Qnity Electronics Management
Management criteria checks 0/4
Qnity Electronics' CEO is Jon Kemp, appointed in Nov 2025, has a tenure of less than a year. total yearly compensation is $20.65M, comprised of 3.9% salary and 96.1% bonuses, including company stock and options. directly owns 0.055% of the company’s shares, worth $14.49M. The average tenure of the management team and the board of directors is 0.6 years and 0.8 years respectively.
Key information
Jon Kemp
Chief executive officer
US$20.6m
Total compensation
| CEO salary percentage | 3.92% |
| CEO tenure | less than a year |
| CEO ownership | 0.05% |
| Management average tenure | less than a year |
| Board average tenure | less than a year |
Recent management updates
Recent updates
Qnity Electronics: A High-Moat Semiconductor Materials Play
Summary Qnity Electronics is rated a BUY, offering a compelling margin of safety and asymmetric risk-reward at ~$142 per share. Structural tailwinds, including the processing material multiplier effect from advanced chip architectures and a robust local-for-local operating network, drive Qnity’s growth potential. Despite legacy liabilities and a high intangible asset base (~60%), Qnity’s operational moat and full-stack coverage outweigh balance sheet concerns. DCF scenarios support a $137–$152 bear case and $168–$185 bull case, with a +24% upside to the bull case midpoint of ~$176. Read the full article on Seeking AlphaAnalysts Have Made A Financial Statement On Qnity Electronics, Inc.'s (NYSE:Q) Second-Quarter Report
Investors in Qnity Electronics, Inc. ( NYSE:Q ) had a good week, as its shares rose 2.2% to close at US$133 following...
Q: Future Materials And Packaging Investments Will Drive Long-Term Upside Potential
Analysts have trimmed their long term P/E assumptions and updated key inputs for Qnity Electronics, which has led to a modest lift in the indicated fair value estimate from about $173 to roughly $177 per share. What's in the News for Qnity Electronics Qnity Electronics reported second quarter earnings per share of $1.19 on sales of $1.4b, above Wall Street expectations for EPS of $1.07 and sales just under $1.4b, which was followed by a jump in the stock price.Qnity Electronics (Q) Stock Could Be 2.4% Undervalued After AI Materials Push
Qnity Electronics (Q) has moved into focus after CEO Jon Kemp highlighted the company’s materials role in AI applications on national television, together with fresh product launches for advanced packaging and CMP pads in semiconductor manufacturing. See our latest analysis for Qnity Electronics. The recent product announcements and CEO Jon Kemp’s AI-focused media appearances have coincided with strong momentum in Qnity Electronics’ shares, with a 90-day share price return of 47.04% and a...AI And Advanced Packaging Tailwinds Will Support A Constructive Long Term View
Catalysts About Qnity Electronics Qnity Electronics supplies advanced materials and interconnect solutions used across leading-edge semiconductor manufacturing and electronic systems. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$586m |
| Mar 31 2026 | n/a | n/a | US$650m |
| Dec 31 2025 | US$21m | US$808k | US$692m |
Compensation vs Market: Jon's total compensation ($USD20.65M) is above average for companies of similar size in the US market ($USD14.50M).
Compensation vs Earnings: Insufficient data to compare Jon's compensation with company performance.
CEO
Jon Kemp (49 yo)
Mr. Jon D. Kemp serves as Chief Executive Officer of Qnity Electronics, Inc from November 1, 2025 and is its Director. Mr. Kemp served as President of Electronics & Industrial at DuPont de Nemours, Inc. si...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$20.65m | 0.055% $ 14.5m | |
| General Counsel | no data | US$3.34m | 0.0046% $ 1.2m | |
| Chief People Officer | no data | US$2.46m | 0.0040% $ 1.1m | |
| President of Interconnect Solutions | no data | US$4.83m | 0.011% $ 2.8m | |
| Interim CFO | less than a year | no data | 0.0094% $ 2.5m | |
| Chief Operations & Engineering Officer | no data | no data | no data | |
| Chief Technology & Sustainability Officer | no data | no data | no data | |
| Chief Information Officer | no data | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Vice President of Global Communications | no data | no data | no data | |
| Chief Commercial & Strategy Officer | less than a year | no data | no data | |
| President of Semiconductor Technologies Business Segment | no data | no data | 0.0014% $ 369.2k |
Experienced Management: Q's management team is not considered experienced ( 0.6 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | no data | US$20.65m | 0.055% $ 14.5m | |
| Independent Director | less than a year | US$101.95k | 0.0037% $ 978.3k | |
| Independent Director | no data | US$372.01k | 0.0027% $ 712.0k | |
| Independent Chair of the Board | no data | US$400.34k | 0.0027% $ 712.0k | |
| Independent Director | less than a year | US$107.78k | 0.0058% $ 1.5m | |
| Independent Director | no data | US$372.01k | 0.0038% $ 991.5k | |
| Independent Director | less than a year | US$101.95k | 0.013% $ 3.3m | |
| Independent Director | no data | US$376.18k | 0.0042% $ 1.1m | |
| Independent Director | no data | US$372.01k | 0.0027% $ 712.0k | |
| Independent Director | no data | US$372.01k | 0.0032% $ 838.5k |
Experienced Board: Q's board of directors are not considered experienced ( 0.8 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/20 21:43 |
| End of Day Share Price | 2026/08/20 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Qnity Electronics, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John McNulty | BMO Capital Markets Equity Research |
| Bhavesh Lodaya | BMO Capital Markets Equity Research |
| Melissa Weathers | Deutsche Bank |