ON Semiconductor Corporation · ON · Next earnings

ON Semiconductor Corporation reports Monday, Feb 8, 2027

ON reports session not yet known with consensus EPS at $1.00 and revenue at $1.77B. Last quarter: ON Semiconductor: AI power demand leads, Q4 outlook upbeat

Reports Session not yet known95 days awayDate unknown Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.00 Calendar consensus
Consensus revenue $1.77B Calendar consensus
Report date Feb 8, 2027 Monday, date unknown
Session Session not yet known 95 days away

Where ON left off: FY2026 Q3

Full report

ON Semiconductor: AI power demand leads, Q4 outlook upbeat

EPS surprise +2.5% Reported $0.90 vs $0.88
Revenue surprise +1.0% Reported $1.72B vs $1.71B
Stock move -2.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Management’s Q4 outlook calls for revenue above seasonal growth, non-GAAP margin expansion to 43.5%, and a modest capex increase. This is characterized in the supplied analysis as raised guidance; no Q4 revenue range is provided there.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI data-center growth may not remain at the pace management expects.
  • Supply constraints in specific technology segments could affect execution.
  • New product ramps, including EPP, vertical GaN and IVR, carry execution risk.
  • Ferric integration and realization of its benefits are uncertain.
  • A macroeconomic slowdown could weaken automotive and industrial orders.

Questions analysts left open

  • Whether utilization can support gross-margin expansion.
  • The timing and magnitude of automotive supply reallocation.
  • Whether capital expenditure will be sufficient for demand and capacity needs.
  • When Ferric products will contribute revenue and at what scale.
  • How sustainable AI data-center growth will be.

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Recent ON quarters

All ON earnings
-2.2%FY2026 Q3+0.5%FY2026 Q2+0.6%FY2026 Q1+3.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.