Qnity Electronics (Q)
NYSEInformation TechnologySemiconductorsSnapshot 2026-11-05
$110.04-7.36%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySemiconductorsSnapshot 2026-11-05
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 2026-11-05.
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=8515).
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.
“We delivered our tenth consecutive quarter of profitable growth with strong performance across both segments as Qnity continues to establish itself as the premier solutions provider across the semic…
Stated in 4 of 5 supplied quarters. Management reported: ““We delivered our tenth consecutive quarter of profitable growth with strong performance across both segments as Qnity continues to establish itself as the premier solutions provider across the semiconductor value chain,” said Jon Kemp, Qnity’s Chief Executive Officer.” “Guidance for Full Year 2026 Qnity is raising full‑year guidance based on strong third‑quarter performance and continued momentum in the business.” Revenue was $1.556 billion in 2026-Q3.
““We delivered our tenth consecutive quarter of profitable growth with strong performance across both segments as Qnity continues to establish itself as the premier solutions provider across the semic…”
““We delivered our ninth consecutive quarter of profitable growth driven by disciplined execution across both segments,” said Jon Kemp, Qnity’s Chief Executive Officer.”
““Qnity had a tremendous start to the year, outperforming our expectations and delivering our eighth consecutive quarter of strong profitable organic growth with double-digit gains in both segments,”…”
“Document Exhibit 99.1 Qnity Reports Fourth Quarter and Full Year 2025 Results – Full year net sales of $4.75 billion, up 10% year-over-year, organic sales (1) up 10% – GAAP net income of $729 million…”
Qnity’s full year 2026 guidance (3) is as follows: [TABLE] Net Sales | $5.77B - $5.83B || Adjusted Operating EBITDA | $1.785B - $1.805B || Adjusted EPS | $4.95 - $5.05 || Adjusted Free Cash Flow | $8…
Stated in 4 of 5 supplied quarters. Management reported: “Guidance for Full Year 2026 Qnity is raising full‑year guidance based on strong third‑quarter performance and continued momentum in the business.” ““We delivered our tenth consecutive quarter of profitable growth with strong performance across both segments as Qnity continues to establish itself as the premier solutions provider across the semiconductor value chain,” said Jon Kemp, Qnity’s Chief Executive Officer.”
These combined actions are expected to deliver approximately $100 million in Adjusted Operating EBITDA run-rate benefit by the end of 2028.
Stated in 1 of 5 supplied quarters. Management reported: “These combined actions are expected to deliver approximately $100 million in Adjusted Operating EBITDA run-rate benefit by the end of 2028.” “To execute this program, Qnity expects to incur approximately $140 million in costs to achieve over the next two to three years.”
“These combined actions are expected to deliver approximately $100 million in Adjusted Operating EBITDA run-rate benefit by the end of 2028.”
Share Repurchase Authorization Qnity’s Board of Directors authorized the repurchase of up to $500 million of outstanding common stock.
Stated in 1 of 5 supplied quarters. Management reported: “Share Repurchase Authorization Qnity’s Board of Directors authorized the repurchase of up to $500 million of outstanding common stock.” “This authorization reflects the Company’s commitment to maintaining a balanced, returns-focused capital allocation framework and enhancing long-term shareholder value.”
“Share Repurchase Authorization Qnity’s Board of Directors authorized the repurchase of up to $500 million of outstanding common stock.”
Guidance for Full Year 2026 Qnity is raising full‑year guidance based on strong second‑quarter performance and continued near‑term momentum, including strong customer engagement and demand across end…
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).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“Qnity’s full year 2026 guidance (3) is as follows: [TABLE] Net Sales | $5.77B - $5.83B || Adjusted Operating EBITDA | $1.785B - $1.805B || Adjusted EPS | $4.95 - $5.05 || Adjusted Free Cash Flow | $8…”
“Qnity’s full year 2026 guidance (3) is as follows: [TABLE] Net Sales | $5.55B - $5.65B || Adjusted Operating EBITDA | $1.675B - $1.725B || Adjusted EPS | $4.40 - $4.60 || Adjusted Free Cash Flow | $6…”
“Qnity’s full year 2026 guidance (3) is as follows: Net Sales $5.225B - $5.375B Adjusted Operating EBITDA $1.535B - $1.625B Adjusted EPS $3.80 - $4.14 Adjusted Free Cash Flow $500M - $600M (3) We calc…”
“Outlook for Full Year 2026 Qnity’s full year 2026 guidance 2 is as follows: Net Sales $4.97B - $5.17B Adjusted Operating EBITDA $1.465B - $1.575B Adjusted EPS $3.55 to $3.95 Adjusted free cash flow $…”