Qnity Electronics, Inc. Outlines Strategic Plan to Accelerate Growth as Future Independent Company at 2025 Investor Day

Rhea-AI Summary

Qnity Electronics (NYSE:DD), currently part of DuPont, hosted its inaugural Investor Day to outline its strategic vision ahead of its planned separation into an independent company on November 1, 2025. The company will be listed on NYSE under ticker "Q".

As a pure-play technology solutions provider, Qnity holds a dominant position in the semiconductor value chain with two-thirds of its portfolio tied to semiconductors. The company serves ~80% of the total semiconductor market with a $30 billion total addressable market. Its portfolio includes chip fabrication, advanced packaging, and thermal management solutions, with ~90% unit-driven consumables.

Under the leadership of CEO-Elect Jon Kemp and CFO-Elect Matt Harbaugh, Qnity aims to capitalize on the semiconductor industry's projected growth to $1 trillion by decade's end, leveraging its strong balance sheet and robust free cash flow for balanced capital allocation.

Positive

• None.

Negative

• Execution risks associated with separation from DuPont
• Potential volatility as a pure-play semiconductor company

Insights

Semiconductor Industry Analyst

Qnity's planned spinoff from DuPont positions it as a pure-play semiconductor solutions provider with strong growth potential in a rapidly expanding market.

Qnity Electronics is preparing to separate from DuPont on November 1, 2025, establishing itself as an independent, publicly traded company on the NYSE under ticker symbol "Q". This spinoff creates a focused pure-play technology provider specifically targeting the semiconductor industry.

The company is strategically positioned across the semiconductor value chain with two-thirds of its portfolio directly tied to semiconductors, including chip fabrication, advanced packaging, and thermal management. This positioning gives Qnity access to a total addressable market exceeding $30 billion.

What makes Qnity particularly compelling is its deeply established customer relationships with leading technology companies that represent approximately 80% of the total semiconductor market. These decades-long partnerships provide stability and recurring revenue streams. Additionally, ~90% of Qnity's product portfolio consists of unit-driven consumables, which typically generate steady, predictable revenue.

The company is well-positioned to capitalize on semiconductor industry growth, which is projected to reach $1 trillion by the end of the decade. Qnity's leadership expects to outperform the broader market through its competitive advantages: portfolio breadth, integrated offerings, and resilient supply chain.

From a financial perspective, management highlighted expectations for a strong balance sheet and robust free cash flow generation, providing flexibility for balanced capital allocation between organic growth initiatives and potential acquisitions. While specific financial metrics weren't disclosed, the company indicated it will provide 2025 pro forma estimates and 3-year objectives through 2028 to guide investor expectations.

Qnity presents long-term growth targets as a premier technology solutions leader across the semiconductor value chain

• Two-thirds of the portfolio tied directly to semiconductors, including chip fabrication, advanced packaging and thermal management, with total addressable market exceeding $30 billion
• Deeply established, decades-long relationships with the world's most innovative technology companies, representing ~80% of the total semiconductor market
• Leading the transition to advanced nodes for high performance computing and advanced connectivity with ~90% unit driven consumables product portfolio
• Expect to deliver financial outperformance in a rapidly growing semiconductor market
• Strong balance sheet and robust free cash flow generation supports balanced capital allocation strategy

WILMINGTON, Del., Sept. 18, 2025 /PRNewswire/ -- Qnity, DuPont Electronics, ("Qnity"), a premier technology solutions leader across the semiconductor value chain, today hosted an Investor Day at the New York Stock Exchange. Video recordings of the presentation are now available to view via web replay on Qnity's Investor Relations site: https://ir.qnityelectronics.com/.

This was Qnity's inaugural Investor Day, in advance of the intended separation from DuPont into an independent, publicly traded company, targeted for November 1, 2025.¹ This event brought together members of the leadership team and the financial community to discuss Qnity's strategy and growth plans. The event also provided an innovation expo demonstrating Qnity's high-value product portfolio across the semiconductor supply chain and its role in enabling AI, high performance computing, and advanced connectivity.

"We're excited to showcase Qnity's broad portfolio and the integral role we play in nearly every stage of the semiconductor value chain, including chip fabrication, advanced packaging, thermal management solutions, and more," said Jon Kemp, Chief Executive Officer-Elect of Qnity and President of DuPont Electronics. "Qnity's total addressable market exceeds $30 billion. We have a strong foundation for long-term growth, and we expect to outperform the industry by leveraging our competitively advantaged position, including deep customer relationships, global scale, market leading solutions, and operational excellence."

Jon added, "Following the intended separation of Qnity in November, we'll be a leading global pure-play technology provider for semiconductors, and we're well positioned to continue making tomorrow's technologies possible."

Qnity's leadership also outlined its financial strategy to achieve above-market growth and strong profitability and provided its 2025 pro forma financial estimates and 3-year financial objectives through 2028.

"We're actively working to capitalize on opportunities in one of the world's most exciting, high-growth markets," said Matt Harbaugh, Chief Financial Officer-Elect for Qnity. "The semiconductor industry revenue is projected to surpass $1 trillion² around the end of the decade. These trends favor Qnity, with our core competitive differentiators, including our portfolio breadth, integrated offerings and resilient supply chain. Importantly, our strong balance sheet position and robust cash flow will provide us with optionality for balanced capital allocation, including organic and inorganic growth, driving long-term value for shareowners."

Qnity is expected to be listed under the ticker "Q" on the NYSE.  

Investor Day web replay:
Qnity's Investor Day presentation and a replay of the discussion are available at https://ir.qnityelectronics.com/.

About Qnity 
Qnity™, DuPont's Electronics business, is a premier technology provider across the semiconductor value chain, empowering AI, high performance computing, and advanced connectivity. From groundbreaking solutions for semiconductor chip manufacturing, to enabling high-speed transmission within complex electronic systems, our high-performance materials and integration expertise make tomorrow's technologies possible. More information about the company, its businesses and solutions can be found at www.qnityelectronics.com. Investors can access the initial Form 10 filing and amendments for Qnity on its investor website.   

Qnity™, the Qnity Node Logo, and all products, unless otherwise noted, denoted with TM or ® are trademarks, trade names or registered trademarks of affiliates of Qnity Electronics, Inc.

¹On January 15, 2025, DuPont announced it is targeting November 1, 2025, for the completion of the Spin-Off. The Spin-Off will not require a shareholder vote and is subject to satisfaction of customary conditions, including final approval by DuPont's board of directors, receipt of tax opinion from counsel, the completion and effectiveness of the Form 10 registration statement filed with the SEC, applicable regulatory approvals and satisfactory completion of financing.

²Source: SEMI, McKinsey & Company, and TechInsights.

About DuPont

DuPont (NYSE: DD) is a global innovation leader with technology-based materials and solutions that help transform industries and everyday life. DuPont's employees apply diverse science and expertise to help customers advance their best ideas and deliver essential innovations in key markets including electronics, transportation, construction, water, healthcare and worker safety.

DuPont™, the DuPont Oval Logo, Qnity™ and all trademarks and service marks denoted with ™,^SM or ^® are owned by affiliates of DuPont de Nemours, Inc. unless otherwise noted.

Cautionary Statement Regarding Forward-Looking Statements

This release contains forward-looking statements. Forward-looking statements use words such as "plans", "expects", "will", "would", "anticipates", "believes", "intends", "seeks", "projects", "efforts", "estimates", "potential", "continue", "intend", "may", "could", "should" and similar expressions, among others, as well as other words or expressions referencing future events, conditions or circumstances. Statements that describe or relate to DuPont's or Qnity's plans, goals, intentions, strategies, financial estimates, DuPont's or Qnity's expectations regarding the Spin-Off, and statements that do not relate to historical or current fact, are examples of forward-looking statements. Forward-looking statements are based on our current beliefs, expectations and assumptions, which may not prove to be accurate, and involve a number of known and unknown risks and uncertainties, many of which are out of DuPont's and Qnity's control. Forward-looking statements are not guarantees of future performance, and there are a number of important factors that could cause actual outcomes and results to differ materially from the results contemplated by such forward-looking statements. Additional information concerning these and other factors can be found in DuPont's and Qnity's filings with the U.S. Securities and Exchange Commission, including DuPont's most recent annual report on Form 10-K, most recent quarterly report on Form 10-Q and current reports on Form 8-K and Qnity's registration statement on Form 10. Any forward-looking statement speaks only as of the date on which it is made. Neither DuPont nor Qnity undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.

 

 

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SOURCE DuPont

FAQ

When will Qnity Electronics (DD) separate from DuPont and begin trading independently?

Qnity Electronics is scheduled to separate from DuPont and begin trading as an independent company on November 1, 2025 under the ticker symbol 'Q' on the NYSE.

What is Qnity Electronics' total addressable market and industry presence?

Qnity Electronics has a total addressable market exceeding $30 billion and serves approximately 80% of the total semiconductor market.

What percentage of Qnity's portfolio is tied to semiconductors?

Two-thirds of Qnity's portfolio is directly tied to semiconductors, including chip fabrication, advanced packaging, and thermal management solutions.

What are the key growth drivers for Qnity Electronics (DD)?

Key growth drivers include its 90% unit-driven consumables portfolio, leadership in advanced nodes for high-performance computing, strong customer relationships, and the semiconductor industry's projected growth to $1 trillion by decade end.

Who will lead Qnity Electronics after the separation from DuPont?

Jon Kemp will serve as Chief Executive Officer-Elect and Matt Harbaugh as Chief Financial Officer-Elect of Qnity Electronics.