Qnity Electronics Past Earnings Performance
Past criteria checks 2/6
Qnity Electronics has been growing earnings at an average annual rate of 1.8%, while the Semiconductor industry saw earnings growing at 1.3% annually. Revenues have been growing at an average rate of 10.8% per year. Qnity Electronics's return on equity is 9.3%, and it has net margins of 13.1%.
Key information
1.80%
Earnings growth rate
-13.79%
EPS growth rate
| Semiconductor Industry Growth | 27.66% |
| Revenue growth rate | 10.76% |
| Return on equity | 9.27% |
| Net Margin | 13.13% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
AI And Advanced Packaging Tailwinds Will Support A Constructive Long Term View
Catalysts About Qnity Electronics Qnity Electronics supplies advanced materials and interconnect solutions used across leading-edge semiconductor manufacturing and electronic systems. What are the underlying business or industry changes driving this perspective?Qnity Electronics: Why This Semi Spin-Off Still Has Room To Run
Summary Qnity is a high-margin, consumables-focused semiconductor supply chain company poised for further multiple expansion post-spin-off. Q delivered 11% sales growth and guides for $1.4B EBITDA (30% margin) in 2025, with manageable 2.8x leverage and no near-term maturities. A 27.5x multiple on a projected $4.00 2026 EPS yields a $110 price target, offering 22% upside from current levels. Catalysts include broader institutional discovery, AI-driven revenue acceleration, and a cyclical recovery in legacy semi markets; risks center on AI demand, leverage, and China exposure. Read the full article on Seeking AlphaRevenue & Expenses Breakdown
How Qnity Electronics makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 4,951 | 650 | 645 | 364 |
| 31 Dec 25 | 4,754 | 692 | 613 | 354 |
| 30 Sep 25 | 4,665 | 805 | 567 | 348 |
| 30 Jun 25 | 4,537 | 793 | 567 | 337 |
| 31 Mar 25 | 4,470 | 753 | 582 | 326 |
| 31 Dec 24 | 4,335 | 693 | 579 | 314 |
| 31 Dec 23 | 4,035 | 507 | 535 | 303 |
| 31 Dec 22 | 4,755 | 774 | 514 | 329 |
Quality Earnings: Q has high quality earnings.
Growing Profit Margin: Q's current net profit margins (13.1%) are lower than last year (16.8%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: Q's earnings have grown by 1.8% per year over the past 5 years.
Accelerating Growth: Q's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: Q had negative earnings growth (-13.7%) over the past year, making it difficult to compare to the Semiconductor industry average (14.5%).
Return on Equity
High ROE: Q's Return on Equity (9.3%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/18 10:44 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Qnity Electronics, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John McNulty | BMO Capital Markets Equity Research |
| Bhavesh Lodaya | BMO Capital Markets Equity Research |
| Melissa Weathers | Deutsche Bank |