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 · 2026-08-09

• Revenue Performance and MixImportance 15 · Surprise 6
  ON Semiconductor reported Q4 2022 revenue of CHF1.70 billion, exceeding consensus expectations by CHF20.23 million. The reported revenue was above the materiality threshold of CHF48 million. Actual Q4 2022 EPS was…

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…
• 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…