Qnity prices $1.75 billion in notes ahead of DuPont electronics spin-off

Published 12/08/2025, 16:42
Qnity prices $1.75 billion in notes ahead of DuPont electronics spin-off

WILMINGTON - Qnity Electronics, Inc. has priced an offering of $1.75 billion in senior notes in preparation for its planned separation from DuPont de Nemours, Inc. (NYSE:DD), a $29.94 billion market cap chemical and materials company with $12.61 billion in revenue, according to a press release statement issued Tuesday.

The offering consists of $1 billion in 5.750% senior secured notes due 2032 and $750 million in 6.250% senior notes due 2033, both priced at 100% of their principal amounts.

The notes are being issued in connection with DuPont’s previously announced plan to separate its electronics business through a pro rata distribution of Qnity common stock to DuPont stockholders. The spin-off is targeted for completion on November 1, 2025.

Upon closing of the spin-off, the secured notes will be guaranteed on a senior secured basis by Qnity subsidiaries and secured by first priority liens on collateral that will also secure Qnity’s planned senior secured credit facilities. The unsecured notes will be guaranteed on a senior unsecured basis.

The offering is expected to close on August 15, with proceeds held in escrow until the spin-off is completed. Qnity plans to use the net proceeds, along with borrowings under its senior secured credit facilities and cash on hand, to finance a cash distribution to DuPont plus a pre-funded interest deposit.

In connection with the spin-off, Qnity also expects to enter into a credit agreement providing for a five-year $1.25 billion revolving credit facility and a seven-year $2.35 billion term loan facility.

The notes and related guarantees were offered to qualified institutional buyers in the United States under Rule 144A of the Securities Act and outside the United States under Regulation S. They have not been registered under the Securities Act and may not be offered or sold in the United States without registration or an applicable exemption.

If the spin-off is not completed by March 31, 2026, or if Qnity determines it will not be consummated, the notes will be subject to a special mandatory redemption. With an EBITDA of $3.23 billion and a FAIR financial health score according to InvestingPro, DuPont appears well-positioned for this strategic move. InvestingPro subscribers have access to over 30 additional financial metrics and exclusive analysis through the comprehensive Pro Research Report, helping investors make more informed decisions about this significant corporate restructuring.

In other recent news, DuPont de Nemours, Inc. has been actively involved in several significant developments. The company reported second-quarter earnings that exceeded expectations, prompting RBC Capital to raise its price target to $94, while KeyBanc increased its target to $92, citing strong performance in electronics, water, and healthcare. Meanwhile, Qnity Electronics, Inc. announced plans to offer $2.5 billion in notes to fund its separation from DuPont, with the spin-off targeted for November 1, 2025. Additionally, DuPont, along with Chemours and Corteva, agreed to a proposed $875 million settlement with New Jersey to resolve claims related to historical environmental contamination. This settlement is pending approval by the Federal District Court of New Jersey. Furthermore, the State Administration for Market Regulation of China has suspended its antitrust investigation into DuPont’s Tyvek business, which had been under scrutiny since April 2025. These developments mark a period of strategic financial maneuvers and regulatory resolutions for DuPont.

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