Income StatementBalance SheetCash FlowSegments
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ON Semiconductor Business Segments

Business, geographic, and product segment breakdowns

ON Semiconductor generates $6.1B in annual revenue across 3 key segments: AMG ($1.1B), ISG ($567.2M), and PSG ($2.1B). The company-wide operating margin is 9.97%. Based on the Q1 2026 filing.

AMG (TTM)$1.1BISG (TTM)$567.2MPSG (TTM)$2.1B
Latest FilingQ1 2026
Report Date2026-05-04
Market Cap$45.3B
P/E Ratio79.04
ROE7.48%

Products & Services

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Concentration Risk, Percentage—1.0%0.0%1.0%—1.0%

Geographic

Concentration risk, percentage

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Asia6.0%3.5%3.5%3.5%3.5%—
Europe2.0%2.0%2.0%2.0%2.0%—

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Other$142.9M$141.7M$123.2M$150.4M$115.3M$133.5M

Business Segments

Accumulated goodwill impairment loss

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
AMG————$748.9M$748.9M
PSG————$31.9M$31.9M

Cost of revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
PSG$484.1M$521.9M$517.4M$527.4M$550.9M$536.2M
AMG$290.3M$265.5M$274.1M$287.2M$278.6M$250.8M
ISG$169.0M$364.5M$125.3M$149.1M$149.6M$143.2M

Goodwill

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
AMG$813.4M$813.4M$813.4M$813.4M$851.7M$851.7M
PSG$650.2M$703.9M$703.9M$703.9M$703.9M$703.9M
ISG$124.3M$124.3M$124.3M$124.3M$124.3M$124.3M

Gross Profit

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
AMG$320.3M$300.9M$281.8M$296.1M$277.7M$289.6M
PSG$325.3M$123.2M$180.8M$210.2M$173.3M$200.4M
ISG$133.5M-$130.3M$89.3M$80.9M$100.0M$93.1M

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
PSG$809.4M$645.1M$698.2M$737.6M$724.2M$736.6M
AMG$610.6M$566.4M$555.9M$583.3M$556.3M$540.4M
ISG$302.5M$234.2M$214.6M$230.0M$249.6M$236.3M

Other Restructuring Costs

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
ISG—$57.6M$57.6M$57.6M$57.6M—
PSG—$9.5M$9.5M$9.5M$9.5M—