US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.46 against a street estimate of 1.18 — a beat of 23.7%.
Analysts rate Qnity Electronics, Inc a strong buy (10 buy, 0 hold, 0 sell out of 10) with an average price target of $174.20.
CONFIDENT Qnity delivered 22% organic growth with strong momentum across semiconductors and interconnect solutions. Nine consecutive quarters of profitable growth driven by AI, advanced packaging, and thermal management. Raised full-year guidance significantly. Q2 2026 No regional breakdown provided in call. Analysts pressed Q4 seasonality (downside risk), margin compression drivers (temporary), and advanced-node sustainability (management confident on broad customer success). Management emphasized transformation benefits (capacity, logistics) ramping back half. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.67% |
| Vanguard Capital Management, LLC | 6.54% |
| Vanguard Portfolio Management, LLC | 4.88% |
| State Street Corp | 4.48% |
| Geode Capital Management, LLC | 2.67% |
| Durable Capital Partners LP | 2.18% |
| Allspring Global Investments Holdings, LLC | 2.08% |
| Amvescap Plc. | 1.94% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $1,556 million, up from $1,276 million in the third quarter of 2025. • Nine-month 2026 net sale | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $1,556 million, up 22% from $1,276 million in Q3 2025. Organic sales also increased 22%. • GAAP net income | 2026-11-04 |
| Company announcement · Q3 2026 QNITY ELECTRONICS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company established an indemnification liability of $43 million in Q2 2026 • This liab | 2026-09-10 |
| Board / officer change · Q3 2026 QNITY ELECTRONICS, INC. – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Qnity Electronics, Inc. is a semiconductor and electronics company tradin | 2026-08-21 |
| Quarterly report · Q2 2026 QNITY ELECTRONICS, INC. – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Q2 2026 Net Sales: $1,429 million (up 22% vs. Q2 202 | 2026-08-04 |
| Results announced · Q3 2026 QNITY ELECTRONICS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $1,429 million, up 22% year-over-year; organic sales growth 22% • G | 2026-08-04 |
| Material agreement · Q3 2026 QNITY ELECTRONICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total Term Loans repriced: $2,338,250,000 • Previous interest rate: Term SOFR Rate + 2 | 2026-07-01 |
| Shareholder vote results · Q2 2026 QNITY ELECTRONICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 21, 2026 • Total shares voted: approximately 171.0 | 2026-05-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.08 / share ex-date Nov 30, 2026 · pay Dec 15, 2026 | 2026-11-30 |
| Dividend | $0.08 / share ex-date Aug 31, 2026 · pay Sep 15, 2026 | 2026-08-31 |
| Dividend | $0.08 / share ex-date May 29, 2026 · pay Jun 15, 2026 | 2026-05-29 |
| Dividend | $0.08 / share ex-date Feb 27, 2026 · pay Mar 16, 2026 | 2026-02-27 |
| Dividend | $0.06 / share ex-date Nov 28, 2025 · pay Dec 15, 2025 | 2025-11-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Qnity Electronics, Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.