ON Semiconductor Corporation — Earnings

Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR

Next earnings (estimated): Wed, April 1, 2026 32 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2025-12-31$1.53B↓-11.2%
2025-10-03$1.55B↓-12.0%$255M↓-36.5%17.0%
2025-07-04$1.47B↓-15.4%$170M↓-49.6%13.2%
2025-04-04$1.45B↓-22.4%$-486M↓-207.3%-39.7%
2024-12-31$1.72B↓-14.6%$380M↓-32.5%23.7%
2024-09-27$1.76B↓-19.2%$402M↓-31.1%25.3%
2024-06-28$1.74B↓-17.2%$338M↓-41.3%22.4%
2024-03-29$1.86B↓-4.9%$453M↓-1.9%28.2%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2025 (Q4)

Revenue
$1.53B
↓-11.2% -$192M YoY
Net Income
$171M
↓-2.6% -$5M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 72 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-9.2pts
36.0%
Operating Margin↓-8.2pts
17.0%
Net Margin↓-6.4pts
16.4%

Go deeper