Qnity Electronics (NYSE:Q) Announces Quarterly Earnings Results

Qnity Electronics (NYSE:Q) released its earnings results on Thursday. The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.64 by $0.18, Briefing.com reports. Qnity Electronics’s 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 Up 2.9%

Shares of Q traded up $3.44 during trading on Thursday, reaching $123.30. 5,418,419 shares of the company traded hands, compared to its average volume of 2,543,899. Qnity Electronics has a twelve month low of $70.50 and a twelve month high of $140.60. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.07 and a current ratio of 1.78. The business’s 50-day moving average is $96.62. The firm has a market cap of $25.83 billion and a PE ratio of 122.08.

Qnity Electronics Dividend Announcement

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

Trending Headlines about Qnity Electronics

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

• Positive Sentiment: Q4 earnings beat: Qnity reported $0.82 EPS vs. Street $0.64 and revenue grew ~8% year-over-year — the core trigger for the rally. Qnity Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Strong FY‑2026 guidance: management set EPS guidance of $3.55–$3.95 (well above consensus ~ $2.89) and revenue guidance of $5.0–$5.2B — investors see meaningful upside to estimates. Qnity forecasts upbeat full-year earnings as AI boom boosts demand
• Positive Sentiment: $500 million share buyback announced, which supports EPS and signals confidence from the board on capital deployment. Qnity Electronics Sets $500 Million Stock Buyback
• Positive Sentiment: Transformation plan: company targets a $100M EBITDA run‑rate improvement by 2028, indicating margin expansion and operational leverage ahead. Qnity Electronics targets $100M EBITDA run rate improvement by 2028 through transformation plan
• Positive Sentiment: Analyst reaction: RBC raised its price target (to $133) and maintained an outperform view, adding buy‑side validation to the quarter and guidance. Qnity Electronics price target raised
• Positive Sentiment: Sector tailwinds: coverage highlights that AI and high‑performance computing demand is supporting sustained order momentum and justifies the upbeat guidance. Qnity Stock Rises After Earnings Beat. Why It Can Ride the AI Chips Wave in 2026.
• Neutral Sentiment: Earnings call transcript and slide deck available — useful for detailed guidance cadence, margin drivers, and customer/sector commentary if you want to dig into management’s specifics. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/metric write‑ups (e.g., Zacks) provide context on key metrics vs. estimates and year‑ago trends — useful for modeling but less immediate than guidance/announcements. Here’s What Key Metrics Tell Us About Qnity Electronics (Q) Q4 Earnings

Insider Activity at Qnity Electronics

In related news, CEO Jon D. Kemp sold 5,655 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $85.01, for a total value of $480,731.55. Following the transaction, the chief executive officer owned 89,177 shares of the company’s stock, 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 SEC, which is available through this hyperlink. Also, VP Michael G. Goss sold 1,895 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $84.79, for a total transaction of $160,677.05. Following the transaction, the vice president owned 13,305 shares in the company, valued at approximately $1,128,130.95. This trade represents a 12.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing.

Hedge Funds Weigh In On Qnity Electronics

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

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Mizuho set a $120.00 price target on shares of Qnity Electronics in a research report on Monday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $126.00 target price on shares of Qnity Electronics in a research note on Friday, February 20th. Weiss Ratings assumed coverage on Qnity Electronics in a report on Thursday, January 22nd. They set a “hold (c-)” rating on the stock. Wall Street Zen raised shares of Qnity Electronics to a “hold” rating in a report on Friday, November 28th. Finally, Zacks Research raised shares of Qnity Electronics to a “hold” rating in a report on Thursday, November 6th. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $116.50.

About Qnity Electronics

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