ON SEMICONDUCTOR CORP
ONSemiconductorsonsemi.com
Latest available resultsOctober 2, 2026Quarter · 10-Q filed Nov 2, 2026
Next reportFebruary 8, 2027after close · forecast 0.983 $/share
Revenue
$1.72B
▲ +11.1% vs prior year YoY
Net income
$313.90M
▲ +23.1% vs prior year YoY
EPS
0.79$
▲ +25.4% vs prior year YoY
Net margin
18.2%
▲ +1.8 pp vs prior year YoY
Revenue▲ +11.1%
Margins (% of revenue)GrossOperatingNet
Net income▲ +23.1%
EPS▲ +25.4%
Financial statements
View 10-Q filed November 2, 2026 on SEC ↗| Metric | Dec 2024* | Apr 2025 | Jul 2025 | Oct 2025 | Dec 2025* | Apr 2026 | Jul 2026 | Oct 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $1.72B | $1.45B | $1.47B | $1.55B | $1.53B | $1.51B | $1.60B | $1.72B | ▲ +11.1% |
| Gross profit | $779.10M | $293.80M | $551.90M | $587.20M | $551.00M | $583.10M | $616.30M | $713.00M | ▲ +21.4% |
| Operating income | $408.60M | −$573.70M | $193.40M | $264.40M | $200.10M | −$53.40M | $258.60M | $378.30M | ▲ +43.1% |
| Net income | $379.90M | −$486.10M | $170.30M | $255.00M | $181.80M | −$33.40M | $226.80M | $313.90M | ▲ +23.1% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | -1.15 $ | 0.41 $ | 0.63 $ | — | -0.08 $ | 0.56 $ | 0.79 $ | ▲ +25.4% |
| Margins (% of revenue) | |||||||||
| Gross | 45.2 % | 20.3 % | 37.6 % | 37.9 % | 36.0 % | 38.5 % | 38.4 % | 41.4 % | ▲ +3.5 pt |
| Operating | 23.7 % | -39.7 % | 13.2 % | 17.0 % | 13.1 % | -3.5 % | 16.1 % | 22.0 % | ▲ +4.9 pt |
| Net | 22.1 % | -33.6 % | 11.6 % | 16.4 % | 11.9 % | -2.2 % | 14.1 % | 18.2 % | ▲ +1.8 pt |
| Balance sheet | |||||||||
| Assets | $14.09B | $13.25B | $13.13B | $13.01B | $12.52B | $12.01B | $13.49B | $13.93B | ▲ +7.1% |
| Liabilities | $5.28B | $5.21B | $5.17B | $5.08B | $4.83B | $4.69B | $6.25B | $6.35B | ▲ +24.9% |
| Equity | $8.81B | $8.05B | $7.96B | $7.93B | $7.69B | $7.32B | $7.24B | $7.58B | ▼ -4.3% |
| Cash | $2.69B | $2.76B | $2.53B | $2.47B | $2.15B | $2.00B | $3.51B | $4.16B | ▲ +68.2% |
| Capital | |||||||||
| Shares outstanding | 421.42M | 417.89M | 408.97M | 402.38M | 394.02M | 391.90M | 389.31M | 389.28M | ▼ -3.3% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.