Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1.5B | $-0.0B | $0.3B | $0.2B | -2.2% | 18.2% |
| 2025-12-31 | $1.5B | $0.2B | $0.3B | $0.5B | 11.9% | 16.9% |
| 2025-09-30 | $1.6B | $0.3B | $0.3B | $0.4B | 16.4% | 18.3% |
| 2025-06-30 | $1.5B | $0.2B | $0.2B | $0.1B | 11.6% | 16.5% |
| 2025-03-31 | $1.4B | $-0.5B | $-0.0B | $0.5B | -33.6% | -2.4% |
| 2024-12-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
| 2024-09-30 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-04 | 0.64 | 0.62 | +4.1% |
| 2026-02-09 | 0.64 | 0.62 | +2.5% |
| 2025-11-03 | 0.63 | 0.54 | +17.6% |
| 2025-08-04 | 0.53 | 0.53 | -0.4% |
| 2025-05-05 | 0.55 | 0.50 | +9.6% |
| 2025-02-10 | 0.95 | 0.97 | -2.4% |
| 2024-10-28 | 0.99 | 0.97 | +2.4% |
| 2024-07-29 | 0.96 | 0.92 | +4.6% |
| 2024-04-29 | 1.08 | 1.05 | +3.3% |
| 2024-02-05 | 1.25 | 1.20 | +4.0% |
| 2023-10-30 | 1.39 | 1.34 | +3.5% |
| 2023-07-31 | 1.33 | 1.21 | +9.8% |
| 2023-05-01 | 1.19 | 1.08 | +9.8% |
| 2023-02-06 | 1.32 | 1.26 | +4.4% |
| 2022-10-31 | 1.45 | 1.31 | +10.4% |
| 2022-08-01 | 1.34 | 1.26 | +6.3% |
| 2022-05-02 | 1.22 | 1.05 | +16.3% |
| 2022-02-07 | 1.09 | 0.94 | +16.0% |
| 2021-11-01 | 0.87 | 0.74 | +18.2% |
| 2021-08-02 | 0.63 | 0.49 | +28.8% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Technology
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| ON ★ | $50B | 95.3 | 30.2 | 8.2 | 25.0 | 6.9 | 42.7% | 4.7% | — | 2.56% |
| AAPL | $4,629B | 38.1 | 32.8 | 10.3 | 28.2 | 43.4 | 47.9% | 16.6% | 21.8% | 2.18% |
| MSFT | $3,278B | 26.3 | 22.8 | 10.3 | 18.8 | 7.9 | 68.3% | 18.3% | 23.4% | 1.13% |
| NVDA | $5,397B | 34.1 | 17.6 | 21.3 | 32.6 | 34.4 | 74.1% | 85.2% | 214.5% | 0.86% |
| GOOGL | $4,384B | 27.6 | 25.0 | 10.4 | 28.1 | 9.2 | 60.4% | 21.8% | 82.0% | 0.64% |
| META | $1,517B | 21.7 | 16.5 | 7.1 | 14.0 | 6.2 | 81.9% | 33.1% | 62.4% | 1.68% |
| AVGO | $2,280B | 93.5 | 26.0 | 33.4 | 62.7 | 28.6 | 76.7% | 29.5% | 31.6% | 1.12% |
| ORCL | $703B | 44.0 | 30.4 | 11.0 | 30.3 | 21.0 | 67.1% | 21.7% | 24.5% | -3.17% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 55.39%
| Holder | Shares | % out |
|---|---|---|
| FMR, LLC | 58,158,341 | 14.84% |
| Blackrock Inc. | 39,911,681 | 10.18% |
| Vanguard Capital Management LLC | 25,633,199 | 6.54% |
| Vanguard Portfolio Management LLC | 20,062,560 | 5.12% |
| State Street Corporation | 18,307,578 | 4.67% |
| JPMORGAN CHASE & CO | 16,107,943 | 4.11% |
| Janus Henderson Group PLC | 13,700,884 | 3.50% |
| Geode Capital Management, LLC | 10,763,837 | 2.75% |
| Slate Path Capital, LP | 7,798,800 | 1.99% |
| Goldman Sachs Group Inc | 6,637,445 | 1.69% |
Insider activity · 90d
No insider trades for ON in last 90d.
Analyst estimates
yfinanceConsensus: buy (mean 2.18182). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-27 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-18 | Insider transaction (Form 4) | view · |
| 8-K | 2026-05-18 | 8-K | view · |
| 8-K | 2026-05-12 | 8-K | view · |
| 8-K | 2026-05-07 | 8-K | view · |
| 8-K | 2026-05-06 | 8-K | view · |
| 10-Q | 2026-05-04 | 10-Q | view · |
| 8-K | 2026-05-04 | 8-K | view · |
| 4 | 2026-04-27 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-17 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-06 | Insider transaction (Form 4) | view · |
| DEF 14A | 2026-04-02 | DEF 14A | view · |
| 4 | 2026-03-16 | Insider transaction (Form 4) | view · |
| 8-K | 2026-03-11 | 8-K | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-18 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-13 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-12 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-12 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-12 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-12 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-09 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-09 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-09 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-09 | Insider transaction (Form 4) | view · |
| 10-K | 2026-02-09 | 10-K | view · |
| 8-K | 2026-02-09 | 8-K | view · |
| 4 | 2025-12-19 | Insider transaction (Form 4) | view · |
| 4 | 2025-12-08 | Insider transaction (Form 4) | view · |
| 4 | 2025-12-04 | Insider transaction (Form 4) | view · |
| 8-K | 2025-11-17 | 8-K | view · |
| 8-K | 2025-11-05 | 8-K | view · |
| 10-Q | 2025-11-03 | 10-Q | view · |
| 8-K | 2025-11-03 | 8-K | view · |
| 4 | 2025-10-06 | Insider transaction (Form 4) | view · |
| 8-K | 2025-09-23 | 8-K | view · |
| 4 | 2025-08-15 | Insider transaction (Form 4) | view · |
| 10-Q | 2025-08-04 | 10-Q | view · |
| 8-K | 2025-08-04 | 8-K | view · |
| 4 | 2025-07-07 | Insider transaction (Form 4) | view · |
| 4 | 2025-06-12 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-27 | Insider transaction (Form 4) | view · |
| 8-K | 2025-05-21 | 8-K | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 4 | 2025-05-16 | Insider transaction (Form 4) | view · |
| 10-Q | 2025-05-05 | 10-Q | view · |
| 8-K | 2025-05-05 | 8-K | view · |
About
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated i…