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Qnity ElectronicsQ

Semiconductor Materials & Equipment · Wilmington, Delaware · In the S&P 500
$116.67−4.88%After hours: $117.00 (+0.28%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 24.1% over 1 year
Qnity Electronics over 1 yearDaily close, $, to 30 Oct 2026
$100$150Nov2026MarMayJulSep$116.67$100$150NovMarJul$116.67
Source: Nasdaq daily closes
Market value$24.41B
Price to earnings41.8x
Forward P/E24.1x
Dividend yield0.27%
Year to date+42.9%
One year+24.1%
Next earningsWed 4 Nov, before the open
SectorInformation Technology
52-week range (closes)
$73.54$175.64

Quality and valuation

How Qnity Electronics compares with other information technology stocks. A description, not a recommendation.

Qnity Electronics and 4 semiconductor materials & equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most information technology companies, priced about in line with them.

Qnity Electronics trades at 24.1 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +14.8% vs +20.6%
  • Keeps less of each sale (gross margin): 46.2% vs 61.5%
  • Turns less of its sales into cash: 15.8% vs 21.7%
  • Keeps less of its revenue as profit (net margin): 12.4% vs 15.6%
Q trades at 24.1x forward earnings, above the sector medianForward p/e, Semiconductor Materials & Equipment peers
AMAT21.9xQ24.1xLRCX24.9xKLAC27.5xTER28.8xSector median 22.2xAMAT21.9xQ24.1xLRCX24.9xKLAC27.5xTER28.8xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 41.8x earnings, Q is pricier than its average since Nov 2025Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x30x50xAverage 38.3x2026MaySep41.8x20xAverage 38.3x2026MaySep41.8x
Source: Nasdaq prices; SEC filings

Financials

From Qnity Electronics's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 22.1% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.4bnQ2 ’26$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.4bnQ2 ’26
Source: SEC filings
Growth sped up to +22.1% last quarterRevenue growth, year on year, %
0%10%20%Q3 ’25Q4 ’25Q1 ’2622.1%Q2 ’260%10%20%Q3 ’25Q4 ’25Q1 ’2622.1%Q2 ’26
Source: SEC filings
Free cash flow was $825 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$200m$400mQ1 ’25Q3 ’25$151mQ2 ’26$0m$200m$400mQ1 ’25Q3 ’25$151mQ2 ’26
Source: SEC filings
Diluted EPS was $0.59 last quarterQuarterly diluted earnings per share, $
$0.0$0.5$1.0Q3 ’24Q1 ’25Q3 ’25$0.59Q2 ’26$0.0$0.5$1.0Q3 ’24Q1 ’25Q3 ’25$0.59Q2 ’26
Source: SEC filings
Last 12 monthsQSector median
Revenue growth+14.8%+20.6%
Gross margin46.2%61.5%
Free cash flow margin15.8%21.7%
Price to earnings41.8x33.1x

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AMATApplied Materials$390.09−7.49%+51.8%$310B
LRCXLam Research$239.11−6.01%+39.7%$299B
KLACKLA$157.91−5.69%+30.0%$206B
TERTeradyne$274.37−7.38%+41.7%$42.90B