secwatch.observer — SEC 8-K summary
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Issuer:     ON SEMICONDUCTOR CORP (ON)
CIK:        0001097864
Form:       8-K
Filed at:   2026-08-03T20:54:23+00:00
Accession:  0001140361-26-030989
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

onsemi Q2 revenue $1.6B (+9% YoY), GAAP EPS $0.56, non-GAAP $0.74; Q3 rev guide $1.65-1.75B
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- Revenue $1,603.5M (+9% YoY); GAAP gross margin 38.4%, non-GAAP 39.3%.
- GAAP diluted EPS $0.56, non-GAAP $0.74; operating cash flow +150% YoY, free cash flow $425.4M (quadrupled YoY).
- Announced planned acquisition of Synaptics; expanded role in NVIDIA MGX ecosystem; launched GaNEXUS GaN portfolio.
- Q3 2026 guidance: revenue $1.65-1.75B, GAAP gross margin 39.9-41.9%, non-GAAP diluted EPS $0.81-0.93.
- Share repurchases $332M in Q2; YTD shareholder returns ~105% of free cash flow.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1097864/000114036126030989/0001140361-26-030989-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1097864/000114036126030989/ef20079200_8k.htm
  HTML page:      https://secwatch.observer/filing/0001140361-26-030989

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