ON
ON Semiconductor Corporation
NASDAQ: ON · TECHNOLOGY · SEMICONDUCTORS
$98.86
+5.96% today
Updated 2026-04-29
Market cap
$38.88B
P/E ratio
340.90
P/S ratio
6.49x
EPS (TTM)
$0.29
Dividend yield
—
52W range
$37 – $101
Volume
8.5M
ON Semiconductor Corporation (ON) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
7 of 8
Last 8 quarters
Avg EPS surprise
+4.9%
Last 4 quarters
Revenue YoY growth
-11.2%
Most recent quarter
EPS YoY growth
-32.6%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-5.7%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
-16.9%
2025-08-04
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-09 | $0.64 | +2.6% | $65.20 | $67.38 | +3.3% |
| 2025-11-03 | $0.63 | +6.8% | $50.08 | $48.28 | -3.6% |
| 2025-08-04 | $0.53 | +0.0% | $56.82 | $47.24 | -16.9% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $0.62 | $0.64 | +2.6% | $1.53B | -11.2% |
| 2025-09-30 | $0.59 | $0.63 | +6.8% | $1.55B | -12.0% |
| 2025-06-30 | $0.53 | $0.53 | +0.0% | $1.47B | -15.4% |
| 2025-03-31 | $0.50 | $0.55 | +10.0% | $1.45B | -22.4% |
| 2024-12-31 | $0.97 | $0.95 | -2.1% | $1.72B | -14.6% |
| 2024-09-30 | $0.97 | $0.99 | +2.1% | $1.76B | -19.2% |
| 2024-06-30 | $0.92 | $0.96 | +4.3% | $1.74B | -17.2% |
| 2024-03-31 | $1.04 | $1.08 | +3.8% | $1.86B | — |
| 2023-12-31 | $1.21 | $1.25 | +3.3% | $2.02B | — |
| 2023-09-30 | $1.34 | $1.39 | +3.7% | $2.18B | — |
| 2023-06-30 | $1.21 | $1.33 | +9.9% | $2.09B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $3.00 | $6.5B | +7.8% | 25 | high |
| 2027 (E) | $4.15 | $7.0B | +8.8% | 25 | high |
| 2028 (E) | $4.80 | $7.7B | +8.7% | 25 | medium |
| 2029 (E) | $5.60 | $8.4B | +9.3% | 25 | medium |
Frequently asked questions
Has ON Semiconductor Corporation beaten earnings estimates?
ON Semiconductor Corporation has beaten Wall Street EPS estimates in 7 of its last 8 quarterly reports, with an average EPS surprise of +4.9% over the last 4 quarters.
How does ON stock react to earnings?
ON stock has moved an average of -5.7% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is ON Semiconductor Corporation's revenue growth rate?
ON Semiconductor Corporation reported year-over-year revenue growth of -11.2% in its most recent quarter, with EPS growing -32.6% year-over-year.
What is the expected EPS for ON in 2026?
Analysts expect ON Semiconductor Corporation to report EPS of $3.00 for fiscal year 2026, on revenue of $6.5B, based on estimates from 25 analysts.