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Sep 29, 2023

ON Semiconductor Q3 2023 Earnings Report

ON Semiconductor's Q3 2023 results exceeded expectations, achieving record revenue in automotive and industrial end markets, and demonstrating resilience amid market softness.

Key Takeaways

ON Semiconductor (onsemi) reported strong Q3 2023 results, exceeding expectations with a revenue of $2,180.8 million. The company achieved record revenue in the automotive and industrial end markets. GAAP EPS was $1.29, and non-GAAP EPS was $1.39. The business demonstrated resilience amid market softness through disciplined execution and structural improvements.

Revenue reached $2,180.8 million.

GAAP and non-GAAP gross margin were 47.3 percent.

GAAP and non-GAAP operating margins were 31.5 percent and 32.6 percent, respectively.

GAAP and non-GAAP diluted earnings per share were $1.29 and $1.39, respectively.

Total Revenue
$2.18B
Previous year: $2.19B
-0.5%
EPS
$1.39
Previous year: $1.45
-4.1%
Gross Margin
47.3%
Previous year: 48.3%
-2.1%
Operating Margin
31.5%
Previous year: 19.4%
+62.4%
Gross Profit
$1.03B
Previous year: $1.06B
-2.6%
Cash and Equivalents
$2.68B
Previous year: $2.45B
+9.3%
Free Cash Flow
$134M
Previous year: $731M
-81.7%
Total Assets
$13.3B
Previous year: $11.1B
+19.6%

ON Semiconductor

ON Semiconductor

Forward Guidance

ON Semiconductor projects revenue between $1,950 million and $2,050 million, and diluted earnings per share between $1.10 and $1.24 for the fourth quarter of 2023.

Positive Outlook

  • Revenue between $1,950 to $2,050 million
  • Gross Margin 45.4% to 47.4%
  • Operating Expenses $314 to $329 million
  • Other Income and Expense (including interest), net ($4 million)
  • Diluted Earnings Per Share $1.10 to $1.24