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Oct 03, 2025
ON Semiconductor Q3 2025 Earnings Report
onsemi exceeded expectations in Q3 2025 with solid revenue, earnings, and free cash flow.
Key Takeaways
onsemi delivered a strong Q3 2025 performance with $1.55B in revenue and $255M in net income. Free cash flow rose to 24% of revenue, driven by operational efficiency and stabilization in core markets.
Revenue reached $1.55 billion in Q3 2025.
GAAP EPS came in at $0.63; non-GAAP EPS matched at $0.63.
Free cash flow was $372.4 million, or 24% of revenue.
The company cited growth in AI and energy-efficient systems as key tailwinds.
Revenue by Segment
Forward Guidance
For Q4 2025, onsemi expects revenue between $1.48B and $1.58B with EPS ranging from $0.56 to $0.66 GAAP and $0.57 to $0.67 non-GAAP.
Positive Outlook
- Revenue expected to remain stable between $1.48B and $1.58B.
- Gross margin projected to be between 36.9% and 38.9%.
- Free cash flow efficiency expected to continue.
- Positive growth outlook in AI-related applications.
- Operating expense management to improve margins.
Challenges Ahead
- Sequential revenue decline from Q3 2025.
- Expected increase in operating expenses.
- Potential continued weakness in ISG segment.
- Lower year-over-year revenue guidance.
- Macroeconomic uncertainty in core markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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