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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.
Revenue Growth | Demand | Cloud & AI | Innovation & R&D | Margin | Competitive Dynamics | Guidance Reliability | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 7 | 3 | 4 | 3 | 2 | 2 | 1 | 1 |
| 2025Q4 | 7 | 7 | 1 | 3 | 3 | 1 | 4 | 1 |
| 2026Q1 | 2 | 3 | 4 | 3 | 2 | 4 | 2 |
| '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|
| Revenue Growth | 7 | 7 | 2 |
| Demand | 3 | 7 | 3 |
| Cloud & AI | 4 | 1 | 4 |
| Innovation & R&D | 3 | 3 | 3 |
| Margin | 2 | 3 | 2 |
| Competitive Dynamics | 2 | 1 | 4 |
| Guidance Reliability | 1 | 4 | |
| Capex Investment | 1 | 1 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.10B | — | $0.96 | — | — | — |
| FY2025 Q1 | $1.12B | +13.7% | $0.92 | +45.1% | 17.3% | $103M |
| FY2025 Q2 | $1.17B | +6.1% | $0.90 | +27.4% | 16.1% | $224M |
| FY2025 Q3 | $1.28B | +11.0% | $1.01 | +0.4% | 16.5% | $241M |
| FY2025 Q4 | $1.19B | +8.3% | $0.48 | -50.0% | 8.4% | $420M |
| FY2026 Q1Selected | $1.31B | +17.6% | $0.72 | -21.9% | 11.5% | $13M |
| FY2026 Q2 | $1.43B | +22.1% | $0.59 | -34.4% | 8.7% | $164M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Roberts | Mizuho Securities | 8 questions · 13% challenging |
| Chris Parkinson | Wolfe Research | 8 questions · 0% challenging |
| Melissa Weathers | Deutsche Bank | 8 questions · 0% challenging |
| Bhavesh Lodaya | BMO Capital Markets | 8 questions · 0% challenging |
| Arun Viswanathan | RBC Capital Markets | 6 questions · 17% challenging |
| Edward Yang | Oppenheimer | 6 questions · |
Calendar quarter Q1 2026Earnings call May 12, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +17.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Qnity Electronics, Inc. (Q), FY2026 Q1: 10/10. Scores: Qnity Electronics, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: Q daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
| Jim Schneider | Goldman Sachs | 6 questions · 33% challenging |
| Frank Mitsch | Fermium Research | 4 questions · 0% challenging |
| Aleksey Yefremov | KeyBanc Capital Markets | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 analyst | 8 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 8 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 8 questions · 13% challenging |
| Wolfe Research | 1 analyst | 8 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 6 questions · 17% challenging |
| Oppenheimer | 1 analyst | 6 questions · 17% challenging |
| Goldman Sachs | 1 analyst | 6 questions · 33% challenging |
| KeyBanc Capital Markets | 1 analyst | 4 questions · 0% challenging |
What Q and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“how this plays in your relationship with TSMC”
An analyst asks whether Qnity's NVIDIA and Apple agreements strengthen its qualification position with foundry customer TSMC across future nodes.
“our inclusion in Apple's American manufacturing program, recognizing our role as a long-term trusted partner.”
Qnity was included in Apple's American manufacturing program, positioned as a long-term trusted materials partner.
“a new collaboration with NVIDIA, focused on advancing materials research and development for next-gen AI, high-performance computing and Advanced Packaging.”
Qnity announced a materials R&D collaboration with NVIDIA, combining its materials expertise with NVIDIA's modeling and simulation to accelerate advanced-packaging development.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
Q Qnity Electronics, Inc. | 10 | +17.6% | |
| ADI Analog Devices | 9 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| CRDO Credo Technology Group Holding Ltd | 10 | +201.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +35.1% | |
| TXN Texas Instruments | 9 | +18.6% |