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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Roberts | Mizuho Securities | 8 (13%) |
| Chris Parkinson | Wolfe Research | 8 (0%) |
| Melissa Weathers | Deutsche Bank | 8 (0%) |
| Bhavesh Lodaya | BMO Capital Markets | 8 (0%) |
| Arun Viswanathan | RBC Capital Markets | 6 (17%) |
| Edward Yang | Oppenheimer | 6 (17%) |
| Jim Schneider | Goldman Sachs | 6 (33%) |
| Frank Mitsch | Fermium Research | 4 (0%) |
| Aleksey Yefremov | KeyBanc Capital Markets | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BMO Capital Markets | 1 | 8 (0%) |
| Deutsche Bank | 1 | 8 (0%) |
| Mizuho Securities | 1 | 8 (13%) |
| Wolfe Research |
| 1 |
| 8 (0%) |
| RBC Capital Markets | 1 | 6 (17%) |
| Oppenheimer | 1 | 6 (17%) |
| Goldman Sachs | 1 | 6 (33%) |
| KeyBanc Capital Markets | 1 | 4 (0%) |
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 |
| 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 |
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).
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% | |
| 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% | |
| TXN Texas Instruments | 9 | +18.6% |