Quarterly Earnings Performance
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-05-05 | $1.45B | −17% | $0.55 | $1.40–$1.52B | Automotive/industrial headwinds |
| Q2 2025 | Apr–Jun 2025 | 2025-08-04 | $1.47B | −15% | $0.53 | $1.47–$1.57B | All segments down YoY |
| Q3 2025 | Jul–Sep 2025 | 2025-11-03 | $1.55B | −12% | $0.63 | $1.43–$1.53B | Sequential recovery; AI data center doubled |
| Q4 2025 | Oct–Dec 2025 | 2026-02-09 | $1.53B | −10% | $0.64 | $1.43–$1.53B | FCF margin record at 24% |
| FY 2025 | Full Year | — | $6.00B | −13% | $2.35 | — | Record FCF $1.4B; share buybacks $1.4B |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q1 2026 | 2026-05-04 (reported) | $1.51B (actual) | $0.64 (actual) | onsemi press release |
| Q2 2026 | ~2026-08-04 | $1.54–$1.64B (est.) | $0.65–$0.77 (est.) | Q1 2026 guidance |
onsemi (formerly ON Semiconductor) navigated a challenging 2025 marked by persistent inventory destocking in automotive and industrial end markets, resulting in revenue declines across all quarters year-over-year. Despite top-line pressure, the company achieved record free cash flow of $1.4B at a 24% FCF margin, demonstrating strong operational discipline. Sequential improvement accelerated through H2 2025, with AI data center revenue doubling in Q3. The Q1 2026 results confirmed stabilization, with revenue of $1.51B beating guidance and AI data center growing another 30% sequentially.
Generated: 2026-05-12