ON · Q1 FY26 · Apr 3, 2026
ON Semiconductor Q1 FY26: where the revenue came from and where it went
ON Semiconductor Q1 FY26: revenue $1.5B (+5% year over year). Net profit $0B. Largest cohort Power Solutions Group $0.7B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 3, 2026
- Reported
- May 4, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.5B
+5% year over year
Gross profit$0.6B
39% margin
Operating profit$-0.1B
-4% margin
Net profit$0B
-2% margin
The numbers
| 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 |
Older quarters
-
Q4 FY25 12/2025Revenue $1.5B Net margin 12%
-
Q3 FY25 10/2025Revenue $1.6B Net margin 16%
-
Q2 FY25 7/2025Revenue $1.5B Net margin 12%
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