Qnity Electronics (NYSE:Q) Releases Earnings Results, Beats Expectations By $0.18 EPS

Qnity Electronics (NYSE:Q) posted its quarterly earnings data on Thursday. The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.64 by $0.18, Briefing.com reports. The business had revenue of $1.19 billion for the quarter, compared to analysts’ expectations of $1.15 billion. The business’s quarterly revenue was up 8.1% on a year-over-year basis. Qnity Electronics updated its FY 2026 guidance to 3.550-3.950 EPS.

Here are the key takeaways from Qnity Electronics’ conference call:

• Qnity delivered strong 2025 results with 10% organic sales growth, seventh consecutive quarter of organic growth, and adjusted pro forma operating EBITDA up 11% with a 29.5% margin, reflecting outperformance versus the market.
• Management issued full‑year 2026 guidance of $4.97B–$5.17B net sales, adjusted EBITDA of $1.465B–$1.575B and adjusted EPS of $3.55–$3.95, citing AI, advanced nodes and ICS strength as key growth drivers.
• The company announced a multi‑year transformation expected to deliver ~$100 million EBITDA run‑rate by end of 2028 but will incur ~$140 million of one‑time costs and elevated 2026 CapEx (~9% of sales), which will compress near‑term free cash flow.
• Product innovation and design wins are accelerating — highlighted by the new Emblem CMP pad platform and POR wins across every business line — providing multi‑year visibility as wins scale into production over 2–3 years.
• Management flagged downside risk from the memory market and China exposure (~30% of sales), and said guidance is conservative to account for potential memory pricing/volume pressure.

Qnity Electronics Stock Down 1.9%

Shares of NYSE Q traded down $2.41 during midday trading on Friday, reaching $122.37. 1,310,755 shares of the company’s stock traded hands, compared to its average volume of 2,590,227. The stock has a market cap of $25.63 billion and a P/E ratio of 121.16. The stock’s 50 day moving average is $97.54. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.07 and a current ratio of 1.78. Qnity Electronics has a one year low of $70.50 and a one year high of $140.60.

Qnity Electronics Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a dividend of $0.08 per share. The ex-dividend date is Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.3%. Qnity Electronics’s dividend payout ratio (DPR) is currently 23.76%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on Q shares. Weiss Ratings began coverage on shares of Qnity Electronics in a report on Thursday, January 22nd. They issued a “hold (c-)” rating on the stock. Royal Bank Of Canada boosted their price objective on shares of Qnity Electronics from $118.00 to $133.00 and gave the company an “outperform” rating in a research report on Wednesday. Wolfe Research began coverage on shares of Qnity Electronics in a research report on Monday, November 3rd. They set an “outperform” rating and a $110.00 target price on the stock. Zacks Research raised shares of Qnity Electronics to a “hold” rating in a research note on Thursday, November 6th. Finally, Mizuho set a $120.00 price objective on Qnity Electronics in a research note on Monday. Six equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $120.86.

Insider Buying and Selling

In other Qnity Electronics news, CEO Jon D. Kemp sold 5,655 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $85.01, for a total transaction of $480,731.55. Following the completion of the sale, the chief executive officer owned 89,177 shares in the company, valued at $7,580,936.77. This represents a 5.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Michael G. Goss sold 1,895 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $84.79, for a total value of $160,677.05. Following the sale, the vice president directly owned 13,305 shares in the company, valued at $1,128,130.95. This trade represents a 12.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 6.40% of the company’s stock.

Hedge Funds Weigh In On Qnity Electronics

Institutional investors and hedge funds have recently bought and sold shares of the company. Essex Investment Management Co. LLC purchased a new stake in shares of Qnity Electronics during the 4th quarter valued at $29,000. Colonial Trust Advisors acquired a new position in Qnity Electronics during the 4th quarter valued at about $29,000. ARK Investment Management LLC purchased a new stake in Qnity Electronics in the fourth quarter valued at about $36,000. Zions Bancorporation National Association UT purchased a new stake in Qnity Electronics in the fourth quarter valued at about $41,000. Finally, Ameriflex Group Inc. acquired a new stake in Qnity Electronics in the fourth quarter worth about $49,000.

Qnity Electronics News Roundup

Here are the key news stories impacting Qnity Electronics this week:

• Positive Sentiment: Q4 beat — Qnity reported EPS $0.82 vs. $0.64 consensus and revenue $1.19B, +8.1% YoY, showing solid demand execution. MarketBeat Earnings
• Positive Sentiment: Raised FY2026 guidance — management set EPS guidance of $3.55–$3.95 (vs. ~2.89 consensus) and raised revenue targets, signaling confidence from AI/HPC demand. (See Reuters coverage.) Reuters
• Positive Sentiment: Capital return — company authorized a $500M stock buyback, which supports EPS and signals board confidence. MarketWatch
• Positive Sentiment: Analyst bullishness — KeyCorp raised its price target to $147 and set an Overweight rating; RBC also flagged upside potential, adding third‑party validation to the beat-and-guide. Benzinga AmericanBankingNews
• Positive Sentiment: Strategic/operational upside — management outlined a transformation plan targeting a $100M EBITDA run‑rate improvement by 2028, which could meaningfully boost margins if executed. Seeking Alpha
• Neutral Sentiment: Analyses & transcripts available — detailed earnings call transcript and slide deck allow investors to dig into product mix, channel trends and AI/HPC exposure. Earnings Transcript
• Neutral Sentiment: Media coverage frames Qnity as a notable AI/HPC play after the spin-off — useful context but not new company-specific data. CNBC
• Negative Sentiment: Share reaction muted/negative today — despite beats, guidance and buyback, shares traded lower, suggesting profit-taking, valuation concerns or broader market/chip‑sector moves weighed on the stock.
• Negative Sentiment: High valuation — Qnity trades at a steep forward P/E, which raises risk if execution slips or AI demand moderates; investors should weigh growth vs. stretched multiples. (See company metrics in filings and quotes)

Qnity Electronics Company Profile

Qnity Electronics Inc is a premier technology solution provider across the semiconductor value chain. Qnity Electronics Inc is based in WILMINGTON, Del.