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ON Semiconductor
ON Semiconductor (ON) investor relations material
ON Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary9 Feb, 2026
Executive summary
2025 revenue reached $6 billion with a non-GAAP gross margin of 38.4% and record free cash flow margin of 24%, achieved through disciplined execution, technology investments, and strategic growth in AI data center and automotive markets.
Q4 2025 revenue was $1.53 billion, with non-GAAP gross margin at 38.2% and non-GAAP EPS of $0.64, both above guidance midpoint.
Returned $1.4 billion of 2025 free cash flow to shareholders via share repurchases and authorized a new $6 billion repurchase program.
Transformation to a product-centric company enabled operating leverage and set the foundation for long-term growth and margin expansion.
Advanced technology leadership with the Treo Platform, expanded AI data center revenue to over $250 million, and strengthened automotive and industrial portfolios.
Financial highlights
Q4 2025 revenue was $1.53 billion; non-GAAP gross margin 38.2%; non-GAAP EPS $0.64; GAAP gross margin 36%; GAAP operating margin 13.1%; non-GAAP operating margin 19.8%.
FY2025 revenue totaled $6.0 billion; non-GAAP EPS $2.35; free cash flow margin 24%; free cash flow $1.4 billion.
Q4 2025 net income attributable to shareholders was $181.8 million; FY2025 net income was $1,572.8 million.
Cash and short-term investments at $2.5 billion; total liquidity $4 billion.
Inventory reduced to 192 days, with strategic inventory at 76 days.
Outlook and guidance
Q1 2026 revenue expected between $1.44–$1.54 billion, with non-GAAP gross margin guidance of 37.5%–39.5% and non-GAAP EPS of $0.56–$0.66.
Capital expenditures projected at $35–$45 million for Q1 2026.
Exiting $50 million of non-core revenue in Q1; full-year non-core exits expected to total $300 million.
Long-term targets: 10–12% revenue CAGR, gross margin 53%, operating margin 40%, free cash flow margin 25–30%.
Expected future impact of FY25 restructuring?
How $6B buyback aligns with growth strategy?
How GaN partnerships enhance market position?
Detail GaN's role in AI data center content growth
Bridge to 53% gross margin target
Automotive inventory dynamics and future risks
Partial view of Summaries dataset, powered by Quartr API
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Next ON Semiconductor earnings date
Q1 20264 May, 2026
ON Semiconductor
Next ON Semiconductor earnings date
Q1 20264 May, 2026
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Frequently asked questions
Intelligent Power and Sensing Technologies
ON Semiconductor Corporation, also known as Onsemi, specializes in intelligent power and sensing technologies that support a wide range of industries. The company operates through three main segments: Power Solutions Group, Analog Solutions Group, and Intelligent Sensing Group. These segments focus on developing semiconductor products such as power management ICs, sensors, and other integrated circuits. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NASDAQ.
Onsemi's Three Main Business Segments
Each of Onsemi’s business segments focuses on different areas of semiconductor technology, catering to high-growth industries.
Power Solutions Group (PSG)
PSG is central to Onsemi's operations, specializing in power management and conversion technologies. A key focus is silicon carbide (SiC) technology, which offers superior performance over traditional silicon, especially in high-temperature and high-voltage environments. This makes SiC ideal for next-generation power solutions in electric vehicles (EVs), renewable energy, and industrial applications, positioning Onsemi as a leader in energy-efficient technologies.
Analog and Mixed-Signal Group (AMG)
AMG develops integrated circuits that manage both analog and digital signals, crucial for automotive, industrial, and communication sectors. Its products, such as amplifiers, converters, and power management ICs, enhance system performance and reliability, supporting the growing complexity of electronic devices.
Intelligent Sensing Group (ISG)
ISG focuses on sensor solutions for automation, safety, and human-machine interaction. Its offerings include image and proximity sensors used in automotive safety systems, industrial automation, and smart home devices. ISG is pivotal in advancing intelligent sensing technologies, crucial for autonomous systems and the Internet of Things (IoT).
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