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Qnity Electronics10-K: Customer concentration

Top 2 customers, Samsung and TSMC, account for 19% of 2025 net sales.

Read at SEC EDGAR

What happened

High revenue concentration with Samsung Electronics (11%) and Taiwan Semiconductor Manufacturing Company (8%) creates significant risk. This drives investment in customer success, supply chain reliability, and joint R&D to protect and grow these key accounts.

Source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 26, 2026

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The full record

From the Signal API record

Numbers

Percent
19% (combined percentage of net sales from top 2 customers (Samsung 11%, TSMC 8%) in 2025)

Details

CIK
2058873
Accession number
0002058873-26-000010
Timeframe
Current year
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Regions named

  • Taiwan
  • South Korea

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/e3852161-89c4-41b9-bb56-79a97e1e466f returns this record as JSON. POST /v1/companies/enrich returns every signal for qnityelectronics.com.

{
  "signal_id": "e3852161-89c4-41b9-bb56-79a97e1e466f",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-03-03T06:00:38.685+00:00",
  "company": {
    "name": "Qnity Electronics",
    "domain": "qnityelectronics.com"
  },
  "data": {
    "detail": "High revenue concentration with Samsung Electronics (11%) and Taiwan Semiconductor Manufacturing Company (8%) creates significant risk. This drives investment in customer success, supply chain reliability, and joint R&D to protect and grow these key accounts.",
    "metrics": {
      "pct": 0.19,
      "timeframe": "current_year",
      "pct_context": "combined percentage of net sales from top 2 customers (Samsung 11%, TSMC 8%) in 2025"
    },
    "summary": "Top 2 customers, Samsung and TSMC, account for 19% of 2025 net sales.",
    "excerpts": "Below is a table showing the percentage of our net sales to our top 10 customers in 2025:",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2058873/000205887326000010/q-20251231.htm",
    "filing_date": "2026-02-26",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "Taiwan",
      "South Korea"
    ]
  }
}

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