Qnity Electronics, Inc. focuses on the provision of electronic solutions and materials used in semiconductor chip manufacturing and advanced electronic material…
$117.00+6.33%
报价 2026-11-06
市值
$24.48B
EV
$28.16B
PE (TTM)
34.8x
预期 PE (FY2026)
24.0x
52 周区间距高点 -33.4%
$73.54$175.64
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 4.55 → 5.88（1.3x） | 19.9 |
| FY+32028-12 | 1.3x | 4.55 → 6.85（1.5x） | 17.1 |
毛利率 43% · TTM 收入 $5490M · 基数 EPS 4.55（调整后）
无去年同季
电话会信号
辅助标签Q3 20262026-11-04
扩产需求加速AI 词频高上调指引
指引 上调
信心 5
分析师 4
“We expect the acceleration we've seen in 2026 to continue as AI, advanced nodes and system integration expand the challenges our materials can solve.”
原文引用（3）
- 扩产：We've invested in targeted capacity expansions in attractive high-growth areas like CMP solutions, lithography and thermal management
- 需求加速：the PORs that we have on the ST business are accelerating.
- 上调指引：We are raising our full year revenue expectations by $200 million and adjusted EPS by $0.50 at the midpoint.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| QQnity Electronics, Inc. | $24.48B | +6.3% | +22.0% | 0% | 34.8x | 20.1x | 24.8x | |
| AMATApplied Materials, Inc. | $264.04B | +4.2% | +36.5% | 50.3% | 27.4x | 22.0x | 45.1x | 高增长 |
| LRCXLam Research Corporation | $250.84B | +8.2% | +52.5% | 52.3% | 27.4x | 22.4x | 35.5x | 高增长 |
| KLACKLA Corporation | $180.45B | +6.7% | +39.4% | 61.9% | 32.3x | 26.4x | 41.9x | 高增长 |
| CIENCiena Corporation | $34.51B | +5.5% | +31.4% | 45.4% | 58.9x | 37.5x | 53.7x | 高增长 |
| ENTGEntegris, Inc. | $19.56B | +2.6% | +18.4% | 49.7% | 55.6x | 25.5x | 35.4x | |
| AMKRAmkor Technology, Inc. | $8.13B | +7.6% | +13.6% | 16.8% | 22.8x | 9.8x | 24.6x | GARP |
| FORMFormFactor, Inc. | $6.34B | +13.0% | +34.6% | 54.7% | 36.5x | 27.3x | 35.0x | 高增长 |
| ACLSAxcelis Technologies, Inc. | $3.06B | +10.3% | +8.3% | 41% | 29.3x | 21.5x | 51.1x | |
| 同行中位数 | – | – | +33.0% | 50% | 30.8x | 23.9x | 38.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-06-30 Q2 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.56B | $1.43B | $1.32B | $1.19B | $1.28B | $1.17B | $1.12B | $1.1B |
| Gross Margin | 47.8% | 46.6% | 43% | 41.8% | 41.1% | 41.9% | 42.6% | 45.9% |
| Operating Margin | 21.5% | 19.3% | 22.7% | 20.3% | 21.4% | 21.2% | 22.5% | 18.1% |
| Net Income | $183M | $124M | $151M | $100M | $211M | $188M | $193M | $148M |
| Diluted EPS | 0.87 | 0.59 | 0.72 | 0.48 | 1.01 | 0.9 | 0.92 | 0.71 |
| Operating Cash Flow | $271M | $241M | $135M | $491M | $302M | $273M | $207M | $222M |
研究材料
电话会纪要摘要
暂无纪要摘要。