NASDAQ$ON

ON Semiconductor Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

onsemi's first quarter results surpassed expectations, driven by record automotive and industrial end-market contributions.

onsemi announced strong first-quarter results, exceeding expectations despite macroeconomic uncertainties. Revenue increased by 1% year-over-year, with significant growth in automotive revenue and silicon carbide manufacturing output.

  • Revenue reached $1,959.7 million, a 1% increase year-over-year.
  • GAAP and non-GAAP gross margin both at 46.8%.
  • GAAP operating margin was 28.8%, while non-GAAP operating margin reached 32.2%.
  • GAAP diluted earnings per share was $1.03, and non-GAAP diluted earnings per share was $1.19.

Headline financials

Total Revenue

$1.96B

Previous: $1.95B+0.8%
EPS (adj)

$1.19

Previous: $1.22-2.5%
Gross margin

46.8%

Previous: 49.4%-5.3%
Operating margin

28.8%

Previous: 33.3%-13.5%
Capital Expenditures

-$322M

Previous: -$174M-85.0%
Free Cash Flow

$140M

Previous: $356M-60.7%
Net Income

$462M

Previous: $530M-12.9%
Operating Income

$565M

Previous: $647M-12.7%
Gross Profit

$918M

Previous: $961M-4.6%
Cash & Equivalents

$2.7B

Previous: $1.65B+64.3%
Total Assets

$12.3B

Previous: $10.2B+20.2%
Stock-Based Comp

$27.7M

Previous: $22.5M+23.1%

Revenue & EPS history

ON Semiconductor · Revenue · Quarterly

$1.96B

Q1 2023+0.8%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

onsemi projects revenue between $1,975 million and $2,075 million and diluted EPS between $1.08 and $1.22 for the second quarter of 2023.

Tailwinds

  • Revenue is projected to be between $1,975 to $2,075 million.
  • Gross margin is expected to be between 45.4% to 47.4%.
  • Operating expenses are projected to be between $314 to $329 million.
  • Other income and expense (including interest expense), net is expected to be between $3 to $5 million.
  • Diluted earnings per share are projected to be between $1.08 to $1.22.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.7%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+5.1%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+18.9%

Q3 2021

Best reaction

-25.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.3%+0.2%+28.1%
Q4 2025+3.5%+10.9%-11.4%
Q3 2025-0.8%-4.5%+14.1%
Q2 2025-15.6%-16.1%-15.9%
Q1 2025-8.4%-2.2%+20.0%
Q4 2024-8.2%+1.1%-16.4%
Q3 2024+4.8%-0.4%-1.3%
Q2 2024+5.4%-3.2%+6.4%
Q1 2024+3.1%+3.4%+4.3%
Q4 2023+7.8%+14.1%+9.6%
Q3 2023-25.0%-18.3%-14.2%
Q2 2023+2.9%-2.6%-5.9%
Q1 2023+10.0%+12.9%+16.2%
Q4 2022+5.7%+3.6%+2.7%
Q3 2022-8.5%-6.4%+11.4%
Q2 2022-1.8%+1.3%+3.0%
Q1 2022+8.4%+5.8%+13.7%
Q4 2021+14.9%+2.7%+1.8%
Q3 2021+18.9%+23.0%+28.4%
Q2 2021+16.2%+15.9%+14.4%
Q1 2021-4.5%-0.9%+1.0%
Q4 2020+6.8%+11.3%+15.0%
Q3 2020-2.9%+5.4%+14.6%
Q2 2020+5.2%+5.1%+8.8%
Q1 2020-8.5%-14.0%+21.6%
Q4 2019-14.4%-11.7%-19.1%
Q3 2019+9.7%+9.9%+14.8%
Q2 2019-11.6%-14.5%-10.6%
Q1 2019+2.8%+4.8%-19.5%
Q4 2018+7.7%+13.9%+8.1%
Q3 2018+15.4%+23.9%+29.1%
Q2 2018-4.8%-6.7%-6.8%
Q1 2018-3.6%-1.5%+11.3%
Q4 2017-6.9%-9.3%+0.5%
Q3 2017-0.2%-0.4%-11.2%
Q2 2017+8.9%+5.6%+9.7%
Q1 2017+0.1%+2.8%+11.6%
Q4 2016+8.3%+10.3%+7.6%
Q3 2016-1.0%-3.0%-1.8%
Q2 2016+3.4%+1.1%+9.3%
Q1 2016-0.3%
Q4 2015-12.0%
Q3 2015-0.3%
Q2 2015-3.9%
Q1 2015+2.1%
Q4 2014+2.3%
Q3 2014+2.0%
Q2 2014-0.4%
Q4 2013-4.1%
Q1 2014+3.2%
Q3 2013+4.2%
Q2 2013-10.2%
Q1 2013-2.2%
Q4 2012+1.1%
Q3 2012+3.0%
Q2 2012-4.7%
Q1 2012+1.4%
Q4 2011-1.2%
Q3 2011+12.3%
Q2 2011+1.5%
Q1 2010+3.3%
Q1 2011-1.9%
Q4 2010+5.0%
Q4 2008+5.0%
Q3 2009+4.5%
Q3 2010+4.5%
Q2 2010-1.9%
Q4 2009-1.9%
Q2 2009-1.9%

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