10x Insights
Loading account…
Companies / Information Technology / Qnity Electronics
Q

Qnity Electronics

Information TechnologySemiconductorsS&P 500
Ticker QWILMINGTON, DEFiscal year ends DecemberBook value per share $33.82Diluted shares 209.8M

Qnity Electronics, Inc. (NYSE: Q) is one of the largest global leaders in materials and solutions for the semiconductor and electronics industries. The company operates through two primary segments: Semiconductor Technologies and Interconnect Solutions. Qnity became an independent publicly traded company on November… From the company’s description.

Fiscal year 2025 · ends 12-31
Sales & profitability
$4.75BFY2025
20.38%FY2025
$729.00MFY2025
9.97%FY2025
Cash & financing
$1.27BFY2025
$988.00MFY2025
0.57FY2025
209.8MFY2025

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.

What Qnity Electronics does

In the company’s own words

Qnity Electronics, Inc. (NYSE: Q) is one of the largest global leaders in materials and solutions for the semiconductor and electronics industries. The company operates through two primary segments: Semiconductor Technologies and Interconnect Solutions. Qnity became an independent publicly traded company on November 1, 2025, following its separation from DuPont de Nemours, Inc., with common stock commencing trading on the New York Stock Exchange on November 3, 2025. The company's website is located at https://ir.qnityelectronics.com.

The Semiconductor Technologies segment provides advanced materials and solutions utilized across multiple stages of semiconductor manufacturing, including chemical mechanical planarization slurries and pads, lithographic materials, specialty cleaning chemistries, and advanced display materials for organic light-emitting diode applications. The Interconnect Solutions segment offers comprehensive material solutions for advanced packaging, printed circuit boards, thermal management, and electromagnetic interference shielding, addressing signal integrity, thermal and power management, and miniaturization challenges.

Qnity serves leading semiconductor device manufacturers, foundries, equipment providers, and original equipment manufacturers globally. The company's top ten customers accounted for 34 percent of net sales in 2025, with Samsung Electronics and Taiwan Semiconductor Manufacturing Company representing 11 percent and 8 percent of revenue respectively. Over 90 percent of Qnity's revenue derives from consumable or unit-driven products utilized in manufacturing processes or incorporated into final electronic devices.

The company operates approximately 40 manufacturing sites and facilities across all geographic regions, with approximately 60 percent of its more than 10,000 employees located in Asia Pacific, 32 percent in the U.S. and Canada, 5 percent in Europe, Middle East and Africa, and 3 percent in Latin America. Approximately 70 percent of raw materials are sourced locally, and approximately 80 percent of products are manufactured and sold within the same geographic region. Qnity maintains a diverse supplier base with no single supplier representing more than 10 percent of raw material spending. The company holds approximately 7,000 patents and patent applications globally, with approximately 70 percent consisting of issued patents as of December 31, 2025.

Company details
Sector
Information Technology
Industry (SIC)
Semiconductors
Headquarters
WILMINGTON, DE
Fiscal year end
December
CIK
2058873
SIC
3674

Financial performance, year by year

Fiscal 2025–2025 · USD
$-475.40M$950.80M$2.38B$3.80B$5.23B2025

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Qnity Electronics — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

632
funds hold it
1 of 35
superinvestors hold it
$10.23B
held by funds, at market
30.8%
of shares held by funds
2
bond issues held by funds

Superinvestors in Qnity Electronics · what they did last quarter

Stanley DruckenmillerUNCHANGED
Duquesne Family Office
0.5%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Qnity Electronics’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.05%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.05%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.05%of fund net assets
Allspring Special Mid Cap Value Fund
WFMDX · ALLSPRING FUNDS TRUST
3.30%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.05%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Qnity Electronics’s bonds, as funds hold them

Funds report holding 2 issues of Qnity Electronics’s debt, $697.97M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.95%, maturing 2032 to 2033.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Qnity Electronics and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Qnity Electronics's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Qnity Electronics's last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.