Qnity debuts with 18% revenue growth on AI demand, launches $500M buyback

Filed May 12, 2026 · Period ending March 31, 2026 · ~1 min read

Key Changes

• high

  Revenue jumped 18% to $1.3B driven by AI infrastructure demand in advanced packaging and high-bandwidth memory; Interconnect Solutions up 23%, Semiconductor Technologies up 12%.

  MD&A: Revenue Growth verify on EDGAR →
• high

  Board authorized $500M share buyback with no expiration; company repurchased $25M in Q1 at $113.78/share, signaling confidence in cash generation as independent entity.

  MD&A: Capital Allocation verify on EDGAR →
• high

  New $61M quarterly interest expense from separation-related debt represents ~$244M annual burden, up from zero when part of DuPont; watch debt service capacity against growth investments.

  MD&A: Interest Expense verify on EDGAR →