Company Dossier · Information Technology
Qnity Electronics
- S&P 500
- Russell 1000
What Qnity Electronics is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $5.21 billion.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.83 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.34 billion.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $4.10 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 26, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.1 million on the open market.SEC Form 4
- 1,342 institutional managers reported a position at June 30, 2026 (+159 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 9 (11 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Qnity Electronics is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings89th pct
- Deals and private raises48th pct
- Patent publications33rd pct
Confident ↔ Hedging
Confident
- Call sentiment59th pct
- Call confidence68th pct
- Guidance changes99th pct
- Risk factors added—
- Insider open-market trades97th pct
- + Guidance changes
- + Insider open-market trades
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver42nd pct
- Stress filings49th pct
Credit
How these are built →Qnity Electronics's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.0B
- Due within a year $0.0B
- Longer term $4.0B
- Default point $2.0B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 13, 2026Patent
- Oct 7, 2026LobbyingLobbying report (QNITY ELECTRONICS, INC.)third_quarter 2026 · $0.2 million
- Oct 7, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026 · $0.1 million
- Sep 29, 2026Patent
- Sep 1, 2026Patent
- Aug 25, 2026Patent
- Aug 21, 20268-KDirector or officer changeItem 5.02
- Jul 17, 2026LobbyingLobbying report (QNITY ELECTRONICS, INC.)second_quarter 2026 · $0.1 million
- Jul 8, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)second_quarter 2026 · $0.1 million
- Jul 1, 20268-KMaterial agreement signedItem 1.01
- Jun 30, 2026Private creditLoans held by business development companies (Qnity Electronics, Inc.)$17.1 million at cost
- May 26, 2026Patent
- May 22, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (QNITY ELECTRONICS, INC.)first_quarter 2026 · $0.2 million
- Apr 8, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)first_quarter 2026 · $0.1 million
- Feb 26, 202610-K
- Feb 20, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)first_quarter 2026
- Jan 20, 2026LobbyingLobbying report (QNITY ELECTRONICS, INC.)fourth_quarter 2025 · $0.1 million
- Jan 16, 20268-KDirector or officer changeItem 5.02
- Dec 9, 20258-KDirector or officer changeItem 5.02
- Nov 3, 20258-KMaterial agreement signedItem 1.01
- Nov 3, 20258-KChange in controlItem 5.01
- Nov 3, 20258-KDirector or officer changeItem 5.02
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Teradyne TER | $4.5B | $0.8B | Jun 28, 2026 |
| MKS Instruments MKSI | $4.3B | $0.5B | Jun 30, 2026 |
| Advanced Energy AEIS | $2.0B | $0.1B | Jun 30, 2026 |
| Onto Innovation ONTO | $1.1B | $0.3B | Jun 30, 2026 |
| Microchip Technology MCHP | $5.1B | $1.1B | Jun 30, 2026 |
| GoDaddy GDDY | $5.1B | $1.7B | Jun 30, 2026 |
| Gen Digital GEN | $5.1B | $1.6B | Jul 3, 2026 |
| First Solar FSLR | $5.4B | $1.5B | Jun 30, 2026 |
Identity
- SEC CIK
- 2058873
- Wikidata
- Q138685636
- SAM UEI
- NH4LSVC35EH7
- SAM UEI
- K5K4P6AY7QM8
- Direct parent (GLEIF)
- DuPont de Nemours, Inc.