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Qnity Electronics, Inc. (Q) Presents at 3rd Annual Materi...
SA Transcripts · 2026-06-16 · via All Articles on Seeking Alpha

Qnity Electronics, Inc. (Q) 3rd Annual Materials of the Future Conference June 16, 2026 8:35 AM EDT

Company Participants

Jon Kemp - CEO & Director

Conference Call Participants

Christopher Parkinson - Wolfe Research, LLC

Presentation

Christopher Parkinson
Wolfe Research, LLC

Awesome. First up, I'm very pleased to introduce Qnity Electronics, ticker Q. Today, we have Jon Kemp, who's the CEO. I've had the pleasure of getting to know Jon over the past few years, and I must say his enthusiasm for his company's future is unparalleled. He's passionate even more than me. And he knows his products as well as the R&D team, which I always love about a CEO. And he's been straight up delivering or shall I say, stacking quarterly results and outperforming his end markets since the spin-out of DuPont. We're going to respect them as well. They are upstairs.

But honestly, there's no better way to kick off with Jon this morning. And once again, thank you for coming in. Full meeting schedule, the most requested meetings. So I think we can go ahead and get started.

Jon Kemp
CEO & Director

Thanks, Chris. Happy to be here.

Question-and-Answer Session

Christopher Parkinson
Wolfe Research, LLC

Awesome. So I'll start you off with an easy one. I don't think it's going to be a surprise to many in this room that your end markets are looking pretty good for the next several years. When it comes to advanced architectures stacking, layering, all the lingo that we hear in the media, purity, can you just give, especially for the generalists in the room, just an overall overview on how those facilitate Qnity's growth algo?

Jon Kemp
CEO & Director

Yes. So thanks, Chris. And maybe I'll take a step back because not every -- but we're still kind of getting our name out