Qnity Electronics Inc. (Q) earnings date & stock reaction
Q · Qnity Electronics Inc. · IT
Q
Qnity Electronics Inc. earnings is out
- 1WhenWed, 11/4 · before the US openReported
- 2What's expectedConsensus EPS $1.21 · Revenue $1.5B
- 3Usual reactionAvg. next-day move ±4.8% · fell after a beat 0 of 5 times · up 5 of last 5Report history ›
- 4The numbers
EPS $1.46
YoY vs $0.95 +53.7%QoQ vs $1.19 +22.7%
$0.95'25.11'26.2'26.5$1.19'26.8$1.46'26.11Revenue $1.6B
YoY vs $1.3B +21.9%QoQ vs $1.4B +8.9%
$1.3B'25.11'26.2'26.5$1.4B'26.8$1.6B'26.11WhyRevenue grew 22% YoY to $1.6 billion, but GAAP net income fell to $196 million from $223 million last year, highlighting a need for improved bottom-line profitability.
- 5Next-day price+3.05%Smaller than its usual ±4.8%Price around earningsAround this reportDown 6% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
- 6What they said
22% revenue growth and raised full-year guidance
Revenue & business
How did the business grow?
Reported progress
Strong double-digit revenue growth
Revenue for the quarter reached $1.556 billion, up 22% vs last year.
Semiconductor Technologies segment revenue grew to $797 million from $693 million last year.
Profitability & costs
What changed in profitability?
Concern
Decline in GAAP net income and EPS
GAAP net income fell to $196 million from $223 million last year.
GAAP EPS decreased by 14% to $0.87 vs $1.01 last year.
Concern
Rising costs and margin pressure
Cost of sales increased to $813 million from $701 million last year.
Selling, general and administrative expenses rose to $200 million from $159 million last year.
Cash flow & finances
How did cash and finances change?
Concern
Increase in inventory and accounts receivable
Inventories grew to $775 million from $661 million at the end of last year.
Accounts receivable increased to $1.237 billion from $992 million at the end of last year.
Company outlook
What is management forecasting?
Reported progress
Raised full-year financial outlook
Based on strong Q3 performance, the company raised its full-year revenue guidance to $5.77B–$5.83B.
Other reported details
What else was reported?
Reported progress
Significant improvement in adjusted earnings
Adjusted EPS rose to $1.46, a 55% increase vs $0.94 last year.
Adjusted Operating EBITDA reached $503 million, up from $370 million last year.
Management's words
“We delivered our tenth consecutive quarter of profitable growth with strong performance across both segments as Qnity continues to establish itself as the premier solutions provider across the semiconductor value chain.”
Auto-summary · based on the Nov 4, 2026 earnings release.
- 7Did they deliverThis company doesn't give quarterly guidance — consensus only
- 8After a move like thisLast 2 times it rose 5%+ on report day — 5 days later: rose further 0, gave back 2
Not a forecast · this stock's own history only
- 9Big holdersHoldings data is collected for featured stocks only
Qnity Electronics Inc. (Q) rose the day after earnings in 5 of its last 5 reports (100%), moving ±4.8% on average.
Past earnings reactions5 reports
What to watch
What actually moves this stock?
What really matters here
Next-quarter revenue outlook and margin
In finance terms · Revenue guidance · margin
Growth · revenueYoY by quarter, latest right
AcceleratingGrowth is accelerating from +11% to +22%. A good direction.
What to watch next report
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
watches Revenue guidance · margin
- Quarter ended Sep 2026+3.05%
- Quarter ended Jun 2026+6.28%
- Quarter ended Mar 2026+9.87%
- Quarter ended Dec 2025+4.10%
- Quarter ended Sep 2025+0.81%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
This report · Smaller move than usual · Usual earnings move ±4.8%
EPS $1.46
YoY vs $0.95 +53.7%QoQ vs $1.19 +22.7%
Revenue $1.6B
YoY vs $1.3B +21.9%QoQ vs $1.4B +8.9%
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 9/2026 | 2026-11-04 | +20.8% | +3.05% | — |
| 6/2026 | 2026-08-04 | +11.0% | +6.28% | +0.80% |
| 3/2026 | 2026-05-12 | +17.4% | +9.87% | -2.75% |
| 12/2025 | 2026-02-26 | +28.6% | +4.10% | +0.14% |
| 9/2025 | 2025-11-18 | +44.0% | +0.81% | -1.23% |
5 reports, quarters ending 9/2025 to 9/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point. Latest report included: 2026-11-04 · How we calculate