ON
ON Semiconductor Corporation54.56
-0.53-0.96%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
22.31BP/E (TTM)
74.74Basic EPS (TTM)
0.73Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
10-Q
Q2 FY2025 results
onsemi's Q2 revenue fell 15% y/y to $1.47B, driven by softer automotive and industrial demand across PSG, AMG, and ISG segments, while gross margin slipped to 37.6% from 45.2% amid underutilization and unfavorable mix. Operating income dropped to $193M from $389M, pressured by $49M in restructuring and impairment charges tied to the 2025 Manufacturing Realignment Program. Yet cash from operations held strong at $787M YTD, supporting $602M in share repurchases; free cash flow came in at $561M YTD (derived). The January acquisition of Qorvo's SiC JFET business for $119M cash added $54M goodwill and $64M intangibles to bolster PSG's AI data center push. With $2.5B cash and $1.1B revolver availability, liquidity looks solid despite ongoing securities litigation risks.
8-K
onsemi Q2 revenue dips 15%
onsemi reported Q2 2025 revenue of $1,468.7 million, down 15% year-over-year yet up 2% sequentially, with GAAP gross margin rebounding to 37.6% after Q1's restructuring hit. Non-GAAP EPS came in at $0.53, backed by $106.1 million free cash flow, all returned via share repurchases. Markets stabilize, but end-market softness lingers. Q3 revenue outlook: $1,465 to $1,565 million.
ALGM
Allegro MicroSystems, Inc.
26.24-0.48
AVGO
Broadcom Inc.
341.30+1.49
IFNNF
Infineon Technologies AG
42.25+0.00
MCHP
Microchip Technology Incorporat
65.90-1.28
MPWR
Monolithic Power Systems, Inc.
951.36+1.96
MX
Magnachip Semiconductor Corpora
2.57-0.06
POET
POET Technologies Inc.
6.07+0.13
SMTC
Semtech Corporation
71.13-1.41
STM
STMicroelectronics N.V.
25.94-0.43
TXN
Texas Instruments Incorporated
177.56-0.43