NASDAQ$ON

ON Semiconductor Corp · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

ON Semiconductor reported record annual revenue, gross margin, and free cash flow, exceeding fourth quarter expectations.

ON Semiconductor announced its Q4 and fiscal year 2022 results, with Q4 revenue up 14% year-over-year and record automotive revenue growth of 54% year-over-year. The Board of Directors approved a new $3 billion share repurchase program.

  • Fourth quarter revenue increased by 14% year-over-year.
  • GAAP gross margin increased by 343 bps year-over-year.
  • Record automotive revenue grew 54% year-over-year.
  • GAAP and non-GAAP diluted earnings per share were $1.35 and $1.32, respectively.

Headline financials

Total Revenue

$2.1B

Previous: $1.85B+14.0%
EPS (adj)

$1.32

Previous: $1.09+21.1%
Gross margin

48.5%

Previous: 45.1%+7.5%
Operating margin

33.5%

Previous: 26.0%+28.8%
Capital Expenditures

$342M

Previous: $170M+101.7%
Free Cash Flow

$389M

Previous: $457M-14.8%
Net Income

$604M

Previous: $426M+41.9%
Operating Income

$704M

Previous: $480M+46.6%
Gross Profit

$1.02B

Previous: $832M+22.6%
Cash & Equivalents

$2.92B

Previous: $1.35B+115.8%
Total Assets

$12B

Previous: $9.63B+24.4%
Stock-Based Comp

$24.3M

Previous: $27.2M-10.7%

Revenue & EPS history

ON Semiconductor · Revenue · Quarterly

$2.1B

Q4 2022+14%vs Q4 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

onsemi projects first quarter 2023 revenue to be between $1.87 billion and $1.97 billion, with a GAAP gross margin between 45.6% and 47.6%.

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 Q4 2022

Historical avgQ4 2022

+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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