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ON Semiconductor ON ISG — Cost of revenue

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Other financials

Income statement

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Revenue$1.5B+4.7%
Gross profit$583.1M+98.5%
Operating income-$53.4M+90.7%
Net income-$33.4M+93.1%
EPS (diluted)-$0.08+93.0%

Balance sheet

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Cash & equivalents$2.0B-27.5%
Total debt$3.2B-11.1%
Total equity$7.3B-9.1%
Total assets$12.0B-9.4%

Cash flow

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Operating cash flow$239.1M-60.3%
CapEx$21.9M-85.2%
Free cash flow$217.2M-52.2%

Valuation

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Market cap$46.17B+109%
Enterprise value$47.41B+106%
P/E80.5×+45.6×
P/S7.6×+4.3×

Profitability

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Gross margin37.5%-2.4pp
Operating margin10%-0.1pp
Net margin9.5%0.0pp
FCF margin19.5%-1.6pp

Returns & leverage

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Return on equity7.5%-0.4pp
Debt / equity0.4×0.0×
Current ratio4.9×-0.1×

Where this comes from

Reported directly by ON Semiconductor in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The official record: ON Semiconductor’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is ON Semiconductor's ISG — cost of revenue?
ON Semiconductor (ON) reported ISG — cost of revenue of $143.2M in Q1 2026.
How has ON Semiconductor's ISG — cost of revenue changed year-over-year?
ON Semiconductor's ISG — cost of revenue decreased by 60.7% year-over-year, from $364.5M to $143.2M.
What is the long-term trend for ON Semiconductor's ISG — cost of revenue?
Over 3 years (2022 to 2025), ON Semiconductor's ISG — cost of revenue has grown at a 5.7% compound annual growth rate (CAGR), from $668.3M to $788.5M.
What does ISG — cost of revenue mean?
This metric captures the direct costs associated with producing and delivering the products within the Intelligent Sensing Group segment. It includes raw materials, direct labor, and manufacturing overhead specifically allocated to the sensing business. Monitoring this helps evaluate the production efficiency and cost structure of the company's image sensor manufacturing operations.