earnings
confidence high
sentiment positive
materiality 0.80
Qnity Q3 estimated net sales $1.3B (+11% YoY); GAAP net income ~$220M; raises 2025 sales guidance to ~$4.7B
Qnity Electronics, Inc.
2025-Q3 EPS
reported $2.83
vs consensus $0.67
▲ beat
(+321.4%)
- Estimated Q3 net sales $1.3B, up 11% YoY; GAAP net income ~$220M, up ~6%.
- Adjusted Pro Forma Operating EBITDA ~$370M, margin ~29% (vs 30% prior year).
- 2025 estimated net sales raised from ~$4.6B to ~$4.7B; reaffirms EBITDA ~$1.4B, margin ~30%.
- Spin-off from DuPont completed Nov. 1; regular-way trading on NYSE (Q) began Nov. 3.
- Growth driven by AI demand across advanced nodes, packaging, and thermal management.