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ANDOVER, Mass., June 18, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ:MKSI), a global provider of technologies that transform our world, was again recognized by U.S. News & World Report as one of the 2024-2025 Best Companies to Work For. MKS was rated as a top company in the Manufacturing category based on factors contributing to job seekers' decision-making when choosing a workplace that best meets their needs. "We are thrilled to receive this important recognition for a second straight year," sa ...

ANDOVER, Mass. and KUALA LUMPUR, Malaysia, June 10, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ:MKSI), a global provider of enabling technologies that transform our world, today announced that it is set to build a Super Center factory in Penang, Malaysia to support wafer fabrication equipment production in the region and globally. The development plan is to construct the new facility in three phases, with groundbreaking expected to commence in early 2025. YAB Tuan Chow Kon Yeow, Chief Minister of ...

ANDOVER, Mass., May 13, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ:MKSI) ("MKS") today announced the pricing of its offering of $1.2 billion aggregate principal amount of 1.25% convertible senior notes due 2030 (the "notes"). The notes will be offered and sold in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). MKS also granted to the initial purch ...

ANDOVER, Mass., May 13, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ:MKSI) ("MKS") today announced that it intends to offer, subject to market and other conditions, $1.0 billion aggregate principal amount of convertible senior notes due 2030 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). MKS also expects to grant to the initial pur ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-23621 MKS INSTRUMENTS, INC. (Exact name of registrant as specified in its charter) Massachusetts 04-2277512 (State or other jurisdic ...

MKS Instruments (MKSI) reported adjusted earnings of $1.18 per share in first-quarter 2024, up from the year-ago quarter’s earnings of 48 cents. The figure beat the Zacks Consensus Estimate by 57.33%. Revenues of $868 million beat the consensus mark by 0.73% and increased 9.3% year over year. Products revenues (86.9% of total revenues) were $754 million, up 5.9% year over year. Services revenues (13.1% of total revenues) rallied 39% year over year to $114 million. Quarterly Update Revenues from the Semicond ...

财务数据和关键指标变化 - 第一季度收入868百万美元,超过了指导区间中值 [10][32] - 调整后EBITDA为217百万美元,超过了指导区间上限 [40] - 每股摊薄净收益为1.18美元,超过了指导区间上限 [40] - 毛利率为47.8%,超过了指导区间上限,主要得益于较好的销量、有利的产品组合和持续的成本控制 [35] - 运营费用为240百万美元,符合预期 [36] - 运营利润率为20.2%,超过了指导区间上限 [36] - 净利息费用约为75百万美元,略低于预期 [38] - 税率约为23%,略低于预期 [39] - 第一季度自由现金流约为49百万美元,未经杠杆自由现金流为108百万美元 [40] 各条业务线数据和关键指标变化 - 半导体市场收入为351百万美元,超过了指导区间上限,主要得益于真空解决方案业务的订单转化较好以及光子学解决方案的持续强劲销售 [32][33] - 电子和封装市场收入为208百万美元,基本符合指导区间中值,剔除汇率和钯金价格影响,化学品解决方案业务同比增长15% [33][34] - 特种工业市场收入为309百万美元,超过了指导区间中值,同比增长受到去年网络攻击事件的影响 [34] 各个市场数据和关键指标变化 - 半导体市场需求仍然疲软,主要受NAND设备投资低位的影响 [21][23] - 光子学解决方案在光刻、测量和检测应用保持强劲 [22] - 电子和封装市场需求较为稳定,化学品解决方案业务同比增长,设备业务受AI服务器需求带动有所增长 [24][25][26] - 特种工业市场需求相对稳定,生命科学和国防市场略有改善,汽车市场总体持平 [28] 公司战略和发展方向及行业竞争 - 公司在半导体、电子和封装以及特种工业等市场拥有领先地位,能够提供一体化的创新解决方案 [19][26] - 公司看好人工智能这一重要的长期趋势,将推动公司在半导体和电子封装领域的增长 [13][14][15][26] - 公司通过收购Atotech实现了成本协同,提升了整体的毛利率和运营利润率 [37] - 公司在激光加工、化学品和电镀设备等领域拥有独特优势,有利于满足日益复杂的先进封装需求 [18][26][53][57] 管理层对经营环境和未来前景的评论 - 公司预计第二季度收入将环比略有下降,但下半年将略有好转,反映了市场复苏的缓慢过程 [42][43][44] - 公司对半导体和电子封装市场的中长期前景保持乐观,认为人工智能等趋势将推动这些市场的增长 [13][14][15][26] - 公司有能力快速应对市场需求的变化,并已做好准备在下一个周期中受益 [11][12][47] 问答环节重要的提问和回答 问题1 **Steve Barger 提问** 询问公司对于存储器和先进制程的客户沟通及产能准备情况 [50][51] **John Lee 回答** 公司正密切关注客户动态,虽然预计下半年复苏缓慢,但已做好准备应对需求快速变化 [51][52] 问题2 **Krish Sankar 提问** 询问公司对于2024年全年收入的预期,以及半导体和电子封装业务的表现 [70][71] **John Lee 回答** 公司预计下半年收入将略好于上半年,但全年同比变化尚不确定,需视第三四季度表现而定 [72][73] 问题3 **Joe Quatrochi 提问** 询问NAND存储器需求恢复对公司业务的影响 [81][82] **John Lee 回答** NAND存储器客户升级制程仍需消化库存,但这将带动公司关键部件如RF功率模块的需求 [82][83][84]

First Quarter 2024 Financial MKS Instruments, Inc. Results May 9, 2024 Safe Harbor for Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding the future financial performance, business prospects and growth of MKS Instruments, Inc. (“MKS,” the “Company,” “our,” or “we”). These statements are only pred ...

MKS Instruments (MKSI) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 57.33%. A quarter ago, it was expected that this maker of analysis and processing equipment for semiconductor companies would post earnings of $0.89 per share when it actually produced earnings of $1.17, deliverin ...