Qnity Electronics, Inc.

NYSE:Q Stock Report

Market Cap: US$32.9b

Qnity Electronics Management

Management criteria checks 0/4

We currently do not have sufficient information about the CEO.

Key information

Jon Kemp

Chief executive officer

US$20.6m

Total compensation

CEO salary percentage3.92%
CEO tenureno data
CEO ownership0.06%
Management average tenureno data
Board average tenureless than a year

Recent management updates

Recent updates

New Narrative May 15

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?
Seeking Alpha Jan 14

Qnity Electronics: Why This Semi Spin-Off Still Has Room To Run

Summary Qnity is a high-margin, consumables-focused semiconductor supply chain company poised for further multiple expansion post-spin-off. Q delivered 11% sales growth and guides for $1.4B EBITDA (30% margin) in 2025, with manageable 2.8x leverage and no near-term maturities. A 27.5x multiple on a projected $4.00 2026 EPS yields a $110 price target, offering 22% upside from current levels. Catalysts include broader institutional discovery, AI-driven revenue acceleration, and a cyclical recovery in legacy semi markets; risks center on AI demand, leverage, and China exposure. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Jon Kemp's remuneration changed compared to Qnity Electronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$650m

Dec 31 2025US$21mUS$808k

US$692m

Compensation vs Market: Jon's total compensation ($USD20.65M) is above average for companies of similar size in the US market ($USD14.79M).

Compensation vs Earnings: Insufficient data to compare Jon's compensation with company performance.


CEO

Jon Kemp (48 yo)

no data
Tenure
US$20,646,678
Compensation

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...


Board Members

NamePositionTenureCompensationOwnership
Jon Kemp
CEO & Directorno dataUS$20.65m0.055%
$ 18.2m
Kristina Johnson
Independent Directorless than a yearUS$101.95k0.0031%
$ 1.0m
Yi Hyon Paik
Independent Directorno dataUS$372.01k0.0021%
$ 684.6k
Mark Blinn
Independent Chair of the Boardno dataUS$400.34k0.0021%
$ 684.6k
Steven Sterin
Independent Directorless than a yearUS$107.78k0.0056%
$ 1.9m
Byron Green
Independent Directorno dataUS$372.01k0.0030%
$ 1.0m
Terrence Curtin
Independent Directorless than a yearUS$101.95k0.012%
$ 3.9m
Anne Noonan
Independent Directorno dataUS$376.18k0.0036%
$ 1.2m
Shumeet Banerji
Independent Directorno dataUS$372.01k0.0021%
$ 684.6k
Karin De Bondt
Independent Directorno dataUS$372.01k0.0021%
$ 684.6k
0.5yrs
Average Tenure
61.5yo
Average Age

Experienced Board: Q's board of directors are not considered experienced ( 0.5 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 10:44
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
John McNultyBMO Capital Markets Equity Research
Bhavesh LodayaBMO Capital Markets Equity Research
Melissa WeathersDeutsche Bank