Qnity Electronics, Inc. Q

124.69 2.38 1.95% as of 25 Sep
Market cap
$25.6B
P/E
44.5×
Indexes indicate stock being part of an index,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.47
Total sells 0.97
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 2 — — — — — — — — 1 —
Sell — 2 2 — — — — 1 1 — — —
Insider Ownership 0.34%

Capital & Financial Ratios

Market Cap 25,600.00
Revenue 5,210.00
Net Income 630.00
Free Cash Flow 831.00
Net Debt 3,059.00
Current Ratio 2.01
Debt/Equity 0.53
P/E ratio 44.54
P/S ratio 5.01
P/B ratio 3.46
Past 5Y EPS Growth —
This Y EPS Growth 35.90%
Next Y EPS Growth 18.12%
Next 5Y EPS Growth 22.26%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash — 166 915 961
Receivables — 682 992 1,138
Inventory — 597 661 730
Other — — — —
— 1,483 2,638 2,896
2023 2024 2025 Q'26
Payables — 528 680 790
ST’ Debt — — 24 23
Other — — — —
— 839 1,356 1,442
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Mar Jun Sep Dec Year
’26 1,315 1,429 — — —
’25 1,118 1,170 1,276 1,190 4,754
’24 — — 1,148 — 4,335
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 135 241 — — —
’25 207 273 302 491 1,273
’24 — — 775 286 1,061
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 13 157 — — —
’25 103 224 241 420 988
’24 — — 641 235 876
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.72 0.59 — — —
’25 0.95 0.95 1.01 0.48 3.30
’24 — — 0.99 — 3.46
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — 70.50

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — 105.40
High Price
— — — — — — — — 10,000 10,000
Employees
— — — — — — — 0 0 0
Revenue/Emp
— — — — — — — 4,035 4,335 4,754
Revenue
— — — — — — — 43.49% 46.04% 46.17%
Gross Margin
— — — — — — — 632 901 962
EBT
— — — — — — — 15.66% 20.78% 20.24%
EBT Margin
— — — — — — — 533 724 729
Net Income
— — — — — — — 403 394 376
Depreciation
— — — — — — — 19.27 20.70 22.68
Revenue/Sh
— — — — — — — 2.55 3.46 3.30
Earnings/Sh
— — — — — — — 4.21 5.07 6.07
Cash Flow/Sh
— — — — — — — (1.08) (0.88) (1.36)
Capex/Sh
— — — — — — — 3.13 4.18 4.71
Free CF/Sh
— — — — — — — 0.00 52.03 35.14
Book Value/Sh
— — — — — — — 209 209 210
Shares
— — — — — — — 24.46 24.46 24.11
PE Ratio
— — — — — — — 4.23 4.23 3.60
PS Ratio
— — — — — — — 2.12 2.12 2.32
PB Ratio
— — — — — — — 4.57 4.57 4.25
EV/Sales
— — — — — — — 26.79 26.79 20.47
EV/FCF
— — — — — — — 882 1,061 1,273
Op' Cash Flow
— — — — — — — (226) (185) (285)
Capex
— — — — — — — 656 876 988
FCF
— — — — — — — — 644 1,282
Working Cap'
— — — — — — — — — 4,027
Total Debt
— — — — — — — — (166) 3,112
Net Debt
— — — — — — — 0 10,896 7,366
Sh' Equity
— — — — — — — 0.00% 11.29% 5.25%
ROA
— — — — — — — 0.00% 4.89% 5.78%
ROIC
— — — — — — — 0.00% 0.00% 7.58%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Qnity Electronics, Inc. peers in Semiconductor Equipment & Materials

Company Market cap P/E Compare
ENTG Entegris, Inc. $23.0B 75.9× Compare
ONTO Onto Innovation Inc. $13.9B 107× Compare
AMKR Amkor Technology, Inc. $13.3B 23.9× Compare
NVMI Nova Ltd. $11.7B 42.4× Compare
Company Market cap P/E Compare
TER Teradyne, Inc. $62.4B 54.3× Compare
FORM FormFactor, Inc. $10.3B 87.8× Compare
CAMT Camtek Ltd. $6.8B 193× Compare
ACMR ACM Research, Inc. $5.4B 34.4× Compare

All 29 Semiconductor Equipment & Materials stocks →

Q metrics, ten years each

Qnity Electronics, Inc. (Q) key facts

  • Qnity Electronics, Inc. (Q) is a Semiconductor Equipment & Materials company in the Technology sector, listed on the New York Stock Exchange.
  • Qnity Electronics, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, up 9.67% from fiscal 2024.
  • As of September 25, 2026, Q traded at $124.69, a market capitalization of $25.6 billion.
  • Return on equity was 7.58% and debt-to-equity 0.53.

Source: company filings (standardised) and stockrow calculations.

Qnity Electronics, Inc. (Q) Latest News

News by impact score

Fine-tune

21 Sep

3

Qnity Electronics, Inc. (Q) has been added to the PHLX Semiconductor Sector Index (SOX), a modified market-cap index of the 30 largest US-listed semiconductors. The inclusion, announced September 21, 2026, underscores Qnity's scale and relevance across the semiconductor value chain and its role in AI, high-performance computing and advanced connectivity. CEO Jon Kemp called it an important milestone for a public company. The SOX tracks major semiconductor players and serves as a benchmark for performance and investor sentiment. Qnity describes itself as a premier technology provider across the value chain, offering solutions for chip manufacturing, high-speed transmission within complex electronic systems, and high-performance materials and integration. More information at www.qnityelectronics.com. Contacts: Investor Meg Miller ([email protected]); Media Ashley Boucher ([email protected]). Inclusion in a major sector index typically increases liquidity and investor interest in Qnity's stock.

1 Sep

4

Qnity Electronics (Q) advances Stackplane AI packaging, signaling strategic moves in AI technology and potential shifts in competitive positioning. Stackplane AI packaging push marks major strategic move likely to significantly alter company trajectory and investor sentiment.

31 Aug

4

Qnity Electronics expands AI packaging operations, which may drive its stock above fair value. AI packaging expansion represents major strategic move with potential to significantly alter valuation and trajectory.

4

Qnity Electronics launches Stackplane CMP Slurry Platform for advanced packaging. New CMP slurry platform launch targets advanced packaging growth and strengthens Qnity's market position.

29 Aug

4

Qnity Electronics identifies AI and advanced packaging as drivers for its next growth phase. AI and advanced packaging initiatives position Qnity for substantial growth and market gains.

26 Aug

4

AI demand for advanced semiconductors positions Qnity Electronics (Q) for potential stock gains amid shifting market dynamics. AI-driven semiconductor demand creates major shifts in market dynamics that can significantly alter Qnity's trajectory and investor sentiment.

25 Aug

4

Qnity Electronics expands AI-driven advanced packaging capabilities with end-to-end process solutions. Expansion of AI-driven advanced packaging adds strategic capabilities that can significantly boost Qnity's market position and growth trajectory.

20 Aug

4

Qnity Electronics accelerates advanced node materials innovation by integrating next-generation KLA inspection capabilities. Integration of advanced KLA inspection tools strengthens Qnity's materials innovation and competitive position in advanced semiconductor nodes.

10 Aug

4

Qnity Electronics raised its guidance after Q2 earnings call on AI momentum. AI-led guidance raise signals major positive shift in Qnity revenue trajectory and investor outlook.

5 Aug

3

Qnity Electronics beat Q2 earnings estimates as revenues rose year over year. Earnings beats with revenue growth typically support short-term stock gains without altering long-term trajectory.

3 transcript

Qnity Electronics Q2 earnings call highlighted quarterly financial results, revenue performance, operational updates and forward guidance. Q2 earnings call details can moderately sway near-term investor views and stock movement without indicating major strategic shifts.

3

Qnity Electronics raised its 2026 sales outlook, lifting shares 10.8% despite ongoing profit squeeze. Sales guidance raise offers moderate positive signal offset by persistent margin pressure.

4 Aug

4

Qnity Electronics posted record Q2 2026 growth and raised guidance. Record results plus higher outlook indicate major positive shift in performance and sentiment.

4

Qnity Electronics shares jumped after the company beat earnings expectations and raised its full-year forecast. Earnings beat combined with raised full-year guidance signals stronger financial performance and improved outlook for the company.

4

Qnity Electronics beat Q2 estimates and raised full-year guidance. Beating Q2 views and raising full-year guidance signals stronger financial performance with positive effects on company trajectory.

4

Qnity Electronics stock jumps on surging global demand for semiconductors. Rising worldwide semiconductor demand directly strengthens Qnity's core market position and revenue outlook.

4

Qnity Electronics reported second quarter 2026 results and raised full-year financial guidance. Raised full-year guidance after quarterly results signals stronger performance and positive outlook.

3

Qnity Electronics (Q) Q2 earnings results include comparisons of key metrics to Wall Street estimates. Q2 earnings metric comparisons to estimates can moderately shift near-term stock sentiment and valuations.

31 Jul

3

Qnity Electronics partners with University of Delaware on semiconductor R&D initiatives and workforce development programs. University partnership aids semiconductor R&D and talent pipeline at moderate scale without major immediate financial shifts.

29 Jul

4

Qnity Electronics strengthens long-term innovation and advanced packaging roadmap. Roadmap strengthening in innovation and advanced packaging signals major strategic moves likely to alter company trajectory.

28 Jul

4

Qnity Electronics advances its thermal management portfolio to meet rising heat demands from AI and high-power electronics in product design. Portfolio advancement in thermal management targets expanding AI and high-power electronics markets with strong potential to improve competitive positioning.

21 Jul

3

Qnity Electronics' interconnect solutions face questions over ability to sustain growth momentum amid market conditions. Questions on product line momentum may influence investor views on Q's core operations without major strategic shifts.

15 Jul

4

Qnity Electronics questions sustainability of its AI-driven semiconductor growth amid competitive and market pressures. AI semiconductor growth sustainability directly shapes Qnity's long-term trajectory and investor sentiment.

13 Jul

4

Qnity Electronics repriced its loan and advances an AI packaging push but faces a valuation test. Loan repricing and AI packaging push constitute major financial and strategic moves that can significantly alter company trajectory and investor sentiment.

3

Qnity Electronics raised its outlook, after which its stock (Q) is assessed as fully valued. Raised outlook improves near-term visibility yet full valuation caps material upside.

12 Jul

4

Qnity Electronics introduces enhanced advanced packaging materials for organic interposers. New materials represent significant product launch strengthening Qnity competitive position in semiconductor packaging.

8 Jul

3

Qnity Electronics Inc (Q) prepares to issue a dividend payment with additional undisclosed developments noted. Dividend announcement can moderately lift near-term investor sentiment and share price for Qnity Electronics.

6 Jul

4

Blockbuster AI deal forces Honeywell breakup, freeing Qnity Electronics to operate independently and capture AI-driven growth without conglomerate constraints. Major AI deal directly accelerates Qnity's standalone strategy and market positioning post-breakup.

29 Jun

4

Qnity Electronics (Q) launches Optivision Max CMP Polishing Pads. New CMP polishing pad product targets semiconductor manufacturing and can shift competitive positioning.

23 Jun

3

Jim Cramer views Qnity Electronics as fundamentally a bet on the future of chip-making. Jim Cramer's comment highlights Qnity's exposure to semiconductor industry growth.

stockrow.com/Q · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com