US · Technology · Semiconductors
EPS came in at 0.90 against a street estimate of 0.88 — a beat of 2.3%.
Analysts rate ON Semiconductor Corporation a buy (15 buy, 16 hold, 0 sell out of 31) with an average price target of $101.16.
CONFIDENT ON delivered Q2 beat on revenue, margin, and EPS with strong AI data center momentum. AI DC now expected to more than double in 2026; automotive growing 6% YoY with China share gains; industrial up 4% YoY. Gross margin expanding through utilization leverage. Q2 2026 Automotive revenue in China up 13% H1 2026 vs. prior year despite total EV market down 4%. North America AI data center and PSU content expanding. Europe shows typical Q2 seasonal weakness in automotive. Analysts pressed ON on pricing stickiness across segments (resolved: cost-driven across board), utilization headroom (resolved: ample room to 92-93% before external flex), and data center product mix (resolved: diversified across full power tree, not SiC-only). Management emphasized disciplined inventory management and avoided forward-looking specifics on 2027 pricing/costs. 2026-08-03…
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| Fund | Stake |
|---|---|
| FMR Inc | 14.56% |
| BlackRock Inc | 10.53% |
| Vanguard Capital Management, LLC | 6.58% |
| Vanguard Portfolio Management, LLC | 5.04% |
| State Street Corp | 4.77% |
| Jupiter Topco LLC | 3.45% |
| Geode Capital Management, LLC | 2.78% |
| JPMorgan Chase & Co | 2.60% |
| Document | Date |
|---|---|
| Quarterly report · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,722.3 million, up from $1,550.9 million in the third quarter of 2025. • Gross profit was $713.0 | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1,722.3 million, up 11% year-over-year and 7% sequentially. • GAAP diluted EPS was $0.79, compared with $0.6 | 2026-11-02 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • onsemi agreed to acquire Ferric, Inc. through a merger involving wholly owned subsidiaries. • The upfront consideration is $600.0 | 2026-11-02 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • onsemi amended its agreement to acquire Synaptics on October 1, 2026. • The revised offer is $123 per Synaptics share in cash, wi | 2026-10-01 |
| Company announcement · Q3 2026 ON SEMICONDUCTOR CORPORATION – FORM 8-K SUMMARY Filed August 13, 2026 --- HEADLINE NUMBERS • Merger Agreement Date: June 25, 2026 between ON Semico | 2026-08-13 |
| Quarterly report · Q3 2026 ON SEMICONDUCTOR CORPORATION - FORM 10-Q SUMMARY Quarter & Six Months Ended July 3, 2026 --- HEADLINE NUMBERS • Q2 2026 Revenue: $1,603.5 million ( | 2026-08-03 |
| Results announced · Q3 2026 ONSEMI Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,603.5 million, up 9% year-over-year • GAAP diluted earnings per share: $0.56 (non-GAA | 2026-08-03 |
| Material agreement · Q2 2026 SUMMARY: ON SEMICONDUCTOR MERGER WITH SYNAPTICS HEADLINE NUMBERS • Exchange Ratio: 1.350 shares of ON Semiconductor common stock per Synaptics share | 2026-06-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| Proposed acquisition of Ferric announced onsemi announced an agreement to acquire Ferric, Inc., with the merger agreement dated November 2, 2026. The filing provides no purchase price, financing terms, expected closing date, revenu | 2026-11-02 |
| Amended and restated merger agreement with revised consideration of $123 per share ON Semiconductor amended its agreement to acquire Synaptics, increasing the merger price from an unspecified original amount to $123 per share in cash. This change was triggered after Synapt | 2026-10-01 |
| FTC grants early termination of HSR waiting period for acquisition ON Semiconductor is acquiring Synaptics Incorporated in a merger deal announced June 25, 2026. Key development: The FTC granted early termination of the HSR antitrust waiting period on Augus | 2026-08-13 |
| Acquisition of Synaptics for 1.350 share exchange ratio per share ON Semiconductor announced on June 25, 2026, that it is acquiring Synaptics Incorporated in an all-stock merger. Under the deal terms, each Synaptics share will be converted into 1.35 shares | 2026-06-25 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.