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Dec 31, 2024

ON Semiconductor Q4 2024 Earnings Report

Key Takeaways

onsemi reported Q4 2024 revenue of $1.72 billion, a 15% decline year-over-year. GAAP EPS was $0.88, and non-GAAP EPS was $0.95. Net income declined to $379.9 million from $562.7 million in Q4 2023. Operating margin was 23.7% GAAP and 26.7% non-GAAP.

Total Revenue
$1.72B
Previous year: $2.02B
-14.6%
EPS
$0.95
Previous year: $1.25
-24.0%
Gross Margin
45.2%
Previous year: 46.7%
-3.2%
Operating Margin
23.7%
Previous year: 30.3%
-21.8%
Gross Profit
$779M
Previous year: $942M
-17.3%
Cash and Equivalents
$2.99B
Previous year: $2.48B
+20.6%
Free Cash Flow
$435M
Previous year: $221M
+97.0%
Total Assets
$14.1B
Previous year: $13.2B
+6.6%

ON Semiconductor

ON Semiconductor

Forward Guidance

onsemi projects Q1 2025 revenue between $1.35 billion and $1.45 billion, with GAAP EPS between $0.42 and $0.52. Non-GAAP EPS is expected to be in the range of $0.45 to $0.55.

Positive Outlook

  • Continued cost control and financial discipline
  • Maintained strong free cash flow generation
  • Commitment to long-term strategy despite market uncertainty
  • Focus on high-value intelligent power and sensing solutions
  • Resilient gross margin performance

Challenges Ahead

  • Revenue expected to decline further in Q1 2025
  • Uncertain market conditions impacting demand
  • Lower operating margin expected
  • Potential headwinds from macroeconomic factors
  • Increased competitive pressures in semiconductor space