Qnity Electronics is executing a successful pivot toward advanced-node semiconductor materials, evidenced by 22.1% YoY revenue growth and gross margin expansion to 46.6% in 2026Q2. The balance sheet has strengthened post-spin with D/E down to 0.53, yet the $7....
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Revenue accelerated 22.1% YoY to $1.4B with gross margin expanding to 46.6%, though operating margin contracted to 19.3% and EPS fell 34.4% YoY, indicating cost pressures.
Qnity stands to benefit from a bull case scenario where semiconductor volumes accelerate to 10% annual growth, particularly in advanced 3nm/2nm nodes.
With a tangible asset base of $3.85B providing 5.42x coverage of working capital and 12.05x coverage of other current liabilities, Qnity has robust operational and financial backing.
As a premier pure-play technology solutions provider, Qnity enables advanced computing, smart technologies, and connectivity through its Semiconductor Technologies and Interconnect Solutions segments.
Trailing total returns as of 10/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.19+11.2% vs $1.07 | $1.4B+4.7% vs $1.4B |
Q2 2026 May 12, 2026 | $1.08+17.1% vs $0.92 | $1.3B+3.5% vs $1.3B |
Q1 2026 Feb 26, 2026 | $0.82+30.6% vs $0.63 | $1.2B+2.8% vs $1.2B |
Q4 2025 Nov 6, 2025 | $0.74+13.0% vs $0.66 | $1.3B+8.9% vs $1.2B |
Assenagon Asset Management S.A. lifted its position in Qnity Electronics, Inc. (NYSE: Q) by 314.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 602,878 shares of the premier technology solutions leader's stock after purchasing an additional 457,464 shares during the quarter. Assenagon
WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, announced that its Board of Directors has declared a quarterly dividend of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on December 15, 2026 to stockholders of record on November 30, 2026. Learn about how Qnity is powering the next.
WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today introduced two new advanced memory cooling solutions leveraging Laird™ Graphite-over-Foam (GOF) and Laird™ Thermal Interface Material (TIM) technologies. Both advanced solutions help data center designers keep high-density memory systems, including Double Data Rate 5 Dual In-line Memory Module (DDR5 DIMM) modules cool, reliable, and se.
WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, introduced Kalrez® 7080 perfluoroelastomer parts, a high-performance sealing solution engineered for semiconductor processes operating at temperatures up to 330°C. Designed to support increasingly demanding thermal environments, the new solution strengthens Qnity's portfolio of Kalrez® sealing technologies for semiconductor manufacturing. Ka.
Benchmark Q against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Qnity Electronics, Inc. (Q)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $108.78 | $22.77B | 32.96 | 9.67% | 14.56% | 7.58% | 0.06% | |
| $88.64 | $7.27B | 22.10 | 24.47% | 1.21% | 6.77% | — | |
| $209.40 | $10.71B | 19.16 | 10.49% | 2.26% | 12.01% | — | |
| $247.08 | $19.76B | 24.83 | 6.94% | 1.75% | 14.94% | — | |
| $66.30 | $2.38B | 97.50 | 0.11% | 1.89% | 4.81% | — | |
| $220.78 | $5.91B | 35.27 | 1.82% | 4.03% | 12.46% | — |
Qnity Electronics, Inc. (Q) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Qnity Electronics, Inc. (Q) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 1, 2026·SEC
May 22, 2026·SEC
Feb 26, 2026·SEC
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Qnity Electronics, Inc. (Q) stock FAQ — growth, dividends, profitability & financials explained
Qnity Electronics, Inc. (Q) reported $5.21B in revenue for fiscal year 2025. This represents a 29% increase from $4.04B in 2023.
Qnity Electronics, Inc. (Q) grew revenue by 9.7% over the past year. This is steady growth.
Yes, Qnity Electronics, Inc. (Q) is profitable, generating $586.0M in net income for fiscal year 2025 (14.6% net margin).
Qnity Electronics, Inc. (Q) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Qnity Electronics, Inc. (Q) has a return on equity (ROE) of 7.6%. This is below average, suggesting room for improvement.
Qnity Electronics, Inc. (Q) generated $825.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
