Qnity Electronics, Inc. (Q)

Qnity Electronics beat on both the top and bottom line in the second fiscal quarter of 2026, reported Aug. 4, as revenue rose 22% to about $1.4 billion, up from about $1.2 billion a year ago, and beat the $1.36 billion consensus by 4.7%; adjusted EPS was $1.19 versus the $1.07 estimate, an 11.2% beat. Net income fell 34% to roughly $124 million from $188 million a year ago, while gross margin was near 47% and operating margin about 27%. Asia Pacific, the largest segment, generated about $1.1 billion and grew 25%, while Interconnect Solutions rose 30% to roughly $685 million and Semiconductor Technologies climbed 16% to about $744 million; the company also produced operating cash flow of about $376 million, repurchased $50 million of stock, and paid $34 million in dividends. Next-period consensus calls for EPS of $1.10 on revenue of $1.46 billion.