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ON Semiconductor ON Q4 2025 Annual earnings

Reported February 9, 2026 · After market close

Revenue$1.5BMiss by $5.7MDiluted EPS$0.64Beat by $0.02
Revenue estimate$1.5B
EPS estimate$0.62

Next report

Aug 3, 2026 (In 3 weeks)
Revenue estimate$1.6B
EPS estimate$0.71

Financials

Q4 2025

Income statement

See full
Revenue$1.5B-11.2%
Gross profit$551.0M-29.3%
Operating income$200.1M-51.0%
Net income$181.8M-52.1%
EPS (diluted)$0.44-50.0%

Balance sheet

See full
Cash & equivalents$2.1B-20.2%
Total debt$3.3B-10.7%
Total equity$7.7B-12.8%
Total assets$12.5B-11.1%

Cash flow

See full
Operating cash flow$554.5M-4.3%
CapEx$69.1M-56.1%
Free cash flow$485.4M+14.9%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$21.79B-18.8%
Enterprise value$22.89B-17.6%
P/E180.1×+163×
P/S3.6×-0.2×

Profitability

See full
Gross margin33.1%-12.3pp
Operating margin1.4%-23.6pp
Net margin2%-20.2pp
FCF margin23.7%+6.5pp

Returns & leverage

See full
Return on equity1.5%-17.5pp
Debt / equity0.4×0.0×
Current ratio4.5×-0.5×

Segments

By segment

See full
PSG$724.2M-10.5%
AMG$556.3M-8.9%
ISG$249.6M-17.5%

Versus estimates

Revenue

Q2 2026$1.5BBeat by $25.6M
Q4 2025$1.5BMiss by $5.7M
Q4 2025$1.6BBeat by $34.0M
Q3 2025$1.5BBeat by $16.5MQ2 2025$1.4BBeat by $44.0MQ4 2024$1.7BMiss by $35.1M

Diluted EPS

Q2 2026$0.64Beat by $0.03
Q4 2025$0.64Beat by $0.02
Q4 2025$0.63Beat by $0.04
Q3 2025$0.53Miss by $0.00Q2 2025$0.55Beat by $0.05Q4 2024$0.95Miss by $0.02

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Questions, answered.

When did ON Semiconductor report Q4 2025 earnings?
ON Semiconductor (ON) reported Q4 2025 earnings on February 9, 2026 after market close.
What were ON Semiconductor's Q4 2025 revenue and EPS?
ON Semiconductor reported revenue of $1.5B and diluted EPS of $0.64 for Q4 2025.
Did ON Semiconductor beat estimates in Q4 2025?
Revenue missed the consensus estimate of $1.5B by $5.7M. EPS beat the consensus estimate of $0.62 by $0.02.
How did ON Semiconductor's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 11.2% from $1.7B a year earlier and diluted EPS declined 32.6% from $0.95.
Where can I find ON Semiconductor's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001140361-26-004405) and the 10-K periodic report (0001097864-26-000006) directly on SEC EDGAR. The filing index links above go to sec.gov.