MKS Inc. (MKSI) Reports $1.03B Q4 2025 Revenue Driven by Electronics & Packaging Segment Growth

MKS Inc. (NASDAQ:MKS) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 17, MKS Inc. reported revenue of $1.03 billion for Q4 2025, which is a 10% increase year-over-year. This growth was driven by the Electronics & Packaging segment, which surged 19% compared to the prior year, due to capacity expansions in chemistry and flex drilling equipment. The company concluded the full year with $3.9 billion in total revenue.

A primary driver for the company’s current success is the rapid adoption of AI technology, which is reshaping its revenue mix. AI-related boards require significantly more layers than standard smartphone components, doubling AI chemistry revenue from 5% to 10% of total chemistry sales in 2025. Additionally, the company is benefiting from a memory crunch in the semiconductor industry. As fabs expand to meet DRAM and NAND demand for AI, MKS is seeing increased orders for its RF power solutions used in high-intensity vertical channel etching.

MKS Inc. (MKSI) Reports $1.03B Q4 2025 Revenue Driven by Electronics & Packaging Segment Growth

For 2026, MKS Inc. (NASDAQ:MKS) issued Q1 revenue guidance of $1.04 billion. While the company expects a seasonal dip in specialty industrial sales due to the Lunar New Year, it is preparing for a mid-year capacity boost with the opening of a new supercenter factory in Malaysia.

MKS Inc. (NASDAQ:MKS) provides foundational technology solutions to semiconductor manufacturing, electronics & packaging, and specialty industrial applications internationally. It operates through the Vacuum, Photonics, and Material Solutions Division segments.

While we acknowledge the potential of MKS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MKS and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.