[{"data":1,"prerenderedAt":278},["ShallowReactive",2],{"triple-beat-MKSI":3,"og-beat-monitoring-MKSI":277},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":189,"highlightQuarter":154,"highlightDescription":197,"sources":198,"latestStock":274},"MKSI","MKS Inc.","MKS Inc.（旧 MKS Instruments、2025/5 社名変更）は半導体製造装置・先端電子材料の総合メーカーで、Vacuum Solutions (vacuum/gas/flow 制御) ・Photonics Solutions (旧 ESI、レーザービア加工) ・Materials Solutions (旧 Atotech、2022年買収、ダマシン電解銅メッキ薬液) の3部門を持つ。Atotech のダマシン電解銅メッキ薬液は HBM/3D 先端パッケージング/AI 基板の TSV・MLB・hybrid bonding 工程で標準採用級のポジションにあり、AI/HBM サイクルでの構造受益銘柄。直近 8 四半期は売上の実績ビートと EPS の二桁ビートをおおむね継続、Q4 FY25 で一度 EPS が僅差ミス ($2.47 vs $2.51) し翌日株価 -4.8% となったが、Q1 FY26 (2026/5) で売上ガイドを街予想 +10.5%・EPS ガイドを +22.4% 上振れし narrative inflection。AI 化学品売上 YoY +22%・AI が化学品売上の約 15% に到達。","EPS ($, 非GAAP 希薄化後)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,37,61,84,106,127,153,176],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":33},"Q3 FY24","2024/11/6","売上 $0.896B (-3.9% YoY) / 非GAAP EPS $1.72 で街予想 ($0.874B、$1.42) を上回るクリーンビート。Q4 24 ガイダンス midpoint $0.910B / $1.95 EPS が街予想 ($0.891B / $1.45) を大幅上振れ、半導体サイクル底打ちの示唆として好感され翌日株価 +12.0% の大幅高。",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$0.896 B","$0.874 B",2.5,-3.9,{"actual":21,"consensus":22,"beatPct":23},"$1.72","$1.42",21.1,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$0.910 B","$0.891 B",2.1,{"company":30,"consensus":31,"beatPct":32},"$1.95","$1.45",34.5,{"reportClose":34,"nextClose":35,"changePct":36},"$103.29","$115.64",12,{"quarter":38,"reportDate":39,"event":40,"revenue":41,"eps":46,"guidance":49,"stock":57},"Q4 FY24","2025/2/12","売上 $0.935B (+4.7% YoY) / 非GAAP EPS $2.15 で街予想 ($0.914B、$1.92) を上回るビート。だが Q1 25 ガイダンス midpoint $0.910B / $1.40 EPS のうち EPS が街予想 $1.62 を -13.6% 大幅下振れ。中国規制・OPEX タイミングの懸念が嫌気されて翌日株価 -6.6% の急落。",{"actual":42,"consensus":43,"beatPct":44,"yoyPct":45},"$0.935 B","$0.914 B",2.3,4.7,{"actual":47,"consensus":48,"beatPct":36},"$2.15","$1.92",{"revenue":50,"eps":53},{"company":26,"consensus":51,"beatPct":52},"$0.908 B",0.2,{"company":54,"consensus":55,"beatPct":56},"$1.40","$1.62",-13.6,{"reportClose":58,"nextClose":59,"changePct":60},"$111.20","$103.84",-6.6,{"quarter":62,"reportDate":63,"event":64,"revenue":65,"eps":70,"guidance":73,"stock":80},"Q1 FY25","2025/5/7","売上 $0.936B (+7.8% YoY) / 非GAAP EPS $1.71 で街予想 ($0.934B、$1.42) を上回り EPS は +20% ビート。Q2 25 ガイダンス midpoint $0.925B / $1.56 EPS は実績比で減速感がありつつも妥当な水準と評価され、翌日株価は控えめな +4.0%。",{"actual":66,"consensus":67,"beatPct":68,"yoyPct":69},"$0.936 B","$0.934 B",0.3,7.8,{"actual":71,"consensus":22,"beatPct":72},"$1.71",20.4,{"revenue":74,"eps":78},{"company":75,"consensus":76,"beatPct":77},"$0.925 B","n/a",null,{"company":79,"consensus":76,"beatPct":77},"$1.56",{"reportClose":81,"nextClose":82,"changePct":83},"$74.30","$77.29",4,{"quarter":85,"reportDate":86,"event":87,"revenue":88,"eps":93,"guidance":97,"stock":102},"Q2 FY25","2025/8/6","売上 $0.973B (+9.7% YoY、ガイダンスのトップを上振れ) / 非GAAP EPS $1.77 で街予想 ($0.930B、$1.61) をクリーンビート。半導体セグメント +17% YoY、AI/NAND アップグレード需要が牽引。Q3 25 ガイド midpoint $0.960B / $1.80 EPS も健全で、翌日株価 +10.2% の大幅高。",{"actual":89,"consensus":90,"beatPct":91,"yoyPct":92},"$0.973 B","$0.930 B",4.6,9.7,{"actual":94,"consensus":95,"beatPct":96},"$1.77","$1.61",9.9,{"revenue":98,"eps":100},{"company":99,"consensus":76,"beatPct":77},"$0.960 B",{"company":101,"consensus":76,"beatPct":77},"$1.80",{"reportClose":103,"nextClose":104,"changePct":105},"$89.62","$98.77",10.2,{"quarter":107,"reportDate":108,"event":109,"revenue":110,"eps":115,"guidance":118,"stock":123},"Q3 FY25","2025/11/5","売上 $0.988B (+10.3% YoY) / 非GAAP EPS $1.93 で街予想 ($0.962B、$1.80) をクリーンビート。半導体 $415M / 電子・パッケージング $289M がドライバ。Q4 25 ガイド midpoint $0.990B / $2.27 EPS も AI/HBM 装置需要のアクセラレーションを示唆、翌日株価 +11.0% の大幅高。",{"actual":111,"consensus":112,"beatPct":113,"yoyPct":114},"$0.988 B","$0.962 B",2.7,10.3,{"actual":116,"consensus":101,"beatPct":117},"$1.93",7.2,{"revenue":119,"eps":121},{"company":120,"consensus":76,"beatPct":77},"$0.990 B",{"company":122,"consensus":76,"beatPct":77},"$2.27",{"reportClose":124,"nextClose":125,"changePct":126},"$139.92","$155.25",11,{"quarter":128,"reportDate":129,"event":130,"revenue":131,"eps":136,"guidance":140,"stock":149},"Q4 FY25","2026/2/17","売上 $1.033B (+10.5% YoY、初の $1B 突破) は街予想 $1.022B を僅かに上回るも、非GAAP EPS $2.47 は街予想 $2.51 を僅差ミス (-1.6%)。Q1 26 ガイダンス midpoint $1.040B / $2.00 EPS は街予想 ($1.01B / $1.87) を売上 +3.0% / EPS +7.0% 上回ったが、Q4 実績比で売上ほぼ横ばい・EPS -19% の sequential 減速感が「ガイダンスリセット」と解釈され、株価が高値圏 ($263) にあったこともあり翌日 -4.8% の急落。",{"actual":132,"consensus":133,"beatPct":134,"yoyPct":135},"$1.033 B","$1.022 B",1.1,10.5,{"actual":137,"consensus":138,"beatPct":139},"$2.47","$2.51",-1.6,{"revenue":141,"eps":145},{"company":142,"consensus":143,"beatPct":144},"$1.040 B","$1.010 B",3,{"company":146,"consensus":147,"beatPct":148},"$2.00","$1.87",7,{"reportClose":150,"nextClose":151,"changePct":152},"$262.94","$250.36",-4.8,{"quarter":154,"reportDate":155,"event":156,"revenue":157,"eps":161,"guidance":164,"stock":172},"Q1 FY26","2026/5/6","売上 $1.078B (+15.2% YoY、ガイダンスのトップ) / 非GAAP EPS $2.30 で街予想 ($1.047B、$2.00) をビート。本当のサプライズは Q2 26 ガイダンス midpoint $1.20B 売上 / $2.90 EPS が街予想 ($1.086B / $2.37) を売上 +10.5% / EPS +22.4% 上振れ。CEO は『AI 関連投資のランプによる broad-based 需要加速』を明言、AI 化学品売上 +22% YoY・AI が化学品売上の約 15% と開示。AH/premarket での盛り上がりが寄付 $316 → 高値 $326 まで先に走り、引けは $300.79 で +2.4% に収束したが narrative inflection 四半期。",{"actual":158,"consensus":159,"beatPct":144,"yoyPct":160},"$1.078 B","$1.047 B",15.2,{"actual":162,"consensus":146,"beatPct":163},"$2.30",15,{"revenue":165,"eps":168},{"company":166,"consensus":167,"beatPct":135},"$1.200 B","$1.086 B",{"company":169,"consensus":170,"beatPct":171},"$2.90","$2.37",22.4,{"reportClose":173,"nextClose":174,"changePct":175},"$293.77","$300.79",2.4,{"quarter":177,"reportDate":178,"isForecast":179,"event":180,"revenue":181,"eps":183,"guidance":185,"stock":188},"Q2 FY26","2026/8/5",true,"2026/8/5 AMC 発表予定。Q1 FY26 発表時に MKSI が提示した Q2 FY26 ガイダンス midpoint は売上 $1.20B / 非GAAP EPS $2.90。その後アナリスト予想は EPS $2.95 まで上方修正され、コンセンサスは事実上ガイド midpoint に張り付き (public.com 集約)。lithography/optics backlog 進捗・AI 化学品売上の継続成長・GM 47%台後半への軌道が焦点。Q3 FY26 ガイダンスの上方修正余地が次の sentiment トリガー。実績は発表後に更新する。",{"actual":76,"consensus":182,"beatPct":77,"yoyPct":77},"$1.20 B",{"actual":76,"consensus":184,"beatPct":77},"$2.95",{"revenue":186,"eps":187},{"company":76,"consensus":76,"beatPct":77},{"company":76,"consensus":76,"beatPct":77},{"reportClose":76,"nextClose":76,"changePct":77},[190,191,192,193,194,195,196],"Q2 FY26（2026/8/5 発表予定）はアナリスト予想のみ先行入力。当期 売上 $1.20B / EPS $2.95 は 2026/6 末時点で参照可能な public.com 集約コンセンサス（Q1 FY26 発表時の会社ガイド $1.20B / $2.90 EPS に張り付いた水準）。会社の Q3 ガイド・実績・株価反応は発表後に更新する。","MKSI はカレンダー年締めの会計年度 (FY24 = 2024/1〜12、FY25 = 2025/1〜12、FY26 = 2026/1〜12)。各四半期は発表月ベースでなく対象期間ベースで命名 (例: 2026/2/17 発表は対象期間 Q4 2025、 2026/5/6 発表は対象期間 Q1 2026)。","売上・非GAAP EPS の実績は MKSI 公式 SEC 8-K Exhibit 99.1 (earnings release) を一次ソース。コンセンサスは Zacks / Investing.com / Nasdaq.com (Zacks 経由) / MarketBeat / GuruFocus を複数突き合わせ。GAAP との混同に注意 (例: Q3 FY24 GuruFocus 記事は GAAP $0.92 をヘッドラインに置くが本テーブルは non-GAAP $1.72 を採用)。","Q1 FY25 〜 Q3 FY25 (発表日 2025/5/7・2025/8/6・2025/11/5) のガイダンス対コンセンサスは、x-search (Grok 経由) を 3 回試行したが該当 X 投稿が見つからず n/a で残した（『MKSI/MKS Inc. は他の大型銘柄に比べて X カバレッジが薄い』Grok 評）。Q4 FY24 ガイドのコンセンサスは @CorleoneDon77 の 2025/2/12 投稿 1 件で確定（rev $0.908B / EPS $1.62）、Q4 FY25 ガイドのコンセンサスは @CHItrader と @rabitaitrades の 2 投稿で median 確定（rev $1.010B / EPS $1.87）。Koyfin の現在推定で過去 Q を埋めるのは禁止のため、推測値は入れない。Q3 FY24・Q4 FY24・Q1 FY26・Q4 FY25 の 4 四半期はガイダンス対コンセンサスが確定済み。","株価終値は Yahoo Finance / Stooq の正規取引終値を 2 ソース突き合わせ。changePct は (nextClose / reportClose - 1) × 100 で再計算しているため、初出メディアの記事数値と±1〜3pt の差が出る四半期あり (記事は時間外/寄付/前場引けが混在)。Q1 FY26 のように AH/寄付 +10% → 引け +2% の収束パターンに注意。","MKSI は過去5年間 株式分割を行っていないため期間調整なし。2025/5 に社名を『MKS Instruments, Inc.』→『MKS Inc.』に変更 (ティッカー MKSI は継続)。Q4 FY25 (2026/2/17) 以降の SEC ファイリングは『MKS INC』表記。","Atotech は 2022 年買収で本テーブル全期間にわたり連結済み (Materials Solutions セグメント)。Photonics Solutions は旧 ESI (2019 年買収)。セグメント比較の連続性は保たれている。","Q1 FY26 (2026/5/6) は MKSI の物語が『成熟した精密機器サプライヤ』から『AI インフラの隠れピックアンドショベル』へ転換した四半期。売上 $1.078B (+15.2% YoY、ガイダンスのトップ) / 非GAAP EPS $2.30 で街予想 ($1.047B / $2.00) をビートしたが、本当のサプライズは Q2 FY26 ガイダンス midpoint 売上 $1.20B / EPS $2.90 が街予想 ($1.086B / $2.37) を売上 +10.5% / EPS +22.4% 上振れしたこと。半年前 (Q4 FY25 報告) に経営陣自身がリセットした $1.04B / $2.00 ガイドからわずか1四半期で +15% / +45% アップ。CEO は『ramping investment in AI-related applications』と AI 主導の broad-based 需要加速を明言し、AI 化学品売上 +22% YoY・AI が化学品売上の約 15% と開示。Atotech 化学品 (HBM/先端パッケージング向けダマシン電解銅メッキ) と Photonics Solutions (AI/advanced PCB レーザービア加工) の AI 露出が再評価され、株価は Q4 FY25 報告後の $250 → Q1 FY26 報告時 $300 → 6 月末 $445 と半年で 78% リレーティング。Q4 FY25 の EPS 僅差ミスと『ガイダンスリセット』で売られたまさにその位置から、AI 受益銘柄として再認識された narrative inflection 四半期。",[199,202,205,208,211,214,217,220,223,226,229,232,235,238,241,244,247,250,253,256,259,262,265,268,271],{"label":200,"url":201},"MKSI Q3 FY24 Press Release (SEC 8-K Ex.99.1, 2024/11/6)","https://www.sec.gov/Archives/edgar/data/0001049502/000095017024122391/mksi-ex99_1.htm",{"label":203,"url":204},"MKSI Q4 FY24 Press Release (SEC 8-K Ex.99.1, 2025/2/12)","https://www.sec.gov/Archives/edgar/data/0001049502/000095017025018919/mksi-ex99_1.htm",{"label":206,"url":207},"MKSI Q1 FY25 Press Release (SEC 8-K Ex.99.1, 2025/5/7)","https://www.sec.gov/Archives/edgar/data/0001049502/000095017025065768/mksi-ex99_1.htm",{"label":209,"url":210},"MKSI Q2 FY25 Press Release (SEC 8-K Ex.99.1, 2025/8/6)","https://www.sec.gov/Archives/edgar/data/0001049502/000095017025104141/mksi-ex99_1.htm",{"label":212,"url":213},"MKSI Q3 FY25 Press Release (SEC 8-K Ex.99.1, 2025/11/5)","https://www.sec.gov/Archives/edgar/data/0001049502/000119312525267070/mksi-ex99_1.htm",{"label":215,"url":216},"MKS Q4 FY25 Press Release (IR, 2026/2/17)","https://investor.mks.com/news-releases/news-release-details/mks-inc-reports-fourth-quarter-and-full-year-2025-financial",{"label":218,"url":219},"MKSI Q1 FY26 Press Release (SEC 8-K Ex.99.1, 2026/5/6)","https://www.sec.gov/Archives/edgar/data/0001049502/000119312526209140/mksi-ex99_1.htm",{"label":221,"url":222},"Zacks: MKSI Q3 FY24 Beat (2024/11/6)","https://www.zacks.com/stock/news/2365819/",{"label":224,"url":225},"GuruFocus: MKSI Q3 FY24 (2024/11/6)","https://www.gurufocus.com/news/2586764/",{"label":227,"url":228},"Nasdaq/Zacks: MKSI Q1 FY25 Key Metrics vs Estimates","https://www.nasdaq.com/articles/mks-instruments-mksi-q1-earnings-taking-look-key-metrics-versus-estimates",{"label":230,"url":231},"Nasdaq/Zacks: MKSI Q2 FY25 Key Metrics vs Estimates","https://www.nasdaq.com/articles/compared-estimates-mks-mksi-q2-earnings-look-key-metrics",{"label":233,"url":234},"Nasdaq: MKS Q3 FY25 Key Metrics","https://www.nasdaq.com/articles/mks-mksi-reports-q3-earnings-what-key-metrics-have-say",{"label":236,"url":237},"Yahoo Finance: MKSI Q3 FY25 Earnings Beat (2025/11/5)","https://finance.yahoo.com/news/mksi-q3-earnings-beat-estimates-152700920.html",{"label":239,"url":240},"Yahoo Finance: MKS Q4 FY25 EPS Miss (2026/2/17)","https://finance.yahoo.com/news/mks-earnings-miss-estimates-q4-174100876.html",{"label":242,"url":243},"Finviz: MKS (MKSI) Misses Q4 Earnings Estimates","https://finviz.com/news/313547/mks-mksi-misses-q4-earnings-estimates",{"label":245,"url":246},"AInvest: MKS Narrow Beat + Guidance Reset Broke the Trade (Q4 FY25)","https://www.ainvest.com/news/mks-narrow-beat-guidance-reset-broke-trade-2602/",{"label":248,"url":249},"Yahoo Finance: MKSI Q1 FY26 Earnings Beat (2026/5/6)","https://finance.yahoo.com/markets/stocks/articles/mksi-q1-earnings-beat-estimates-181600759.html",{"label":251,"url":252},"Investing.com: MKS Instruments Beats Q1 2026 Forecasts (Earnings Call)","https://www.investing.com/news/transcripts/earnings-call-transcript-mks-instruments-beats-q1-2026-forecasts-stock-surges-93CH-4668802",{"label":254,"url":255},"MarketBeat: MKS Q2 2026 Earnings Guidance Alert (2026/5/6)","https://www.marketbeat.com/instant-alerts/mks-nasdaqmksi-releases-q2-2026-earnings-guidance-2026-05-06/",{"label":257,"url":258},"TipRanks: AI Chip Boom Sends MKS Stock Surging Again","https://www.tipranks.com/news/catalyst/ai-chip-boom-sends-mks-stock-surging-again",{"label":260,"url":261},"public.com: MKSI Earnings (consensus tracker)","https://public.com/stocks/mksi/earnings",{"label":263,"url":264},"Stooq: MKSI.US historical close (price source)","https://stooq.com/q/d/?s=mksi.us",{"label":266,"url":267},"X @CorleoneDon77 (2025/2/12): Q1 25 ガイドコンセンサス source (rev $0.908B / EPS $1.62)","https://x.com/CorleoneDon77/status/1889791447362126136",{"label":269,"url":270},"X @CHItrader (2026/2/17): Q1 26 ガイドコンセンサス source (rev $1.004B / EPS $1.88 est)","https://x.com/CHItrader/status/2023873928473850326",{"label":272,"url":273},"X @rabitaitrades (2026/2/18): Q1 26 ガイドコンセンサス source (rev $1.01B / EPS $1.87 forecast)","https://x.com/rabitaitrades/status/2024079100885750239",{"date":275,"close":276},"2026-06-30","$444.80","https://log.eurekapu.com/og/pages/general/beat-monitoring-MKSI.png?title=MKSI%20MKS%20Inc.%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=7c0289a469bd8c52",1782885028138]