ON · Q2 FY26 · Apr 4 – Jul 3, 2026
ON Semiconductor Q2 FY26: where the revenue came from and where it went
ON Semiconductor Q2 FY26: revenue $1.6B (+9% year over year). Net profit $0.23B. Largest cohort Power solutions group $0.8B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 4 – Jul 3, 2026
- Reported
- Aug 3, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.60B
+9% year over year
Gross profit$0.62B
38% margin
Operating profit$0.26B
16% margin
Net profit$0.23B
14% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1.60 | 100% | +9% |
| Power solutions group | 0.83 | 52% | +19% |
| Analog mixed signal group | 0.55 | 34% | −2% |
| Intelligent sensing group | 0.23 | 14% | +7% |
| Cost of revenue | −0.99 | 62% | |
| Gross profit | 0.62 | 38% margin | +1pp |
| Sales & marketing | −0.06 | 4% | +0pp |
| G&A | −0.10 | 6% | +0pp |
| Other | −0.19 | 12% | +0pp |
| Operating profit | 0.26 | 16% margin | +3pp |
| Tax | −0.04 | ||
| Net profit | 0.23 | 14% | +3pp |
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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