Every 8-K that Qnity Electronics, Inc. (Q) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow Q and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full Q filings page.
Qnity Electronics, Inc. (Q) reported that DuPont, Chemours, and Corteva entered into a Settlement Agreement with the State of North Carolina and certain municipalities to resolve claims related to PFAS and other emissions, including PFAS contamination unrelated to the Fayetteville Works facility.
Qnity previously recorded an indemnification liability of $43 million in the second quarter of 2026, which remains unchanged and represents the portion of 44% of DuPont’s after-tax liability that Qnity is contractually allocated to pay or indemnify. The companies agreed that this settlement and potential future settlements will be counted toward the 2021 Memorandum of Understanding limit at net present value using an 8% discount rate over 25 years, and that future MOU escrow contributions, including the one that would have been due in September 2026, will be deemed satisfied by payments tied to settlements with New Jersey and North Carolina.
Qnity Electronics, Inc. (Q) announced that Ken Rizvi has been appointed Senior Vice President and Chief Financial Officer, effective October 1, 2026. On that date, Michael Goss will transition from Interim Chief Financial Officer to Vice President, Finance & Controllership and Principal Accounting Officer.
The People and Compensation Committee approved a package for Mr. Rizvi that includes a $600,000 annual base salary, a target short-term incentive equal to 90% of base salary, and a $10.0 million equity buyout award split between restricted stock units and performance stock units with front-loaded vesting. He will also receive a 2026 long-term incentive award valued at $5.5 million and will participate in Qnity’s 2026 executive incentive programs and Senior Executive Severance Plan on terms consistent with other senior executives (excluding the CEO). The company states there are no related-party arrangements or transactions tied to his appointment.
Qnity Electronics reported results for the quarter ended June 30, 2026, with net sales of $1.4 billion, up 22% year-over-year, and organic sales also up 22%. GAAP net income was $136 million and GAAP diluted EPS was $0.59, both down versus the prior-year period.
Non-GAAP performance improved meaningfully: adjusted earnings were $250 million, up 53% year-over-year, with adjusted EPS of $1.19, also up 53%. Adjusted Operating EBITDA reached $431 million, up 24% year-over-year, for a 30.2% margin. By segment, Semiconductor Technologies delivered $744 million of net sales and Interconnect Solutions $685 million, with Asia Pacific the largest region. Qnity raised full-year 2026 guidance to net sales of $5.55–$5.65 billion, adjusted operating EBITDA of $1.675–$1.725 billion, adjusted EPS of $4.40–$4.60, and adjusted free cash flow of $600–$700 million.
Qnity Electronics, Inc. entered into a repricing amendment to its senior secured Credit Agreement on July 1, 2026. The amendment lowers the interest margins on all $2,338,250,000 of outstanding Term Loans.
The Term SOFR Rate margin is reduced from 2.00% to 1.75%, and the Base Rate Loan margin is reduced from 1.00% to 0.75%. For six months after the closing date, certain prepayments, repayments, or amendments that constitute a defined “Repricing Event” trigger a 1.00% premium. All other key terms of the Term Loans, including maturity, security, covenants, and events of default, remain unchanged.
Qnity Electronics, Inc. held its annual stockholder meeting on May 21, 2026. Stockholders elected three Class I directors—Karin De Bondt, Byron Green, and Jon Kemp—to two-year terms, each receiving over 140 million votes in favor alongside broker non-votes of 27,628,432 on each nominee.
Stockholders approved, on an advisory basis, the compensation of the company’s named executive officers with 136,385,611 votes for and 6,156,323 against. They also backed holding future advisory votes on executive pay every one year, with 140,248,870 votes supporting the annual frequency. PricewaterhouseCoopers LLP was ratified as independent auditor for the fiscal year ending December 31, 2026, with 169,537,600 votes for.
Qnity Electronics reported strong first-quarter 2026 results and raised its full‑year outlook. Net sales were $1.315 billion, up 18% year-over-year, with organic sales up 17%, driven by double-digit growth in both Semiconductor Technologies and Interconnect Solutions.
GAAP net income was $162 million, down 19%, and GAAP diluted EPS was $0.72, down 22%, reflecting higher interest expense and transformation costs. However, Adjusted Earnings rose to $226 million and Adjusted EPS to $1.08, both up 33%, and Adjusted Operating EBITDA reached $411 million with a 31.3% margin.
Cash from operating activities was $135 million and Adjusted Free Cash Flow was $28 million, after $122 million of capital expenditures. For full‑year 2026, Qnity now guides to net sales of $5.225–$5.375 billion, Adjusted Operating EBITDA of $1.535–$1.625 billion, Adjusted EPS of $3.80–$4.14, and Adjusted Free Cash Flow of $500–$600 million.
Qnity Electronics, Inc. reported solid growth for 2025, with full year net sales of $4.75 billion, up 10% year-over-year, and organic sales also up 10%. GAAP net income was $729 million, up 1%, while Adjusted Pro Forma Earnings reached $703 million, up 13%.
Adjusted Pro Forma Operating EBITDA was $1.4 billion, up 11%, and Adjusted Pro Forma EPS was $3.35, up 12%, showing stronger underlying profitability than GAAP results. In contrast, fourth quarter GAAP net income declined to $109 million from $221 million, even as quarterly net sales increased to $1.19 billion from $1.10 billion.
For 2026, Qnity guides to net sales of $4.97–$5.17 billion, Adjusted Operating EBITDA of $1.465–$1.575 billion, Adjusted EPS of $3.55–$3.95, and Adjusted free cash flow of $450–$550 million. The company launched a multi-year transformation plan targeting a $100 million Adjusted Operating EBITDA run-rate benefit by the end of 2028, with about $140 million in implementation costs over two to three years, and authorized up to $500 million in share repurchases.
Qnity Electronics, Inc. reported a leadership change in its finance organization and reaffirmed its full year 2025 guidance. The company disclosed that Chief Financial Officer Matthew Harbaugh resigned from his role for health reasons, effective January 12, 2026, and stated that his departure was not related to its consolidated financial statements, financial reporting, or internal controls over financial reporting.
As of the effective date, Michael Goss, previously Principal Accounting Officer and Controller, became Interim Chief Financial Officer while the company searches for a permanent replacement. Qnity highlighted Mr. Goss’s prior senior accounting experience at DuPont de Nemours, Inc. and confirmed there are no special arrangements, family relationships, or related-party transactions connected to his appointment. The company furnished a press release as an exhibit that reaffirms its full year 2025 outlook.
Qnity Electronics, Inc. announced that, effective December 9, 2025, Sang Ho Kang ceased serving as President of its Semiconductor Technologies segment. The company stated that his departure was not related to its consolidated financial statements, financial reporting, or internal controls over financial reporting. Sam Ponzo, currently Chief Strategy and Commercial Officer, has been appointed Interim President of the Semiconductor Technologies segment while a search is conducted for a permanent replacement.
The company indicated that Mr. Kang will be eligible for severance benefits under its Senior Executive Severance Plan, subject to his signing a standard release. Qnity also set the date for its first Annual Meeting of Stockholders as May 21, 2026, and outlined key deadlines for shareholder proposals and director nominations, including a December 19, 2025 cut-off for proposals under Rule 14a-8 and a window from January 22, 2026 to February 21, 2026 for most nominations and other business under its bylaws.
Qnity Electronics, Inc. filed an update describing a post–spin-off determination related to its arrangements with DuPont de Nemours, Inc. Qnity was separated from DuPont on November 1, 2025, under a Separation and Distribution Agreement and related letter agreement. After the spin-off, Qnity and DuPont were required to calculate Qnity’s “Applicable Percentage” and the related “Minimum EBITDA” for Qnity.
On December 2, 2025, Qnity and DuPont agreed that Qnity’s Applicable Percentage is 44%. Based on this percentage, the Minimum EBITDA in respect of Qnity is set at $1,100,000,000. This filing formally discloses those figures, which had been pending determination in earlier disclosures.