View ValuationQnity Electronics 将来の成長Future 基準チェック /36Qnity Electronics利益と収益がそれぞれ年間17.3%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.6% 17.5%なると予測されています。主要情報17.3%収益成長率17.54%EPS成長率Semiconductor 収益成長33.2%収益成長率8.0%将来の株主資本利益率11.60%アナリストカバレッジGood最終更新日06 Jul 2026今後の成長に関する最新情報お知らせ • May 13Qnity Electronics, Inc. Raises Earnings Guidance for the Full Year 2026Qnity Electronics, Inc. raised earnings guidance for the full year 2026. For the year, the company expects its Net Sales to be in range of $5.225 Billion - $5.375 Billion.お知らせ • Jan 16+ 1 more updateQnity Electronics, Inc. Reaffirms Earnings Guidance for the Full Year 2025Qnity Electronics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company reaffirms its financial guidance for Net Sales of ~$4.7 Billion.すべての更新を表示Recent updatesお知らせ • Jul 07Qnity Electronics, Inc. to Report Q2, 2026 Results on Aug 04, 2026Qnity Electronics, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €119, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 40x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €57.15 per share.お知らせ • Jun 25+ 1 more updateQnity Electronics, Inc. Declares Quarterly Dividend on Common Stock for Third Quarter 2026, Payable on September 15, 2026Qnity Electronics, Inc. announced that its Board of Directors has declared a quarterly dividend of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on September 15, 2026 to stockholders of record on August 31, 2026.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €148, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in Germany.お知らせ • Jun 13Qnity Electronics Introduces Optivision Max Polishing Pads for Advanced Semiconductor ManufacturingQnity Electronics announced the expansion of its offerings for chemical mechanical planarization (CMP) with the introduction of Optivision™ Max polishing pads. A technician installed an Optivision™ Max pad on a platen in Qnity’s polishing lab at the Asia CMP Manufacturing & Technology Center in Hsinchu (Jhunan), Taiwan. The Optivision™ Max CMP pad platform is designed for advanced semiconductor manufacturing. Optivision™ Max CMP pads are designed to help manufacturers maintain tighter control across these increasingly demanding process steps. Building on the Optivision™ CMP pad family, Optivision™ Max offers improved defect control and extended pad lifetime, supporting higher yield and overall process efficiency. Optivision™ Max is Qnity’s newest commercial soft polishing pad, delivering superior performance in critical CMP steps to enhance surface quality, process stability, and reliability for advanced architectures and nodes. The Optivision™ Max CMP pad family is compatible with a range of CMP applications and can be tailored to meet specific customer requirements. The first commercial offering, Optivision™ Max 8300, is available in all regions for customer sampling and orders in a range of configurations, including integrated windows for endpoint detection.お知らせ • Jun 09Qnity Electronics Introduces Enhanced Advanced Packaging Material Solutions for Organic Interposer ApplicationsQnity Electronics introduced enhanced advanced packaging material solutions for organic interposer applications: Intervia 8540HSP multi-role copper and Cyclotene DF6800M dry film photo-imageable dielectric. The material innovations are designed to support advanced interconnect formation, redistribution layer (RDL) designs, and emerging glass-based substrate structures. Qnity’s Intervia 8540HSP copper is engineered for advanced packaging in AI-driven GPUs, providing a high-reliability metallization solution for micro-bump and copper redistribution layer (Cu-RDL) applications. It delivers strong within-die uniformity, tight control of surface variation, and high-purity copper deposition to support consistent, fine-pitch interconnect formation required for high-performance semiconductor devices. From its advanced packaging polymer portfolio, Qnity offers Cyclotene DF6800M, a dry film dielectric for glass core substrates and glass interposers. This innovation enables fine-feature patterning, effective planarization on patterned surfaces, and consistent multilayer build-up required for advanced packaging. Its photo-imageable, aqueous-developed chemistry and dry film format support efficient, scalable manufacturing of high-density semiconductor structures. The two newly developed advanced packaging materials for interposer application will be featured at booth #2C-47 at JPCA Show 2026, June 10–12, at Tokyo Big Sight. Visitors are invited to meet Qnity experts to learn how the company is enabling next-generation AI and high-performance computing applications.Upcoming Dividend • May 22Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (0.5%).お知らせ • May 13Qnity Electronics, Inc. Raises Earnings Guidance for the Full Year 2026Qnity Electronics, Inc. raised earnings guidance for the full year 2026. For the year, the company expects its Net Sales to be in range of $5.225 Billion - $5.375 Billion.お知らせ • Apr 17Qnity Electronics, Inc. Declares Quarterly Dividend on Common Stock for Second Quarter 2026, Payable on June 15, 2026Qnity Electronics, Inc. announced that its Board of Directors has declared a second quarterly dividend for 2026 of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on June 15, 2026 to stockholders of record on May 29, 2026.お知らせ • Apr 07Qnity Electronics, Inc. to Report Q1, 2026 Results on May 12, 2026Qnity Electronics, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026お知らせ • Feb 27Qnity Electronics, Inc. (NYSE:Q) announces an Equity Buyback for $500 million worth of its shares.Qnity Electronics, Inc. (NYSE:Q) announces a share repurchase program. Under the program, the company will repurchase up to $500 million of outstanding common stock. The share repurchase program has no expiration date.お知らせ • Feb 06Qnity Electronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Qnity Electronics, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Jan 16+ 1 more updateQnity Electronics, Inc. Reaffirms Earnings Guidance for the Full Year 2025Qnity Electronics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company reaffirms its financial guidance for Net Sales of ~$4.7 Billion.お知らせ • Dec 10+ 2 more updatesQnity Electronics, Inc., Annual General Meeting, May 21, 2026Qnity Electronics, Inc., Annual General Meeting, May 21, 2026.お知らせ • Nov 15Qnity Electronics, Inc. announced delayed 10-Q filingOn 11/14/2025, Qnity Electronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Nov 13Qnity Electronics, Inc. Announces Quarterly Dividend on Common Stock, Payable on December 15, 2025Qnity Electronics, Inc. announced that its Board of Directors has declared a quarterly dividend of six cents ($0.06) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on December 15, 2025, to stockholders of record on November 28, 2025.業績と収益の成長予測DB:Z5O - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,2441,1869501,307612/31/20275,8899908761,242812/31/20265,37077243299783/31/20264,9516508981,201N/A12/31/20254,7546929881,273N/A9/30/20254,6658057881,068N/A6/30/20254,5377938571,105N/A3/31/20254,4707538201,054N/A12/31/20244,3356938611,061N/A12/31/20234,035507651882N/A12/31/20224,7557749511,153N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: Z5Oの予測収益成長率 (年間17.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: Z5Oの収益 ( 17.3% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: Z5Oの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: Z5Oの収益 ( 8% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: Z5Oの収益 ( 8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: Z5Oの 自己資本利益率 は、3年後には低くなると予測されています ( 11.6 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 05:47終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Qnity Electronics, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関John McNultyBMO Capital Markets Equity ResearchBhavesh LodayaBMO Capital Markets Equity ResearchMelissa WeathersDeutsche Bank6 その他のアナリストを表示
お知らせ • May 13Qnity Electronics, Inc. Raises Earnings Guidance for the Full Year 2026Qnity Electronics, Inc. raised earnings guidance for the full year 2026. For the year, the company expects its Net Sales to be in range of $5.225 Billion - $5.375 Billion.
お知らせ • Jan 16+ 1 more updateQnity Electronics, Inc. Reaffirms Earnings Guidance for the Full Year 2025Qnity Electronics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company reaffirms its financial guidance for Net Sales of ~$4.7 Billion.
お知らせ • Jul 07Qnity Electronics, Inc. to Report Q2, 2026 Results on Aug 04, 2026Qnity Electronics, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €119, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 40x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €57.15 per share.
お知らせ • Jun 25+ 1 more updateQnity Electronics, Inc. Declares Quarterly Dividend on Common Stock for Third Quarter 2026, Payable on September 15, 2026Qnity Electronics, Inc. announced that its Board of Directors has declared a quarterly dividend of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on September 15, 2026 to stockholders of record on August 31, 2026.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €148, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in Germany.
お知らせ • Jun 13Qnity Electronics Introduces Optivision Max Polishing Pads for Advanced Semiconductor ManufacturingQnity Electronics announced the expansion of its offerings for chemical mechanical planarization (CMP) with the introduction of Optivision™ Max polishing pads. A technician installed an Optivision™ Max pad on a platen in Qnity’s polishing lab at the Asia CMP Manufacturing & Technology Center in Hsinchu (Jhunan), Taiwan. The Optivision™ Max CMP pad platform is designed for advanced semiconductor manufacturing. Optivision™ Max CMP pads are designed to help manufacturers maintain tighter control across these increasingly demanding process steps. Building on the Optivision™ CMP pad family, Optivision™ Max offers improved defect control and extended pad lifetime, supporting higher yield and overall process efficiency. Optivision™ Max is Qnity’s newest commercial soft polishing pad, delivering superior performance in critical CMP steps to enhance surface quality, process stability, and reliability for advanced architectures and nodes. The Optivision™ Max CMP pad family is compatible with a range of CMP applications and can be tailored to meet specific customer requirements. The first commercial offering, Optivision™ Max 8300, is available in all regions for customer sampling and orders in a range of configurations, including integrated windows for endpoint detection.
お知らせ • Jun 09Qnity Electronics Introduces Enhanced Advanced Packaging Material Solutions for Organic Interposer ApplicationsQnity Electronics introduced enhanced advanced packaging material solutions for organic interposer applications: Intervia 8540HSP multi-role copper and Cyclotene DF6800M dry film photo-imageable dielectric. The material innovations are designed to support advanced interconnect formation, redistribution layer (RDL) designs, and emerging glass-based substrate structures. Qnity’s Intervia 8540HSP copper is engineered for advanced packaging in AI-driven GPUs, providing a high-reliability metallization solution for micro-bump and copper redistribution layer (Cu-RDL) applications. It delivers strong within-die uniformity, tight control of surface variation, and high-purity copper deposition to support consistent, fine-pitch interconnect formation required for high-performance semiconductor devices. From its advanced packaging polymer portfolio, Qnity offers Cyclotene DF6800M, a dry film dielectric for glass core substrates and glass interposers. This innovation enables fine-feature patterning, effective planarization on patterned surfaces, and consistent multilayer build-up required for advanced packaging. Its photo-imageable, aqueous-developed chemistry and dry film format support efficient, scalable manufacturing of high-density semiconductor structures. The two newly developed advanced packaging materials for interposer application will be featured at booth #2C-47 at JPCA Show 2026, June 10–12, at Tokyo Big Sight. Visitors are invited to meet Qnity experts to learn how the company is enabling next-generation AI and high-performance computing applications.
Upcoming Dividend • May 22Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 29 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (0.5%).
お知らせ • May 13Qnity Electronics, Inc. Raises Earnings Guidance for the Full Year 2026Qnity Electronics, Inc. raised earnings guidance for the full year 2026. For the year, the company expects its Net Sales to be in range of $5.225 Billion - $5.375 Billion.
お知らせ • Apr 17Qnity Electronics, Inc. Declares Quarterly Dividend on Common Stock for Second Quarter 2026, Payable on June 15, 2026Qnity Electronics, Inc. announced that its Board of Directors has declared a second quarterly dividend for 2026 of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on June 15, 2026 to stockholders of record on May 29, 2026.
お知らせ • Apr 07Qnity Electronics, Inc. to Report Q1, 2026 Results on May 12, 2026Qnity Electronics, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026
お知らせ • Feb 27Qnity Electronics, Inc. (NYSE:Q) announces an Equity Buyback for $500 million worth of its shares.Qnity Electronics, Inc. (NYSE:Q) announces a share repurchase program. Under the program, the company will repurchase up to $500 million of outstanding common stock. The share repurchase program has no expiration date.
お知らせ • Feb 06Qnity Electronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Qnity Electronics, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Jan 16+ 1 more updateQnity Electronics, Inc. Reaffirms Earnings Guidance for the Full Year 2025Qnity Electronics, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company reaffirms its financial guidance for Net Sales of ~$4.7 Billion.
お知らせ • Dec 10+ 2 more updatesQnity Electronics, Inc., Annual General Meeting, May 21, 2026Qnity Electronics, Inc., Annual General Meeting, May 21, 2026.
お知らせ • Nov 15Qnity Electronics, Inc. announced delayed 10-Q filingOn 11/14/2025, Qnity Electronics, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Nov 13Qnity Electronics, Inc. Announces Quarterly Dividend on Common Stock, Payable on December 15, 2025Qnity Electronics, Inc. announced that its Board of Directors has declared a quarterly dividend of six cents ($0.06) per share for each share of issued and outstanding common stock of the Company (par value $0.01 per share). The dividend will be payable on December 15, 2025, to stockholders of record on November 28, 2025.