Filings monitor · ON

What ON SEMICONDUCTOR CORP's SEC filings said

10-Q for 2026Q4, filed 2 Nov 2026, and 3 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance / Outlook90 · importance in its document · 8-K exhibit · 2 Nov 2026
   onsemi raised its 2030 AI data center revenue target by $500 million to greater than $3 billion following the Ferric acquisition. The company expects multi-year accelerated growth in its integrated voltage regulator business thereafter.…
2. Acquisition / Partnership / Divestiture81 · importance in its document · 8-K exhibit · 2 Nov 2026
   onsemi announced an agreement to acquire Ferric, describing the deal as establishing leadership in next-generation AI processor power delivery and raising its 2030 AI data center revenue target by $500 million to greater than $3 billion.…
3. AI Infrastructure Demand77 · importance in its document · 8-K exhibit · 2 Nov 2026
   Management said rising power requirements are accelerating demand in AI data center and industrial end markets. AI data center revenue grew 39% sequentially and 175% year over year in Q3 2026. The company raised its 2030 AI data center…
4. Customer Dynamics59 · importance in its document · 10-Q · 2026Q4
   A single distributor was the only customer whose revenue accounted for at least 10% of total revenue. Its share increased to approximately 15% in the quarter from 12% a year earlier, and to 14% for the nine months from 13%. The filing…
5. Liquidity and Cash Position55 · importance in its document · 10-Q · 2026Q4
   Cash and cash equivalents plus short-term investments totaled approximately $4.4 billion as of October 2, 2026, with approximately $1.5 billion available under the Revolving Credit Facility. Nine-month operating cash flow was $1,215.2…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q4 filed 2 Nov 2026

Full report · Filing on EDGAR

• Acquisition / Partnership / DivestitureImportance 75
  On June 25, 2026, onsemi agreed to acquire Synaptics, revising the cash consideration to $123.00 per share in an amended agreement dated October 1, 2026. The acquisition is anticipated to close in mid-2027, subject to…
• Customer DynamicsImportance 59 · +1 more on this subject
  A single distributor was the only customer whose revenue accounted for at least 10% of total revenue. Its share increased to approximately 15% in the quarter from 12% a year earlier, and to 14% for the nine months from…
• Liquidity and Cash PositionImportance 55
  Cash and cash equivalents plus short-term investments totaled approximately $4.4 billion as of October 2, 2026, with approximately $1.5 billion available under the Revolving Credit Facility. Nine-month operating cash…
• Revenue Performance and MixImportance 53
  Quarterly revenue increased 11% year over year to $1,722.3 million, while nine-month revenue rose 8% to $4,839.1 million. PSG revenue increased 21% in the quarter and 18% for nine months, including nine-month AI data…
• Income Tax Rate ChangesImportance 48
  The quarterly income tax provision increased to $84.9 million from $17.7 million, and the effective tax rate rose to 21.3% from 6.5%. For the nine months, onsemi recorded a $116.6 million tax provision compared with a…
• Geographic Revenue ShiftImportance 48 · +1 more on this subject
  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…
• Gross Margin DriversImportance 43
  Quarterly gross margin increased 3.5 percentage points to 41.4%, as higher revenue, improved manufacturing utilization and favorable product mix outweighed higher prices for certain manufacturing inputs. Nine-month…
• Capital Expenditure OutlookImportance 42
  onsemi reported capital expenditures of approximately 2% of revenue for the nine months ended October 2, 2026. Management expects annualized capital expenditures to be approximately 2–3% of revenue for the year ended…
• Operating Expense TrendsImportance 41
  Nine-month general and administrative expense increased 14% to $299.1 million from $262.9 million, primarily due to third-party costs for the proposed Synaptics acquisition and increased variable compensation.…
• AI Infrastructure DemandImportance null · +1 more on this subject
  Onsemi identifies AI data centers as a high-growth end-market, with intelligent power technologies addressing power density and energy efficiency across the power tree from the grid to the core. In the quarter, AI data…
• Debt and Liquidity PositionImportance null
  Onsemi issued $1.5 billion aggregate principal amount of 2031 0% Notes during the nine months ended October 2, 2026, contributing to $650.5 million of financing cash flow. Average gross long-term debt for the…
• Restructuring and HeadcountImportance null
  The 2026 Manufacturing Realignment Program is expected to incur $26.0 million in severance and related benefits for approximately 650 employee terminations. Onsemi recognized $24.2 million of those costs during the…

Capital spending check: Capital spending cut sharply (Flagged, rule score 50).

8-K filings last 12 months

• New debt12 Nov 2026 · 8-K Items 1.01, 2.03 · Flagged · rule score 50
  “On November 12, 2026 (the “ Closing Date ”), ON Semiconductor Corporation (the “ Company ”) entered into an Amended and Restated Credit Agreement (the “ A&R Credit Agreement ”), by and among the Company, as borrower, certain subsidiaries…”
• Deal agreement2 Nov 2026 · 8-K Item 1.01 · Flagged · rule score 50
  “On November 2, 2026, Semiconductor Components Industries, LLC (the “ Purchaser ”), a Delaware limited liability company and wholly-owned subsidiary of ON Semiconductor Corporation, a Delaware corporation (“ onsemi ”), entered in an…”
  Read from the attached exhibit: Guidance / Outlook · Acquisition / Partnership / Divestiture · AI Infrastructure Demand
• Results, no stated guidance change2 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Acquisition / Partnership / Divestiture · AI Infrastructure Demand · Restructuring Charges
• Press release attached to an 8-K1 Oct 2026 · 8-K
  Read from the attached exhibit: Acquisition / Partnership / Divestiture
• Results (release not read)3 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)18 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Equity issuance · New debt12 May 2026 · 8-K Items 1.01, 2.03, 3.02 · Routine · rule score 40
• Results (release not read)4 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)11 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)9 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Impairment, repeated17 Nov 2025 · 8-K Item 2.06 · Routine · rule score 40

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.