Jun 2026 (Q2 FY26) — Aug 4, 2026
Qnity Q2 FY26 — Strong Organic Growth Driven by AI and Advanced Nodes
Read the full callQnity earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,429 | +22.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
1Y: $95.3 on 27 Oct 2025 → $119.05. High $175.64 (22 Jun 2026), low $73.54 (24 Nov 2025).
Overview
Call summaries
Qnity Q2 FY26 — Strong Organic Growth Driven by AI and Advanced Nodes
Read the full callQnity Electronics Q1 FY26 — Strong AI-driven Growth and Raised Full-Year Outlook
Read the full callQnity Electronics, Inc. Q4 FY25 — Strong Organic Growth and Robust 2026 Outlook
Read the full callEvery analysed call
Financials
Net profit, year on year: +6% (quarter to sep 2025 against sep 2024).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,148 | 1,101 | 1,118 | 1,170 | 1,276 | 1,190 | 1,315 | 1,429 |
| Other income | -1 | 16 | 2 | -4 | -1 | 14 | -5 | -27 |
| Profit before tax | 250 | 253 | 246 | 255 | 272 | 189 | 218 | 199 |
| Tax rate | 17.2% | 12.7% | 19.1% | 22.4% | 18.0% | 42.3% | 25.7% | 31.7% |
| Net profit | 199 | — | — | — | 211 | — | — | — |
| EPS ($ per share) | 0.95 | — | 0.92 | 0.90 | 1.01 | — | 0.72 | 0.59 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | — | 0 | 2 |
| Reserves | — | 0 | 18 |
| Total liabilities | — | 1,377 | 6,704 |
| Fixed assets | — | 1,548 | 1,701 |
| Total assets | — | 12,273 | 14,070 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 882 | 1,061 | 1,273 |
| Cash from investing | -226 | -172 | -285 |
| Cash from financing | -628 | -848 | -248 |
| Net cash flow | 24 | 27 | 749 |
| Capital expenditure | -231 | -200 | -285 |
| Free cash flow | 651 | 861 | 988 |
Interconnect Solutions grew from 46% to 48% of revenue over the last three quarters.
| Segment | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|
| Semiconductor Technologies | 54% | 55% | 52% | — |
| Interconnect Solutions | 46% | 45% | 48% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q2 FY2026 · share of revenue
As Q cuts its regions in its filings; they can nest, so they need not add to 100%.
80 filings between Nov 1, 2025 and Aug 31, 2026.
Purchases
$467.7K
3 purchases by 3 insiders
Sales
$970.3K
6 sales by 5 insiders
Also filed: 8 other filings, 2 gifts, 2 option exercises.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kemp Jon D. | — | $480.7K | Dec 11, 2025 |
| Noonan Anne P | $250.5K | $534 | Nov 21, 2025 |
| Kang Sang Ho | — | $186.3K | Nov 21, 2025 |
| Goss Michael G. | — | $160.7K | Dec 11, 2025 |
| Sterin Steven | — | $142.1K | Jun 5, 2026 |
| De Bondt Karin | $138.1K | — | Aug 11, 2026 |
| Green Byron | $79.1K | — | Nov 19, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 31, 2026 | Green Byron Director | Award | 272 | $32.5K |
| Aug 31, 2026 | CURTIN TERRENCE R Director | Award | 272 | $32.5K |
| Aug 11, 2026 | De Bondt Karin Director | Purchase | 1,000 | $138.1K |
| Aug 5, 2026 | Dei Cas Katherine President, Semiconductor | Award | 2,937 | $0 |
| Jun 12, 2026 | Fortebuono Kathleen M. Chief People Officer | Tax withheld | 418 | $62.6K |
| Jun 5, 2026 | Sterin Steven Director | Sale | 400 | $59.3K |
| May 29, 2026 | Green Byron Director | Award | 208 | $32.5K |
| May 29, 2026 | CURTIN TERRENCE R Director | Award | 208 | $32.5K |
| May 26, 2026 | Sterin Steven Director | Sale | 511 | $82.8K |
| May 21, 2026 | Green Byron Director | Award | 1,278 | $0 |
| May 21, 2026 | JOHNSON KRISTINA M Director | Award | 1,278 | $0 |
| May 21, 2026 | Noonan Anne P Director | Award | 1,278 | $0 |
| May 21, 2026 | PAIK YI HYON Director | Award | 1,278 | $0 |
| May 21, 2026 | Banerji Shumeet Director | Award | 1,278 | $0 |
| May 21, 2026 | Sterin Steven Director | Award | 1,278 | $0 |
| May 21, 2026 | BLINN MARK A Director | Award | 1,278 | $0 |
| May 21, 2026 | CURTIN TERRENCE R Director | Award | 1,278 | $0 |
| May 21, 2026 | De Bondt Karin Director | Award | 1,278 | $0 |
| May 4, 2026 | Fortebuono Kathleen M. Chief People Officer | Tax withheld | 101 | $14.4K |
| May 4, 2026 | Goss Michael G. VP & Interim CFO | Tax withheld | 147 | $20.8K |
| May 4, 2026 | Hennessey Peter W General Counsel | Tax withheld | 73 | $10.4K |
| May 4, 2026 | Kemp Jon D. Chief Executive Officer | Tax withheld | 843 | $119.5K |
| May 4, 2026 | Xu Chuck President, Interconnect | Tax withheld | 98 | $13.9K |
| Feb 27, 2026 | Green Byron Director | Award | 256 | $32.5K |
| Feb 27, 2026 | Kemp Jon D. Chief Executive Officer | Award | 32,957 | $0 |
| Feb 27, 2026 | CURTIN TERRENCE R Director | Award | 256 | $32.5K |
| Feb 27, 2026 | Fortebuono Kathleen M. Chief People Officer | Award | 2,564 | $0 |
| Feb 27, 2026 | Goss Michael G. VP & Interim CFO | Award | 7,324 | $0 |
| Feb 27, 2026 | Xu Chuck President, Interconnect | Award | 7,324 | $0 |
| Feb 27, 2026 | Hennessey Peter W General Counsel | Award | 4,578 | $0 |
| Feb 21, 2026 | Xu Chuck President, Interconnect | Tax withheld | 344 | $39.1K |
| Feb 21, 2026 | Kemp Jon D. Chief Executive Officer | Tax withheld | 4,555 | $518.0K |
| Feb 21, 2026 | Fortebuono Kathleen M. Chief People Officer | Tax withheld | 308 | $35.1K |
| Feb 21, 2026 | Goss Michael G. VP & Interim CFO | Tax withheld | 275 | $31.3K |
| Feb 21, 2026 | Hennessey Peter W General Counsel | Tax withheld | 309 | $35.2K |
| Feb 15, 2026 | Goss Michael G. VP & Interim CFO | Tax withheld | 157 | $17.4K |
| Feb 15, 2026 | Fortebuono Kathleen M. Chief People Officer | Tax withheld | 107 | $11.9K |
| Feb 15, 2026 | Kemp Jon D. Chief Executive Officer | Tax withheld | 547 | $60.7K |
| Feb 15, 2026 | Xu Chuck President, Interconnect | Tax withheld | 136 | $15.1K |
| Feb 15, 2026 | Hennessey Peter W General Counsel | Tax withheld | 118 | $13.1K |
| Jan 30, 2026 | CURTIN TERRENCE R Director | Award | 113 | $10.8K |
| Jan 30, 2026 | Green Byron Director | Award | 113 | $10.8K |
| Dec 31, 2025 | Xu Chuck President, Interconnect | Tax withheld | 240 | $19.9K |
| Dec 31, 2025 | Goss Michael G. VP & Controller | Tax withheld | 321 | $26.5K |
| Dec 31, 2025 | Kemp Jon D. Chief Executive Officer | Tax withheld | 1,308 | $108.4K |
| Dec 31, 2025 | Fortebuono Kathleen M. Chief People Officer | Tax withheld | 219 | $18.2K |
| Dec 31, 2025 | Hennessey Peter W General Counsel | Tax withheld | 162 | $13.4K |
| Dec 17, 2025 | Xu Chuck President, Interconnect | Tax withheld | 113 | $8.7K |
| Dec 12, 2025 | Xu Chuck President, Interconnect | Option exercise | 838 | $66.2K |
| Dec 11, 2025 | Kemp Jon D. Chief Executive Officer | Sale | 5,655 | $480.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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