Shares of Qnity Electronics Inc. (NYSE:Q) rose more than 2% in premarket trading Thursday after the semiconductor technology solutions company reported fourth-quarter results that comfortably exceeded analyst expectations, underscoring solid performance following its recent separation from DuPont.
The stock advanced 2.57% ahead of the market open after the company posted adjusted earnings per share of $0.82 for the quarter, surpassing consensus estimates of $0.55 by $0.27.
Quarterly revenue increased 8% year over year to $1.19 billion, compared with $1.10 billion in the same period last year, supported by organic growth across both of the company’s operating segments.
Full-year growth and upbeat outlook
For full-year 2025, Qnity reported net sales of $4.75 billion, representing a 10% increase year over year. Adjusted pro forma operating EBITDA rose 11% to $1.4 billion, while adjusted pro forma earnings per share climbed 12% to $3.35.
Looking ahead, the company issued fiscal 2026 earnings guidance of $3.55 to $3.95 per share, with a midpoint of $3.75 well above analyst expectations of $3.12. Revenue is forecast between $4.97 billion and $5.17 billion, with the midpoint of $5.07 billion slightly ahead of the $5.06 billion consensus estimate.
“Our fourth quarter and full year 2025 results reflect disciplined execution with strong organic growth across both of our segments driven by our differentiated solutions for the industry’s most advanced technologies,” said Jon Kemp, Chief Executive Officer.
Transformation plan and shareholder returns
Qnity also unveiled a multi-year transformation initiative expected to generate approximately $100 million in adjusted operating EBITDA run-rate benefits by the end of 2028.
In addition, the company authorized a share repurchase program of up to $500 million, signaling confidence in its long-term growth strategy and commitment to returning capital to shareholders.
Segment performance remained balanced during the quarter, with Semiconductor Technologies generating $661 million in revenue, up 7% year over year, while Interconnect Solutions delivered $529 million, representing a 9% increase.
The results mark one of the company’s first major earnings updates since becoming an independent business, highlighting early operational momentum following the spin-off.