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NASDAQ · TechnologyON Semiconductor Corp (ON)
ON Semiconductor Corp brought in $6.4B of revenue over the twelve months to October 2, 2026, up 2.9% from a year earlier. Net income was $689.1M, a net margin of 10.8%. Operating cash flow minus capital spending left $1.4B of free cash flow in fiscal 2025. At October 2, 2026 it held $4.2B in cash against $4.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 2, 2026.
Key facts about ON Semiconductor Corp
- Net worth
- ON Semiconductor Corp has a market value (market cap) of $27.1B at the latest share price, and shareholders' equity of $7.6B on its balance sheet at October 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $6B (-15.3% year on year), with net income of $121M. Over the 12 months to October 2, 2026: revenue $6.4B, net income $689.1M.
- Cash flow
- In fiscal 2025 operations brought in $1.8B of cash; after $341.2M of capital spending, free cash flow was $1.4B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 2, 2026 and covers the period to October 2, 2026. Open on SEC EDGAR
- Next earnings report
- ON Semiconductor Corp's next report is expected around February 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What ON Semiconductor Corp does
ON Semiconductor Corp is registered with the SEC under industry code SIC 3674 (Semiconductors & Related Devices). Its shares trade on NASDAQ under the ticker ON.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $6B | $121M | $0.29 | $1.4B |
| 2024 | $7.1B | $1.6B | $3.63 | $1.2B |
| 2023 | $8.3B | $2.2B | $4.89 | $438.4M |
| 2022 | $8.3B | $1.9B | $4.25 | $1.6B |
| 2021 | $6.7B | $1B | $2.27 | $1.3B |
| 2020 | $5.3B | $234.2M | $0.56 | $500.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ON ranks in Technology
Latest SEC filings
What ON Semiconductor Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 2, 2026Quarterly report 10-Q · period to October 2, 2026Revenue rose 11% to $1.7B versus the same quarter last year; diluted EPS $0.79 versus $0.63.
- November 2, 2026
- November 2, 2026
- October 7, 2026Passive stake changed SCHEDULE 13G/A
- October 2, 2026
- October 1, 2026Additional proxy material DEFA14A
- October 1, 2026Material agreement8-Konsemi has amended its merger agreement to acquire Synaptics in an all-cash transaction valued at approximately $5.7 billion.
- September 16, 2026Form 425 filing 425
- August 21, 2026
- August 13, 2026Form 425 filing 425
What is ON worth? A DCF from its reported cash flow
Insider trades
What the people running ON Semiconductor Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.2M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 2, 2026 | Mascarenas Paul AnthonyDirector | Received as pay | 126 | $10.7K |
| October 1, 2026 | Gopalswamy SudhirGroup President, AMG & ISG | Soldpre-planned (10b5-1) | 15,578 | $1.2M |
| July 2, 2026 | Mascarenas Paul AnthonyDirector | Received as pay | 116 | $10.6K |
| May 26, 2026 | Gopalswamy SudhirGroup President, AMG & ISG | Shares withheld for tax | 470 | $59.7K |
| May 14, 2026 | Mascarenas Paul AnthonyDirector | Received as pay | 1,986 | - |
| May 14, 2026 | Kiddoo Bruce EDirector | Received as pay | 1,986 | - |
| May 14, 2026 | Yan Christine YDirector | Received as pay | 1,986 | - |
| May 14, 2026 | Carter Susan KDirector | Received as pay | 1,986 | - |
Who owns ON
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 15% | November 5, 2025 |
| Vanguard Capital Management13G, passive | 7.5% | April 30, 2026 |
| Vanguard Portfolio Management13G, passive | 5.1% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 997 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 56,679,393 | -1,478,948 |
| BlackRock, Inc. | 40,980,739 | +1,069,058 |
| Vanguard Capital Management LLC | 25,616,396 | -16,803 |
| Vanguard Portfolio Management LLC | 19,639,331 | -423,229 |
| State Street Corp | 18,557,255 | +249,677 |
| Jupiter Topco LLC | 13,427,527 | new |
| Geode Capital Management, LLC | 10,836,563 | +72,726 |
| Jpmorgan Chase & Co | 10,129,250 | -5,978,693 |
| Goldman Sachs Group Inc | 7,877,881 | +1,240,436 |
| Norges Bank | 7,857,251 | new |
| Bank of America Corp | 6,275,395 | +1,048,873 |
| Morgan Stanley | 5,917,224 | -190,029 |
| Ameriprise Financial Inc | 5,632,321 | -821,269 |
| Assenagon Asset Management S.A. | 5,615,616 | +4,009,342 |
| Van Eck Associates Corp | 5,143,343 | +731,540 |
| Amundi | 5,053,243 | +202,682 |
| Invesco Ltd. | 4,888,346 | -1,147,965 |
| Jericho Capital Asset Management L.P. | 4,881,237 | new |
| Pictet Asset Management Holding SA | 4,236,710 | -361,176 |
| Two Sigma Investments, LP | 4,068,560 | -385,255 |
Insiders
10 insiders reported holding 1,899,426 shares in total, about $132.2M at the last price.
| Holder | Shares |
|---|---|
| El-Khoury HassaneCEO & President, Director | 1,054,123 |
| Thad TrentExec VP & CFO | 271,194 |
| Keeton SimonGroup President, PSG | 214,123 |
| Gopalswamy SudhirGroup President, AMG & ISG | 158,177 |
| Mascarenas Paul AnthonyDirector | 57,716 |
| Yan Christine YDirector | 48,655 |
| Deitrich ThomasDirector | 26,060 |
| Carter Susan KDirector | 25,638 |
| Waters Gregory LDirector | 24,524 |
| Kiddoo Bruce EDirector | 19,216 |
Questions about ON
What does ON Semiconductor Corp do?
ON Semiconductor Corp is a company in the Technology sector, listed on NASDAQ as ON. Its shares trade on NASDAQ under the ticker ON.
What is ON Semiconductor Corp's net worth?
ON Semiconductor Corp has a market value (market cap) of $27.1B at the latest share price, and shareholders' equity of $7.6B on its balance sheet at October 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is ON Semiconductor Corp profitable?
Yes. Over the twelve months to October 2, 2026 it reported net income of $689.1M on revenue of $6.4B, a net margin of 10.8%.
How much revenue does ON Semiconductor Corp make?
Over the twelve months to October 2, 2026 ON Semiconductor Corp reported revenue of $6.4B. That is 2.9% more than a year earlier.
When did ON Semiconductor Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 2, 2026. It covers the period to October 2, 2026.
When is ON Semiconductor Corp's next earnings report?
ON Semiconductor Corp's next report is expected around February 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values ON Semiconductor Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.