ON onsemi
SiC power and image sensors
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
ON · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-03EarningsBeat / raise
Reported EPS 0.74 vs 0.72 expected (+3.5% surprise).
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7
2026-05-04EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+4.1% surprise).
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6
2026-02-09EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+2.5% surprise).
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5
2025-11-03EarningsBeat / raise
Reported EPS 0.63 vs 0.59 expected (+6.6% surprise).
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4
2025-08-04EarningsMiss / cut
Reported EPS 0.53 vs 0.53 expected (-0.4% surprise).
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3
2025-05-05EarningsBeat / raise
Reported EPS 0.55 vs 0.5 expected (+9.6% surprise).
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2
2025-02-10EarningsMiss / cut
Reported EPS 0.95 vs 0.97 expected (-2.4% surprise).
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1
2024-10-28EarningsBeat / raise
Reported EPS 0.99 vs 0.97 expected (+2.4% surprise).
Latest headlines
Auto-updated daily- Onsemi to Report Q3 Earnings: What's in Store for the Stock?2026-10-30
- ON Semiconductor Reports Soon: How Has The Stock Reacted To Past Earnings?2026-10-30
- ON Semiconductor Corp. (ON) Stock Dips While Market Gains: Key Facts2026-10-28
- ON Semiconductor Falls 5%, NXP Semiconductors Drops 4% as Soft Guidance Revives Auto Chip Worries; Skyworks Ticks Up, Qualcomm and Texas Instruments Dip2026-10-28
- Vadzo Imaging Validates 850nm and 940nm NIR Response on Innowave-2020CRS: Onsemi 20MP AR2020 Color GigE WIFI Camera for Near Infrared Imaging2026-10-28
- ON Semiconductor Corp. (ON) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures2026-10-28
- Intel, Microchip Technology, Marvell Technology, onsemi, and Seagate stocks trade up, what you need to know2026-10-27
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-03 | 0.72 | 0.74 | +3.5% |
| 2026-05-04 | 0.62 | 0.64 | +4.1% |
| 2026-02-09 | 0.62 | 0.64 | +2.5% |
| 2025-11-03 | 0.59 | 0.63 | +6.6% |
| 2025-08-04 | 0.53 | 0.53 | −0.4% |
| 2025-05-05 | 0.5 | 0.55 | +9.6% |
| 2025-02-10 | 0.97 | 0.95 | −2.4% |
| 2024-10-28 | 0.97 | 0.99 | +2.4% |
| 2024-07-29 | 0.92 | 0.96 | +4.6% |
| 2024-04-29 | 1.05 | 1.08 | +3.3% |
| 2024-02-05 | 1.2 | 1.25 | +4.0% |
| 2023-10-30 | 1.34 | 1.39 | +3.5% |
| 2023-07-31 | 1.21 | 1.33 | +9.8% |
| 2023-05-01 | 1.08 | 1.19 | +9.8% |
| 2023-02-06 | 1.26 | 1.32 | +4.4% |
| 2022-10-31 | 1.31 | 1.45 | +10.4% |
| 2022-08-01 | 1.26 | 1.34 | +6.3% |
| 2022-05-02 | 1.05 | 1.22 | +16.3% |
| 2022-02-07 | 0.94 | 1.09 | +16.0% |
| 2021-11-01 | 0.74 | 0.87 | +18.2% |
| 2021-08-02 | 0.49 | 0.63 | +28.8% |
| 2021-05-03 | 0.34 | 0.35 | +4.5% |
| 2021-02-01 | 0.28 | 0.35 | +26.1% |
| 2020-10-31 | 0.2 | 0.27 | +34.2% |
About onsemi
Website ↗ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, …
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,335.0 | −9.80% | −27.2% | +39.4% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,211.6 | +1.07% | −11.0% | +34.4% | |
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €50.56 | −6.39% | −14.9% | +35.0% | |
| VICR Vicor | High-density power modules | $191.1 | −7.52% | −38.1% | +74.3% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.48 | −7.83% | −30.0% | +18.8% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$240.5 | −4.56% | −14.4% | +51.1% | |
| STM STMicroelectronics | SiC and GaN power devices | $46.74 | −6.50% | −12.6% | +81.2% | |
| POWI Power Integrations | GaN power conversion | $43.86 | −10.54% | −14.8% | +24.8% | |
| 6963.T Rohm | SiC power devices | ¥3,568.0 | −7.49% | −27.8% | +62.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.