earnings
confidence high
sentiment negative
materiality 0.80
onsemi Q1 revenue $1.45B, GAAP loss $1.15/share, non-GAAP EPS $0.55, Q2 guide $1.4-1.5B
ON SEMICONDUCTOR CORP
2025-Q1 EPS reported
-$1.15
revenue$1,445,700,000
- Revenue $1,445.7M, down 22% YoY and 16% sequentially; PSG fell 26%, AMG 19%, ISG 20%.
- GAAP net loss $486.1M ($1.15 diluted loss); non-GAAP net income $231.6M ($0.55 diluted EPS).
- GAAP gross margin collapsed to 20.3% from 45.8% YoY; non-GAAP gross margin 40.0%.
- Free cash flow $455M, up 72% YoY, representing 31% of revenue; returned 66% via buybacks.
- Q2 guidance: revenue $1.4-1.5B, GAAP EPS $0.45-$0.55, non-GAAP $0.48-$0.58.