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Dec 31, 2022

ON Semiconductor Q4 2022 Earnings Report

ON Semiconductor reported record annual revenue, gross margin, and free cash flow, exceeding fourth quarter expectations.

Key Takeaways

ON Semiconductor announced its Q4 and fiscal year 2022 results, with Q4 revenue up 14% year-over-year and record automotive revenue growth of 54% year-over-year. The Board of Directors approved a new $3 billion share repurchase program.

Fourth quarter revenue increased by 14% year-over-year.

GAAP gross margin increased by 343 bps year-over-year.

Record automotive revenue grew 54% year-over-year.

GAAP and non-GAAP diluted earnings per share were $1.35 and $1.32, respectively.

Total Revenue
$2.1B
Previous year: $1.85B
+14.0%
EPS
$1.32
Previous year: $1.09
+21.1%
Gross Margin
48.5%
Previous year: 45.1%
+7.5%
Operating Margin
33.5%
Previous year: 26%
+28.8%
Gross Profit
$1.02B
Previous year: $832M
+22.6%
Cash and Equivalents
$2.92B
Previous year: $1.35B
+115.8%
Free Cash Flow
$389M
Previous year: $457M
-14.8%
Total Assets
$12B
Previous year: $9.63B
+24.4%

ON Semiconductor

ON Semiconductor

Forward Guidance

onsemi projects first quarter 2023 revenue to be between $1.87 billion and $1.97 billion, with a GAAP gross margin between 45.6% and 47.6%.