Technology
ON Semiconductor Corporation(ON)
Live Price
Offline$121.62
+7.70% today
1Y Change
+117.83%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $40.52B
- Revenue Growth
- -15.3%
- EPS Growth
- -92.1%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
ON Semiconductor Corporation (ON) is a Technology stock with a market cap of $40.52B and listed on NASDAQ. The stock last traded around $121.62 and up 117.8% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of -15.3%, EPS growth of -92.1%, a dividend yield of 0.0%. What stands out right now is revenue -15.3%, EPS -92.1%, free cash flow +17.0% with operating margin 2.3% and ROIC 1.1%. Valuation already assumes a fairly strong business story at P/E 341.3 and price/sales 6.8. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines ON price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-15.3% vs +11.9% peer median
Operating Margin
Below sector median
+2.3% vs +22.0% peer median
P/E
Above sector median
341.3 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 4, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -15.3% and EPS is at -92.1%, with operating margin around 2.3%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.9% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 4, 2026 | โ | +0.6% | +5.1% | +26.1% |
2026 Feb 9, 2026 | +2.6% | +3.5% | +10.5% | -8.5% |
2025 Nov 3, 2025 | +6.8% | -4.3% | -3.8% | +2.0% |
Benchmark Edge
ON vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ON
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ON Max Drawdown
-28.10%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ON and SPY.
Company Overview
ON Semiconductor Corporation
NASDAQ Global Select
ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers fast-charging systems, and propels sustainable energy for the solar strings, industrial power, and storage systems. The company operates through three segments the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group segments. It offers analog, discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching and conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation functions. The company also designs and develops analog, mixed-signal, advanced logic, application specific standard product and ASICs, radio frequency, and integrated power solutions for end-users in end-markets, as well as provides foundry and design services for government customers. In addition, it develops complementary metal oxide semiconductor image sensors, image signal processors, and single photon detectors, including silicon photomultipliers and single photon avalanche diode arrays, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in various end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Phoenix, Arizona.
- Leadership
- Hassane S. El-Khoury
- IPO Date
- May 2, 2000
- Employees
- 26.4k
- Street Address
- 5701 North Pima Road
- Mailing
- Scottsdale, AZ, 85250
- Region
- Scottsdale, AZ, US
- Reporting Currency
- USD
- Investor Line
- 602 244 6600
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 341.3
- EV/EBITDA
- 47.1
- Price/Sales
- 6.8
- Price/Book
- 5.4
Growth
- Revenue
- -15.3%
- EPS
- -92.1%
- Free Cash Flow
- +17.0%
Profitability
- Gross Margin
- 32.8%
- Operating Margin
- 2.3%
- Net Margin
- 2.0%
- ROE
- 1.5%
- ROIC
- 1.1%
Balance Sheet
- Debt/Equity
- 0.45
- Current Ratio
- 4.52
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.