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Oct 03
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.
ON Semiconductor
ON Semiconductor
ON Semiconductor Revenue by Segment
Revenue by Segment
PSG Revenue
CapyFin.comAMG Revenue
CapyFin.comISG Revenue
CapyFin.com 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