Qnity Electronics (Q)
Information Technology · Semiconductor materials and process chemicals
A global leader in advanced materials and solutions for semiconductor manufacturing and electronics packaging, powering AI, high-performance computing, and next-generation connectivity.
What Qnity Electronics does
Qnity Electronics is a leading global provider of advanced materials and solutions for the semiconductor and electronics industries. Operating through two segments—Semiconductor Technologies and Interconnect Solutions—the company supplies critical consumable and unit-driven products used in semiconductor manufacturing processes and advanced electronics hardware. With over 50 years of expertise in materials science and systems engineering, Qnity serves leading semiconductor manufacturers, foundries, equipment providers, and OEMs across data centers, communications infrastructure, industrials, automotive, and consumer electronics. The company was spun off from DuPont in November 2025 and commenced trading on the NYSE under ticker "Q".
Themes: ["AI infrastructure","Semiconductor supply chain","High-performance computing","Advanced connectivity","Process chemicals","Chipmaking equipment & materials","Automotive electronics","Data center infrastructure"]
Fundamentals
- Price$143.46 as of 2026-07-09 close
- Market cap$30.0B as of 2026-07-10
- 1-year return+75.7% as of 2026-07-09 close
- P/E65.00 as of 2026-07-10
- Net margin+12.2% as of 2026-07-10
- Gross margin+46.1% as of 2026-07-10
- ROE+5.9% as of 2026-07-10
- Debt / equity0.56 as of 2026-07-10
- Revenue growth (YoY)+17.6% as of 2026-07-10
- Revenue CAGR (3y)+8.5% SEC XBRL
- Beta1.53 as of 2026-07-10
Dividend: yield +0.2%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Competitive pressure in semiconductor materials market and risk of customer concentration among leading chipmakers","International operations exposure including trade restrictions, sanctions laws, and regulatory compliance complexity across geographies","Volatility in raw material and energy costs, and dependence on supply chain continuity for critical inputs to manufacturing"]
Competitors & peers
- Entegris
- Cabot Microelectronics (now Cabot Corporation CMP business)
- Fujifilm Electronics Materials
- JSR Corporation
- Tokyo Ohka Kogyo (TOK)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.