ON · Technology

ON SEMICONDUCTOR CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-06

• Revenue Performance and MixImportance 31 · Surprise 32
  ON Semiconductor reported Q2 2026 revenue of $1,603.5 million, up 9% year over year and 6% sequentially. AI data-center revenue was the company’s fastest-growing business and is expected to more than double in 2026.…

News · 2026-08-05

• Revenue Performance and MixImportance 31 · Surprise 32
  ON Semiconductor reported Q2 2026 revenue of $1,603.5 million, up 9% year over year and 6% sequentially. AI data-center revenue was the company’s fastest-growing business and is expected to more than double in 2026.…
• Gross Margin DriversImportance 25 · Surprise 32
  ON Semiconductor’s Q2 2026 gross margin improved to 38.4% on a reported basis. Non-GAAP gross margin increased 80 basis points sequentially to 39.3%. The margin expansion was attributed to a richer product mix, higher…

News · 2026-08-04

• Guidance / OutlookImportance 82 · Surprise 100
  onsemi projected Q3 2026 revenue of $1.650 billion to $1.750 billion. Management raised its 2026 AI data center outlook, expecting revenue from that business to more than double versus 2025. The company identified AI…
• Free Cash Flow and LiquidityImportance 75 · Surprise 64
  ON Semiconductor generated $425.4 million of free cash flow in Q2 2026. Free-cash-flow margin expanded from 7% to 27% as revenue growth and improved profitability increased cash generation. The company maintained…
• AI Infrastructure DemandImportance 65 · Surprise 82
  AI data center is onsemi’s fastest-growing business, with revenue expected to more than double in 2026. Demand is driven by power-management chips used in next-generation AI servers. The company prioritized AI data…
• Acquisition / Partnership / DivestitureImportance 47 · Surprise 60
  onsemi announced an all-stock acquisition of Synaptics. The transaction is intended to broaden onsemi’s semiconductor portfolio and strengthen its positioning in AI-related and other high-performance applications.…
• Supply Chain ConstraintsImportance 40 · Surprise 42
  Third-party reporting described tighter supply for onsemi’s AI data center products as demand accelerated. AI data center customers competed with automotive and industrial customers for available chip supply, prompting…
• Revenue Performance and MixImportance 31 · Surprise 32
  ON Semiconductor reported Q2 2026 revenue of $1,603.5 million, up 9% year over year and 6% sequentially. AI data-center revenue was the company’s fastest-growing business and is expected to more than double in 2026.…
• Manufacturing and CapacityImportance 26 · Surprise 24
  Higher factory utilization was cited as supporting stronger near-term AI-related output and operating performance. onsemi is continuing a manufacturing realignment while increasing utilization to meet demand. The…
• Gross Margin DriversImportance 25 · Surprise 32
  ON Semiconductor’s Q2 2026 gross margin improved to 38.4% on a reported basis. Non-GAAP gross margin increased 80 basis points sequentially to 39.3%. The margin expansion was attributed to a richer product mix, higher…
• Capital Return ProgramImportance 14 · Surprise 24
  ON Semiconductor conducted significant share repurchases during Q2 2026. The repurchases occurred alongside improved free cash flow of $425.4 million and sustained liquidity. The digest did not report the dollar amount…