secwatch.observer — SEC 8-K summary
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Issuer:     ON SEMICONDUCTOR CORP (ON)
CIK:        0001097864
Form:       8-K
Filed at:   2025-11-03T23:59:59+00:00
Accession:  0001140361-25-040094
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

onsemi Q3 revenue $1.55B beats expectations; EPS $0.63; guides Q4 $1.48-1.58B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1097864/000114036125040094/0001140361-25-040094-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1097864/000114036125040094/ef20058125_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-25-040094

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer