onsemi (NASDAQ:ON) Q1 Earnings Highlights: Revenue Down 22.4% YoY

Analog semiconductor stocks reported strong Q1 results, with revenues beating analysts' estimates by 2.2% and share prices up 19% on average. onsemi (NASDAQ:ON) reported revenues of $1.45 billion, down 22.4% YoY, exceeding analysts' expectations by 3.1%. Himax (NASDAQ:HIMX) reported revenues of $215.1 million, up 3.7% YoY, beating analysts' estimates by 2.4%. Both companies had an exceptional quarter with solid EPS estimates and revenue guidance.

Analog semiconductor stocks reported strong Q1 results, with revenues beating analysts' estimates by 2.2% and share prices up 19% on average. Key players in the sector, including Analog Devices (NASDAQ:ADI) and Himax (NASDAQ:HIMX), delivered robust financial performances.

Analog Devices, founded in 1965, reported revenues of $2.64 billion, up 22.3% year on year (YoY), exceeding analysts' expectations by 5.2%. The company's CEO, Vincent Roche, stated that "ADI delivered second quarter revenue and earnings per share above the high end of guidance." The stock is up 2.5% since reporting and currently trades at $227.43 [1].

Himax Technologies (NASDAQ:HIMX), a leading manufacturer of display driver chips and timing controllers, reported revenues of $215.1 million, up 3.7% YoY, beating analysts' estimates by 2.4%. The business had an exceptional quarter with a solid beat of analysts' EPS estimates and revenue guidance for next quarter exceeding analysts' expectations. The stock is up 21.7% since reporting and currently trades at $9.08 [1].

onsemi (NASDAQ:ON), a major player in the analog semiconductor market, reported revenues of $1.45 billion, down 22.4% YoY, exceeding analysts' expectations by 3.1%. The company had an exceptional quarter with solid EPS estimates and revenue guidance [2].

These strong Q1 results reflect the resilience of the analog semiconductor sector, which is less dependent on major secular growth drivers and has longer product cycles compared to digital chip designers. The sector's performance is also influenced by broader economic trends, such as the Fed's interest rate hikes and the market's reaction to political events [1].

References:
[1] https://finance.yahoo.com/news/analog-semiconductors-stocks-q1-review-033312591.html
[2] https://www.globenewswire.com/news-release/2025/06/17/3100852/0/en/Trade-Wars-Impact-on-Semiconductor-Market-to-Approach-USD-1-Trillion-by-2034-Growing-at-6-5-CAGR-Exactitude-Consultancy.html