DuPont / Qnity Electronics
ConvictionModerate
B2B specialty-materials: high-purity consumables (CMP pads/slurries, photoresists, cleans) and interconnect/advanced-packaging materials sold into foundries, IDMs, OSATs and PCB makers; razor-and-blade consumable economics tied to wafer starts and packaging complexity.
Revenue
$4.75B FY2025$1.315B Q1 2026Rev growth
+10% FY2025 YoY+18% Q1 2026 YoY (+17% organicGross margin
not separately disclosed by segmentspecialty-materials gross margin not company-broken-outOp margin
Adjusted Operating EBITDA margin 31.3% Q1 2026+125 bps YoY); GAAP net margin ~12% Q1 2026Capex intensity
~9% of sales$122M capex Q1 2026 on $1.315BMarket cap
~$29.7BNYSE: Q; ~$142/sh last close 2026-07-03; ~209M shares; S&P 500 memberThe read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for DuPont / Qnity Electronics
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence