Qnity Electronics Q4 Earnings Call Highlights

3 weeks ago 18

MarketBeat

Sat, February 28, 2026 astatine 4:05 PM CST 7 min read

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Qnity reported 2025 nett income of $4.75 billion (up 10% year-over-year) and fourth-quarter income of $1.2 billion (+8%), with adjusted pro forma operating EBITDA of $1.4 billion (a 29.5% margin) and adjusted pro forma EPS of $3.35 for the year.
Both operating segments grew: Semi generated $2.65 billion successful income (+8% organic) with an EBITDA borderline conscionable supra 35%, portion Interconnect Solutions produced $2.1 billion (+12% organic) with borderline enlargement to conscionable implicit 25%, driven by >20% maturation successful precocious packaging, interconnects, and thermal management.
For 2026 absorption guides nett income of $4.97–$5.17 billion, adjusted EBITDA of $1.465–$1.575 billion, adjusted EPS of $3.55–$3.95, and adjusted escaped currency travel of $450–$550 million; the institution finished 2025 with >$900 million cash, ~2.2x nett leverage, a $500 million buyback authorization, a declared dividend, and a multi-year translation program targeting ~$100 million EBITDA run‑rate payment by 2028 astatine ~$140 cardinal of implementation cost.
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MarketBeat Week successful Review – 02/23 - 02/27

Qnity Electronics (NYSE:Q) executives pointed to continued momentum tied to artificial quality and precocious semiconductor manufacturing arsenic the institution reported fourth-quarter and full-year 2025 results and issued 2026 guidance connected its archetypal net telephone arsenic a standalone nationalist company.

Chief Executive Officer Jon Kemp said Qnity delivered its “seventh consecutive 4th of beardown integrated growth” successful 2025 and exceeded its full-year fiscal objectives, driven by request crossed precocious nodes, precocious packaging, precocious interconnects, and thermal management.

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Interim Chief Financial Officer Mike Goss reported fourth-quarter nett income of $1.2 billion, up 8% year-over-year. Goss noted the 4th included a $40 million income displacement from the 4th fourth into the 3rd 4th owed to spin-related modulation timing antecedently discussed. Fourth-quarter Adjusted Pro Forma Operating EBITDA was $349 million and adjusted pro forma EPS was $0.82.

For the afloat year, Qnity reported nett income of $4.75 billion, up 10%, and Adjusted Pro Forma Operating EBITDA of $1.4 billion, implying an EBITDA borderline of 29.5%. Adjusted pro forma EPS was $3.35, up 12% twelvemonth implicit year, which absorption said included adjustments for amortization and different non-recurring items.