Q · Qnity Electronics, Inc.
Price & Indicators
The closing range uses available history since Oct 27, 2025; less than a full year is stored.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Qnity reported Q2 net sales of $1.4B (up 22% YoY, organic +22%) with adjusted EPS of $1.19 (up 53%) and raised full-year 2026 guidance for net sales, adjusted EBITDA, adjusted EPS, and adjusted free cash flow on continued AI-driven momentum across both segments.
- + Adjusted EPS grew 53% YoY to $1.19 and adjusted operating EBITDA grew 24% to $431M.
- + Interconnect Solutions delivered 28% organic sales growth, with AI/advanced packaging, AI PCBs and thermal platforms collectively up more than 50% YoY.
- + Advanced node portfolio grew more than 20% YoY in Q2 as customers successfully ramped 3nm, 2nm, 18A, HBM3 and HBM4 technologies.
- + Raised full-year 2026 guidance: net sales to $5.55B-$5.65B, adjusted EBITDA to $1.675B-$1.725B, adjusted EPS to $4.40-$4.60, and adjusted free cash flow to $600M-$700M.
- − GAAP net income declined 31% YoY to $136M and GAAP EPS fell 34% to $0.59, reflecting transformation, integration and other charges of $42M.
- − Semiconductor Technologies adjusted EBITDA margin of ~34% was down year-over-year due to product mix and continued growth investments.
- − About $20M of input/logistics cost headwinds from earlier in the year continue to pressure margins, though offsetting pricing actions are in place.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
Q
this stock
Qnity Electronics, Inc.
|
$26.25B | +51.0% | +9.7% | 44.8 | 2.0% |
|
ASML
Asml Holding NV
|
$672.67B | +65.0% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.60B | +87.2% | +51.7% | 54.8 | 2.3% |
|
AMAT
Applied Materials Inc /De
|
$368.82B | +84.0% | -12.6% | 40.1 | 1.5% |
|
KLAC
Kla Corp
|
$238.20B | — | +11.7% | 49.8 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| Q | +3.2% | -8.3% | +8.6% | +3.2% | +51.0% |
| SPY | -0.1% | -0.9% | +14.2% | -0.1% | +12.3% |
| vs SPY | +3.4% | -7.3% | -5.6% | +3.4% | +38.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.