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ON Semiconductor Corporation

ON Technology Semiconductors
$73.23
▼ -3.2% Today
as of Oct 22, 16:51 ET
Last 30 days +2.21% Sep 14 → Oct 22
$65.02 $70.74 $76.45 $82.17 $87.89 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$75.32
High
$75.46
Low
$72.43
Volume
$13M
Avg Vol
$10M
Mkt Cap
$32.1B
P/E (TTM)
64.88
Beta
—
52w High
$134.92
52w Low
$44.56
Div Yield
—
Shares Out
$389M

Recent Press Releases & News last 60 days · 25 items

mixed ▲ 1 ● 24 ▼ 0
Oct 22 · 06:22 Simply Wall St. neutral
Can Analyst Optimism Change The Bull Case For ON Semiconductor (ON)?
Oct 21 · 20:50 Zacks neutral
ON Semiconductor Corp. (ON) Rises Higher Than Market: Key Facts
Oct 21 · 12:03 MT Newswires neutral
Susquehanna Adjusts Price Target on ON Semiconductor to $120 From $150
▸ Show all 25 press releases & news Free account →

ON earnings at a glance

ON Semiconductor Corporation (ON) is scheduled to report earnings on Monday, November 2, 2026 — in 10 days. Analysts expect earnings per share of $0.87, compared with $0.63 in the same quarter last year (+38%). The options market is pricing a move of about ±2.8% after the report, a range of roughly $71.17 to $75.29 from today's $73.23. Over its last 6 reports the stock rose the next day 4 times and fell 2, moving ±4.9% on average; after the most recent report on Aug 3, 2026 it moved +0.5%. That means options currently expect less movement than ON has typically delivered. ON beat the consensus EPS estimate in 5 of its last 6 reported quarters. Implied volatility is currently 67%. The share price of $73.23 sits in the middle of its 52-week range.

More Technology stocks · All stocks · Earnings calendar

Overview

52-week range
$45
$135
32% of range
Avg surprise (last 6)
+3.9%
Avg reaction (last 6)
-3.1%
67% positive
Latest IV / EM
67%
EM ±2.8% · $79 · Oct 9

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.51$0.71$0.90$1.09$1.29 Actual $1.03Actual $1.29Actual $1.29Actual $1.04Actual $0.78Actual $0.93Actual $0.55Est $0.51Actual $0.53Est $0.54Actual $0.63Est $0.59Actual $0.64Est $0.62Actual $0.64Est $0.61Actual $0.74Est $0.72 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258KMar/2026Jun/2026
Revenue vs Net Income Revenue Net income
$-486M$98M$682M$1.3B$1.8B Sep 24Apr 25Jul 25Oct 25Apr 26Jul 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Mon Aug 3, 2026Jun/2026 $0.74 $0.72 +2.8% +35.9% +0.5% earnings
Mon May 4, 2026Mar/2026 $0.64 $0.61 +4.9% +16.4% +0.6% earnings
Mon Feb 9, 20268K 2026-02-09 $0.64 $0.62 +3.2% — +3.5% earnings
Mon Nov 3, 2025Sep/2025 $0.63 $0.59 +6.8% — +0.8% earnings
Mon Aug 4, 2025Jun/2025 $0.53 $0.54 -1.9% — -15.6% earnings
Mon May 5, 2025Mar/2025 $0.55 $0.51 +7.8% — -8.4% earnings
Fri Sep 27, 2024Sep 2024 $0.93 — — — — financials
Fri Jun 28, 2024Jun 2024 $0.78 — — — — financials
Fri Mar 29, 2024Mar 2024 $1.04 — — — — financials
Fri Sep 29, 2023Sep 2023 $1.29 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.29 — — — — financials
Fri Mar 31, 2023Mar 2023 $1.03 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Mon Nov 2, 2026Sep/2026OTHER $0.87$0.63 +38.1%

Financials

Income statement (quarterly)

MetricJul 2026Apr 2026Dec 2025Oct 2025Jul 2025Apr 2025Dec 2024Sep 2024
Revenue$1.60B$1.51B—$1.55B$1.47B$1.45B—$1.76B
Cost of revenue$987M$930M—$964M$917M$1.15B—$962M
Gross profit$616M$583M—$587M$552M$294M—$799M
Operating income$259M$-53M—$264M$193M$-574M—$445M
Net income$227M$-33M—$255M$170M$-486M—$402M
EPS (diluted)$0.56$-0.08—$0.63$0.41$-1.15—$0.93

Balance sheet (quarterly)

MetricJul 2026Apr 2026Dec 2025Oct 2025Jul 2025Apr 2025Dec 2024Sep 2024
Cash & equivalents$3.51B$2.00B$2.15B$2.47B$2.53B$2.76B$2.69B$2.47B
Inventory$2.05B$2.05B$1.99B$2.05B$2.09B$2.08B$2.24B$2.24B
Total current assets$7.28B$5.78B$5.82B$6.33B$6.35B$6.33B$6.75B$6.54B
Total assets$13.49B$12.01B$12.52B$13.01B$13.13B$13.25B$14.09B$13.92B
Long-term debt$3.66B$2.98B$2.98B$3.35B$3.35B$3.35B$3.35B$2.55B
Total liabilities$6.25B$4.69B$4.83B$5.08B$5.17B$5.21B$5.28B$5.32B
Total equity$7.22B$7.32B$7.67B$7.91B$7.96B$8.05B$8.80B$8.60B

Implied volatility — last 90 days

50%86%122%158%194% Jun 07 — IV 106% · EM ±9.9%Jun 08 — IV 101% · EM ±8.5%Jun 09 — IV 112% · EM ±8.1%Jun 10 — IV 121% · EM ±7.1%Jun 11 — IV 114% · EM ±4.8%Jun 15 — IV 92% · EM ±6.6%Jun 16 — IV 92% · EM ±5.5%Jun 17 — IV 106% · EM ±4.4%Jun 19 — IV 80% · EM ±8.9%Jun 22 — IV 100% · EM ±8.4%Jun 23 — IV 102% · EM ±7.4%Jun 24 — IV 104% · EM ±6.1%Jun 25 — IV 195% · EM ±8.1%Jun 29 — IV 79% · EM ±18.6%Jun 30 — IV 84% · EM ±19.5%Jul 01 — IV 95% · EM ±4.0%Jul 03 — IV 80% · EM ±8.9%Jul 06 — IV 93% · EM ±7.7%Jul 07 — IV 92% · EM ±6.6%Jul 08 — IV 93% · EM ±5.5%Jul 09 — IV 95% · EM ±4.0%Jul 13 — IV 92% · EM ±7.7%Jul 14 — IV 93% · EM ±6.8%Jul 15 — IV 94% · EM ±5.5%Jul 16 — IV 95% · EM ±3.9%Jul 20 — IV 118% · EM ±9.8%Jul 21 — IV 115% · EM ±8.3%Jul 22 — IV 136% · EM ±8.0%Jul 23 — IV 97% · EM ±4.1%Jul 27 — IV 94% · EM ±7.8%Jul 28 — IV 103% · EM ±7.4%Jul 29 — IV 115% · EM ±6.8%Jul 30 — IV 100% · EM ±4.2%Aug 03 — IV 143% · EM ±11.9%Aug 04 — IV 92% · EM ±6.6%Aug 05 — IV 81% · EM ±4.8%Aug 06 — IV 96% · EM ±4.0%Aug 10 — IV 60% · EM ±5.0%Aug 11 — IV 63% · EM ±4.6%Aug 12 — IV 59% · EM ±3.5%Aug 13 — IV 59% · EM ±2.4%Aug 17 — IV 58% · EM ±4.9%Aug 18 — IV 62% · EM ±4.5%Aug 19 — IV 62% · EM ±3.7%Aug 20 — IV 58% · EM ±2.4%Aug 24 — IV 57% · EM ±4.8%Aug 25 — IV 58% · EM ±4.2%Aug 26 — IV 62% · EM ±3.7%Aug 27 — IV 50% · EM ±2.1%Aug 31 — IV 50% · EM ±4.2%Sep 01 — IV 52% · EM ±3.8%Sep 02 — IV 51% · EM ±3.0%Sep 03 — IV 60% · EM ±2.5%Sep 07 — IV 60% · EM ±5.0%Sep 08 — IV 55% · EM ±4.0%Sep 09 — IV 58% · EM ±3.4%Sep 10 — IV 61% · EM ±2.6%Sep 14 — IV 84% · EM ±7.1%Sep 15 — IV 96% · EM ±7.0%Sep 16 — IV 84% · EM ±5.0%Sep 17 — IV 71% · EM ±3.0%Sep 21 — IV 60% · EM ±5.0%Sep 22 — IV 58% · EM ±4.2%Sep 23 — IV 62% · EM ±3.7%Sep 24 — IV 59% · EM ±2.5%Sep 28 — IV 61% · EM ±14.4%Sep 29 — IV 59% · EM ±13.8%Sep 30 — IV 62% · EM ±3.7%Oct 01 — IV 66% · EM ±2.8%Oct 06 — IV 54% · EM ±3.9%Oct 07 — IV 61% · EM ±3.6%Oct 08 — IV 67% · EM ±2.8%

Sector peers

CRDO
Credo Technology Group Holding Ltd
$30.1B $162.77-5.1%
TSEM
Tower Semiconductor Ltd.
$27.3B $167.71-8.7%
Q
Qnity Electronics, Inc.
$27.1B $108.78-8.1%
GFS
GlobalFoundries Inc.
$26.8B $43.37-7.7%
MTSI
MACOM Technology Solutions Holdings, Inc.
$25.7B $229.73-12.6%
MCHP
Microchip Technology Incorporated
$42.4B $74.52-1.8%

ON earnings FAQ

When is ON's next earnings date?

ON Semiconductor Corporation is expected to report on November 2, 2026.

What is ON's expected move for earnings?

Options currently price a move of about ±2.8%, or $2.06 per share either way from $73.23.

How does ON stock usually react to earnings?

Across the last 6 reports the average next-day move was ±4.9%, up 4 times and down 2 times.

What EPS are analysts expecting from ON Semiconductor Corporation?

The consensus estimate is $0.87 per share, versus $0.63 a year ago.

What is ON's implied volatility?

ON's at-the-money implied volatility is about 67% based on the latest options snapshot.

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