Qnity Electronics Reports Strong Q4 and Full-Year 2025 Results

Semiconductor and Interconnect Solutions Segments Drive Organic Growth and Margin Expansion

Published on Mar. 3, 2026

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Qnity Electronics (NYSE:Q) executives highlighted continued momentum in artificial intelligence and advanced semiconductor manufacturing as the company reported fourth-quarter and full-year 2025 results and issued 2026 guidance on its first earnings call as a standalone public company. The company delivered its seventh consecutive quarter of strong organic growth in 2025, exceeding its full-year financial objectives.

Why it matters

Qnity's performance demonstrates the strong demand for advanced semiconductor technologies and materials used in applications like artificial intelligence, data centers, and next-generation consumer devices. The company's ability to grow its Semiconductor Technologies and Interconnect Solutions segments while expanding margins underscores its position as a premier technology solutions provider across the semiconductor value chain.

The details

In the fourth quarter, Qnity reported net sales of $1.2 billion, up 8% year-over-year, and Adjusted Pro Forma Operating EBITDA of $349 million. For the full year, the company reported net sales of $4.75 billion, up 10%, and Adjusted Pro Forma Operating EBITDA of $1.4 billion, implying a 29.5% EBITDA margin. Adjusted pro forma EPS was $3.35, up 12% year over year. The Semiconductor Technologies segment grew 8% organically, led by double-digit growth in semi-fab consumables, while the Interconnect Solutions segment grew 12% organically, with advanced packaging, advanced interconnects, and thermal management each increasing more than 20%.

  • Qnity reported its fourth-quarter and full-year 2025 results on February 28, 2026.
  • The company issued its 2026 guidance on the same earnings call.

The players

Qnity Electronics

An American technology company that provides solutions across the semiconductor value chain, including materials used for smoothing, shaping, connecting, and protecting advanced semiconductor devices.

Jon Kemp

Chief Executive Officer of Qnity Electronics.

Mike Goss

Interim Chief Financial Officer of Qnity Electronics.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

What’s next

For 2026, Qnity expects net sales of $4.97 billion to $5.17 billion, Adjusted Operating EBITDA of $1.465 billion to $1.575 billion, and Adjusted EPS of $3.55 to $3.95. The company also announced a multi-year transformation plan expected to deliver approximately $100 million in EBITDA run-rate benefit by the end of 2028.

The takeaway

Qnity's strong performance in 2025, driven by growth in advanced semiconductor technologies and materials, underscores the company's position as a critical provider of solutions across the semiconductor value chain. The company's guidance and transformation plan indicate its continued focus on innovation, operational excellence, and shareholder value creation.