Qnity Electronics, Inc. (Q) earnings on August 4, 2026

Before the market opens Q2 2026

More Qnity Electronics, Inc. earnings

Prior outlook: Optimistic Outcome: Accurate

The stock climbed as much as 11% before closing up 6.28%, recovering after a steep recent decline.

Q price around the earnings

141.67

Change: +6.3%

2026-08-04, 20:00 UTC

Start of the measured window End of the measured window
133.30 138.20 143.11 148.01 133.30
Price series around the eventClosing price per minute from before the event to the end of the measured window.
August 4, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Accurate

Thesis published
Results released

After a strong recent drop, the scenario is optimistic.

Experts see a potential bounce: the stock has dropped sharply (about 22% in a month), yet analysts cite about 31% upside and the company has a strong recent record of beating earnings. However, recent price target cuts and heavy market review activity suggest the bounce may already be partly priced in.

Context analyzed before publication

Summary
After a strong recent drop, the scenario is optimistic.
Playbook
The stock has fallen sharply over the past month, market review well below its recent average, while analysts' average target is significantly higher. Recent price target cuts and high expected volatility indicate uncertainty around the earnings report.
Trend
Outlook moderated from very positive

Analysts

Drivers

  • Analysts Positive

    Analysts have a Strong Buy consensus with a mean target of $175, citing a price target about 31.1% above the current price, based on 8 opinions.

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.38
Analysts covering the stock
8
Average price target
174.75
Lowest price target
140
Highest price target
189
Upside to price target
31.1%
Quarterly earnings growth
-21.8%
Revenue growth
17.6%
Forward EPS
4.91
Trailing EPS
3.11
Analyst moves in the last 60 days
3
  • Strong buy: 1
  • Buy: 6
  • Hold: 1
  • Sell: 0
  • Strong sell: 0
Strong buy
1
Buy
6
Hold
1
Sell
0
Strong sell
0
  • July 14, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
  • July 6, 2026 · BMO Capital: Maintains rating (Outperform → Outperform)
  • July 1, 2026 · Mizuho: Maintains rating (Outperform → Outperform)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%
News
Sources (3)

Technicals

Drivers

  • Technical Positive

    The stock is deeply after a strong recent drop after a 22% drop over 30 days, underperforming the S&P 500 by 7.68%, with support near $131.88.

Evidence

Price when the context was analyzed
133.34
Average true range (ATR)
5.4%
Distance to 52-week high
-25.3%
14-day change (14d)
-0.9%
30-day change (32d)
-6.0%
30-day relative strength
-7.7%
SPY change (32d)
+1.7%
Nearest support
131.88
Distance to nearest support
1.1%
Nearest resistance
134.11
Distance to nearest resistance
0.6%
Volume accumulation ratio (14d / 46d)
1.16
  • Mid: 131.88 (1.1% away, 0.2 ATR, 12 touches)
  • Mid: 128.97 (3.3% away, 0.6 ATR, 26 touches)
  • Minor: 127.24 (4.6% away, 0.84 ATR, 3 touches)
  • Mid: 134.11 (0.6% away, 0.11 ATR, 23 touches)
  • Mid: 138.02 (3.5% away, 0.65 ATR, 23 touches)
  • Major: 139.91 (4.9% away, 0.91 ATR, 45 touches)

Trends

Evidence

Average earnings surprise
+30.0%
  • May 12, 2026: actual EPS 1.08 vs estimate 0.92 (surprise +17.4%)
  • February 26, 2026: actual EPS 0.82 vs estimate 0.64 (surprise +28.6%)
  • November 18, 2025: actual EPS 0.95 vs estimate 0.66 (surprise +44.0%)

Expected move

Drivers

  • Past earnings Positive

    The company has beaten earnings forecasts 100% of the time over the last four quarters, with an average surprise of +30.0%, providing a strong historical edge.

Implied move
+4.8%
Source
Options chain

There is no history of past earnings reactions available for this asset.

Monitoring and close

What Qnity Electronics, Inc. reported

Status
Finished
Actual EPS1.19
EPS estimate1.07
EPS surprise+11.2%
Revenue$1,429 million
Revenue estimate$1,356 million
Revenue surprise+5.4%

Qnity Electronics reported its ninth consecutive quarter of profitable growth, with organic sales up 22% and adjusted EPS up 53%.

Sources (12)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +6.4% pre-market. The figures confirm the optimistic scenario. In the 1,059 similar cases in our market history, the close held that direction 96% of the time.

How the stock reacted

Outcome
Accurate
Consolidated
+6.3%
Max favorable move (MFE)
11%
Max adverse move (MAE)
0%