Qnity Electronics, Inc. (Q)
SEC filings, insider trading & institutional ownership from EDGAR.
Qnity is a global provider of materials and solutions for the semiconductor and electronics industries, with more than 50 years of experience in systems engineering and material science. It works with semiconductor and advanced device manufacturers on technology roadmaps tied to artificial intelligence, high-performance computing and advanced connectivity. Qnity was separated from DuPont de Nemours, Inc. on November 1, 2025 through a pro-rata distribution of one Qnity share for every two DuPont shares. It became an independent public company, and its common stock began trading on the New York Stock Exchange under the symbol "Q" on November 3, 2025.
The company reports two operating segments. Semiconductor Technologies supplies materials used at multiple stages of chip manufacturing: CMP slurries and advanced cleaning chemistries, CMP pads, lithographic materials (photoresists, anti-reflective coatings and related layers for wavelengths through EUV), Kalrez perfluoroelastomer sealing parts, and OLED display materials. Interconnect Solutions serves advanced electronics hardware, including printed circuit boards and advanced semiconductor packaging. It comprises Advanced Circuit & Packaging (plating chemistries, photoresists, dielectrics, optical materials and conductive adhesives), Laird Technologies (thermal interface materials and electromagnetic interference shielding and absorbing products), and Advanced Flex Technologies (Kapton polyimide films, flexible copper-clad laminates and related laminate systems). Brands include IC1000, EPIC, Kalrez, Circuposit, Riston, Tflex and Pyralux.
Customers include leading semiconductor device manufacturers, foundries and equipment providers, as well as original equipment manufacturers that specify Qnity products into their manufacturing processes. End markets include data centers, communications infrastructure, industrials, automotive, aerospace and consumer electronics. Its products are consumable or unit-driven, and over 90% of 2025 revenue came from products used in manufacturing or incorporated into final electronic devices. The company points to long-standing customer relationships, strong renewal rates, and the fact that advanced-node chips require three to five times more processing material per wafer than legacy nodes.
Qnity operates a global manufacturing footprint and major application labs around the world. It sources about 70% of its raw materials local-for-local and manufactures and sells about 80% of its products within the same region. It works directly with suppliers to improve their performance, capacity and supply continuity. The text does not name specific competitors or the headquarters location.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $2.19B |
| Diluted EPS | $3.30 |
| Gross margin | 46.2% |
| Net margin | 14.6% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 10-Q | Nov 4, 2026 | 0002058873-26-000043EDGAR |
| 8-K | Nov 4, 2026 | 0002058873-26-000039EDGAR |
| 8-K | Sep 10, 2026 | 0002058873-26-000037EDGAR |
| 4CURTIN TERRENCE R | Sep 2, 2026 | 0001628280-26-060196EDGAR |
| 4Green Byron | Sep 2, 2026 | 0001628280-26-060195EDGAR |
| 8-K | Aug 21, 2026 | 0002058873-26-000033EDGAR |
| 4De Bondt Karin | Aug 12, 2026 | 0001628280-26-056317EDGAR |
| 4Dei Cas Katherine | Aug 6, 2026 | 0001628280-26-054489EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Green Byron | Aug 31, 2026 | Grant / award |
| CURTIN TERRENCE R | Aug 31, 2026 | Grant / award |
| De Bondt Karin | Aug 11, 2026 | Buy |
| Dei Cas Katherine | Aug 5, 2026 | Grant / award |
| Fortebuono Kathleen M. | Jun 12, 2026 | Tax withholding |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 7.7% | Aug 7, 2026 | $2.62B |
| Vanguard Capital Management | 6.5% | Aug 13, 2026 | $2.23B |
| Vanguard Portfolio Management | 4.9% | Aug 13, 2026 | $1.67B |
| STATE STREET CORPORATION | 4.5% | Sep 22, 2026 | $1.53B |
| Durable Capital Partners LP | 2.2% | Aug 14, 2026 | $743.62M |
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Data as of Nov 8, 2026Source: SEC EDGAR.