MKS Inc.
MKSI
Jodie read · what matters now
Revenue increased 15.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MKSI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 15.2% versus the comparable filing period.
- Operating margin improved 2.0 percentage points.
- Net income increased 61.5% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross profit as a percentage of net revenues for VSD decreased for the three months ended March 31, 2026 compared to the same period in the prior year, primarily due to unfavorable product mix and higher duty and tariff costs, partially offset by higher revenue volumes and favorable factory utilization as well as lower excess and obsolete inventory charges.”
“fit as a percentage of net revenues for VSD decreased for the three months ended March 31, 2026 compared to the same period in the prior year, primarily due to unfavorable product mix and higher duty and tariff costs, partially offset by higher revenue volumes and favorable factory utilization as well as lower excess and obsolete inventory charges.”
“Gross profit as a percentage of net product revenues decreased by 0.5 percentage points for the three months ended March 31, 2026 compared to the same period in the prior year, primarily due to unfavorable product mix and higher duty and tariff costs, partially offset by higher revenue volumes and lower excess and obsolete inventory charges.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MKSI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MKSI is currently a Participant in the organic co-movement group Semiconductor Equipment & Electricals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.