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ON Semiconductor

ON · Information Technology

Last earnings Aug 3, 2026  ·  Next earnings Nov 2, 2026

Key results

Revenuequarter

$1,468.7 million

Revenue of $1,468.7 million GAAP gross margin and non-GAAP

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Gross marginquarter

37.6%

gross margin of 37.6% GAAP operating margin and non-GAAP

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Operating marginquarter

13.2%

operating margin of 13.2% and 17.3% , respectively GAAP diluted earnings per share and n on-GAAP diluted

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

EPSquarter

$0.41

earnings per share of $0.41 and $0.53 , respectively Cash from operations of $184.3 million and

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Free cash flowquarter

$106.1 million

free cash flow of $106.1 million Our ongoing transformation is resulting in a more predictable business model, reflecting the strength of our strategy and our commitment to long-term value creation.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Net incomequarter

0%

In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, and the 0.50% Notes, respectively.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

AI analysis

Q2 2025 · reported Aug 4, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 2025
$1,468.7M
EX-99 · Aug 4, 2025
EPS · Q2 2025
$0.41
EX-99 · Aug 4, 2025
Gross margin · Q2 2025
37.6%
EX-99 · Aug 4, 2025
Free cash flow · Q2 2025
$106.1M
EX-99 · Aug 4, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 4, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$1,468.7 million——
Gross margin37.6%——
Operating margin13.2%——
EPS$0.41——
Free cash flow$106.1 million——
Net income0%——

EX-99 · Aug 4, 2025

Guidance · company-stated

Revenue$1,565 million
Gross Margin

“36.4% to 38.4% 0.1 % 36.5% to 38.5%”

Operating Expenses

“$294 to $309 million $14 million $280 to $295 million”

Diluted Earnings Per Share

“$0.51 to $0.61 $0.03 $0.54 to $0.64”

net income

“per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0%”

Midpoint vs latest-quarter revenue+6.6%computed from stated figures

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Next earningsNov 2, 2026Verified from the company’s own announcement

Margin

Gross margin37.6%
Operating margin13.2%

Cash flow & capex

Free cash flow$106.1M

Capital allocation

htm EXHIBIT 99.1 Exhibit 99.1 onsemi Reports Second Quarter 2025 Results Returned over 100% of free cash flow year-to-date through share repurchases SCOTTSDALE, Ariz.

** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +6.6% computed from stated figures

Company-stated claims

Aug 3, 2026

Forward-looking · double · subscribers_users

“AI data center remains our fastest-growing business, and we now expect revenue to more than double in 2026, demonstrating the strength of our intelligent power portfolio and growing customer adoption across the power tree.”

EX-99 · Aug 3, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

onsemi Reports Second Quarter 2025 Results Returned over 100% of free cash flow year-to-date through share repurchases

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Revenue: “Revenue $1,465 to $1,565 million”

Gross Margin: “Gross Margin 36.4% to 38.4% 0.1 % 36.5% to 38.5%”

Operating Expenses: “Operating Expenses $294 to $309 million $14 million $280 to $295 million”

Diluted Earnings Per Share: “Diluted Earnings Per Share $0.51 to $0.61 $0.03 $0.54 to $0.64”

net income: “net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0%”

Revenue (“OUTLOOK”)
“Revenue $1,465 to $1,565 million”

Gross Margin (“OUTLOOK”)
“Gross Margin 36.4% to 38.4% 0.1 % 36.5% to 38.5%”

Operating Expenses (“OUTLOOK”)
“Operating Expenses $294 to $309 million $14 million $280 to $295 million”

Diluted Earnings Per Share (“OUTLOOK”)
“Diluted Earnings Per Share $0.51 to $0.61 $0.03 $0.54 to $0.64”

net income (“OUTLOOK”)
“net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0%”

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Capital allocation

htm EXHIBIT 99.1 Exhibit 99.1 onsemi Reports Second Quarter 2025 Results Returned over 100% of free cash flow year-to-date through share repurchases SCOTTSDALE, Ariz.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Free Cash Flow The use of free cash flow allows management to evaluate, among other things, the ability of the Company to make interest or principal payments on its debt.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Free cash flow is defined as the difference between cash flow from operating activities and capital expenditures disclosed under investing activities in the consolidated statement of cash flows.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Management presents this non-GAAP financial measure to enable investors and analysts to evaluate our financial performance independent of the cash capital expenditures.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Strategy & priorities

4 , 2025 onsemi (the Company ) (Nasdaq: ON) today announced its second quarter 2025 results with the following highlights: Revenue of $1,468.7 million GAAP gross margin and non-GAAP gross margin of 37.6% GAAP operating margin and non-GAAP operating margin of 13.2% and 17.3% , respectively GAAP diluted earnings per share and n on-GAAP diluted earnings per share of $0.41 and $0.53 , respectively Cash from operations of $184.3 million and free cash flow of $106.1 million Our ongoing transformation is resulting in a more predictable business model, reflecting the strength of our strategy and our commitment to long-term value creation.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

As we execute near-term priorities, we are positioning the company for long-term growth through investments in next-generation technologies to accelerate our market leadership.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Forward-looking statements are often characterized by the use of words such as believes, estimates, expects, projects, may, will, intends, plans, anticipates, should or similar expressions or by discussions of strategy, plans or intentions.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2024 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Risks & headwinds

onsemi offers a highly differentiated and innovative product portfolio, delivering intelligent power and sensing technologies that solve the world s most complex challenges and leads the way to creating a safer, cleaner, and smarter world.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2024 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment.

SEC original ↗ON Semiconductor — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Documents

Earnings deck slides

0 decks with slide view

ON Semiconductor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

64 documents

Earnings releases

19 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for ON Semiconductor are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention ON Semiconductor by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.