Qnity Electronics Raises 2026 Earnings Guidance Amid AI-Driven Industry Shifts
Qnity Electronics (NYSE: Q) has raised its full-year 2026 financial outlook, forecasting revenue between $5.77 billion and $5.83 billion. The company also increased its adjusted earnings per share (EPS) guidance to a range of $4.95 to $5.05. During the Q3 2026 management call, CEO Jon Kemp highlighted two major industry shifts—'shrink and stack'—driven by advancements in artificial intelligence. Kemp noted that increasing materials intensity within these technological shifts enhances the demand for Qnity’s innovations, which are critical to improving performance, yield, and reliability in the sector.