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Dec 31, 2025
ON Semiconductor Q4 2025 Earnings Report
ON Semiconductor reported disciplined fourth-quarter execution with stable revenue and resilient margins amid market stabilization.
Key Takeaways
ON Semiconductor delivered Q4 2025 revenue of $1.53 billion with solid profitability, supported by resilient gross margins and strong free cash flow generation despite softer end-market demand.
Revenue reflected stabilization across key automotive and industrial markets.
Gross margin remained solid at 36.0% on a GAAP basis.
The company generated strong free cash flow in the quarter.
Operating profitability was maintained through cost discipline.
Revenue by Segment
Forward Guidance
For Q1 2026, ON Semiconductor expects revenue to remain within a similar range with continued focus on margin discipline.
Positive Outlook
- Signs of stabilization in key end markets.
- Continued investment in intelligent power and sensing technologies.
- Strong balance sheet and liquidity position.
- Ongoing share repurchase program.
- Operational efficiency initiatives in place.
Challenges Ahead
- Demand visibility remains limited in the near term.
- Automotive and industrial markets remain cautious.
- Gross margin pressure from utilization levels.
- Macroeconomic uncertainty affecting customer demand.
- Ongoing pricing pressure in certain segments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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