Qnity Electronics (Q)
Supplies process and interconnect materials for semiconductor manufacturing and advanced electronics.
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Supplies consumable and embedded materials for semiconductor fabrication, advanced packaging, circuit boards, displays, thermal management, and flexible electronics through Semiconductor Technologies and Interconnect Solutions. Most sales come from Asia-Pacific, tying demand to chip-production cycles, customer qualification, and global trade and environmental rules.
Supplies process materials and interconnect solutions through two segments. Semiconductor Technologies sells lithography materials, chemical-mechanical planarization pads and slurries, cleans, sealing products, and OLED materials for wafer and display manufacturing. Interconnect Solutions provides advanced-packaging and circuit-board chemistries, thermal-management and electromagnetic-shielding products, and flexible-circuit films and laminates.
Combines materials-science and engineering expertise, application labs, and a global manufacturing network to co-develop products that customers qualify into production roadmaps. Most offerings are consumed during manufacturing or incorporated into finished electronics, linking volumes to customer production and device demand.
Generates most sales in Asia-Pacific and depends heavily on semiconductor production cycles. Long qualification cycles can slow adoption, while export controls, environmental rules, raw-material availability, and reliable local supply constrain global operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 14, 2026 | RBC Capital | Reiterate | Rating: —Target: $200 | Target: $189 |
| Jul 6, 2026 | BMO Capital | Reiterate | Rating: —Target: $180 | Target: $185 |
| Jul 1, 2026 | Mizuho Securities | Target | Target: $170 | Target: $180 |
| May 13, 2026 | RBC Capital | Reiterate | Rating: —Target: $150 | Target: $200 |
| May 13, 2026 | Goldman Sachs | Target | Target: $110 | Target: $165 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $961.0M · Total debt $4.02B · Total assets $14.33B · Shareholders' equity $7.26B
- Revenue
- $1.43B
- Operating income
- $276.0M
- Net income
- $124.0M
HistoryDividendAnnual yield
| Institutions | 77.95% | 163.44M shares | |
|---|---|---|---|
| 1,366 holders · as of Jun 30, 2026 | |||
| Insiders | 0.14% | 289.8K shares | |
| 17 holders · as of Sep 2, 2026 | |||
| Other | 21.91% | 45.93M shares | |
| remainder | |||
209.66M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.66% | 16.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 13.67M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.87% | 10.21M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.47% | 9.36M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.67% | 5.59M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Karin de Bondt | director | +1,000 | $138.14 |
| Jun 5, 2026 | Steven Sterin | director | −400 | $148.35 |
| May 26, 2026 | Steven Sterin | director | −511 | $161.97 |
| Nov 21, 2025 | Anne P. Noonan | director | −7 | $76.30 |
| Nov 19, 2025 | Byron Green | director | +1,000 | $79.12 |
- Entegris
Biggest rival in CMP pads, slurries, and semiconductor process materials.
- Merck
Cross-segment rival in photoresists, CMP materials, and OLED display materials.
- Element Solutions
Primary rival in PCB wet chemistry and semiconductor packaging metallization.
- Rogers
Specialty laminate and EMI-shielding rival; target of DuPont's $5.2B bid.
- MKS
Named 10-K rival via Atotech MSD; divesting the chemicals unit as of late 2025.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Qnity Electronics | $122.64 | +0.67% | $25.50B | 43.5 | 25.4 | 4.9 | +22.1% |
| Entegris | $145.60 | +1.72% | $21.83B | 71.9 | 32.5 | 6.6 | +11.5% |
| Merck | $152.82 | +2.22% | $369.24B | 119.6 | 17.7 | 5.6 | +5.1% |
| Element Solutions | $34.39 | +2.90% | $8.14B | 45.5 | 17.7 | 2.6 | +56.4% |
| Rogers | $135.80 | +4.58% | $2.32B | 75.1 | 32.0 | 2.8 | +6.9% |
| MKS | $255.69 | −0.48% | $17.35B | 41.0 | 16.3 | 4.0 | +28.3% |
| Median | 71.9 | 17.7 | 4.0 | +11.5% |