Qnity Electronics, Inc. (Q)

NYSE:Q

Qnity Electronics, Inc.

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Qnity Electronics, Inc. (Q) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Mar 04, 2027

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

0.82

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 12, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Overall the call was strongly positive: Qnity reported a record quarter with robust top-line and margin expansion, raised full-year guidance across sales, EBITDA, EPS and free cash flow, and showcased durable secular tailwinds (AI, advanced packaging, thermal management) plus strategic partnerships and capacity builds. Notable risks include elevated near-term CapEx and modest Q1 free cash flow, input-cost inflation (~$20M headwind), inventory restocking, and geopolitical/operational uncertainties, but management outlined mitigations (pricing actions, local-for-local model, scenario planning). Highlights materially outweigh the lowlights.

Company Guidance

Qnity raised its 2026 guidance after a strong Q1 and now expects full-year net sales of $5.225B–$5.375B (midpoint +5%), adjusted operating EBITDA $1.535B–$1.625B (midpoint +4%), adjusted EPS $3.80–$4.14 (midpoint +6%) and adjusted free cash flow $500M–$600M (midpoint +10%); Q1 results were net sales $1.3B (+18% YoY, +17% organic), adjusted operating EBITDA $411M (+22% YoY) with a 31.3% margin (+125 bps YoY), adjusted EPS $1.08 (+33%) and FCF $28M. For Q2 the company expects overall mid-single-digit sequential net sales growth, Semiconductor roughly flat sequential with mid‑30s margins, ICS high‑single‑digit sequential growth with mid‑to‑high‑20s margins, and MSI wafer-start growth now seen in the mid‑ to high‑single‑digit range. It assumes ~ $20M of raw‑materials/logistics inflation for the rest of 2026 (to be largely offset by pricing), plans elevated CapEx of ~9% of sales this year (longer‑term ~6%), had ~$850M cash, $4B total debt (net leverage 2.2x), repurchased $25M of stock, and noted inventory ~100 days with ~6x turns.

Record Quarter and Strong Financial Performance

Q1 net sales of $1.3B, up 18% year-over-year and 11% sequentially; organic sales +17% YoY. Adjusted operating EBITDA of $411M, up 22% YoY, with adjusted EBITDA margin 31.3% (expanded >125 bps YoY). Adjusted EPS was $1.08, up 33% YoY. Cash and short-term investments ~ $850M; repurchased $25M of shares.

Raised Full-Year Guidance

Management raised FY26 guidance: net sales $5.225B–$5.375B (midpoint +5%), adjusted operating EBITDA $1.535B–$1.625B (midpoint +4%), adjusted EPS $3.80–$4.14 (midpoint +6%), and adjusted free cash flow $500M–$600M (midpoint +10%). Company expects double-digit net sales and EBITDA growth year-over-year and now models MSI wafer start growth in the mid- to high-single-digit range.

Interconnect Solutions (ICS) Outperformance

ICS net sales $593M with organic growth +22% YoY. Core ICS areas (Advanced Packaging, Interconnects, Thermal Management) grew >50% YoY. ICS adjusted operating EBITDA margin 28.5%, improving ~280 bps sequentially, driven by operating leverage and favorable mix; winning new business with AI PCB fabs, hyperscalers and premium OEMs.

Semiconductor Technologies Growth and Node Momentum

Semiconductor net sales $722M with organic growth +12% YoY, led by advanced logic and HBM. CMP and lithography product lines saw strength as 3nm volumes scale and early 2nm activity appears; segment adjusted operating EBITDA margin 36.4%, up ~130 bps sequentially.

Strategic Partnerships and Capacity Expansion

Announced collaboration with NVIDIA on materials R&D and inclusion in Apple's American manufacturing program. Opened a 385,000 sq. ft. Delaware facility; announced a new Taiwan site (to be fully operational early 2027). CapEx elevated to support capacity (FY26 ~9% of sales) with modular investments to enable customer ramps.

Persistent Innovation and Commercial Traction

Eighth consecutive quarter of profitable organic growth with multiple process-of-record (POR) wins across product lines. R&D focus on advanced nodes (3nm, 2nm and Angstrom-era 16/14/10), CMP consumables, lithography films/EUV sublayers, AI PCBs and thermal management is translating into share gains and visible multi-year demand.

Qnity Electronics, Inc. (Q) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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Q Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2027	2026 (Q4)	- / -	0.82	―	―	―
May 12, 2026	2026 (Q1)	0.92 / 1.08	0.922	17.14% (+0.16)
Feb 26, 2026	2025 (Q4)	0.63 / 0.82	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

Q Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 12, 2026	$153.24	$168.36	+9.87%
Feb 26, 2026	$119.78	$124.70	+4.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Qnity Electronics, Inc. (Q) report earnings?

Qnity Electronics, Inc. (Q) is schdueled to report earning on Mar 04, 2027, Before Open (Confirmed).

What is Qnity Electronics, Inc. (Q) earnings time?

Qnity Electronics, Inc. (Q) earnings time is at Mar 04, 2027, Before Open (Confirmed).

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