---
title: "Qnity Electronics: Competitors"
description: "Qnity Electronics compared with companies that share its SEC industry classification: revenue, growth and margins from SEC filings, and how peers are chosen."
canonical: https://www.getswoopr.com/stocks/companies/qnity-electronics/competitors/
source: "Swoopr Investment: https://www.getswoopr.com"
---

# Qnity Electronics: Competitors & Industry Structure

## Direct Answer

SEC EDGAR classifies Qnity Electronics under SIC code 3674 (Semiconductors & Related Devices). Among Swoopr's S&P 500 Equal Weight companies, 59 others share that classification; by latest reported revenue, Qnity Electronics ranks 15 of 60. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes.

## How Does Qnity Electronics Compare With Its Peers?

| Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin |
| --- | --- | --- | --- | --- |
| [NVIDIA (NVDA)](https://www.getswoopr.com/stocks/companies/nvidia/) | $216 billion FY2026 | 65.5% | 60.4% | 55.6% |
| [Broadcom (AVGO)](https://www.getswoopr.com/stocks/companies/broadcom/) | $63.9 billion FY2025 | 23.9% | 39.9% | 36.2% |
| [Intel (INTC)](https://www.getswoopr.com/stocks/companies/intel/) | $52.9 billion FY2025 | -0.5% | -4.2% | -0.5% |
| [Micron Technology (MU)](https://www.getswoopr.com/stocks/companies/micron-technology/) | $37.4 billion FY2025 | 48.9% | 26.1% | 22.8% |
| [Advanced Micro Devices (AMD)](https://www.getswoopr.com/stocks/companies/advanced-micro-devices/) | $34.6 billion FY2025 | 34.3% | 10.7% | 12.5% |
| [Applied Materials (AMAT)](https://www.getswoopr.com/stocks/companies/applied-materials/) | $28.4 billion FY2025 | 4.4% | 29.2% | 24.7% |
| [Texas Instruments (TXN)](https://www.getswoopr.com/stocks/companies/texas-instruments/) | $17.7 billion FY2025 | 13.0% | 34.1% | 28.3% |
| [NXP Semiconductors (NXPI)](https://www.getswoopr.com/stocks/companies/nxp-semiconductors/) | $12.3 billion FY2025 | -2.7% | 24.8% | 16.5% |
| [Analog Devices (ADI)](https://www.getswoopr.com/stocks/companies/analog-devices/) | $11.0 billion FY2025 | 16.9% | 26.6% | 20.6% |
| [Marvell Technology (MRVL)](https://www.getswoopr.com/stocks/companies/marvell-technology/) | $8.2 billion FY2026 | 42.1% | 16.1% | 32.6% |
| [Amkor Technology Inc. (AMKR)](https://www.getswoopr.com/stocks/companies/amkor-technology-inc/) | $6.7 billion FY2025 | 6.2% | 7.0% | 5.6% |
| [ON Semiconductor (ON)](https://www.getswoopr.com/stocks/companies/on-semiconductor/) | $6.0 billion FY2025 | -15.3% | 1.4% | 2.0% |
| [First Solar (FSLR)](https://www.getswoopr.com/stocks/companies/first-solar/) | $5.2 billion FY2025 | 24.1% | 30.6% | 29.3% |
| [Arm Holdings (ARM)](https://www.getswoopr.com/stocks/companies/arm-holdings/) | $4.9 billion FY2026 | 22.8% | 18.3% | 18.4% |
| **Qnity Electronics (Q)** | $4.8 billion FY2025 | 9.7% | n/a | 15.3% |
| [Microchip Technology (MCHP)](https://www.getswoopr.com/stocks/companies/microchip-technology/) | $4.7 billion FY2026 | 7.1% | 10.4% | 4.9% |
| [Skyworks Solutions (SWKS)](https://www.getswoopr.com/stocks/companies/skyworks-solutions/) | $4.1 billion FY2025 | -2.2% | 12.2% | 11.7% |
| [Nextpower Inc. (NXT)](https://www.getswoopr.com/stocks/companies/nextpower-inc/) | $3.6 billion FY2026 | 20.3% | 19.6% | 16.5% |
| [Monolithic Power Systems (MPWR)](https://www.getswoopr.com/stocks/companies/monolithic-power-systems/) | $2.8 billion FY2025 | 26.4% | 26.1% | 22.3% |
| [Cirrus Logic Inc. (CRUS)](https://www.getswoopr.com/stocks/companies/cirrus-logic-inc/) | $2.0 billion FY2026 | 5.3% | 23.0% | 20.7% |
| [Viavi Solutions Inc. (VIAV)](https://www.getswoopr.com/stocks/companies/viavi-solutions-inc/) | $1.5 billion FY2026 | 40.0% | 6.9% | -2.0% |
| [Diodes Incorporated (DIOD)](https://www.getswoopr.com/stocks/companies/diodes-incorporated/) | $1.5 billion FY2025 | 13.0% | 2.4% | 4.5% |
| [Array Technologies Inc. (ARRY)](https://www.getswoopr.com/stocks/companies/array-technologies-inc/) | $1.3 billion FY2025 | 40.2% | -2.3% | -4.1% |
| [Synaptics Incorporated (SYNA)](https://www.getswoopr.com/stocks/companies/synaptics-incorporated/) | $1.2 billion FY2026 | 11.4% | -5.6% | -41.0% |
| [Semtech Corporation (SMTC)](https://www.getswoopr.com/stocks/companies/semtech-corporation/) | $1.0 billion FY2026 | 15.5% | 3.1% | -3.8% |
| [IPG Photonics Corporation (IPGP)](https://www.getswoopr.com/stocks/companies/ipg-photonics-corporation/) | $1.0 billion FY2025 | 2.7% | 1.3% | 3.1% |
| [MACOM Technology Solutions Holdings Inc. (MTSI)](https://www.getswoopr.com/stocks/companies/macom-technology-solutions-holdings-inc/) | $967 million FY2025 | 32.6% | 13.4% | -5.6% |
| [Allegro MicroSystems Inc. (ALGM)](https://www.getswoopr.com/stocks/companies/allegro-microsystems-inc/) | $890 million FY2026 | 22.8% | 2.1% | -1.6% |
| [Astera Labs (ALAB)](https://www.getswoopr.com/stocks/companies/astera-labs/) | $853 million FY2025 | 115.1% | 20.3% | 25.7% |
| [Silicon Laboratories Inc. (SLAB)](https://www.getswoopr.com/stocks/companies/silicon-laboratories-inc/) | $785 million FY2025 | 34.3% | -9.0% | -8.3% |
| [Wolfspeed Inc. (WOLF)](https://www.getswoopr.com/stocks/companies/wolfspeed-inc/) | $758 million FY2025 | n/a | -175.4% | -212.4% |
| [Rambus Inc. (RMBS)](https://www.getswoopr.com/stocks/companies/rambus-inc/) | $708 million FY2025 | 27.1% | 36.8% | 32.6% |
| [Lattice Semiconductor Corporation (LSCC)](https://www.getswoopr.com/stocks/companies/lattice-semiconductor-corporation/) | $523 million FY2025 | 2.7% | 2.1% | 0.6% |
| [Shoals Technologies Group Inc. (SHLS)](https://www.getswoopr.com/stocks/companies/shoals-technologies-group-inc/) | $475 million FY2025 | 19.1% | 11.9% | 7.1% |
| [Applied Optoelectronics Inc. (AAOI)](https://www.getswoopr.com/stocks/companies/applied-optoelectronics-inc/) | $456 million FY2025 | 82.8% | -12.0% | -8.4% |
| [Ambarella Inc. (AMBA)](https://www.getswoopr.com/stocks/companies/ambarella-inc/) | $391 million FY2026 | 37.2% | -21.1% | -19.4% |
| [SiTime Corporation (SITM)](https://www.getswoopr.com/stocks/companies/sitime-corporation/) | $327 million FY2025 | 61.2% | -20.5% | -13.1% |
| [nLIGHT Inc. (LASR)](https://www.getswoopr.com/stocks/companies/nlight-inc/) | $261 million FY2025 | 31.6% | -10.2% | -9.0% |
| [indie Semiconductor Inc. (INDI)](https://www.getswoopr.com/stocks/companies/indie-semiconductor-inc/) | $217 million FY2025 | 0.3% | -70.9% | -69.3% |
| [Tigo Energy Inc. (TYGO)](https://www.getswoopr.com/stocks/companies/tigo-energy-inc/) | $104 million FY2025 | 91.7% | -4.3% | -1.8% |
| [FTC Solar Inc. (FTCI)](https://www.getswoopr.com/stocks/companies/ftc-solar-inc/) | $100 million FY2025 | 110.5% | -35.5% | -79.8% |
| [AXT Inc (AXTI)](https://www.getswoopr.com/stocks/companies/axt-inc/) | $88 million FY2025 | -11.1% | -24.9% | -24.1% |
| [Ambiq Micro Inc. (AMBQ)](https://www.getswoopr.com/stocks/companies/ambiq-micro-inc/) | $73 million FY2025 | -4.7% | -54.5% | -50.3% |
| [Arteris Inc. (AIP)](https://www.getswoopr.com/stocks/companies/arteris-inc/) | $71 million FY2025 | 22.3% | -47.0% | -49.2% |
| [Everspin Technologies Inc. (MRAM)](https://www.getswoopr.com/stocks/companies/everspin-technologies-inc/) | $55 million FY2025 | 9.5% | -11.8% | -1.1% |
| [Navitas Semiconductor Corporation (NVTS)](https://www.getswoopr.com/stocks/companies/navitas-semiconductor-corporation/) | $46 million FY2025 | -44.9% | -234.7% | -254.7% |
| [Blaize Holdings Inc. (BZAI)](https://www.getswoopr.com/stocks/companies/blaize-holdings-inc/) | $39 million FY2025 | 2386.0% | -268.8% | -535.6% |
| [LightPath Technologies Inc. (LPTH)](https://www.getswoopr.com/stocks/companies/lightpath-technologies-inc/) | $37 million FY2025 | 17.3% | -31.8% | -40.0% |
| [NVE Corporation (NVEC)](https://www.getswoopr.com/stocks/companies/nve-corporation/) | $26 million FY2026 | 1.8% | 60.5% | 57.7% |
| [GSI Technology (GSIT)](https://www.getswoopr.com/stocks/companies/gsi-technology/) | $25 million FY2026 | 22.4% | -69.6% | -52.7% |
| [QuickLogic Corporation (QUIK)](https://www.getswoopr.com/stocks/companies/quicklogic-corporation/) | $14 million FY2025 | -29.9% | -86.5% | -107.6% |
| [Peraso Inc. (PRSO)](https://www.getswoopr.com/stocks/companies/peraso-inc/) | $12 million FY2025 | -16.3% | -39.0% | -39.0% |
| [Mobix Labs Inc. (MOBX)](https://www.getswoopr.com/stocks/companies/mobix-labs-inc/) | $10 million FY2025 | 53.9% | -380.3% | -465.4% |
| [Aeluma Inc. (ALMU)](https://www.getswoopr.com/stocks/companies/aeluma-inc/) | $5 million FY2025 | 407.6% | -45.9% | -64.8% |
| [GCT Semiconductor Holding Inc. (GCTS)](https://www.getswoopr.com/stocks/companies/gct-semiconductor-holding-inc/) | $3 million FY2025 | -68.6% | -1274.9% | -1513.3% |
| [Kopin Corporation (KOPN)](https://www.getswoopr.com/stocks/companies/kopin-corporation/) | $2 million FY2025 | 51.5% | -643.9% | 166.6% |
| [SmartKem Inc. (SMTK)](https://www.getswoopr.com/stocks/companies/smartkem-inc/) | $697,000 FY2025 | 750.0% | -1841.5% | -1507.7% |
| [Ascent Solar Technologies Inc. (ASTI)](https://www.getswoopr.com/stocks/companies/ascent-solar-technologies-inc/) | $76,773 FY2025 | 83.3% | -10256.7% | -10288.4% |
| [Atomera Incorporated (ATOM)](https://www.getswoopr.com/stocks/companies/atomera-incorporated/) | $65,000 FY2025 | -51.9% | -32496.9% | -31036.9% |
| [Ideal Power Inc. (IPWR)](https://www.getswoopr.com/stocks/companies/ideal-power-inc/) | $37,728 FY2025 | -56.1% | -28979.0% | -28038.6% |

Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care.

## How Does Qnity Electronics Rank Among All SEC Filers in Its Industry Code?

60 companies with annual reports in Swoopr's SEC dataset share SIC code 3674 (Semiconductors & Related Devices), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars.

| Measure | Qnity Electronics | Median of filers | Rank |
| --- | --- | --- | --- |
| Revenue | $4.8 billion | $771 million | 15 of 60 |
| Revenue growth | 9.7% | 20.3% | 38 of 59 |
| Net margin | 15.3% | -1.7% | 18 of 60 |

A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality.

## Where These Numbers Come From

Every figure on this page is a value Qnity Electronics reported in its own SEC filings, read from the SEC's XBRL data (accession 0002058873-26-000010 for fiscal year 2025). Ratios are computed from those reported values. Figures were retrieved on October 12, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary.

Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation.

## Frequently Asked Questions

### Who are Qnity Electronics's competitors?

Companies sharing Qnity Electronics's SEC classification (SIC code 3674 (Semiconductors & Related Devices)) include NVIDIA (NVDA), Broadcom (AVGO), Intel (INTC), Micron Technology (MU), Advanced Micro Devices (AMD). Its 10-K names the competitors it considers most relevant.

### How does Qnity Electronics compare with its peers on margins?

A margin comparison needs reported operating income for Qnity Electronics and its peers; where either is missing, Swoopr leaves the comparison out.

### How are these peers chosen?

By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict.

### How does Qnity Electronics rank among all companies in its SEC industry?

Among 60 SEC filers under SIC code 3674, Qnity Electronics ranks 15 by latest revenue.

## References

- [SEC EDGAR: Qnity Electronics, Inc. Form 10-K filed February 26, 2026](https://www.sec.gov/Archives/edgar/data/2058873/000205887326000010/q-20251231.htm)
- [SEC EDGAR: Qnity Electronics, Inc. annual and quarterly filings](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2058873&type=10-K)
- [SEC: EDGAR application programming interfaces (XBRL frames and submissions data)](https://www.sec.gov/search-filings/edgar-application-programming-interfaces)

## Related Pages

- [Qnity Electronics company dossier](https://www.getswoopr.com/stocks/companies/qnity-electronics/)
- [Qnity Electronics financial metrics](https://www.getswoopr.com/stocks/companies/qnity-electronics/metrics/)
- [Qnity Electronics financial risk indicators](https://www.getswoopr.com/stocks/companies/qnity-electronics/risks/)
- [Qnity Electronics peer comparison](https://www.getswoopr.com/stocks/companies/qnity-electronics/competitors/)
- [Qnity Electronics business model and revenue mix](https://www.getswoopr.com/stocks/companies/qnity-electronics/business-model/)
- [Fundamental analysis guides](https://www.getswoopr.com/learn/fundamental-analysis/)

**[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)**

Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).