NASDAQ$ON

ON Semiconductor Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

ON Semiconductor's Q3 2024 results surpassed expectations, with revenue, earnings, and free cash flow all exceeding projections.

ON Semiconductor reported strong Q3 2024 results, exceeding expectations for revenue and earnings. The company's free cash flow increased 41% sequentially, driven by focus on delivering consistent results through execution and prudent financial management.

  • Revenue reached $1,761.9 million.
  • GAAP gross margin was 45.4 percent, while non-GAAP gross margin was 45.5 percent.
  • GAAP diluted earnings per share was $0.93, and non-GAAP diluted earnings per share was $0.99.
  • Company returned 75 percent of free cash flow over last twelve months to shareholders through stock repurchases.

Headline financials

Total Revenue

$1.76B

Previous: $2.18B-19.2%
EPS

$0.93

Previous: $1.39-33.1%
Gross margin

45.4%

Previous: 47.3%-4.0%
Operating margin

25.3%

Previous: 31.5%-19.7%
Capital Expenditures

-$549M

Previous: -$1.19B+53.7%
Free Cash Flow

-$147M

Previous: -$602M+75.5%
Net Income

$402M

Previous: $583M-31.1%
Operating Income

$445M

Previous: $687M-35.2%
Gross Profit

$799M

Previous: $1.03B-22.4%
Cash & Equivalents

$2.47B

Previous: $2.68B-7.8%
Total Assets

$13.9B

Previous: $13.3B+4.8%
R&D Expense

$151M

Previous: $143M+5.3%
Stock-Based Comp

$32.7M

Previous: $31.1M+5.1%

Revenue & EPS history

ON Semiconductor · Revenue · Quarterly

$1.76B

Q3 2024-19.2%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

ON Semiconductor projects revenue between $1,710 million and $1,810 million, with a GAAP gross margin of 43.9% to 45.9% for the fourth quarter of 2024.

Tailwinds

  • Revenue between $1,710 to $1,810 million
  • Gross Margin 43.9% to 45.9%
  • Operating Expenses $313 to $328 million
  • Other Income and Expense (including interest), net ($12 million)
  • Diluted Earnings Per Share $0.88 to $1.00

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 Q3 2024

Historical avgQ3 2024

+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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