Qnity (Q) Q2 FY26 earnings call

Qnity delivered strong Q2 FY26 results, driven by robust organic growth across both segments, particularly from AI-driven solutions and advanced nodes. The company is benefiting from its strategic position in the "shrink to stack" trend, with innovation and targeted capital investments supporting customer technology roadmaps. Management raised full-year guidance, reflecting strong first-half momentum and improved second-half visibility, while actively managing cost pressures and supply chain dynamics.