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ON Semiconductor (ON)
NASDAQ:ON
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.53Last Year’s EPS
0.96Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -7.42%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with significant achievements in AI data center growth and free cash flow but also faced challenges like automotive revenue decline and gross margin pressures. The company's proactive measures in restructuring and focus on silicon carbide adoption in automotive signal positive long-term potential.Company Guidance
During the first quarter of 2025, Onsemi exceeded the midpoint of its guidance with revenue of $1.45 billion and non-GAAP earnings per share of $0.55, alongside a non-GAAP gross margin of 40%. The company highlighted challenges such as a 26% sequential decline in automotive revenue and a 4% decrease in industrial revenue, although certain industrial segments, like medical and aerospace, showed improvement. Onsemi's strategic initiatives, including the "Fab Right" approach and investments in R&D, aim to streamline operations and drive gross margin expansion. The company also undertook structural changes like a 9% workforce reduction to improve long-term cost efficiency. Additionally, Onsemi plans to increase its share repurchase to 100% of free cash flow for 2025, with $1.5 billion remaining on its repurchase authorization. Looking ahead, the company anticipates Q2 revenue between $1.4 billion and $1.5 billion and projects a non-GAAP gross margin between 36.5% and 38.5%.Q1 2025 Revenue and Earnings Exceed Midpoint
Onsemi reported Q1 revenue of $1.45 billion and non-GAAP earnings per share of $0.55, both exceeding the midpoint of their guidance.
AI Data Center Revenue Growth
AI data center revenue more than doubled year-over-year in the first quarter, driven by the adoption of Onsemi's intelligent power solutions.
Strong Free Cash Flow and Share Buyback
Q1 free cash flow increased 72% year-over-year, and the company repurchased $300 million of shares, representing 66% of free cash flow.
Silicon Carbide Adoption in Automotive
Onsemi secured design wins with leading OEMs for silicon carbide technology in plug-in hybrid electric vehicles and battery electric vehicles, with expectations of silicon carbide adoption in nearly 50% of new models from recent launches in China.
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ON Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $41.91 | $38.41 | -8.35% |
| Feb 10, 2025 | $51.25 | $47.04 | -8.21% |
| Oct 28, 2024 | $71.25 | $72.24 | +1.39% |
| Jul 29, 2024 | $70.17 | $78.27 | +11.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does ON Semiconductor (ON) report earnings?
ON Semiconductor (ON) is schdueled to report earning on Aug 04, 2025, TBA Not Confirmed.
What is ON Semiconductor (ON) earnings time?
ON Semiconductor (ON) earnings time is at Aug 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ON EPS forecast?
ON EPS forecast for the fiscal quarter 2025 (Q2) is 0.53.
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