earnings
confidence high
sentiment positive
materiality 0.75
Qnity reports 2025 revenue up 10% to $4.75B; guides 2026 revenue $4.97-5.17B; authorizes $500M buyback
Qnity Electronics, Inc.
2025-FY EPS
reported $3.30
vs consensus $0.64
▲ beat
(+414.0%)
- Full year 2025 net sales $4.754B, up 10% YoY; GAAP EPS $3.30 flat; Adjusted Pro Forma EPS $3.35 up 12%.
- Q4 2025 GAAP net income $109M ($0.48 EPS) vs Q4 2024 $221M ($1.02 EPS); revenue grew 8% to $1.19B.
- Full year 2026 guidance: net sales $4.97B-$5.17B, Adjusted EPS $3.55-$3.95, Adjusted FCF $450M-$550M.
- Multi-year transformation plan targeting $100M run-rate EBITDA benefit by 2028, with ~$140M costs to achieve.
- Board authorized $500M share repurchase program with no expiration.