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ON Semiconductor Corp

SEMICONDUCTORS · TECHNOLOGY

ON Semiconductor Corporation is a premier global supplier of semiconductor solutions, focusing on power management, analog, and imaging technologies essential for the automotive, industrial, and consumer electronics markets. Based in Phoenix, Arizona, the firm is well-positioned to leverage the incr...

$66.48

+0.00%

Volume 5.62M

52W High $73.76

52W Low $31.04

Market Cap $26.67B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.61

Whisper EPS

$0.64

4.7% above consensus

Last Quarter

$0.64

Current Streak

2 Beats

Avg Surprise (4Q)

+3.14%

Next Earnings Report

Reports in 60 days

Report Date May 4, 2026

Whisper Spread +4.66%

Consensus Estimate

$0.61

Official analyst average

Whisper Number

$0.64

What traders expect

Bullish Sentiment: The whisper number is 4.7% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 9, 2026

1-Day: +3.50%

Q3 2025 Nov 3, 2025

1-Day: -4.32%

Q2 2025 Aug 4, 2025

1-Day: -1.52%

Q1 2025 May 5, 2025

1-Day: +0.26%

Revenue & Financial Performance

Revenue Whisper

$1.52B

TWN Proprietary Estimate

Last Quarter Revenue

$1.53B

-11.2% YoY

Gross Margin

34.9%

Net Margin: 11.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.53B	-11.2%	34.9%	16.5%	$181.8M
Q3'25	$1.55B	-12.0%	37.9%	17.1%	$255.0M
Q2'25	$1.47B	-15.4%	37.6%	13.2%	$170.3M
Q1'25	$1.45B	-22.4%	20.3%	-39.7%	-$486.1M
Q4'24	$1.72B	-14.7%	45.2%	23.7%	$379.9M
Q3'24	$1.76B	-19.2%	45.4%	25.3%	$401.7M
Q2'24	$1.74B	-17.2%	45.2%	22.4%	$338.2M
Q1'24	$1.86B	-5.0%	45.8%	28.2%	$453.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 9, 2026	$0.62	$0.63	$0.64	+2.63%	Beat
Q3 2025	Nov 3, 2025	$0.59	$0.60	$0.63	+6.78%	Beat
Q2 2025	Aug 4, 2025	$0.53	$0.55	$0.53	+0.00%	Missed
Q1 2025	May 5, 2025	$0.50	$0.52	$0.55	+10.00%	Beat
Q4 2024	Feb 10, 2025	$0.97	$1.00	$0.95	-2.06%	Missed
Q3 2024	Oct 28, 2024	$0.97	$1.01	$0.99	+2.06%	Missed
Q2 2024	Jul 29, 2024	$0.92	$0.95	$0.96	+4.35%	Met
Q1 2024	Apr 29, 2024	$1.04	$1.08	$1.08	+3.85%	Met
Q4 2023	Feb 5, 2024	$1.21	$1.26	$1.25	+3.31%	Met
Q3 2023	Oct 30, 2023	$1.34	$1.41	$1.39	+3.73%	Missed
Q2 2023	Jul 31, 2023	$1.21	$1.28	$1.33	+9.92%	Beat
Q1 2023	May 1, 2023	$1.09	$1.16	$1.19	+9.17%	Beat