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Jul 02, 2021

ON Semiconductor Q2 2021 Earnings Report

Reported record revenue and non-GAAP earnings per share.

Key Takeaways

ON Semiconductor reported record revenue of $1,669.9 million, a 38% increase year-over-year, and GAAP diluted earnings per share of $0.42. The company's non-GAAP diluted earnings per share was a record $0.63, and gross margin increased to 38.3 percent.

Record revenue of $1,669.9 million, an increase of 38 percent year-over-year

GAAP diluted earnings per share of $0.42 as compared to $0.00 in the quarter a year ago

Record non-GAAP diluted earnings per share of $0.63 as compared to $0.12 in the quarter a year ago

GAAP gross margin of 38.3 percent increased 310 basis points quarter-over-quarter and 750 basis points year-over-year

Total Revenue
$1.67B
Previous year: $1.21B
+37.6%
EPS
$0.63
Previous year: $0.12
+425.0%
Gross Margin
38.3%
Previous year: 30.8%
+24.4%
Operating Margin
16.9%
Previous year: 3.6%
+369.4%
Gross Profit
$640M
Previous year: $374M
+71.0%
Cash and Equivalents
$1.09B
Previous year: $2.06B
-47.0%
Free Cash Flow
$383M
Previous year: $81.2M
+371.9%
Total Assets
$8.59B
Previous year: $9.53B
-9.8%

ON Semiconductor

ON Semiconductor

Forward Guidance

ON Semiconductor's projected third quarter of 2021 GAAP revenue is expected to be $1,660 to $1,760 million, with a gross margin of 38.8% to 40.9% and diluted earnings per share of $0.53 to $0.63. The non-GAAP revenue is projected to be $1,660 to $1,760 million, with a gross margin of 39.0% to 41.0% and diluted earnings per share of $0.68 to $0.80.