earnings
confidence high
sentiment neutral
materiality 0.65
ON Semiconductor Q4 revenue $1.53B, down 11% YoY; GAAP EPS $0.45
ON SEMICONDUCTOR CORP
2025-FY EPS
reported $0.29
vs consensus $0.64
▼ miss
(-54.8%)
- Revenue $1.53B in Q4, down 11% YoY; full year revenue $5.995B, down 15% from 2024.
- Q4 GAAP gross margin 36.0%, non-GAAP 38.2%; GAAP EPS $0.45, non-GAAP EPS $0.64.
- FY2025 cash from ops $1.8B, free cash flow $1.4B (record 24% margin), returned 100% to shareholders via buybacks.
- New $6B share repurchase program authorized over three years.
- Q1 2026 guidance: revenue $1.435-1.535B, non-GAAP EPS $0.56-0.66.