MKS Inc. $MKSI reported a strong second quarter for 2026, with revenue rising $1.2 billion, up 28.3% from a year earlier. Gross profit increased to $595 million, while operating profit climbed to $251 million, reflecting much stronger operating leverage.
Bottom-line results improved even faster. Net income attributable to common shareholders rose to $175 million, and diluted earnings per share jumped to $2.41, both more than doubling from the prior year quarter. Cash from operating activities also increased to $243 million, underscoring solid cash generation during the period.
Key highlights from the quarter included:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
MKS Inc. Insider Trading Activity
MKS Inc. insiders have traded $MKSI stock on the open market 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 have been sales.
Here’s a breakdown of recent trading of $MKSI stock by insiders over the last 6 months:
- GERALD G COLELLA has made 0 purchases and 9 sales selling 40,000 shares for an estimated $11,736,749.
- JOHN TSENG-CHUNG LEE (President & CEO) has made 0 purchases and 5 sales selling 40,000 shares for an estimated $10,858,042.
- DAVID PHILIP HENRY (EVP, Global Str Mktg & GM, MSD) has made 0 purchases and 3 sales selling 10,500 shares for an estimated $3,235,953.
- RAMAKUMAR MAYAMPURATH (EVP & CFO) sold 8,810 shares for an estimated $2,779,378
- JAMES ALAN SCHREINER (EVP & COO) has made 0 purchases and 5 sales selling 8,381 shares for an estimated $2,503,775.
- ERIC ROBERT TARANTO (EVP & GM, VSD) has made 0 purchases and 2 sales selling 6,020 shares for an estimated $1,366,941.
- MICHELLE M MCCARTHY (SVP & Chief Accounting Officer) has made 0 purchases and 3 sales selling 3,900 shares for an estimated $1,133,772.
- KATHLEEN FLAHERTY BURKE (EVP, GC & Secretary) sold 4,254 shares for an estimated $1,063,500
- JACQUELINE F MOLONEY has made 0 purchases and 4 sales selling 3,569 shares for an estimated $1,036,707.
- PETER III CANNONE has made 0 purchases and 2 sales selling 2,600 shares for an estimated $732,164.
- JOSEPH B DONAHUE sold 2,100 shares for an estimated $688,703
- JOHN EDWARD WILLIAMS (EVP & GM, PSD) has made 0 purchases and 2 sales selling 2,499 shares for an estimated $655,502.
- ELIZABETH MORA has made 0 purchases and 2 sales selling 600 shares for an estimated $167,238.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
MKS Inc. Hedge Fund Activity
We have seen 366 institutional investors add shares of MKS Inc. stock to their portfolio, and 254 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ASPEX MANAGEMENT (HK) LTD added 1,538,789 shares (+inf%) to their portfolio in Q1 2026, for an estimated $353,629,100
- WHALE ROCK CAPITAL MANAGEMENT LLC added 1,306,724 shares (+inf%) to their portfolio in Q1 2026, for an estimated $300,298,242
- CAPITAL WORLD INVESTORS added 1,277,200 shares (+inf%) to their portfolio in Q1 2026, for an estimated $293,513,332
- CAPITAL INTERNATIONAL INVESTORS removed 1,270,460 shares (-39.2%) from their portfolio in Q1 2026, for an estimated $291,964,412
- FMR LLC removed 1,264,492 shares (-39.5%) from their portfolio in Q1 2026, for an estimated $290,592,906
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,053,702 shares (-38.3%) from their portfolio in Q1 2026, for an estimated $242,151,256
- POINT72 ASSET MANAGEMENT, L.P. added 984,532 shares (+157.3%) to their portfolio in Q1 2026, for an estimated $226,255,298
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
MKS Inc. Government Contracts
We have seen $983,678 of award payments to $MKSI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TSUNAMI LASER UPGRADE: $124,906
- TWO (2) LAB TABLES WITH DIFFERENT DIMENSIONS TO BE DELIVERED TO WHITE SANDS MISSILE RANGE (WSMR), NEW MEXICO.: $39,327
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
MKS Inc. Analyst Ratings
Wall Street analysts have issued reports on $MKSI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/07/2026
To track analyst ratings and price targets for MKS Inc., check out Quiver Quantitative's $MKSI forecast page.
MKS Inc. Price Targets
Multiple analysts have issued price targets for $MKSI recently. We have seen 14 analysts offer price targets for $MKSI in the last 6 months, with a median target of $382.5.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $415.0 on 07/09/2026
- Joseph Moore from Morgan Stanley set a target price of $442.0 on 07/06/2026
- Bhavesh Lodaya from BMO Capital set a target price of $453.0 on 06/30/2026
- Steve Barger from Keybanc set a target price of $475.0 on 06/29/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $600.0 on 06/29/2026
- Vivek Arya from B of A Securities set a target price of $500.0 on 06/23/2026
- Peter Peng from JP Morgan set a target price of $365.0 on 05/08/2026
