ON Semiconductor ISG — Cost of revenue decreased by 4.3% to $143.20M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 60.7%, from $364.50M to $143.20M. Over 3 years (FY 2022 to FY 2025), ISG — Cost of revenue shows an upward trend with a 5.7% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase relative to revenue suggests margin compression or rising production costs, while a decrease relative to revenue suggests improved manufacturing efficiency or economies of scale.
This metric captures the direct costs associated with producing and delivering the products within the Intelligent Sensi...
Comparable to cost of goods sold (COGS) for specific product divisions at other semiconductor manufacturers.
on_segment_isg_cost_of_revenue| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $167.08M | $167.08M | $167.08M | $167.08M | $168.80M | $168.80M | $168.80M | $168.80M | $142.10M | $138.90M | $149.60M | $169.00M | $364.50M | $125.30M | $149.10M | $149.60M | $143.20M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +1.0% | +0.0% | +0.0% | +0.0% | -15.8% | -2.3% | +7.7% | +13.0% | +115.7% | -65.6% | +19.0% | +0.3% | -4.3% |
| YoY Change | — | — | — | — | +1.0% | +1.0% | +1.0% | +1.0% | -15.8% | -17.7% | -11.4% | +0.1% | +156.5% | -9.8% | -0.3% | -11.5% | -60.7% |