Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Qnity Electronics, Inc. (Q) is 10/10.
Qnity delivered a record Q1 with net sales of $1.3 billion, up 18% year-over-year, and adjusted EPS of $1.08 surging 33% on strong operating leverage. AI-driven semiconductor demand accelerated, with the Interconnect Solutions segment delivering exceptional growth. Management raised full-year guidance across all metrics, with adjusted EPS midpoint increasing 6.1% and revenue up 5%, driven by strategic partnerships with major customers and capacity expansion in key geographies.
Scored from Qnity Electronics, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.10B | — | $0.96 | — | 21.3% | — | — |
| FY2025 Q1 | $1.12B | +13.7% | $0.92 | +45.1% | 22.5% | 17.3% | $103M |
| FY2025 Q2 | $1.17B | +6.1% | $0.90 | +27.4% | 21.2% | 16.1% | $224M |
| FY2025 Q3 | $1.28B | +11.0% | $1.01 | +0.4% | 21.4% | 16.5% | $241M |
| FY2025 Q4 | $1.19B | +8.3% | $0.48 | -50.0% | 20.3% | 8.4% | $420M |
| FY2026 Q1 | $1.31B | +17.6% | $0.72 | -21.9% | 22.7% | 11.5% | $13M |
| FY2026 Q2 | $1.43B | +22.1% | $0.59 | -34.4% | 26.7% | 8.7% | $164M |
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
On August 21, 2026, Qnity Electronics announced the appointment of Ken Rizvi as Senior Vice President and Chief Financial Officer, effective October 1, 2026. Interim CFO Michael Goss will then serve as VP, Finance & Controllership and Principal Accounting Officer. Rizvi, 51, most recently was SVP and CFO at Synaptics from July 2024 and previously CFO of Penguin Solutions.