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ON Semiconductor Corporation (ON)
:ON
Earnings Data
Report Date
Nov 03, 2025During Market Hours (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.59Last Year’s EPS
0.99Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in China and the AI data center sector, as well as strategic milestones with the Treo platform and share repurchases. However, challenges persist with declines in automotive and ISG revenue, as well as lower gross margin guidance due to underutilization charges. The sentiment is mixed with positive developments in some areas being offset by declines and challenges in others.Company Guidance -
Q3 2025
Q2 Revenue and Earnings
Delivered Q2 revenue of $1.47 billion, exceeding the midpoint of guidance, and non-GAAP gross margin and EPS of 37.6% and $0.53, respectively.
China Market Growth
China revenue in Q2 grew 23% sequentially, driven by silicon carbide with new EV ramps, indicating strong traction in both BEV and PHEV platforms.
AI Data Center Growth
Revenue for AI data center nearly doubled again in Q2 over the same quarter last year, driven by collaboration with market leaders like NVIDIA.
Share Repurchase Program
Repurchased an additional $300 million of shares in Q2, returning 107% of free cash flow to shareholders year-to-date.
Treo Platform Milestones
Achieved important milestones with the Treo platform, including more than doubling the design funnel quarter-over-quarter and shipping over 5 million units from East Fishkill facility this year.
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
ON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 05, 2025 | $47.97 | $47.24 | -1.52% |
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% |
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.
FAQ
When does ON Semiconductor Corporation (ON) report earnings?
ON Semiconductor Corporation (ON) is schdueled to report earning on Nov 03, 2025, During Market Hours (Confirmed).
What is ON Semiconductor Corporation (ON) earnings time?
ON Semiconductor Corporation (ON) earnings time is at Nov 03, 2025, During Market Hours (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 (Q3) is 0.59.
