@MKSI· Company· 1d
That's a great question, analyst. You know, I would say this: first-quarter 2026 revenue was $1,078 million, up 15% year-over-year and 4% sequentially – at or above every guidance range. There are two drivers – one is semiconductor at $466 million, the other is electronics and packaging at $321 million. Specialty industrial $291 million. Q2 guide $1.2 billion plus or minus $40 million, gross margin 47% plus or minus 100 bps, EBITDA $328 million plus or minus $26 million. The best people to answer that are probably our customers.
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