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Jun 30, 2023

ON Semiconductor Q2 2023 Earnings Report

ON Semiconductor's Q2 2023 results exceeded expectations, driven by automotive and industrial end-markets.

Key Takeaways

ON Semiconductor reported Q2 2023 revenue of $2,094.4 million, which remained flat year-over-year. The company's GAAP diluted earnings per share was $1.29, and non-GAAP diluted earnings per share was $1.33. Automotive revenue exceeded $1 billion, increasing 35% year-over-year, while industrial revenue reached $609.3 million, a 5% increase year-over-year.

Revenue of $2,094.4 million, flat year-over-year

GAAP and non-GAAP gross margin of 47.4 percent

GAAP operating margin and non-GAAP operating margin of 32.2 percent and 32.8 percent respectively

GAAP diluted earnings per share of $1.29 and non-GAAP diluted earnings per share of $1.33

Total Revenue
$2.09B
Previous year: $2.09B
+0.4%
EPS
$1.33
Previous year: $1.34
-0.7%
Gross Margin
47.4%
Previous year: 49.7%
-4.6%
Operating Margin
32.2%
Previous year: 28%
+15.0%
Gross Profit
$993M
Previous year: $1.04B
-4.2%
Cash and Equivalents
$2.62B
Previous year: $1.79B
+46.4%
Free Cash Flow
-$39.8M
Previous year: $203M
-119.6%
Total Assets
$12.8B
Previous year: $10.8B
+18.3%

ON Semiconductor

ON Semiconductor

Forward Guidance

onsemi’s projected third quarter of 2023 GAAP revenue is expected to be between $2,095 million and $2,195 million, with a gross margin of 45.9% to 47.9% and diluted earnings per share between $1.21 and $1.35.