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Qnity Electronics 8-K Report, Financial Results (Feb 26, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed February 26, 2026
Period End
February 26, 2026
Security
Q
In the record · 2025–202610-K110-Q48-K14

Q filed 1 annual reports (10-K), 4 quarterly reports (10-Q) and 14 current reports (8-K) between 2025 and 2026.

  1. Leadership change8-K · Dec ’25Dec ’25
  2. Leadership change8-K · Aug ’26Aug ’26

01—Abstract

Summary

Summary of the 8-K filed February 26, 2026. Cited figures are marked; the original filing is the authoritative source.

Qnity Electronics, Inc. (NYSE: Q) reported fourth-quarter and full-year 2025 results in a press release furnished as Exhibit 99.1 to this Form 8-K.

For full year 2025, net sales were $4.75 billiona, up 10% year-over-year, with organic sales also up 10%. GAAP net income was $729 million, up 1% year-over-year, while Adjusted Pro Forma Earnings were $703 million, up 13%. GAAP diluted EPS was $3.30 and Adjusted Pro Forma EPS was $3.35, up 12%.

Adjusted Pro Forma Operating EBITDA reached $1.4 billionb, up 11%. Fourth-quarter GAAP net income fell to $109 million from $221 million a year earlier, and Q4 diluted EPS was $0.48 versus $1.02. The company provided full-year 2026 guidance: net sales of $4.97 billion to $5.17 billion, Adjusted Operating EBITDA of $1.465 billion to $1.575 billion, Adjusted EPS of $3.55 to $3.95, and adjusted free cash flow of $450 million to $550 million.

It also announced a multi-year transformation plan expected to deliver approximately $100 millionc in Adjusted Operating EBITDA run-rate benefit by the end of 2028, at an estimated cost of about $140 million over the next two to three years. The Board authorized repurchases of up to $500 million of common stock with no expiration date.

The release describes the company's spin-off from DuPont de Nemours, Inc. as completed in November 2025. Balance sheet items show long-term debt of $4.00 billiond at year-end 2025, up from none a year earlier, and cash and cash equivalents of $915 million.

02—Key points

Key Highlights

  1. Full-year 2025 net sales of $4.75 billion, up 10% year-over-year, with organic sales up 10%.
  2. Full-year 2025 GAAP net income of $729 million (up 1%) and GAAP diluted EPS of $3.30; Adjusted Pro Forma EPS of $3.35, up 12%.
  3. Fourth-quarter 2025 GAAP net income declined to $109 million from $221 million, and Q4 diluted EPS was $0.48 versus $1.02 in Q4 2024.
  4. 2026 guidance: net sales of $4.97B to $5.17B, Adjusted Operating EBITDA of $1.465B to $1.575B, Adjusted EPS of $3.55 to $3.95, and adjusted free cash flow of $450M to $550M.
  5. Multi-year transformation plan targets approximately $100 million in Adjusted Operating EBITDA run-rate benefit by end of 2028, with about $140 million in expected costs over two to three years.
  6. Board authorized share repurchases of up to $500 million of common stock, with no expiration date.
  7. Balance sheet at December 31, 2025 included $4.00 billion of long-term debt and $915 million of cash, following the spin-off from DuPont de Nemours, Inc.

03—Questions

Frequently Asked Questions

  1. How did Qnity perform in full-year 2025?

    Net sales rose 10% to $4.75 billion, with organic sales also up 10%. GAAP net income was $729 million, up 1%, and Adjusted Pro Forma Earnings were $703 million, up 13%. Adjusted Pro Forma Operating EBITDA was $1.4 billion, up 11%.

  2. What is Qnity's guidance for 2026?

    The company expects 2026 net sales of $4.97 billion to $5.17 billion, Adjusted Operating EBITDA of $1.465 billion to $1.575 billion, Adjusted EPS of $3.55 to $3.95, and adjusted free cash flow of $450 million to $550 million.

  3. What is the transformation plan and what does it cost?

    The multi-year plan aims to enhance commercial and innovation excellence, improve operational productivity through automation and AI applications, and optimize presence in key markets. It is expected to deliver about $100 million in Adjusted Operating EBITDA run-rate benefit by the end of 2028, with approximately $140 million in costs to achieve over the next two to three years.

  4. What capital return actions were announced?

    The Board authorized repurchases of up to $500 million of outstanding common stock. The program has no expiration date and may be executed on the open market, through pre-set trading plans, or in privately negotiated transactions. The release also references the company's dividend.

  5. Why did fourth-quarter GAAP net income decline?

    Q4 2025 GAAP net income was $109 million versus $221 million in Q4 2024. The filing's income statement shows Q4 2025 provision for income taxes of $80 million versus $32 million, interest expense of $51 million versus none, and acquisition, integration and separation costs of $25 million versus none, while Q4 2025 net sales increased to $1.19 billion from $1.10 billion.

04—Continue

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