NASDAQ$ON

ON Semiconductor Corp · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

onsemi reported Q3 2025 revenue of $1.55B with net income of $255M and diluted EPS of $0.63.

Third-quarter revenue was $1,550.9 million versus $1,761.9 million a year ago as automotive and industrial demand remained mixed. Net income was $255.3 million and diluted EPS was $0.63 compared with $401.7 million and $0.93 in the prior-year quarter. Nine-month results were pressured by restructuring and impairment charges.

  • Q3 revenue $1.55B; net income $255M; diluted EPS $0.63.
  • Year-over-year revenue declined on softer end-market demand.
  • Silicon carbide and power portfolio remain strategic growth areas.
  • Long-term supply agreements support multi-year revenue visibility.

Headline financials

Total Revenue

$1.55B

Previous: $1.76B-12.0%
EPS (adj)

$0.63

Previous: $0.93-32.3%
Gross margin

37.9%

Previous: 45.4%-16.5%
Operating margin

17.0%

Previous: 25.3%-32.8%
LTM FCF margin

21.9%

No prior period
Capital Expenditures

-$272M

Previous: -$549M+50.4%
Free Cash Flow

-$17.1M

Previous: -$147M+88.4%
Net Income

$255M

Previous: $402M-36.5%
Operating Income

$264M

Previous: $445M-40.6%
Gross Profit

$587M

Previous: $799M-26.5%
Cash & Equivalents

$2.47B

Previous: $2.47B+0.1%
Total Assets

$13B

Previous: $13.9B-6.6%

Revenue & EPS history

ON Semiconductor · Revenue · Quarterly

$1.55B

Q3 2025-12%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The filing discusses onsemi's outlook, including capital allocation, operating priorities, and market risks relevant to the reported quarter.

Tailwinds

  • onsemi cites operational priorities and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.
  • Management discussed product mix, design wins, and channel inventory trends.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.
  • Semiconductor cycle timing and pricing remain earnings swing factors.

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 2025

Historical avgQ3 2025

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro