Loading...
•
Jul 04
ON Semiconductor Q2 2025 Earnings Report
ON Semiconductor posted solid Q2 2025 results with revenue and EPS in line with guidance.
Key Takeaways
The company exceeded the midpoint of its revenue and gross margin guidance. Earnings came in at $0.53 per share, and net income reached $170.3 million. Automotive was the largest revenue contributor, and Free Cash Flow margin remained strong at 20.1%.
Revenue was $1.4687 billion, above the midpoint of guidance
Net income came in at $170.3 million
Automotive segment led with $733 million in revenue
Shipped over 5 million Treo-manufactured units from EFK fab
ON Semiconductor
ON Semiconductor
ON Semiconductor Revenue by Segment
Revenue by Segment
Automotive Revenue
CapyFin.comIndustrial Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
For Q3 2025, onsemi expects revenue between $1.465B and $1.565B and Non-GAAP EPS between $0.54 and $0.64.
Positive Outlook
- Revenue guidance midpoint consistent with Q2 results
- Non-GAAP gross margin projected to be stable between 36.5% and 38.5%
- EPS guidance up to $0.64 indicates earnings potential improvement
- OPEX expected to remain well-controlled
- Capital intensity targeted to reduce further
Challenges Ahead
- Gross margin remains pressured below 40%
- Operating margin guidance not explicitly disclosed
- Revenue growth is flat sequentially at the midpoint
- Free cash flow guidance not provided for Q3
- No geographic revenue detail provided for forward quarters