Q

Qnity Electronics Inc
NYSE:Q

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Qnity Electronics Inc
NYSE:Q
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Price: 133.64 USD 2.29%
Market Cap: $28B

Qnity Electronics Inc
Investor Relations

Qnity Electronics Inc is a US-based company operating in industry. The company is headquartered in Wilmington, Delaware. The company went IPO on 2025-10-27.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 26, 2026
AI Summary
Q4 2025

Strong year: Qnity said 2025 was its seventh straight quarter of strong organic growth, with full-year net sales up 10% to $4.75 billion and adjusted operating EBITDA up 11% to $1.4 billion.

2026 outlook: Management guided 2026 net sales to $4.97 billion-$5.17 billion, adjusted operating EBITDA to $1.465 billion-$1.575 billion, and adjusted EPS to $3.55-$3.95.

AI tailwind: The company said AI and high-performance computing are driving demand in advanced nodes, advanced packaging, interconnects and thermal management, with data centers the biggest end market benefit.

Cash use: Qnity generated $706 million of adjusted free cash flow in 2025, ended the year with more than $900 million of cash, and authorized a $500 million share repurchase program.

Transformation plan: Management launched a multiyear plan expected to deliver about $100 million of EBITDA run-rate benefit by the end of 2028, with about $140 million of cost to achieve over the next 2 to 3 years.

Quarterly tone: First-quarter revenue is expected to grow high single digits sequentially, with a similar margin profile to the fourth quarter, and management said demand appears steadier through the year than in past cycles.

Key Financials
Net sales
$1.2 billion
Adjusted operating EBITDA
$349 million
Adjusted EPS
$0.82
Net sales
$4.75 billion
Adjusted operating EBITDA
$1.4 billion
Adjusted operating EBITDA margin
29.5%
Adjusted EPS
$3.35
Semi net sales
$2.65 billion
Semi organic growth
8%
Semi EBITDA margin
just above 35%
Interconnect net sales
$2.1 billion
Interconnect organic growth
12%
Interconnect EBITDA margin
just over 25%
Adjusted free cash flow
$706 million
Cash balance
over $900 million
CapEx
9% of sales
Net leverage
approximately 2.2x
Share repurchase authorization
$500 million
Transformation EBITDA benefit
approximately $100 million run rate by the end of 2028
Transformation cost to achieve
approximately $140 million
2026 MSI growth
approximately mid-single digits
Q1 sequential net sales growth
high single digits
Other Earnings Calls

Management

Mr. Jon D. Kemp
CEO & Director
No Bio Available
Mr. Matthew K. Harbaugh
Chief Financial Officer
No Bio Available
Randy King
Chief Technology & Sustainability Officer
No Bio Available
Ms. Nahla A. Azmy
Vice President of Investor Relations
No Bio Available
Mr. Peter W. Hennessey
General Counsel
No Bio Available
Ms. Kathleen Fortebuono
Chief People Officer
No Bio Available
Mr. Chuck Xu Ph.D.
President of Interconnect Solutions
No Bio Available
Mr. Sang Ho Kang
President of Semiconductor Technologies
No Bio Available

Contacts

Address
DELAWARE
Wilmington
974 Centre Road, Building 735
Contacts
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