#USA #Wilmington #Investor Day #Semiconductor #Qnity Electronics

Qnity Electronics, Inc. to Host 2025 Investor Day

Qnity Electronics, Inc., a recognized leader in technology solutions spanning the semiconductor value chain, has announced a pivotal event for shareholders and investors: their inaugural Investor Day, scheduled for September 18, 2025, at 2:00 PM ET. This live video event will mark a significant moment in the company’s history as it transitions to an independent entity separated from DuPont.

Event Details

During the Investor Day, prominent figures from Qnity will present insights into the company's vision, strategic aims, and financial performance forecasts as it navigates its future post-spin-off. Notable speakers will include Jon Kemp, Chief Executive Officer-Elect; Matt Harbaugh, Chief Financial Officer-Elect; and Randy King, Chief Technology and Sustainability Officer-Elect.

Together, they will delve into Qnity's objectives as a standalone public company, emphasizing their competitive edge within the semiconductor supply chain. The discussion will encompass both the current business landscape and the exciting innovations in Qnity's product portfolio.

Financial Highlights

Qnity aims to guide its investors with concrete financial objectives over the next three years up to 2028. The company projects a compound annual growth rate (CAGR) of approximately 6-7% in organic net sales, anticipating total net sales to rise from an estimated $4.3 billion in 2024 to about $4.6 billion by 2025. This translates to a significant 7% increase year-over-year. Furthermore, the adjusted operating EBITDA is expected to grow from $1.25 billion to around $1.4 billion, reflecting an 11% rise.

With an adjusted operating EBITDA margin target of approximately 30%, Qnity is set to show solid profitability post-separation. The adjusted free cash flow is also promising, anticipated to exceed $600 million. Through strategic financial management, the company plans to maintain a net debt leverage of less than 3.0x, ensuring robust financial health and sustainability.

Strategic Positioning

A significant focus of the Investor Day will be on Qnity's strategic positioning as a premier technology solutions provider. The company plays a crucial role in addressing the growing demands of the semiconductor market, which underpins a variety of advanced technologies from AI to high-performance computing. Their comprehensive suite of services includes chip manufacturing, advanced packaging, and thermal management solutions, which are integral to modern electronic systems.

Moreover, Qnity’s commitment to innovation will be a core topic of discussion, highlighting how the company intends to leverage its expertise in materials and integration to foster advancements in technology. By investing in research and development, Qnity emerges as a key player capable of forging paths into new markets and applications.

Access and Participation

The webcast of the Investor Day will be readily accessible through the Investor Relations section of Qnity's official website. Additionally, relevant materials from the presentations will be available for review, ensuring that investors have the critical information they need to understand the company's direction and potential.

This event not only marks a strategic milestone for Qnity following the spin-off from DuPont but also signifies its commitment to transparency and investor engagement.

As Qnity looks to the future, their Investor Day promises to provide clarity and insight into their ambitions as they take a significant leap forward in the technology sector. Investors and stakeholders alike are encouraged to tune in for what is anticipated to be a revealing session on the company’s future trajectory within the expanding semiconductor market.