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ON Semiconductor Corporation (CH:XS4)
:XS4
Earnings Data
Report Date
Feb 09, 2026During Market Hours (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.5Last Year’s EPS
0.77Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a cautiously optimistic outlook with strong performance in key segments like automotive, industrial, and AI. Strategic acquisitions and technological advancements position the company well for future growth, despite regional revenue declines and macroeconomic challenges. The sentiment is slightly positive, with a focus on long-term growth potential.Company Guidance
Exceeded Revenue and Gross Margin Guidance
Third quarter revenue of $1.55 billion exceeded the midpoint of guidance, with non-GAAP gross margin at 38%, driven by disciplined execution and favorable mix.
Strong Automotive and Industrial Growth
Automotive revenue grew 7% sequentially, while Industrial grew 5%, reflecting stabilization and demand normalization in key markets.
Significant Progress in AI Segment
AI revenue approximately doubled year-over-year in Q3 and is expected to reach $250 million in 2025, indicating strong momentum and strategic wins in AI data centers.
Strategic Acquisitions Enhancing Portfolio
Acquisition of Vcore Power Technology and IP assets from Aura Semiconductor is expected to strengthen analog and mixed-signal offerings, aiding in AI and data center growth.
Geographical Revenue Growth
Revenue in the Americas grew 22% sequentially, and Japan was up 38% quarter-over-quarter, driven by automotive and aerospace markets.
Key Technological Innovations
Launch of vertical GaN (vGaN) platform and developments in silicon carbide (SiC) JFET and Treo platform indicate strong R&D progress and market leadership in power solutions.
CH:XS4 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does ON Semiconductor Corporation (CH:XS4) report earnings?
ON Semiconductor Corporation (CH:XS4) is schdueled to report earning on Feb 09, 2026, During Market Hours (Confirmed).
What is ON Semiconductor Corporation (CH:XS4) earnings time?
ON Semiconductor Corporation (CH:XS4) earnings time is at Feb 09, 2026, During Market Hours (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of ON Semiconductor Corporation stock?
The P/E ratio of ON Semiconductor is N/A.
What is CH:XS4 EPS forecast?
CH:XS4 EPS forecast for the fiscal quarter 2025 (Q4) is 0.5.
