Qnity Electronics, Inc. · Brief

Next report

3 days

Nov 5 · after closeest.Q3 FY26

Expected move

±8.6%implied · report alone

106.64126.70

straddle ±11.8%

spot 116.67exp Nov 20ATM strike 115ATM straddle 16.20IV 73%

Oct 30 closereport share · term structure

Expected move

5 reportsHistory

—≥ implied

Nov 6 '25—▼−1.09%—

Jan 16 '26±2.7%▲+4.44%×1.65

Q1 FY26±10.9%▲+4.10%×0.37

May 12 '26±9.4%▲+9.87%×1.05

Q2 FY26—▲+6.28%—

quarterimplied−15%0+15%realized×

Q2 FY26—▲+6.28%—

May '26±9.4%▲+9.87%×1.05

Q1 FY26±10.9%▲+4.10%×0.37

Jan '26±2.7%▲+4.44%×1.65

Nov '25—▼−1.09%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2 of 4

11.00%of revenue from the largest disclosed customer Samsung ElectronicsSEC filings

1,335managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

9 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

67managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

Q report session

Customers 1

× = co-movement · max 241dSource: SEC filings · market data

Oct 22impliedImplied move: ±12.5% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.