Qnity Electronics raises FY outlook on increased AI adoption

* Qnity Electronics (Q [https://seekingalpha.com/symbol/Q]) expects net sales of $1.3 billion increased 11% from the prior year period.
* The company is also raising its estimated net sales for 2025 from ~$4.6B to ~$4.7B and reaffirming the estimated adjusted pro forma operating EBITDA of ~$1.4B and margin of ~30%.
* For Q3, the company sees GAAP net income of ~$220 million and pro forma and management-adjusted net income of $155 million increased 6% and 16%, respectively, from the prior year period. The estimated adjusted pro forma operating EBITDA was up ~6% from the prior year period, with margin of approximately​ 29%.
* For the FY, Qnity (Q [https://seekingalpha.com/symbol/Q]) sees adjusted pro forma operating EBITDA of ~$1.4B and margin of ~30% as it continues to benefit from demand linked to AI adoption and more transitions to advanced nodes and architectures.

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* Seeking Alpha’s Quant Rating on Qnity Electronics [https://seekingalpha.com/symbol/Q/ratings/quant-ratings]
* Historical earnings data for Qnity Electronics [https://seekingalpha.com/symbol/Q/earnings]
* Financial information for Qnity Electronics [https://seekingalpha.com/symbol/Q/income-statement]