Qnity's Q2 revenue and adjusted EPS surpassed expectations, driven by strong demand for AI chips and interconnect solutions, with raised full-year guidance.
Qnity Electronics reported a strong first quarter with revenue increasing 17.6% year over year to $1.32 billion and earnings per share jumping 33.3% to $1.08, beating expectations.
Jim Cramer's Charitable Trust sold 75 shares of Qnity Electronics at approximately $145, reducing its position to 850 shares and decreasing portfolio weight from 3.55% to 3.25%. The sale locks in a 64% gain on stock purchased in August 2023. Qnity Electronics, spun out of DuPont in November 2025, has rallied 78% this year, ranking as the 14th best S&P 500 performer, while the semiconductor sector has surged 42% since late March.
