Qnity Electronics, Inc. · Q · Next earnings

Qnity Electronics, Inc. reports Tuesday, Nov 17, 2026

Q reports session not yet known with consensus EPS at $1.18 and revenue at $1.49B. Last quarter: Qnity Electronics Beats Q1 Estimates, Raises Guidance on AI Demand and NVIDIA-Apple Partnerships

Reports Session not yet known58 days awayDate unknown Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.18 Calendar consensus
Consensus revenue $1.49B Calendar consensus
Report date Nov 17, 2026 Tuesday, date unknown
Session Session not yet known 58 days away

Where Q left off: FY2026 Q1

Full report

Qnity Electronics Beats Q1 Estimates, Raises Guidance on AI Demand and NVIDIA-Apple Partnerships

EPS surprise +17.1% Reported $1.08 vs $0.92
Revenue surprise +3.5% Reported $1.31B vs $1.27B
Stock move +9.9% Event window
Subsequent drift -17.0% Up to 20 sessions

Management raised full-year FY2026 guidance for sales, EBITDA, and EPS, citing robust demand and continued execution. The prior quarter's initial FY2026 outlook called for sales of $4.97 to $5.17 billion, adjusted EBITDA of approximately $1.5 billion, EPS of $3.55 to $3.95, and free cash flow of $450 to $550 million. The raise reflects Q1's strong beat and the contribution of new partnership pipelines.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Raw material, energy, and logistics cost inflation
  • Geopolitical uncertainties, including Middle East conflict
  • Potential labor unrest in Korean memory fabs
  • Supply chain tightness and capacity constraints
  • Inventory restocking volatility

Questions analysts left open

  • Q2 EBITDA margin outlook amid raw-material cost pressures
  • Potential impact of raw-material price increases on pricing strategy
  • Capacity constraints and timing of Taiwan facility ramp-up
  • Hiring of senior semiconductor leadership roles
  • Memory market dynamics and exposure in China

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Recent Q quarters

All Q earnings
+9.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.