MKS Inc. SEC filings document operating results, capital-structure activity and governance matters for a Nasdaq-listed provider of technology solutions for semiconductor manufacturing, electronics and packaging, and specialty industrial applications. Form 8-K reports disclose results of operations and financial condition, financial guidance updates, material definitive agreements, debt refinancing activity, senior notes, credit facilities and registered common stock information.
The company’s proxy materials cover board and shareholder voting matters, executive compensation and related governance disclosures. Other current reports address officer transitions and compensation arrangements, providing formal records of management, governance and financing developments tied to MKS’s public-company structure.
MKS Inc executive Eric Robert Taranto, EVP & GM, VSD, reported multiple equity compensation transactions dated February 17, 2026. He received a grant of 1758.9560 restricted stock units, each representing one share of common stock, which vest in three equal annual installments commencing on February 15, 2027.
Several prior restricted stock unit awards were exercised or converted into common stock at a share price of $0.0000, reflecting scheduled vesting under earlier grants. In connection with these vestings, 2711.7680 common shares valued at $260.7400 per share were withheld by MKS Inc to satisfy tax withholding obligations, and the filing states this did not represent a discretionary trade by Taranto.
MKS Inc executive Henry David Philip reported multiple equity compensation transactions. On February 17, 2026, he received a grant of 2,567.126 restricted stock units (RSUs) at a stated price of 0.0000 per unit.
He also exercised or converted several RSU awards into common stock, with multiple transactions coded "M" as derivative exercises or conversions. After these conversions and before tax withholding, his direct common stock holdings reached 24,938.637 shares. A separate transaction coded "F" disposed of 4,097.269 common shares at 260.7400 per share to satisfy tax withholding obligations triggered by RSU vesting, which the footnotes state was not a discretionary trade. Following the tax-related share withholding, he directly held 20,841.368 common shares. Footnotes explain that various RSU awards vest in three equal annual installments beginning on specific February 15 dates from 2024 through 2027, with each RSU representing the right to receive one share of MKS Inc common stock.
MKS Inc. EVP & COO James Alan Schreiner reported equity compensation activity on restricted stock units and common stock. He received a grant of 2,376.968 RSUs, each representing one MKS share, which vests in three equal annual installments starting on February 15, 2027. Multiple existing RSU awards were exercised or converted into common stock at no cash exercise price, reflecting previously granted time- and performance-based awards that vest in three annual installments around February 15 in 2024, 2025 and 2026. In a separate transaction, 4,343.764 common shares were disposed of at a price of $260.74 per share to satisfy tax withholding obligations triggered by RSU vesting, and this did not represent a discretionary trade by Schreiner.
MKS Inc executive John Edward Williams reported multiple equity compensation transactions. He received a grant of 1,473.720 restricted stock units on February 17, 2026. Several existing RSU awards were exercised or converted into common stock at a stated price of $0.0000 per share, increasing his direct common share holdings. In addition, 1,195.485 common shares at $260.7400 per share were disposed of to cover tax withholding obligations related to RSU vesting, which the disclosure notes was not a discretionary trade.
MKS Inc EVP & CFO Mayampurath Ramakumar reported multiple equity transactions on common stock and restricted stock units. He acquired shares through exercises and conversions of RSUs, received a new RSU award, and had shares of common stock withheld by MKS Inc to cover tax obligations from RSU vesting, which the filing states were not discretionary trades.
MKS Inc EVP, GC & Secretary Kathleen Flaherty Burke reported equity compensation activity involving restricted stock units (RSUs) and common stock. On February 17, 2026, she received a grant of 3,327.755 RSUs, each representing the contingent right to one share of MKS common stock.
On the same date, several RSU awards were exercised or converted, increasing her directly held common stock through multiple transactions labeled as derivative exercises. Following these transactions, she directly owned 63,366.283 shares of common stock and 27,335.120 RSUs.
The filing also shows a disposition of 5,317.798 shares of common stock at a price of $260.7400 per share. According to the disclosure, these shares were withheld by MKS Inc. solely to satisfy tax withholding obligations triggered by RSU vesting and do not represent a discretionary trade by the executive.
MKS Inc President & CEO John Tseng-Chung Lee reported equity compensation activity and related tax withholding. He received a grant of 15,592.911 restricted stock units, each representing the right to one MKS Inc common share. Several previously granted RSUs, including performance-based awards, were exercised and converted into common stock as they vested. To satisfy tax withholding obligations from these vestings, 32,548.307 common shares were delivered back to MKS Inc at $260.74 per share, which the company notes was not a discretionary trade.
MKS Inc. reported solid fourth quarter and full-year 2025 results. Q4 net revenues were $1,033 million, with GAAP net income of $108 million or $1.58 per diluted share and Non-GAAP net earnings of $168 million or $2.47 per diluted share. Adjusted EBITDA for the quarter was $249 million.
For full-year 2025, revenue reached $3,931 million, up from $3,586 million, while GAAP net income rose to $295 million and Non-GAAP net earnings to $533 million, or $7.88 per diluted share. Semiconductor and Electronics & Packaging net revenues both grew strongly, while Specialty Industrial was roughly stable year over year.
The company ended 2025 with $675 million in cash and cash equivalents and long-term debt, net, of $4,150 million. In early 2026, MKS issued €1.0 billion of 4.25% senior notes due 2034, used together with term loan refinancings and cash to prepay about $1.3 billion of its USD term loan B and refinance its EUR term loan B, and upsized its revolving credit facility from $675 million to $1 billion.
For the first quarter of 2026, MKS guides revenue of $1,040 million plus or minus $40 million, gross margin of 46.0% plus or minus 1.0%, Non-GAAP net earnings of $136 million plus or minus $19 million, and Non-GAAP diluted EPS of $2.00 plus or minus $0.28.
T. Rowe Price Associates, Inc. filed an amended Schedule 13G reporting its beneficial ownership of MKS Inc common stock as of 12/31/2025. The firm reports beneficial ownership of 2,753,871 shares, representing 4.1% of the outstanding common stock.
T. Rowe Price Associates has sole voting power over 2,736,929 shares and sole dispositive power over 2,753,850 shares, with no shared voting or dispositive power. The filer notes it owns 5 percent or less of the class and certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of MKS Inc, while expressly denying beneficial ownership beyond what is reported.