ON · News · 20260804N
Revenue Performance and Mix
ON SEMICONDUCTOR CORP · 2026-08-04 · Importance 31 · Surprise 32 · No source text
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. The company prioritized AI data-center shipments over traditional automotive and industrial customers as demand increased.
Key facts
- Q2 2026 net income: $226.8 million, up 33% source
- Q2 2026 revenue: $1,603.5 million, up 9% year-over-year source
- Q2 2026 revenue: $1.60 billion, up 9% year-over-year source
- Q2 2026 non-GAAP diluted EPS: $0.74 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | Q2 2026 net income: $226.8 million, up 33% |
| revenue | positive | realized | — | Q2 2026 revenue: $1,603.5 million, up 9% year-over-year |