ON Semiconductor (ON) Financials: Revenue & Earnings
ON$74.86-3.81 -4.85%
$29.14B
Market Cap
46.87
P/E
23.37
Forward P/E
57
Score
ON Semiconductor (ON) Financials: Revenue & Earnings
ON price $74.86 -3.81 -4.85%
- Ticker
- ON
- Price
- $74.86
- Change
- -3.81 -4.85%
- Market cap ?
- $29.14B
- P/E ?
- 46.87
- Forward P/E ?
- 23.37
- Dividend yield ?
- 0.00%
- Beta ?
- 2.05
- Sector
- Technology
- Industry
- Semiconductors
- Stocklytics score
- 57
- Value
- 63
- Quality
- 53
- Growth
- 54
Stocklytics score rationale: value 63, quality 53, growth 54.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 3906900000 | 5543100000 | 5878300000 | 5517900000 | 5255000000 | 6739800000 | 8326200000 | 8253000000 | 7082300000 | 5995400000 |
ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and…
Fair value
ON fair value $90.23. Price $74.86. Price is 17% below fair value.
Above fair value, and more expensive than usual. A larger premium than on 69% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.77B. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 389.31M. Net debt 1.32B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-02 | — | 0.88 | — | 1.70B |
| 2026-08-03 | 0.74 | 0.71 | 1.60B | 1.59B |
| 2026-05-04 | 0.64 | 0.61 | 1.51B | 1.49B |
| 2026-02-09 | 0.64 | 0.62 | 1.53B | 1.54B |
| 2025-11-03 | 0.63 | 0.59 | 1.55B | 1.52B |
| 2025-08-04 | 0.53 | 0.53 | 1.47B | 1.45B |
| 2025-05-05 | 0.55 | 0.50 | 1.45B | 1.40B |
| 2025-02-10 | 0.95 | 0.97 | 1.72B | 1.76B |
| 2024-10-28 | 0.99 | 0.97 | 1.76B | 1.75B |
| 2024-07-29 | 0.96 | 0.92 | 1.74B | 1.73B |
| 2024-04-29 | 1.08 | 1.04 | 1.86B | 1.85B |
| 2024-02-05 | 1.25 | 1.21 | 2.02B | 2.00B |
| 2023-10-30 | 1.39 | 1.34 | 2.18B | 2.15B |
| 2023-07-31 | 1.33 | 1.21 | 2.09B | 2.02B |
| 2023-05-01 | 1.19 | 1.09 | 1.96B | 1.92B |
| 2023-02-06 | 1.32 | 1.27 | 2.10B | 2.08B |
| 2022-10-31 | 1.45 | 1.31 | 2.19B | 2.12B |
| 2022-08-01 | 1.34 | 1.26 | 2.08B | 2.01B |
| 2022-05-02 | 1.22 | 1.05 | 1.95B | 1.91B |
| 2022-02-07 | 1.09 | 0.94 | 1.85B | 1.79B |
| 2021-11-01 | 0.87 | 0.74 | 1.74B | 1.71B |
| 2021-08-02 | 0.63 | 0.49 | 1.67B | 1.67B |
| 2021-05-03 | 0.35 | 0.34 | 1.48B | 1.46B |
| 2021-02-01 | 0.35 | 0.28 | 1.45B | 1.35B |
| 2020-10-31 | 0.27 | 0.19 | 1.32B | 975.56M |
| 2020-08-08 | 0.12 | 0.02 | 1.21B | 202.25M |
| 2020-05-09 | 0.10 | 0.15 | 1.28B | 1.92B |
| 2020-02-03 | 0.30 | 0.33 | 1.40B | 1.50B |
| 2019-10-27 | 0.33 | 0.36 | 1.38B | 1.51B |
| 2019-08-04 | 0.42 | 0.42 | 1.35B | 1.35B |
| 2019-04-27 | 0.43 | 0.40 | 1.39B | 1.29B |
| 2019-02-01 | 0.53 | 0.48 | 1.50B | 1.33B |
| 2018-10-28 | 0.57 | 0.50 | 1.54B | 1.38B |
| 2018-07-29 | 0.46 | 0.45 | 1.46B | 1.42B |
| 2018-04-29 | 0.40 | 0.39 | 1.38B | 1.34B |
| 2018-02-02 | 0.39 | 0.37 | 1.38B | 1.31B |
| 2017-11-05 | 0.31 | 0.40 | 1.39B | 1.26B |
| 2017-08-06 | 0.26 | 0.32 | 1.34B | 1.19B |
| 2017-05-07 | 0.23 | 0.25 | 1.44B | 1.33B |
| 2017-02-12 | 0.29 | 0.23 | 1.26B | 1.00B |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-02 | MASCARENAS PAUL ANTHONY | Buy | 126 | $84.89 | 10.70K |
| 2026-10-01 | GOPALSWAMY SUDHIR | Sell | 15.58K | $80.00 | 1.25M |
| 2026-07-02 | MASCARENAS PAUL ANTHONY | Buy | 116 | $91.22 | 10.58K |
| 2026-05-26 | GOPALSWAMY SUDHIR | Sell | 470 | $127.00 | 59.69K |
| 2026-05-15 | SHAH ACHYUT | Other | 0 | — | — |
| 2026-05-14 | Deitrich Thomas | Buy | 1.99K | — | — |
| 2026-05-14 | WATERS GREGORY L | Buy | 1.99K | — | — |
| 2026-05-14 | CARTER SUSAN K | Buy | 1.99K | — | — |
| 2026-05-14 | Yan Christine Y | Buy | 1.99K | — | — |
| 2026-05-14 | KIDDOO BRUCE E | Buy | 1.99K | — | — |
| 2026-05-14 | MASCARENAS PAUL ANTHONY | Buy | 1.99K | — | — |
| 2026-04-24 | Thad Trent | Sell | 30.00K | $100.00 | 3.00M |
| 2026-04-23 | Thad Trent | Sell | 30.00K | $93.00 | 2.79M |
| 2026-04-16 | Thad Trent | Sell | 30.00K | $80.00 | 2.40M |
| 2026-04-03 | MASCARENAS PAUL ANTHONY | Buy | 168 | $62.19 | 10.45K |
| 2026-03-13 | GOPALSWAMY SUDHIR | Sell | 6.11K | $58.67 | 358.71K |
| 2026-02-21 | El-Khoury Hassane | Sell | 36.80K | $69.11 | 2.54M |
| 2026-02-21 | GOPALSWAMY SUDHIR | Sell | 9.58K | $69.11 | 662.28K |
| 2026-02-21 | Thad Trent | Sell | 10.38K | $69.11 | 717.57K |
| 2026-02-21 | KEETON SIMON | Sell | 7.79K | $69.11 | 538.23K |
| 2026-02-20 | El-Khoury Hassane | Buy | 75.31K | — | — |
| 2026-02-20 | GOPALSWAMY SUDHIR | Buy | 31.83K | — | — |
| 2026-02-20 | GOPALSWAMY SUDHIR | Sell | 1.46K | $69.11 | 100.56K |
| 2026-02-20 | Thad Trent | Buy | 36.17K | — | — |
| 2026-02-20 | Thad Trent | Sell | 4.17K | $69.11 | 288.40K |
| 2026-02-20 | KEETON SIMON | Buy | 26.05K | — | — |
| 2026-02-20 | KEETON SIMON | Sell | 3.13K | $69.11 | 216.31K |
| 2026-02-17 | KEETON SIMON | Sell | 4.60K | $71.56 | 328.94K |
| 2026-02-17 | KEETON SIMON | Sell | 44.26K | $71.77 | 3.18M |
| 2026-02-12 | KIDDOO BRUCE E | Sell | 3.57K | — | — |
| 2026-02-12 | El-Khoury Hassane | Sell | 100 | $73.56 | 7.36K |
| 2026-02-12 | El-Khoury Hassane | Sell | 19.90K | $73.02 | 1.45M |
| 2026-02-12 | Thad Trent | Sell | 1.30K | $71.70 | 93.21K |
| 2026-02-12 | Thad Trent | Sell | 2.20K | $73.39 | 161.47K |
| 2026-02-12 | Thad Trent | Sell | 7.00K | $72.88 | 510.14K |
| 2026-02-12 | Thad Trent | Sell | 49.50K | $70.87 | 3.51M |
| 2026-02-10 | KEETON SIMON | Sell | 5.03K | $67.38 | 339.06K |
| 2026-02-10 | El-Khoury Hassane | Sell | 20.76K | $67.38 | 1.40M |
| 2026-02-10 | Thad Trent | Sell | 6.71K | $67.38 | 452.05K |
| 2026-02-10 | GOPALSWAMY SUDHIR | Sell | 6.19K | $67.38 | 417.15K |
| 2026-02-06 | GOPALSWAMY SUDHIR | Sell | 6.04K | $65.20 | 393.87K |
| 2026-02-06 | KEETON SIMON | Sell | 9.23K | $65.20 | 601.93K |
| 2026-02-06 | Thad Trent | Sell | 12.27K | $65.20 | 800.00K |
| 2026-02-06 | El-Khoury Hassane | Sell | 34.46K | $65.20 | 2.25M |
| 2026-02-05 | GOPALSWAMY SUDHIR | Buy | 401 | — | — |
| 2026-02-05 | GOPALSWAMY SUDHIR | Buy | 1.24K | — | — |
| 2026-02-05 | GOPALSWAMY SUDHIR | Buy | 2.58K | — | — |
| 2026-02-05 | GOPALSWAMY SUDHIR | Buy | 23.29K | — | — |
| 2026-02-05 | KEETON SIMON | Buy | 2.58K | — | — |
| 2026-02-05 | KEETON SIMON | Buy | 3.28K | — | — |
| 2026-02-05 | KEETON SIMON | Buy | 23.29K | — | — |
| 2026-02-05 | Thad Trent | Buy | 3.44K | — | — |
| 2026-02-05 | Thad Trent | Buy | 4.37K | — | — |
| 2026-02-05 | Thad Trent | Buy | 31.05K | — | — |
| 2026-02-05 | El-Khoury Hassane | Buy | 9.60K | — | — |
| 2026-02-05 | El-Khoury Hassane | Buy | 12.20K | — | — |
| 2026-02-05 | El-Khoury Hassane | Buy | 90.97K | — | — |
| 2025-12-19 | MASCARENAS PAUL ANTHONY | Buy | 189 | $55.21 | 10.43K |
| 2025-12-04 | KEETON SIMON | Sell | 21.00K | $55.72 | 1.17M |
| 2025-12-03 | Thad Trent | Sell | 20.00K | $55.05 | 1.10M |
| 2025-10-03 | MASCARENAS PAUL ANTHONY | Buy | 212 | $49.27 | 10.45K |
| 2025-08-13 | El-Khoury Hassane | Sell | 15.00K | $51.22 | 768.26K |
| 2025-07-03 | MASCARENAS PAUL ANTHONY | Buy | 185 | $56.60 | 10.47K |
| 2025-06-12 | Campbell Alan | Sell | 5.37K | $51.16 | 274.78K |
| 2025-05-26 | GOPALSWAMY SUDHIR | Sell | 470 | $41.27 | 19.40K |
| 2025-05-15 | Yan Christine Y | Buy | 5.05K | — | — |
| 2025-05-15 | MASCARENAS PAUL ANTHONY | Buy | 5.05K | — | — |
| 2025-05-15 | KIDDOO BRUCE E | Buy | 5.05K | — | — |
| 2025-05-15 | WATERS GREGORY L | Buy | 5.05K | — | — |
| 2025-05-15 | Deitrich Thomas | Buy | 5.05K | — | — |
| 2025-05-15 | CARTER SUSAN K | Buy | 5.05K | — | — |
| 2025-05-15 | Campbell Alan | Buy | 5.05K | — | — |
| 2025-04-04 | MASCARENAS PAUL ANTHONY | Buy | 310 | $33.70 | 10.45K |
| 2025-03-12 | Campbell Alan | Sell | 10.00K | $43.23 | 432.26K |
| 2025-03-07 | GOPALSWAMY SUDHIR | Sell | 3.31K | $45.40 | 150.09K |
| 2025-02-21 | KEETON SIMON | Buy | 33.30K | — | — |
| 2025-02-21 | KEETON SIMON | Sell | 3.20K | $54.05 | 172.80K |
| 2025-02-21 | El-Khoury Hassane | Buy | 92.97K | — | — |
| 2025-02-21 | El-Khoury Hassane | Sell | 11.65K | $54.05 | 629.63K |
| 2025-02-21 | El-Khoury Hassane | Sell | 11.90K | $54.05 | 643.09K |
| 2025-02-21 | GOPALSWAMY SUDHIR | Buy | 33.30K | — | — |
| 2025-02-21 | GOPALSWAMY SUDHIR | Sell | 3.93K | $54.05 | 212.20K |
| 2025-02-21 | Thad Trent | Buy | 44.40K | — | — |
| 2025-02-21 | Thad Trent | Sell | 4.26K | $54.05 | 230.36K |
| 2025-02-20 | KEETON SIMON | Sell | 3.13K | $55.74 | 174.47K |
| 2025-02-20 | GOPALSWAMY SUDHIR | Sell | 1.45K | $55.74 | 80.93K |
| 2025-02-20 | Thad Trent | Sell | 4.17K | $55.74 | 232.60K |
| 2025-02-11 | GOPALSWAMY SUDHIR | Sell | 6.23K | $47.93 | 298.41K |
| 2025-02-11 | Thad Trent | Sell | 7.11K | $47.93 | 340.59K |
| 2025-02-11 | KEETON SIMON | Sell | 5.33K | $47.93 | 255.42K |
| 2025-02-11 | El-Khoury Hassane | Sell | 10.75K | $47.93 | 515.34K |
| 2025-02-11 | El-Khoury Hassane | Sell | 19.83K | $47.93 | 950.40K |
| 2025-02-10 | Thad Trent | Sell | 3.69K | $47.04 | 173.81K |
| 2025-02-10 | KEETON SIMON | Sell | 1.96K | $47.04 | 92.01K |
| 2025-02-07 | GOPALSWAMY SUDHIR | Sell | 6.37K | $51.25 | 326.62K |
| 2025-02-07 | KEETON SIMON | Sell | 12.36K | $51.25 | 633.35K |
| 2025-02-07 | Thad Trent | Sell | 19.77K | $51.25 | 1.01M |
| 2025-02-07 | El-Khoury Hassane | Sell | 56.30K | $51.25 | 2.89M |
| 2025-02-06 | GOPALSWAMY SUDHIR | Buy | 803 | — | — |
| 2025-02-06 | GOPALSWAMY SUDHIR | Buy | 2.48K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 1.08K, holders +184 vs prior quarter. Ownership 103.44%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 56.68M | -1.48M | -2.54% | 5.36B |
| BLACKROCK, INC. | 40.98M | 1.07M | +2.68% | 3.87B |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.62M | -16.80K | -0.07% | 2.42B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.64M | -423.23K | -2.11% | 1.86B |
| STATE STREET CORP | 18.56M | 249.68K | +1.36% | 1.75B |
| JUPITER TOPCO LLC | 13.43M | 13.43M | New | 1.27B |
| GEODE CAPITAL MANAGEMENT, LLC | 10.84M | 72.73K | +0.68% | 1.02B |
| JPMORGAN CHASE & CO | 10.13M | -5.98M | -37.12% | 897.15M |
| GOLDMAN SACHS GROUP INC | 7.88M | 1.24M | +18.69% | 744.77M |
| NORGES BANK | 7.86M | 7.86M | New | 742.82M |
| BANK OF AMERICA CORP /DE/ | 6.28M | 1.05M | +20.07% | 593.28M |
| MORGAN STANLEY | 5.92M | -190.03K | -3.11% | 559.41M |
| AMERIPRISE FINANCIAL INC | 5.63M | -821.27K | -12.73% | 532.49M |
| VAN ECK ASSOCIATES CORP | 5.14M | 731.54K | +16.58% | 486.25M |
| AMUNDI | 5.05M | 202.68K | +4.18% | 477.75M |
| INVESCO LTD. | 4.89M | -1.15M | -19.02% | 462.14M |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | 4.88M | 4.88M | New | 461.47M |
| PICTET ASSET MANAGEMENT HOLDING SA | 4.24M | -361.18K | -7.86% | 400.39M |
| JANE STREET GROUP, LLC | 4.21M | 3.02M | +252.59% | 398.11M |
| TWO SIGMA INVESTMENTS, LP | 4.07M | -385.25K | -8.65% | 384.64M |
| CITIGROUP INC | 3.82M | -843.89K | -18.11% | 360.86M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.72M | 3.09M | +492.31% | 351.66M |
| RAFFERTY ASSET MANAGEMENT, LLC | 3.70M | 878.56K | +31.09% | 350.26M |
| BARCLAYS PLC | 3.68M | -247.66K | -6.31% | 347.63M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3.58M | 72.76K | +2.08% | 338.07M |
Earnings and financials
ON Semiconductor Corporation (ON) trades at $74.86, with a market cap of $29.14B and a trailing P/E of 46.87. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 3906900000 | 5543100000 | 5878300000 | 5517900000 | 5255000000 | 6739800000 | 8326200000 | 8253000000 | 7082300000 | 5995400000 |
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