ON · 10-Q · 2026Q4 · Full report
Geographic Revenue Shift
ON SEMICONDUCTOR CORP · 2026-11-02 · Importance 48 · Surprise 48 · From source text
Quarterly revenue billed from Hong Kong increased to $567.8 million from $424.9 million, and its share of total revenue rose to 33.0% from 27.4%. Singapore revenue grew to $436.9 million from $320.1 million, with its revenue share rising to 25.4% from 20.6%. U.S.-billed revenue declined to $294.3 million from $340.5 million, reducing its share to 17.1% from 22.0%.
Key facts
- Quarterly revenue billed in Hong Kong was $567.8 million (33.0%) versus $424.9 million (27.4%); Singapore was $436.9 million (25.4%) versus $320.1 million (20.6%). source
- Nine-month revenue billed in Hong Kong was $1,380.9 million (28.5%) versus $1,208.3 million (27.1%); Singapore was $1,145.5 million (23.7%) versus $920.8 million (20.6%). source
- Nine-month revenue billed in the United Kingdom was $1,062.8 million (22.0%) versus $1,009.9 million (22.6%); United States was $891.4 million (18.4%) versus $911.0 million (20.4%). source
- Quarterly revenue billed in the United Kingdom was $316.7 million (18.4%) versus $315.0 million (20.3%); United States was $294.3 million (17.1%) versus $340.5 million (22.0%). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +13.1% | Nine-month revenue billed in Hong Kong was $1,380.9 million (28.5%) versus $1,208.3 million (27.1%); Singapore was $1,145.5 million… |
| revenue | positive | realized | +8.3% | Quarterly revenue billed in Hong Kong was $567.8 million (33.0%) versus $424.9 million (27.4%); Singapore was $436.9 million (25.4%)… |
| revenue | positive | realized | +6.8% | Quarterly revenue billed in Hong Kong was $567.8 million (33.0%) versus $424.9 million (27.4%); Singapore was $436.9 million (25.4%)… |
| revenue | positive | realized | +3.1% | Nine-month revenue billed in the United Kingdom was $1,062.8 million (22.0%) versus $1,009.9 million (22.6%); United States was $891.4… |
| revenue | negative | realized | -2.7% | Quarterly revenue billed in the United Kingdom was $316.7 million (18.4%) versus $315.0 million (20.3%); United States was $294.3 million… |
| revenue | negative | realized | -1.1% | Nine-month revenue billed in the United Kingdom was $1,062.8 million (22.0%) versus $1,009.9 million (22.6%); United States was $891.4… |
| revenue | positive | realized | +0.1% | Quarterly revenue billed in the United Kingdom was $316.7 million (18.4%) versus $315.0 million (20.3%); United States was $294.3 million… |