ON Semiconductor (ON)
Power, analog, and sensing semiconductors for vehicles, factories, energy systems, and AI data centers.
$74.10
After hours+0.50 (+0.68%)
At close$73.60(+2.62%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Sep 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Apr 2025 | Q2 FY25Jul 2025 | Q3 FY25Oct 2025 | Q4 FY25Dec 2025 | Q1 FY26Apr 2026 | Q2 FY26Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,181 | 2,018 | 1,863 | 1,735 | 1,762 | 1,723 | 1,446 | 1,469 | 1,551 | 1,530 | 1,513 | 1,604 |
| Cost of revenue | 1,150 | 1,076 | 1,009 | 951 | 963 | 943 | 1,152 | 917 | 964 | 996 | 930 | 987 |
| Gross profit | 1,031 | 942 | 854 | 784 | 799 | 779 | 294 | 552 | 587 | 534 | 583 | 616 |
| 344 | 330 | 328 | 396 | 354 | 371 | 868 | 359 | 323 | 281 | 637 | 358 | |
| Research & development | 143 | 150 | 150 | 157 | 151 | 155 | 164 | 144 | 142 | 134 | 144 | 141 |
| 179 | 156 | 164 | 154 | 161 | 171 | 153 | 155 | 150 | 148 | 152 | 165 | |
| Selling & marketing | 68 | 68 | 69 | 69 | 65 | 70 | 68 | 63 | 63 | 62 | 63 | 63 |
| General & administrative | 111 | 89 | 95 | 85 | 96 | 101 | 84 | 91 | 87 | 86 | 89 | 102 |
| Other expenses | 21 | 24 | 14 | 85 | 42 | 44 | 551 | 60 | 31 | 0 | 340 | 52 |
| Operating income | 687 | 612 | 525 | 389 | 445 | 409 | −574 | 193 | 264 | 253 | −53 | 259 |
| 11 | −1 | 13 | 14 | 9 | 34 | 13 | 9 | 9 | −36 | 9 | 12 | |
| Interest income | 26 | 26 | 28 | 27 | 29 | 28 | 27 | 25 | 23 | 21 | 18 | 17 |
| Interest expense | 16 | 16 | 16 | 16 | 16 | 15 | 18 | 18 | 18 | 17 | 13 | 14 |
| Other non-operating income | −27 | −15 | −29 | −29 | −25 | −49 | −31 | −27 | −26 | 19 | 4 | −26 |
| Income before tax | 698 | 611 | 538 | 402 | 455 | 443 | −561 | 202 | 273 | 217 | −45 | 271 |
| Income tax expense | 115 | 48 | 85 | 64 | 52 | 63 | −76 | 31 | 18 | 35 | −12 | 43 |
| Net income from continuing operations | 583 | 563 | 454 | 338 | 403 | 380 | −485 | 172 | 255 | 182 | −33 | 228 |
| Net income | 583 | 563 | 453 | 338 | 402 | 380 | −486 | 170 | 255 | 182 | −33 | 227 |
| EPS, basic | $1.35 | $1.31 | $1.06 | $0.79 | $0.94 | $0.89 | −$1.15 | $0.41 | $0.63 | $0.45 | −$0.08 | $0.58 |
| EPS, diluted | $1.29 | $1.28 | $1.04 | $0.78 | $0.93 | $0.88 | −$1.15 | $0.41 | $0.63 | $0.45 | −$0.08 | $0.56 |
| Weighted average shares, basic | 431 | 428 | 428 | 429 | 427 | 425 | 421 | 415 | 407 | 401 | 394 | 390 |
| Weighted average shares, diluted | 451 | 440 | 437 | 433 | 432 | 430 | 421 | 415 | 408 | 402 | 394 | 404 |
| EBITDA | 869 | 787 | 709 | 577 | 632 | 624 | −375 | 377 | 437 | 449 | −47 | 426 |
| Depreciation & amortization | 155 | 160 | 155 | 160 | 162 | 167 | 168 | 156 | 147 | 215 | 11 | 141 |
| EBIT | 714 | 627 | 554 | 418 | 470 | 458 | −543 | 220 | 291 | 234 | −57 | 285 |
