FN2 Earnings Intelligence
ON revenue earnings history
ON Semiconductor Corporation (ON) quarterly reported and estimated revenue history by fiscal quarter.
Earnings History
ON Semiconductor Corporation
Onsemi's Q2 update supports a constructive operating trajectory: management raised Q3 guidance and highlighted accelerating AI data-center power demand, silicon-carbide growth, and energy-storage expansion. The thesis remains dependent on sustained AI demand, automotive execution, margin delivery, and successful integration of the pending Synaptics acquisition.
ON Semiconductor Corporation
ON Semiconductor's Q1 2026 results mark a meaningful step in its transformation from a broad-line power semiconductor supplier toward a higher-margin, AI- and automotive-driven platform company. Revenue of $1.51 billion and non-GAAP EPS of $0.64 both exceeded guidance and consensus, while gross margin expanded for a third consecutive quarter to 38.5%. The standout was a 30% sequential increase in AI data-center revenue, signaling that the PowerTree portfolio is gaining commercial traction with hyperscalers. Management guided Q2 revenue to $1.535-$1.635 billion with non-GAAP EPS of $0.65-$0.77, implying continued momentum. The market's initial reaction was muted with shares slightly underperforming the benchmark, but subsequent drift of roughly +30% suggests investors have increasingly embraced the AI-driven growth narrative. With analyst consensus targets at $117 versus a current…
ON Semiconductor Corporation
The supplied analysis supports a constructive but execution-dependent view: AI data-center growth, product expansion and cost actions may support earnings growth, while utilization, automotive demand and the timing of new products remain important constraints.
ON Semiconductor Corporation
The supplied analysis supports a constructive but conditional view: AI data-center power demand, Treo adoption and new power technologies are strengthening growth, while automotive cyclicality, utilization and pricing risks still need to be monitored.
ON Semiconductor Corporation
The supplied analysis provides partial support for a constructive longer-term view of Onsemi through China EV silicon-carbide adoption, AI data-center power demand, and platform expansion. That case remains conditional because utilization, gross-margin recovery, automotive weakness outside China, and execution on capacity and portfolio changes are unresolved.
ON Semiconductor Corporation
The call supports a mixed view: strategic growth drivers in silicon carbide, AI data-center power, and image sensors are progressing, but margin recovery still depends on utilization, pricing, and demand normalization.
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