NYSEInformation TechnologySemiconductor Equipment & MaterialsSnapshot 2026-07-07
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Track Q free→Qnity Electronics grows revenue about 10% yearly, aiming for $5.3B in 2026. Profit margins stay strong near 30%. Free cash flow is expected between $500M and $600M. The company has beaten earnings estimates recently.
The recent 20% stock drop shows investor worries. Rising debt and management changes may hurt execution. If revenue growth slows below 7%, the business could weaken.
The market prices about 10% revenue growth and values the stock 13% below our fair value near $165. Our fair value is slightly below the Street median, reflecting cautious optimism.
Breaks if: adjusted free cash flow falls below $450M in FY26
Qnity aims to achieve adjusted free cash flow between $500 million and $600 million for the fiscal year 2026.
Stated in 2 of last 2 quarters. Adjusted FCF guidance was raised from $450M - $550M to $500M - $600M for 2026, reflecting improved cash flow expectations. The trajectory indicates an upward revision, suggesting progress towards the target.
Breaks if: additional key executive departures or guidance cuts
Breaks if: operating margin falls below 28% in FY25
Breaks if: revenue falls below $5.0B in FY26
Qnity aims to achieve revenue between $5.225 billion and $5.375 billion for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue guidance was raised from $4.97B - $5.17B to $5.225B - $5.375B for 2026, indicating positive momentum. The trajectory shows an upward revision in revenue expectations, suggesting progress towards the target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Qnity’s full year 2026 guidance is as follows: Adjusted Free Cash Flow $500M - $600M.”
“Qnity’s full year 2026 guidance 2 is as follows: Adjusted free cash flow $450M - $550M.”
Qnity Electronics aims for adjusted free cash flow between $450 million and $550 million for 2026.
“Qnity is raising full-year guidance based on strong first-quarter performance...”
“Qnity’s full year 2026 guidance 2 is as follows: Net Sales $4.97B - $5.17B”
Qnity Electronics aims to achieve net sales between $4.97 billion and $5.17 billion for the fiscal year 2026.
