Company Analysis

Qnity Electronics, Inc. (Q)

NYSE: Q · Semiconductors & Related Devices · Wilmington, DE · filing with the SEC since 2025
Grade6.0
◀ Past 6.0● Present 6.7▶ Future 5.0
2 est.

The grade of Qnity Electronics, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.0/10
◀ Past6.030% of the headline
● Present6.740% of the headline
▶ Future5.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.0/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.5/10

Has it survived what it has been through?

1 warning event since 2025; the latest 2025-11-14.

weight 33% of this tense · 35th percentile among 99 sector filers · read for itself

From the record

Qnity Electronics, Inc.'s filings since 2025 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2025-11-14) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
8.3/10

What has it actually done, year after year?

+8.5% a year over 3 filed years; profitable in 3 of 3.

weight 45% of this tense · 83rd percentile among 93 sector filers · read for its customers

From the record

Qnity Electronics, Inc.'s 3 filed years say what it did: revenue went from $4.0 billion in fiscal 2023 to $4.8 billion in fiscal 2025, up 8.5% a year; it rose in 2 of 2 years; it never fell from a peak; net income was positive in 3 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span8.5%top 40% of its family
  • the share of years revenue rosetop 6% of its family
  • the share of filed years with a profittop 13% of its family
  • the deepest fall from a revenue peak0.0%top 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.9/10

How has it treated the people who own it?

Share count grew 0.1% a year. 0% of cash flow returned. Insiders: 6 sales, 3 purchases.

weight 22% of this tense · 49th percentile among 67 sector filers · read for its shareholders

From the record

Over the 2 fiscal years to 2025-12-31, Qnity Electronics, Inc.'s diluted share count grew about 0.1% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales and 3 purchases of their own stock on the open market in the year to 2026-11-09, buying about $468 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 34% of its family
  • cash returned against operating cash flowbottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.7/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.0/10

Is it financially healthy right now?

ROE 10%: 10¢ of profit per shareholder dollar. Leverage 48%: owes 48¢ per asset dollar.

weight 45% of this tense · 50th percentile among 95 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Qnity Electronics, Inc. earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 16 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 48 cents per dollar of assets, and net share issuance: its share count grew 0.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 31% of its family
  • return on equitytop 33% of its family
  • gross profit against assetsbottom 39% of its family
  • the share count against the year beforetop 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.3/10

How strong is its position in its industry?

top 27% of 97 in its family; net margin 15.3%.

weight 33% of this tense · 73rd percentile among 97 sector filers · read for its customers

From the record

Qnity Electronics, Inc.'s standing among 97 graded names in its industry family: revenue of $4.8 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 15.3% ranks in the top 25%; revenue growth of 8.5% a year over the last 2 filed years ranks in the top 36% (its annual reports).

What it rests on

  • revenue against the family$4.75Btop 19% of its family
  • net margin15.3%top 25% of its family
  • three-year revenue growth8.5%top 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.3/10

What are the people in charge doing?

SI estimate 9.3/10, confidence 35 of 100 (one part).

weight 22% of this tense · 93rd percentile among 79 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 7% of 79 in its family; the record of its people begins on 2025-09-30 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.1 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2025-09-30 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.1 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 79 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Qnity Electronics, Inc.'s leadership is put at 9.3 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 7% of 79 in its family; the record of its people begins on 2025-09-30 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.1 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.0/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
4.3/10

How much room does it have to grow?

bottom 43% of 94 in its family for room to expand.

weight 45% of this tense · 43rd percentile among 94 sector filers · read for itself

From the record

Qnity Electronics, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $915 million against debt of $4.0 billion leaves -21.9% of its assets as net cash, bottom 10% of its family; cash from operations less capital spending is 20.8% of revenue (top 16%); a gross margin of 46.2% (top 43%); research spending of 7.4% of revenue (bottom 24%) (its annual report).

What it rests on

  • cash less debt against assets-21.9%bottom 10% of its family
  • cash from operations less capital spending against revenue20.8%top 16% of its family
  • gross margin46.2%top 43% of its family
  • research spending against revenue7.4%bottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.9/10

What could actually drive growth from here?

top 41% of 93 in its family for growth drivers.

weight 33% of this tense · 59th percentile among 93 sector filers · read for its customers

From the record

Qnity Electronics, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.5% a year over the last three filed years against 8.5% over all 3, speeding up (top 28% of its family); the newest year grew 9.7% (bottom 48%); research spending grew 8.1% a year (top 39%); capital spending grew 11.1% a year (top 46%) (its annual reports). Qnity Electronics, Inc. reported 2 lines of business in fiscal 2025: Semiconductor Technologies at $2.6 billion (56%), Interconnect Solutions at $2.1 billion (44%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 28% of its family
  • the newest year's revenue growth9.7%bottom 48% of its family
  • three-year growth of research spending8.1%top 39% of its family
  • three-year growth of capital spending11.1%top 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
5.2/10

Did its newest year beat what its own record pointed to?

SI estimate 5.2/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 88 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 88 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 88 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Qnity Electronics, Inc.'s expectations vs reality is put at 5.2 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 88 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton Q · research, not advice