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

Qnity Electronics (Q) reported fiscal 2025 Q3 earnings on Nov 18, 2025, with revenue and profitability outpacing expectations. The company’s 11.1% year-over-year revenue growth and 7.7% net income increase highlight its resilience in a competitive market. Management guided to $1.35–1.4 billion in revenue and $1.10–1.15 EPS for the next quarter, reflecting confidence in cost optimization and market expansion.

Revenue

Driven by demand in semiconductor and interconnect technologies, Qnity’s total revenue surged to $1.28 billion in 2025 Q3, a 11.1% increase from $1.15 billion in 2024 Q3. Semiconductor Technologies led the performance, generating $693 million, while Interconnect Solutions contributed $583 million. The robust growth underscores the company’s strategic alignment with AI and 5G infrastructure trends.

Earnings/Net Income

Earnings per share (EPS) rose 6.3% to $1.01 in 2025 Q3 from $0.95 in 2024 Q3, while net income reached $223 million—a 7.7% year-over-year increase. The company’s profitability strengthened significantly, with Q3 net income marking a two-year high. The company's earnings growth, marked by a 6.3% EPS increase and 7.7% higher net income, reflects strong operational performance.

Price Action

The stock price of Qnity Electronics edged down 0.65% during the latest trading day, plummeted 18.18% during the most recent full trading week, and fell 27.16% month-to-date.

Post-Earnings Price Action Review

Despite robust earnings and revenue growth, Qnity’s stock faced downward pressure in the immediate aftermath of the report. A 0.65% intraday decline was followed by a steeper 18.18% weekly drop, reflecting broader market volatility and investor skepticism about near-term growth sustainability. Over the month-to-date period, the stock’s 27.16% decline suggests underperformance relative to sector peers, though the company’s forward guidance of $1.35–1.4 billion in revenue and $1.10–1.15 EPS indicates management’s confidence in navigating macroeconomic challenges.

Additional News

Within three weeks of the earnings report, Qnity Electronics announced a strategic partnership with a European semiconductor manufacturer to expand its 5G infrastructure capabilities. The company also unveiled a $150 million share buyback program, signaling management’s commitment to shareholder value. No major C-level executive changes were reported during this period.