Qnity Electronics (Q)
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
$120.47+1.69%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · Q
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks Q against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver full-year net sales between $5.55 billion and $5.65 billion, reflecting strong customer engagement and demand across end markets.
Stated as a priority in 3 of last 3 quarters. Full-year revenue guidance increased from $4.97B-$5.17B in 2025-Q4 to $5.55B-$5.65B in 2026-Q2. Quarterly revenue grew from $1.19B in 2025-Q4 to $1.43B in 2026-Q2. Management is delivering on this growth priority with consistent upward revisions and revenue increases.
“Qnity is raising full-year guidance based on strong second-quarter performance and continued near-term momentum. Net Sales $5.55B - $5.65B”
“Qnity is raising full-year guidance based on strong first-quarter performance and continued near-term momentum. Net Sales $5.225B - $5.375B”
“Provides full year 2026 financial guidance: Net Sales $4.97B - $5.17B”
Generate adjusted free cash flow between $600 million and $700 million for full year 2026, supporting capital allocation and growth investments.
Stated as a priority in 3 of last 3 quarters. Adjusted free cash flow guidance increased from $450M-$550M in 2025-Q4 to $600M-$700M in 2026-Q2. Operating cash flow was $241M in 2026-Q2, supporting the target. Management shows progress with raised guidance and solid cash flow generation.
Deliver adjusted earnings per share between $4.40 and $4.60 for full year 2026, reflecting profitable growth and operational execution.
Stated as a priority in 3 of last 3 quarters. Adjusted EPS guidance increased from $3.55-$3.95 in 2025-Q4 to $4.40-$4.60 in 2026-Q2. Quarterly diluted EPS was $0.72 in 2026-Q1 and $0.59 in 2026-Q2, showing some quarterly fluctuation but overall management is raising full-year EPS targets.
Implement a multi-year transformation plan to simplify operations, enhance productivity, and deliver approximately $100 million in Adjusted Operating EBITDA run-rate benefit by end of 2028.
Stated as a priority in 2 of last 3 quarters. The multi-year transformation plan aims to deliver $100M EBITDA benefit by 2028 with $140M costs over 2-3 years. Management has reiterated this plan but financial results do not yet show realized EBITDA gains, indicating early stage execution.
Maintain a balanced capital allocation strategy including a Board-authorized share repurchase program of up to $500 million with no expiration date.
Stated as a priority in 2 of last 3 quarters. The Board authorized a $500M share repurchase program with no expiration date. No share repurchase volumes are reported in the financials, indicating the program is authorized but not yet materially executed.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Qnity's full year 2026 guidance includes Adjusted Free Cash Flow $600M - $700M”
“Qnity's full year 2026 guidance includes Adjusted Free Cash Flow $500M - $600M”
“Qnity's full year 2026 guidance includes Adjusted free cash flow $450M - $550M”
“Qnity's full year 2026 guidance includes Adjusted EPS $4.40 - $4.60”
“Qnity's full year 2026 guidance includes Adjusted EPS $3.80 - $4.14”
“Qnity's full year 2026 guidance includes Adjusted EPS $3.55 to $3.95”
“Beginning to implement a multi-year transformation plan to simplify operating model, enhance productivity, and reduce costs.”
“Announces multi-year transformation plan to deliver $100 million run rate EBITDA benefit by 2028.”
“Share repurchase authorization of up to $500 million, no expiration date, part of balanced capital allocation.”
“Authorizes the repurchase of up to $500 million of outstanding common shares.”