earnings
confidence high
sentiment positive
materiality 0.80
onsemi Q3 revenue $1.55B beats expectations; EPS $0.63; guides Q4 $1.48-1.58B
ON SEMICONDUCTOR CORP
2025-Q3 EPS
reported -$0.15
vs consensus $0.61
▼ miss
(-124.7%)
- Revenue $1,550.9M, up 6% sequentially but down 12% YoY; GAAP EPS $0.63, non-GAAP $0.63.
- GAAP gross margin 37.9%, operating margin 17.0%; free cash flow $372.4M, 24% of revenue (+22% YoY).
- Segment: PSG $737.6M (+6% seq), AMG $583.3M (+5% seq), ISG $230.0M (+7% seq).
- Q4 2025 outlook: revenue $1,480-1,580M; GAAP gross margin 36.9%-38.9%; non-GAAP diluted EPS $0.57-$0.67.
- Year-to-date share repurchases $925M (~100% of free cash flow); CEO cites stabilization and AI growth.