ON
On Semiconductor·NASDAQ
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ON fundamentals
On Semiconductor (ON) released its earnings on Nov 3, 2025: revenue was 1.55B (YoY -12.03%), beat estimates; EPS was 0.63 (YoY -36.36%), beat estimates.
Revenue / YoY
1.55B
-12.03%
EPS / YoY
0.63
-36.36%
Report date
Nov 3, 2025
ON Earnings Call Summary for Q3,2025
- Revenue Beat & Growth Drivers: Q3 revenue $1.55B (+6% QoQ), driven by 7% Automotive and 5% Industrial growth. AI revenue doubles YoY to $250M.
- Strategic Tech Wins: vGaN platform samples with lead customers; SiC JFET adoption accelerates in EVs and AI. Vcore acquisition bolsters AI power delivery solutions.
- Financial Strength: Non-GAAP EPS $0.63, free cash flow $372M. Q4 guidance reflects stable utilization (74%) and 37-39% gross margin.
- Market Trends: Automotive stabilization in Americas and Japan, China down 7% Q. AI data center power demand reshaping ON's Industrial segment.
- Key Risks: No restocking yet; geopolitical risks may delay inventory rebuilds. vGaN commercialization expected in 2027.
EPS
Revenue
Revenue & Expenses
ON has released its 2025 Q3 earnings report, with revenue of 1.55B, reflecting a YoY change of -11.98%, and net profit of 255.30M, showing a YoY change of -36.60%. 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.
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
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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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
Where does On Semiconductor (ON) generate its revenue? Explore its key revenue streams and top earning regions.
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Track On Semiconductor (ON) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What guidance did On Semiconductor's management provide for the next earnings period?What were the key takeaways from On Semiconductor’s earnings call?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 were the key takeaways from On Semiconductor's earnings call?Did On Semiconductor beat or miss consensus estimates last quarter?What is On Semiconductor's latest dividend and current dividend yield?What is the market's earnings forecast for On Semiconductor next quarter?
