | 67.29M shares | |
|---|---|---|---|
| 808 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.50% | 336.0K shares | |
| 16 holders · as of Sep 2, 2026 | |||
| Adds to | 100.01% | ||
67.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.01%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.25% | 6.93M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 6.89% | 4.66M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.48% | 3.71M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.99% | 3.37M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 3.05M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Elizabeth Mora | director | −300 | $250.96 |
| Aug 14, 2026 | John Tseng-Chung Lee | director, officer: President & CEO | −10,000 | $302.01 |
| Aug 3, 2026 | John Edward Williams | officer: EVP & GM, PSD | −457 | $288.31 |
| Jun 12, 2026 | James Alan Schreiner | officer: EVP & COO | −3,500 | $345.82 |
| Jun 10, 2026 | James Alan Schreiner | officer: EVP & COO | −781 | $317.42 |
- Advanced Energy Industries
Precision-power rival in plasma, reactive-gas and sensing systems
- Coherent
Broad laser and photonics rival across industrial and research markets
- Qnity Electronics
Electronics-chemistry rival in PCB and advanced-packaging processes
- IPG Photonics
Industrial laser specialist challenging laser-based manufacturing products
- Lumentum
Focused laser-product rival within Photonics Solutions markets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MKS | $255.91 | −0.39% | $17.35B | 41.0 | 16.3 | 4.0 | +28.3% |
| Advanced Energy Industries | $269.37 | +2.52% | $10.52B | 49.0 | 19.8 | 5.2 | +30.0% |
| Coherent | $310.18 | −3.53% | $62.90B | 78.2 | 33.1 | 8.8 | +33.7% |
| Qnity Electronics | $123.32 | +1.23% | $25.50B | 43.5 | 25.6 | 4.9 | +22.1% |
| IPG Photonics | $77.79 | +0.05% | $3.30B | 119.6 | 41.0 | 3.1 | +11.1% |
| Lumentum | $949.90 | −0.48% | $74.26B | — | 44.0 | 24.6 | +109.3% |
| Median | 63.6 | 33.1 | 5.2 | +30.0% |