)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Qnity Electronics
Qnity Electronics (Q) investor relations material
Qnity Electronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved 10% organic sales growth and 11% Adjusted Pro Forma Operating EBITDA increase in FY 2025, surpassing financial objectives and driven by AI, high-performance computing, and advanced connectivity demand.
Completed spin-off from DuPont in November 2025, establishing an independent, publicly traded electronics company.
Announced a multi-year transformation plan targeting $100 million EBITDA run-rate benefit by 2028, with $140 million in one-time costs over 2026–2027.
Authorized a $500 million share repurchase program and declared first quarter dividend.
Positioned as a leading pure-play provider of integrated solutions for the semiconductor value chain, leveraging innovation and local-for-local manufacturing.
Financial highlights
FY 2025 net sales rose 10% year-over-year to $4.75 billion; Q4 net sales reached $1.19 billion, up 8% year-over-year.
Adjusted Pro Forma Operating EBITDA for FY 2025 was $1.4 billion, with a margin of 29.5%.
Adjusted Pro Forma EPS for FY 2025 was $3.35, a 12% increase year-over-year.
Adjusted Pro Forma Free Cash Flow for FY 2025 was $706 million, 15% of net sales.
Year-end cash balance exceeded $900 million; net leverage at 2.2x, below long-term target.
Outlook and guidance
FY 2026 net sales guidance: $4.97 billion–$5.17 billion; Adjusted Operating EBITDA: $1.465 billion–$1.575 billion.
Adjusted EPS guidance for 2026 is $3.55–$3.95; adjusted free cash flow $450–$550 million.
Q1 2026 projected to deliver high single-digit sequential net sales growth with similar margins to Q4.
CapEx to be elevated at 9% of sales in 2026, returning to 6% in future years.
Three-year objectives through 2028: 6–7% organic sales CAGR, 7–9% Adjusted Operating EBITDA CAGR, and target net debt leverage below 3.0x.
When does the transformation plan become net positive?
What were the 2025 standalone operating costs?
What was Semiconductor Tech's 2025 organic growth?
Detail transformation plan's EBITDA phasing
Why is 2026 FCF below mid-teens target?
ICS growth drivers: customer capacity limits?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Qnity Electronics earnings date
Q1 202614 May, 2026
Qnity Electronics
Next Qnity Electronics earnings date
Q1 202614 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage