Qnity Electronics, Inc. · Q · Next earnings

Qnity Electronics, Inc. reports Wednesday, Nov 4, 2026

Q reports before market open with consensus EPS at $1.20 and revenue at $1.49B. Last quarter: Qnity raises FY2026 outlook as AI and advanced-node demand drive growth

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.20 Calendar consensus
Consensus revenue $1.49B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where Q left off: FY2026 Q3

Full report

Qnity raises FY2026 outlook as AI and advanced-node demand drive growth

EPS surprise — Reported — vs $1.20
Revenue surprise — Reported — vs $1.49B
Stock move -0.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised FY2026 revenue guidance to $5.77–$5.83 billion and adjusted EPS guidance to $4.95–$5.05. The prior quarter’s ranges were $5.55–$5.65 billion in sales and $4.40–$4.60 in EPS. The supplied analysis notes no Q1 guidance and an expected modest Q1 performance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fab build-out delays and 12–18 month qualification periods could defer demand conversion.
  • Capacity may not keep pace if growth outstrips investment.
  • Year-end inventory seasonality and consumer-electronics softness could weigh on results.
  • The pace of AI data-center investment and the sustainability of advanced-node growth remain uncertain.

Questions analysts left open

  • The company did not provide Q1 guidance and described expected Q1 performance as modest.
  • The path and timing to a 50% gross margin target remain questions.
  • Investors will need to assess the durability of advanced-node growth and the goal of a 50% portfolio share.
  • Capacity sufficiency is uncertain if projected growth exceeds expectations.

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Recent Q quarters

All Q earnings
-0.3%FY2026 Q3+6.3%FY2026 Q2+9.9%FY2026 Q1+4.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.