Stock research

ON Semiconductor Corporation (ON) Stock Research

ON Semiconductor makes power and sensing chips used heavily in electric vehicles, industrial automation, and renewable energy.

For the fiscal year ended December 31, 2025, ON Semiconductor Corporation reported revenue of $6.0B and net income of $121M, with operating cash flow of $1.8B. Source: Form 10-K filed February 9, 2026

SEC data as of

Revenue
$6.0B
FY ending 2025-12-31
Net income
$121M
FY ending 2025-12-31
Diluted EPS
$0.29
Net margin
2.0%

Reported SEC XBRL figures. Each metric’s period and original filing are listed below.

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About ON Semiconductor

Exchange
NASDAQ: ON
Sector
Information Technology
SEC industry
Semiconductors & Related Devices (SIC 3674)
Fiscal year end
December 31

ON key financials

Reported figures from ON Semiconductor Corporation's filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.

MetricValuePeriodSource
Revenue$6.0B2025-01-01 – 2025-12-31SEC filing
Net income$121M2025-01-01 – 2025-12-31SEC filing
Operating cash flow$1.8B2025-01-01 – 2025-12-31SEC filing
Diluted EPS$0.292025-01-01 – 2025-12-31SEC filing
Net margin2.0%2025-01-01 – 2025-12-31SEC filing
Shares outstanding394MAs of 2026-02-04SEC filing

Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.

Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price. Shares outstanding multiplied by the share price gives market capitalization.

What investors should watch in ON

ON Semiconductor Corporation sits in Information Technology. Semiconductors, software, and hardware — the companies building the digital and AI infrastructure the rest of the economy runs on. We have not yet written company-specific drivers for ON; the forces that matter most for the sector are:

  • ◆The AI capital-expenditure cycle
  • ◆Interest rates and the cost of long-duration growth
  • ◆Enterprise IT budgets and cloud migration
  • ◆Export controls and the US–China chip race

Key questions for the ON thesis

Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.

Does ON's reported profit turn into cash?

Operating cash flow was $1.8B, 14.54 times net income of $121M, for the fiscal year ended December 31, 2025.

Cash from operations exceeded reported earnings. Non-cash charges such as depreciation, amortization and stock-based compensation usually explain the gap; the cash-flow statement shows which.

Form 10-K filed February 9, 2026

How much of ON's revenue is left as profit?

Net income was 2.0% of revenue for the fiscal year ended December 31, 2025, based on revenue and net income reported for the same period.

Net margin reflects the business model as much as execution, so compare it with companies in the same SEC industry and read the income statement for one-time items before treating it as a run rate.

Form 10-K filed February 9, 2026

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What members are reading this month

The thesis, the numbers behind it, and what would break it. Full access is $39 a month.

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Congressional trading in ON

PoliticianTrade dateTypeOwnerAmountSource
Julie Johnson2025-04-01SaleJoint$1,001 - $15,000Filing #20030296
Robert Bresnahan2025-02-25SaleSelf$1,001 - $15,000Filing #20029034
Julie Johnson2025-02-12PurchaseJoint$1,001 - $15,000Filing #20027936
Robert Bresnahan2025-02-11SaleSelf$1,001 - $15,000Filing #20027923

All verified ON congressional disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

ON — frequently asked questions

What does ON Semiconductor Corporation do?

ON Semiconductor makes power and sensing chips used heavily in electric vehicles, industrial automation, and renewable energy.

What were ON's latest reported annual revenue and net income?

For the fiscal year ended December 31, 2025, ON Semiconductor Corporation reported revenue of $6.0B and net income of $121M, with operating cash flow of $1.8B. The figures come from ON Semiconductor Corporation's SEC XBRL filings.

When does ON Semiconductor Corporation's fiscal year end?

The SEC lists ON Semiconductor Corporation's fiscal year end as December 31.

Do members of Congress trade ON?

The current verified House and Senate snapshot contains 4 transaction rows for ON, each linked to the original filing.

Is ON a good investment?

This page does not rate ON as a buy or sell. It sets out what ON Semiconductor Corporation reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

What do the ON numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

$39/mo or $249/yr · cancel future renewals anytime · sources included