Qnity Electronics, Inc. Q SPXR3KTECHAI
Company Overview
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans. The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.
Why Investors Should Care
Net profit has compounded at 16.8% per year over the last five years.
Operating margin of 22.3% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $4.75B (+9.7% YoY); net profit $692.00M.
- Trailing 12 Months Year-on-year growth — revenue +22.1%, earnings -34.3%.
- 5-Year Trend Long-term compounding — revenue CAGR 8.5%, profit CAGR 16.8%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 8.54% |
| 1 Year: | 22.10% |
Compounded Profit Growth
| 5 Years: | 16.83% |
| 1 Year: | -34.30% |
Stock Price Performance
| 1 Year: | +26.74% |
| 6 Months: | +9.51% |
| 3 Months: | -15.14% |
| 1 Month: | -9.61% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
Qnity Electronics supplies materials and solutions (CMP, advanced packaging, interconnect) to the semiconductor and electronics industries enabling advanced AI chips.
Semiconductor process materials and interconnect solutions used to manufacture and package advanced chips.
- CMP & process materials Qnity's chemical-mechanical-planarisation and process materials are used to fabricate advanced AI/logic chips.
- Advanced-packaging materials Interconnect-solutions materials support the advanced packaging AI chips require.
- Global materials supply A broad footprint serves leading foundries and packaging houses.
- Materials picks-and-shovels exposure to advanced-chip and packaging demand.
- Profitable (net ~13%) with consumable, recurring materials revenue.
- Recently separated/listed — limited standalone track record.
- Semiconductor cyclicality and customer concentration are key risks.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Profit CAGR of 16.8% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading 31.4% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Q Qnity Electronics, Inc. SPXR3KTECHAI | 120.47 | 43.03 | $25.22B | 0.24% | - | 6.72% | 8.54% | 16.83% |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Revenue | 1.15B | 1.12B | 1.17B | 1.28B | 1.31B | 1.43B |
| Net Income | 199.00M | - | - | 211.00M | - | - |
| Diluted EPS | 0.95 | 0.92 | 0.90 | 1.01 | 0.72 | 0.59 |
| R&D Expense | 81.00M | 84.00M | 88.00M | 92.00M | 94.00M | 98.00M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 4.04B | 4.33B | 4.75B |
| Net Income | 507.00M | 693.00M | 692.00M |
| Diluted EPS | 2.42 | 3.31 | 3.30 |
| R&D Expense | 303.00M | 314.00M | 354.00M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | - | 12.52B | 12.27B | 14.07B |
| Current Assets | - | 1.36B | 1.48B | 2.64B |
| Cash & Equivalents | - | 139.00M | 166.00M | 915.00M |
| Inventory | - | 534.00M | 597.00M | 661.00M |
| Receivables | - | 561.00M | 580.00M | 656.00M |
| Total Liabilities | - | 1.33B | 1.38B | 6.70B |
| Current Liabilities | - | 677.00M | 839.00M | 1.36B |
| Long Term Debt | - | - | - | 4.00B |
| Total Debt | - | - | - | 4.03B |
| Total Equity | 11.31B | 10.94B | 10.64B | 7.09B |
| Shares Outstanding | - | - | - | 209.48M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | 882.00M | 1.06B | 1.27B |
| Investing Cash Flow | -226.00M | -172.00M | -285.00M |
| Financing Cash Flow | -628.00M | -848.00M | -248.00M |
| Dividends Paid | - | - | 13.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | - | - | - |
| Operating Margin % | - | - | - |
| Net Margin % | 12.6% | 16.0% | 14.6% |
| ROE % | 4.6% | 6.5% | 9.8% |
| ROCE % | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 7.67% | 16.06M | $1.93B |
| 2 | Vanguard Capital Management LLC | 6.54% | 13.67M | $1.64B |
| 3 | Vanguard Portfolio Management LLC | 4.88% | 10.21M | $1.23B |
| 4 | State Street Corporation | 4.48% | 9.36M | $1.13B |
| 5 | Geode Capital Management, LLC | 2.67% | 5.59M | $672.76M |
| 6 | Durable Capital Partners Lp | 2.18% | 4.55M | $547.59M |
| 7 | Allspring Global Investments Holdings, LLC | 2.08% | 4.35M | $523.20M |
| 8 | Invesco Ltd. | 1.94% | 4.06M | $488.24M |
| 9 | Morgan Stanley | 1.61% | 3.37M | $404.98M |
| 10 | Jane Street Group, LLC | 1.20% | 2.51M | $301.66M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for Q
Qnity Electronics (Q) Stock Looks Fully Valued After Raised Outlook - Yahoo Finance
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Qnity Electronics (Q) director discloses over 22,000 direct shares - Stock Titan
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Why Qnity Electronics (Q) Stock Is Up Today - quiverquant.com
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Qnity Electronics (Q) Stock May Trade Above Fair Value After AI Packaging Expansion - Yahoo Finance
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Q — Frequently Asked Questions
What is the current share price of Qnity Electronics, Inc. (Q)?
As of 2026-09-07 16:24 PDT, Qnity Electronics, Inc. (Q) trades at $120.47 on NYSE. Its 52-week range is $73.35 to $175.52.
What is the market capitalisation of Q?
Qnity Electronics, Inc. (Q) has a market capitalisation of $25.22B on NYSE.
What is the P/E ratio of Q?
Q trades at a trailing price-to-earnings (P/E) ratio of 43.03. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 4.02.
Does Q pay a dividend?
Qnity Electronics, Inc. (Q) currently offers a dividend yield of 0.24%.
What is the return on equity (ROE) of Q?
Q has a return on equity (ROE) of 6.72%.
Is Q a good stock to buy?
This page provides a data-driven analysis of Qnity Electronics, Inc. (Q), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.