ON
On Semiconductor·NASDAQ
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ON fundamentals
On Semiconductor (ON) released its earnings on Feb 9, 2026: revenue was 1.53B (YoY -11.18%), missed estimates; EPS was 0.64 (YoY -32.63%), beat estimates.
Revenue / YoY
1.53B
-11.18%
EPS / YoY
0.64
-32.63%
Report date
Feb 9, 2026
ON Earnings Call Summary for Q4,2025
- AI Data Center Growth: $250M+ revenue in 2025, targeting 10%+ of total revenue by 2030 with high teens Q1 growth.
- GaN Expansion: 30+ new devices across 40-1,200V, leveraging vGaN for high-power density applications.
- Free Cash Flow Strength: 24% of revenue in 2025, targeting 25-30% in 2026 with full buyback of free cash flow.
- Gross Margin Recovery: 700 bps underutilization headwind in Q4 2025; long-term 53%+ target with utilization improvements.
- Market Recovery Signals: Automotive inventory digestion complete; industrial PMI trends indicate early recovery.
Earnings
EPS
Revenue
Revenue & Expenses
ON has released its 2025 Q4 earnings report, with revenue of 1.53B, reflecting a YoY change of -11.17%, and net profit of 181.80M, showing a YoY change of -52.13%. The Sankey diagram below clearly presents ON's revenue sources and cost distribution.
Key Indicators
On Semiconductor (ON) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
On Semiconductor (ON)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
On Semiconductor (ON)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
On Semiconductor (ON)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Revenue Breakdown
Where does On Semiconductor (ON) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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Dividend
Track On Semiconductor (ON) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What factors drove the changes in On Semiconductor's revenue and profit?What is the revenue and EPS growth rate for On Semiconductor year over year?What is On Semiconductor's latest dividend and current dividend yield?What were the key takeaways from On Semiconductor’s earnings call?What were the key takeaways from On Semiconductor's earnings call?What is the market's earnings forecast for On Semiconductor next quarter?Did On Semiconductor beat or miss consensus estimates last quarter?What guidance did On Semiconductor's management provide for the next earnings period?
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