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Mar 31, 2023

ON Semiconductor Q1 2023 Earnings Report

onsemi's first quarter results surpassed expectations, driven by record automotive and industrial end-market contributions.

Key Takeaways

onsemi announced strong first-quarter results, exceeding expectations despite macroeconomic uncertainties. Revenue increased by 1% year-over-year, with significant growth in automotive revenue and silicon carbide manufacturing output.

Revenue reached $1,959.7 million, a 1% increase year-over-year.

GAAP and non-GAAP gross margin both at 46.8%.

GAAP operating margin was 28.8%, while non-GAAP operating margin reached 32.2%.

GAAP diluted earnings per share was $1.03, and non-GAAP diluted earnings per share was $1.19.

Total Revenue
$1.96B
Previous year: $1.95B
+0.8%
EPS
$1.19
Previous year: $1.22
-2.5%
Gross Margin
46.8%
Previous year: 49.4%
-5.3%
Operating Margin
28.8%
Previous year: 33.3%
-13.5%
Gross Profit
$918M
Previous year: $961M
-4.6%
Cash and Equivalents
$2.7B
Previous year: $1.65B
+64.3%
Free Cash Flow
$87.4M
Previous year: $305M
-71.3%
Total Assets
$12.3B
Previous year: $10.2B
+20.2%

ON Semiconductor

ON Semiconductor

Forward Guidance

onsemi projects revenue between $1,975 million and $2,075 million and diluted EPS between $1.08 and $1.22 for the second quarter of 2023.

Positive Outlook

  • Revenue is projected to be between $1,975 to $2,075 million.
  • Gross margin is expected to be between 45.4% to 47.4%.
  • Operating expenses are projected to be between $314 to $329 million.
  • Other income and expense (including interest expense), net is expected to be between $3 to $5 million.
  • Diluted earnings per share are projected to be between $1.08 to $1.22.