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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...

$116.79

+0.72% (+$0.83)

Volume 7.35M

52W High $134.92

52W Low $44.56

Market Cap $41.19B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.71

Whisper EPS

$0.70

1.3% below consensus

Last Quarter

$0.64

Current Streak

1 Beat

Avg Surprise (4Q)

-10.25%

Next Earnings Report

Reports in 48 days

Report Date Aug 3, 2026

Whisper Spread -1.34%

Consensus Estimate

$0.71

Official analyst average

Whisper Number

$0.70

What traders expect

Cautious Sentiment: The whisper number is 1.3% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 May 4, 2026

1-Day: +0.62%

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%

Revenue & Financial Performance

Revenue Whisper

$1.40B

TWN Proprietary Estimate

Last Quarter Revenue

$1.51B

+4.7% YoY

Gross Margin

38.5%

Net Margin: -2.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$1.51B	+4.7%	38.5%	-3.5%	-$33.4M
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

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 4, 2026	$0.62	$0.65	$0.64	+3.23%	Missed
Q4 2025	Feb 9, 2026	$0.59	$0.63	$0.45	-23.73%	Missed
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	$1.05	$1.08	$1.08	+2.86%	Met
Q4 2023	Feb 5, 2024	$1.20	$1.26	$1.25	+4.17%	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