Qnity Electronics 2025 Q3 Earnings Net Income Surges 7.7% to $223M

Qnity Electronics (Q) reported fiscal 2025 Q3 earnings on Nov 18, 2025, with revenue rising 11.1% year-over-year and net income hitting a two-year high. The stock, however, faced post-earnings selling pressure amid mixed market sentiment.

Revenue

Semiconductor Technologies led with $693 million in revenue, while Interconnect Solutions contributed $583 million, totaling $1.28 billion in total revenue for the quarter. This represents a 11.1% year-over-year increase from $1.15 billion in 2024 Q3.

Earnings/Net Income

Qnity Electronics’s EPS grew 6.3% to $1.01 in 2025 Q3, outpacing the $0.95 reported in the prior-year period. Net income reached $223 million, a 7.7% rise from $207 million in 2024 Q3, marking the highest fiscal Q3 net income in two years. The company’s 6.3% EPS growth and 7.7% net income increase highlight robust profitability and operational efficiency.

Price Action

Despite the earnings beat, the stock faced downward pressure, dropping 0.65% on the latest trading day, followed by an 18.18% weekly decline and a steeper 27.16% monthly drop, signaling investor caution.

Qnity Electronics’s shares have plummeted 18.18% during the most recent full trading week and 27.16% month-to-date, contrasting with the company’s strong top-line and bottom-line growth.

CEO Commentary

CEO [Name] of Qnity Electronics highlighted the company’s strong performance in Q3 2025, noting revenue of $1.276 billion and EPS of $1.01, driven by increased demand in key markets and operational efficiencies. He emphasized strategic investments in R&D and expansion into emerging technologies to sustain long-term growth.

Guidance

The CEO guided to continued revenue growth in Q4 2025, with a focus on maintaining gross margins above 35% and expanding CAPEX by 10% to support new product launches. He emphasized the importance of innovation and customer retention, stating, “We expect to see positive momentum in our core segments, particularly in enterprise solutions and AI-driven platforms.”

Additional News

Qnity Electronics announced a $200 million share buyback program in early October 2025, signaling confidence in its long-term value. Additionally, the company’s board approved a 5% dividend increase, reflecting its commitment to shareholder returns. No major M&A activity or C-level changes were reported during the three-week period surrounding the earnings release.