ON onsemi
SiC power and image sensors
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
ON · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-11-02EarningsBeat / raise
Reported EPS 0.9 vs 0.88 expected (+2.5% surprise).
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7
2026-08-03EarningsBeat / raise
Reported EPS 0.74 vs 0.72 expected (+3.5% surprise).
-
6
2026-05-04EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+4.1% surprise).
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5
2026-02-09EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+2.5% surprise).
-
4
2025-11-03EarningsBeat / raise
Reported EPS 0.63 vs 0.59 expected (+6.6% surprise).
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3
2025-08-04EarningsMiss / cut
Reported EPS 0.53 vs 0.53 expected (-0.4% surprise).
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2
2025-05-05EarningsBeat / raise
Reported EPS 0.55 vs 0.5 expected (+9.6% surprise).
-
1
2025-02-10EarningsMiss / cut
Reported EPS 0.95 vs 0.97 expected (-2.4% surprise).
Latest headlines
Auto-updated daily- ON Semiconductor (ON) Stock Fair Value Edges Lower As Analysts Cut Targets2026-11-12
- Wall Street Analysts Believe ON Semiconductor Corp. (ON) Could Rally 29.15%: Here's is How to Trade2026-11-12
- ON Semiconductor Stock Gets A Lift From New Chip Platform And Earnings Momentum2026-11-12
- What Could ON Semiconductor (ON) Gain From Its EliteSiC M4 Launch?2026-11-12
- ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It2026-11-11
- onsemi's EliteSiC M4 Pushes Power Density Higher as Energy Demands Grow2026-11-10
- ON Semiconductor (ON) Is Jeff Brown’s Chip Play on Tesla’s Optimus Robot2026-11-07
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-02 | 0.88 | 0.9 | +2.5% |
| 2026-08-03 | 0.72 | 0.74 | +3.5% |
| 2026-05-04 | 0.62 | 0.64 | +4.1% |
| 2026-02-09 | 0.62 | 0.64 | +2.5% |
| 2025-11-03 | 0.59 | 0.63 | +6.6% |
| 2025-08-04 | 0.53 | 0.53 | −0.4% |
| 2025-05-05 | 0.5 | 0.55 | +9.6% |
| 2025-02-10 | 0.97 | 0.95 | −2.4% |
| 2024-10-28 | 0.97 | 0.99 | +2.4% |
| 2024-07-29 | 0.92 | 0.96 | +4.6% |
| 2024-04-29 | 1.05 | 1.08 | +3.3% |
| 2024-02-05 | 1.2 | 1.25 | +4.0% |
| 2023-10-30 | 1.34 | 1.39 | +3.5% |
| 2023-07-31 | 1.21 | 1.33 | +9.8% |
| 2023-05-01 | 1.08 | 1.19 | +9.8% |
| 2023-02-06 | 1.26 | 1.32 | +4.4% |
| 2022-10-31 | 1.31 | 1.45 | +10.4% |
| 2022-08-01 | 1.26 | 1.34 | +6.3% |
| 2022-05-02 | 1.05 | 1.22 | +16.3% |
| 2022-02-07 | 0.94 | 1.09 | +16.0% |
| 2021-11-01 | 0.74 | 0.87 | +18.2% |
| 2021-08-02 | 0.49 | 0.63 | +28.8% |
| 2021-05-03 | 0.34 | 0.35 | +4.5% |
| 2021-02-01 | 0.28 | 0.35 | +26.1% |
About onsemi
Website ↗ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, …
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,240.0 | −4.25% | −30.1% | +29.4% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,447.4 | −2.12% | +16.4% | +60.5% | |
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €52.11 | −0.02% | −5.8% | +39.2% | |
| VICR Vicor | High-density power modules | $164.7 | −2.03% | −32.9% | +50.3% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $9.56 | −5.06% | +2.2% | +33.9% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$228.0 | −4.60% | −17.4% | +43.3% | |
| STM STMicroelectronics | SiC and GaN power devices | $46.46 | +0.43% | −0.9% | +80.1% | |
| POWI Power Integrations | GaN power conversion | $46.06 | −0.92% | +2.9% | +31.1% | |
| 6963.T Rohm | SiC power devices | ¥2,935.0 | −7.41% | −35.7% | +33.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.