Earnings summaries and quarterly performance for Qnity Electronics.
Research analysts covering Qnity Electronics.
Recent press releases and 8-K filings for Q.
Qnity Announces CFO Transition and Reaffirms 2025 Guidance
Q
CFO Change
Guidance Update
Management Change
- Matt Harbaugh stepped down as Chief Financial Officer of Qnity Electronics, Inc. due to health reasons, effective January 12, 2026.
- Mike Goss, the Company's Principal Accounting Officer and Controller, has been appointed Interim Chief Financial Officer while the Company conducts a search for a permanent replacement.
- Qnity reaffirmed its full year 2025 financial guidance, expecting Net Sales of ~$4.7 billion and Adjusted Pro Forma Operating EBITDA of ~$1.4 billion.
Jan 16, 2026, 11:02 AM
Qnity Electronics, Inc. reports Q3 2025 results and updates 2025 outlook
Q
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Qnity Electronics, Inc. completed its spin-off from DuPont de Nemours, Inc. on November 1, 2025, establishing itself as an independent, publicly traded electronics company.
- For Q3 2025, Net Sales increased 11% year-over-year to $1,275 million, while Estimated Adjusted Pro Forma Operating EBITDA rose ~6% year-over-year to ~$370 million, achieving a margin of ~29%.
- The company raised its 2025 Estimated Net Sales guidance to ~$4.7 billion and reaffirmed its 2025 Estimated Adjusted Pro Forma Operating EBITDA at ~$1.4 billion, maintaining a projected margin of ~30%.
- Segment-wise, Semiconductor Technologies Net Sales for Q3 2025 were $692 million (up ~8% YoY), and Interconnect Solutions Net Sales were $583 million (up ~15% YoY).
Nov 6, 2025, 9:30 PM
Qnity Reports Strong Q3 2025 Results and Raises Full-Year Sales Guidance
Q
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Qnity reported estimated Q3 2025 net sales of $1.3 billion, an 11% increase year-over-year, driven by 10% organic growth.
- Estimated adjusted pro forma operating EBITDA for Q3 2025 was approximately $370 million, a 6% year-over-year increase, with an estimated 29% margin.
- The company raised its full-year 2025 net sales guidance to $4.7 billion and reaffirmed its estimated adjusted pro forma operating EBITDA at approximately $1.4 billion, with an outlook of approximately 30% adjusted EBITDA margin.
- Performance was primarily fueled by AI-related customer demand across advanced nodes, advanced packaging, and thermal management.
- Qnity officially launched as an independent pure-play electronics company on November 1st, 2025, and began regular way trading on the NYSE under the ticker Q on November 3rd, 2025.
Nov 6, 2025, 9:30 PM
Qnity Electronics Completes Spin-Off and Outlines Financial Outlook
Q
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Qnity Electronics completed its spin-off on November 1 and commenced trading as a standalone public company under the ticker Q on the New York Stock Exchange on November 3.
- For 2025, Qnity projects $4.6 billion in net sales, reflecting 7% organic growth year-over-year, and anticipates $1.4 billion in adjusted operating EBITDA, an 11% year-over-year increase, resulting in an approximate 30% adjusted EBITDA margin.
- The company targets an annualized 6%-7% organic net sales CAGR through 2028, driven by its leadership in advanced materials for high-performance computing and advanced connectivity, with market leadership in areas like chemical mechanical planarization (CMP) and advanced packaging.
- Qnity plans to invest 6% of net sales in CapEx and 7% in R&D, while maintaining a dividend payout in the 10% range of adjusted net income and targeting net debt leverage of less than three times.
Sep 18, 2025, 6:00 PM
Qnity Outlines Financial Projections and Strategic Focus as Independent Pure-Play Electronics Company
Q
Guidance Update
New Projects/Investments
Debt Issuance
- Qnity became an independent pure-play electronics company focused on the semiconductor and advanced electronics value chain, with the separation occurring on November 1st.
- The company projects $4.6 billion in net sales, $1.4 billion in Adjusted EBITDA (a 30% margin), and over $600 million in adjusted free cash flow for 2025.
- Qnity anticipates an annualized 6%-7% organic net sales CAGR through 2028, driven by underlying market growth and 200 basis points of outperformance, alongside target-adjusted EBITDA growth of 7%-9%.
- Post-spin, Qnity expects $4.1 billion in gross debt, resulting in approximately 2.5 turns of net debt leverage, with capital allocation priorities including organic reinvestment (CapEx 6% and R&D 7% of net sales), dividends, and debt reduction.
- The company emphasizes its role as a technology leader, with over 65% of its portfolio in semiconductor applications, focusing on leading-edge technologies like advanced packaging, high-performance computing, and advanced connectivity.
Sep 18, 2025, 6:00 PM
Qnity Electronics Outlines Growth Strategy and Financial Outlook at Investor Day 2025
Q
Guidance Update
Debt Issuance
New Projects/Investments
- Qnity Electronics is set to become an independent public company, with its spin-off completing on November 1 and trading commencing on November 3rd under the ticker Q on the NYSE.
- The company projects 2025 net sales of $4.6 billion, reflecting 7% organic growth year-over-year, and expects adjusted EBITDA of $1.4 billion, an 11% increase, resulting in an approximate 30% margin.
- Qnity anticipates long-term organic net sales growth of 6%-7% annually through 2028, driven by its leadership in advanced technologies like chemical mechanical planarization, advanced packaging, and thermal management, which are critical for high-performance computing and advanced connectivity.
- The company plans to generate over $600 million in adjusted free cash flow for 2025, with capital allocation priorities including reinvestment in the business (6% of net sales to CapEx, 7% to R&D), a 10% dividend payout of adjusted net income, and debt reduction to maintain net leverage below three times.
Sep 18, 2025, 6:00 PM
Quarterly earnings call transcripts for Qnity Electronics.
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