MKS (MKSI) Q2 FY26 earnings call

MKS delivered a strong second quarter, with revenue and profitability metrics exceeding expectations, driven by robust demand across all end markets, particularly in semiconductor and advanced packaging applications. The company is making strategic investments in capacity and working capital to meet accelerating customer demand and capitalize on long-term growth opportunities, while also prioritizing deleveraging efforts. Management anticipates continued strong sequential improvement and accelerated year-over-year growth into Q3 FY26.