ON Semiconductor

ON · Information Technology · Market cap $32.9B

Q1 FY26 Apr 3, 2026 reported May 4, 2026

Revenue$1.5B +5% year over year

Gross profit$0.6B

Operating profit$-0.1B

Net profit$0B -2% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Apr 3, 2026).
Item	Value	Share of revenue	Year over year
Revenue	1.5	100%	+5%
Power Solutions Group	0.7	47%	+14%
Analog Mixed Signal Group	0.5	33%	−5%
Intelligent Sensing Group	0.2	13%	+1%
Cost of revenue	−0.9	60%
Gross profit	0.6	39% margin	+18pp
Sales & marketing	−0.1	4%	−1pp
G&A	−0.1	6%	+0pp
Other	−0.5	32%	+0pp
Operating profit	-0.1	-4% margin	+36pp
Net profit	0	-2%	+31pp

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Dec 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.5	100%	−11%
Power Solutions Group	0.7	47%	−11%
Analog Mixed Signal Group	0.6	40%	−9%
Intelligent Sensing Group	0.2	13%	−17%
Cost of revenue	−1	67%
Gross profit	0.6	36% margin	−9pp
Sales & marketing	−0.1	4%	+0pp
G&A	−0.1	6%	+0pp
Other	−0.2	13%	+0pp
Operating profit	0.2	13% margin	−11pp
Net profit	0.2	12%	−10pp

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Oct 3, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.6	100%	−12%
Power Solutions Group	0.7	44%	−11%
Analog Mixed Signal Group	0.6	38%	−11%
Intelligent Sensing Group	0.2	12%	−18%
Cost of revenue	−1	62%
Gross profit	0.6	38% margin	−8pp
Sales & marketing	−0.1	4%	+0pp
G&A	−0.1	6%	+0pp
Other	−0.1	11%	+0pp
Operating profit	0.3	17% margin	−8pp
Net profit	0.3	16%	−6pp

All figures in billions of U.S. dollars, for Q2 FY25 (period ends Jul 4, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.5	100%	−15%
Power Solutions Group	0.7	47%	−16%
Analog Mixed Signal Group	0.6	40%	−14%
Intelligent Sensing Group	0.2	13%	−15%
Cost of revenue	−0.9	60%
Gross profit	0.6	38% margin	−8pp
Sales & marketing	−0.1	4%	+0pp
G&A	−0.1	6%	+1pp
Other	−0.2	14%	+0pp
Operating profit	0.2	13% margin	−9pp
Net profit	0.2	12%	−8pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q1 FY26	Apr 3, 2026	May 4, 2026	$1.5B	+5%	-7%	$0B	-2%
Q4 FY25	Oct 4 – Dec 31, 2025	Feb 9, 2026	$1.5B	−11%	13%	$0.2B	12%
Q3 FY25	Jul 5 – Oct 3, 2025	Nov 3, 2025	$1.6B	−12%	19%	$0.3B	16%
Q2 FY25	Apr 5 – Jul 4, 2025	Aug 4, 2025	$1.5B	−15%	13%	$0.2B	12%