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$76.87 +0.92 (+1.21%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$30.05B
Shares
389.31M
Volume · Sep 30 6.87M Avg daily vol (3M) 10.01M
All earnings calls

Earnings call · FY2026 Q1

On Semiconductor Corp (ON) Q1 2026 Earnings Call

Concluded May 4, 2026
May 4, 2026 0 turns
Period
FY2026 Q1
Runtime
—
Sources
2 artifacts
8-K 10-Q

Executive readout · one minute

Call research workspace

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AI data center growth 39 Treo platform ramp 23 Gross margin and operating leverage 22 Automotive demand and EV transition 18 Supply allocation and demand strength 10 Gallium nitride (GaN) portfolio 9

Management tone

Confident

Net tone +72 · low hedging

Grounding quotes
  • “This quarter marks a clear inflection point for ON Semiconductor Corporation. Improving demand signals, accelerating AI data center growth, and sustained gross margin expansion demonstrate that the structural changes we made over the past several years are now translating into tangible financial results.”
  • “these signals give us confidence that this cycle has found its low point, and we are now on a path to recovery.”
  • “the strength is not yet shown in automotive, but it will come, and it will come with even stronger allocation in the automotive market given that AI data center has been showing a ton of strength”
  • “we now expect our AI data center revenue to double year over year in 2026”

Research coverage

2 live sources

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Revenue $1.51B +4.7% YoY
Diluted EPS -$0.08
Gross margin 38.5% +18.2 pp YoY
Net income -$33.40M

Research materials

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8-K earnings release Filed May 4, 2026 10-Q report Filed May 4, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Power Solutions Group$736.60M +14.2% YoY
Analog Mixed Signal Group$540.40M -4.6% YoY
Intelligent Sensing Group$236.30M +0.9% YoY

Capital returned

Buybacks
$345.70M
Shares repurchased
5.70M
Full-screen source Call document

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