Qnity Powers the Stack: Delivering Strong Growth and Leadership in Advanced Materials
Qnity, a leader in advanced materials and integrated solutions, has reported strong growth in its first quarter of 2026. The company's CEO, Don Camp, highlighted Qnity's unique position as a partner to many leading fabricators and OEMs pioneering next-generation technologies.
In his remarks during the Q1 2026 conference call, Camp emphasized that Qnity's strengths lie in its integrated portfolio, differentiated ability to innovate alongside customers' roadmaps, and leadership in advanced materials foundational to AI and emerging technologies. He noted that Moore's Law, which has driven technological advancement in the semiconductor industry for decades, is increasingly constrained by physical limits.
Camp explained that the shift from 2D designs to 3D architectures, stacking chips to unlock the next frontier of computing, elevates the importance of materials, integration, and reliability. This inflection plays directly to Qnity's strengths, where its business segments work together to power the stack.
In Semiconductor Technologies, customers rely on Qnity's materials to smooth, shape, and precisely engineer surfaces at the wafer and device level, providing a foundation for performance, yield, and reliability. As AI investments accelerate, stacking creates increasingly complex advanced packages and systems with a multiplier in both process steps and material intensity for every additional layer.
Qnity's Interconnect Solutions business segment addresses system-level constraints like power efficiency, heat management, signal integrity, and long-term reliability, all while capturing more content as stacks grow taller. Together, Qnity brings these strengths into one differentiated platform, helping customers build, scale, and operate next-generation computing platforms.
The company's strong performance this quarter is reflected in its financial results, with organic sales increasing by 17% versus 2025, adjusted operating EBITDA increasing by 22%, and adjusted earnings per share growing by 33%. These results demonstrate Qnity's ability to drive strong operating leverage and momentum from AI-exposed end markets and next-generation technologies.
Qnity's CEO, Don Camp, attributed the company's success to its unique capabilities, supported by its local for local model that keeps it closely connected to customers around the world. This advantaged position reinforces Qnity's confidence in delivering sustainable long-term value for its shareholders, as reflected in its near-term execution.
