Qnity Earnings: Shares Fall on Broader AI Selloff Despite Strong Results; Maintaining Valuation
Qnity Electronics reported strong third-quarter earnings as double-digit volume growth drove over 35% adjusted EBITDA growth year over year.
Qnity Electronics Inc Q
Bulls Say, Bears Say
Bulls
Qnity will benefit from the growing demand for semiconductors, as more are needed in electronics and transportation, and to enable artificial intelligence.
Bears
New artificial intelligence models will require less computing power over time, which will to slower semiconductor growth.
News
Qnity Reports Third Quarter 2026 Results, Raises Full-Year Financial Guidance
Qnity to Present at the UBS Global Technology and AI Conference
Qnity is Empowering Next-Generation Smart Consumer Electronic Devices with Advanced Interconnect Innovations
Qnity Announces Fourth Quarter 2026 Dividend on Common Stock
Qnity Extends Thermal Management Solutions for Advanced Memory Cooling for AI Data Centers
Qnity Introduces New Kalrez® High-Temperature Sealing Solution for Semiconductor Manufacturing
Qnity Showcases Materials Innovation Powering the Next Leap in Electronics at TPCA Show 2026
Qnity Schedules Third Quarter 2026 Earnings Release and Conference Call
Articles & Videos
This Newly Undervalued Stock Has Plenty of Growth Ahead
10 New 4-Star Stocks This Week
33 Undervalued Stocks to Buy Before the Market Shifts Again
Basic Materials: Sector Falls, Leaving Opportunities in Chemicals and Agriculture
11 New 4-Star Stocks This Week
7 New 4-Star Stocks This Week
Stock Sector Outlooks: Morningstar’s Top Q2 Picks Across the Market
33 Undervalued Stocks to Buy in a Volatile Market
Basic Materials: Sector Soars as Broader Market Falls; We See Opportunities in Chemicals and Agriculture
Trading Information
- Previous Close Price
- $122.69
- Day Range
- $119.56–122.39
- 52-Week Range
- $72.87–177.14
- Bid/Ask
- $119.27 / $120.22
- Shares Outstanding
- 209.04M
- Market Cap
- $25.48B
- Volume/Avg
- 41,470 / 2M
Key Statistics
- Price/Earnings (Normalized)
- 26.63
- Price/Sales
- 4.70
- Dividend Yield (Trailing)
- 0.24%
- Dividend Yield (Forward)
- 0.26%
- Dividend Payment Schedule
- Mar, Jun, Sep, Dec
- Total Yield
- 0.24%
Company Profile
Qnity is a specialty chemicals company created in 2025 after being spun off from DuPont. It sells chemicals and materials to the semiconductor industry, which generates the majority of sales, and also the electronics industry. Qnity specializes in materials science, including supplying key materials required to manufacture semiconductors and interconnected devices.
- Sector
- Technology
- Industry
- Semiconductor Equipment & Materials
- Stock Style Box
- Mid Growth
- Total Number of Employees
- —
Competitors
Valuation
Metric | Q | ENTG | SOLS |
|---|---|---|---|
Price/Earnings (Normalized) | 26.63 | 47.85 | 36.10 |
Price/Book Value | 3.38 | 5.40 | 6.68 |
Price/Sales | 4.70 | 6.66 | 2.54 |
Price/Cash Flow | 26.83 | 27.76 | 14.49 |
Price/Earnings
Q
ENTG
SOLS
Financial Strength
Metric | Q | ENTG | SOLS |
|---|---|---|---|
Quick Ratio | 1.53 | 1.41 | 0.88 |
Current Ratio | 2.09 | 2.66 | 1.38 |
Interest Coverage | 4.56 | 3.29 | 4.78 |
Quick Ratio
Q
ENTG
SOLS
Profitability
Metric | Q | ENTG | SOLS |
|---|---|---|---|
Return on Assets (Normalized) | 6.94% | 6.77% | 8.32% |
Return on Equity (Normalized) | 12.64% | 14.02% | 25.70% |
Return on Invested Capital (Normalized) | 9.82% | 9.46% | 14.89% |
Return on Assets
Q
ENTG
SOLS
Semiconductor Equipment & Materials Industry Comparables
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| ASML Holding NV ASMLF | LOCK|v@hnGRwv | LOCK|v% | $589B | |||
| ASML Holding NV ADR ASML | LOCK|S@mg!yk | LOCK|@n& | $589B | |||
| Applied Materials Inc AMAT | LOCK|^%S%J^n& | LOCK|b?^ | $302B | |||
| Lam Research Corp LRCX | LOCK|Zw#!^$sH | LOCK|>m | $292B | |||
| KLA Corp KLAC | LOCK|vkwTDWxZ | LOCK|>x# | $205B | |||
| Advantest Corp ADR ATEYY | — | LOCK|Z!# | $136B | |||
| Advantest Corp ADTTF | — | LOCK|B%r | $136B | |||
| Teradyne Inc TER | LOCK|lMQ!^q | LOCK|^L | $41B | |||
| Entegris Inc ENTG | LOCK|ZvS@!hf | LOCK|$R | $23B |
United States