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Sep 27, 2024

ON Semiconductor Q3 2024 Earnings Report

ON Semiconductor's Q3 2024 results surpassed expectations, with revenue, earnings, and free cash flow all exceeding projections.

Key Takeaways

ON Semiconductor reported strong Q3 2024 results, exceeding expectations for revenue and earnings. The company's free cash flow increased 41% sequentially, driven by focus on delivering consistent results through execution and prudent financial management.

Revenue reached $1,761.9 million.

GAAP gross margin was 45.4 percent, while non-GAAP gross margin was 45.5 percent.

GAAP diluted earnings per share was $0.93, and non-GAAP diluted earnings per share was $0.99.

Company returned 75 percent of free cash flow over last twelve months to shareholders through stock repurchases.

Total Revenue
$1.76B
Previous year: $2.18B
-19.2%
EPS
$0.99
Previous year: $1.39
-28.8%
Gross Margin
45.4%
Previous year: 47.3%
-4.0%
Operating Margin
25.3%
Previous year: 31.5%
-19.7%
Gross Profit
$799M
Previous year: $1.03B
-22.4%
Cash and Equivalents
$2.47B
Previous year: $2.68B
-7.8%
Free Cash Flow
$294M
Previous year: $134M
+119.8%
Total Assets
$13.9B
Previous year: $13.3B
+4.8%

ON Semiconductor

ON Semiconductor

Forward Guidance

ON Semiconductor projects revenue between $1,710 million and $1,810 million, with a GAAP gross margin of 43.9% to 45.9% for the fourth quarter of 2024.

Positive Outlook

  • Revenue between $1,710 to $1,810 million
  • Gross Margin 43.9% to 45.9%
  • Operating Expenses $313 to $328 million
  • Other Income and Expense (including interest), net ($12 million)
  • Diluted Earnings Per Share $0.88 to $1.00