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$77.04 +1.09 (+1.44%)
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) 10.21M

On Semiconductor Corp Earnings Call Transcripts

Quarterly earnings calls for On Semiconductor Corp (ON), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲25.9% $2.19B $311.90M '22 Q3 22-10-31 ▲13.9% $2.10B $604.30M '22 Q4 23-02-06 ▲0.8% $1.96B $461.70M '23 Q1 23-05-01 ▲0.5% $2.09B $576.60M '23 Q2 23-07-31 ▼0.5% $2.18B $582.70M '23 Q3 23-10-30 ▼4.1% $2.02B $562.70M '23 Q4 24-02-05 ▼4.9% $1.86B $453.00M '24 Q1 24-04-29 ▼17.2% $1.74B $338.20M '24 Q2 24-07-29 ▼19.2% $1.76B $401.70M '24 Q3 24-10-28 ▼14.6% $1.72B $379.90M '24 Q4 25-02-10 ▼22.4% $1.45B −$486.10M '25 Q1 25-05-05 ▼15.4% $1.47B $170.30M '25 Q2 25-08-04 ▼12% $1.55B $255.00M '25 Q3 25-11-03 ▼11.2% $1.53B $181.80M '25 Q4 26-02-09 ▲4.7% $1.51B −$33.40M '26 Q1 26-05-04 LATEST ▲9.2% $1.60B $226.80M '26 Q2 26-08-03
Capital Markets Day
Investor event
2026-09-16
On Semiconductor Corp (ON) September 2026 Capital Markets Day Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-08-27
On Semiconductor Corp (ON) August 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-03
On Semiconductor Corp (ON) Q2 2026 Earnings Call Transcript
Confident tone Industrial and Energy Infrastructure AI Data Center Growth Supply Constraints and Capacity
Revenue
$1.60B
▲ 9.2% YoY
Diluted EPS
$0.56
▲ 36.6% YoY
Gross margin
38.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-04
On Semiconductor Corp (ON) Q1 2026 Earnings Call
Confident tone AI data center growth Treo platform ramp Gross margin and operating leverage
Revenue
$1.51B
▲ 4.7% YoY
Diluted EPS
$-0.08
Gross margin
38.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-09
On Semiconductor Corp (ON) Q4 2025 Earnings Call Transcript
Positive tone FabRite / cost optimization and margin bridge Wide bandgap / GaN and SiC technology AI data center growth
Revenue
$1.53B*
▼ 11.2% YoY
Gross margin
36.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-03
On Semiconductor Corp (ON) Q3 2025 Earnings Call Transcript
Positive tone Gross margin expansion strategy Automotive stabilization Industrial stabilization and growth
Revenue
$1.55B
▼ 12% YoY
Diluted EPS
$0.63
▼ 32.3% YoY
Gross margin
37.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
On Semiconductor Corp (ON) Q2 2025 Earnings Call Transcript
Positive tone Automotive end market recovery AI data center growth opportunity Silicon carbide competitive positioning
Revenue
$1.47B
▼ 15.4% YoY
Diluted EPS
$0.41
▼ 47.4% YoY
Gross margin
37.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
On Semiconductor Corp (ON) Q1 2025 Earnings Call Transcript
Positive tone Automotive silicon carbide (EliteSiC) momentum Macroeconomic and geopolitical uncertainty AI data center power solutions
Revenue
$1.45B
▼ 22.4% YoY
Diluted EPS
$-1.15
▼ 210.6% YoY
Gross margin
20.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
On Semiconductor Corp (ON) Q4 2024 Earnings Call Transcript
Cautious tone End-market demand weakness Silicon carbide and AI data centers Automotive segment
Revenue
$1.72B*
▼ 14.6% YoY
Gross margin
45.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-28
On Semiconductor Corp (ON) Q3 2024 Earnings Call Transcript
Positive tone Silicon carbide ramp and market share China automotive strength and EV traction Soft end-demand and L-shaped recovery
Revenue
$1.76B
▼ 19.2% YoY
Diluted EPS
$0.93
▼ 27.9% YoY
Gross margin
45.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
On Semiconductor Corp (ON) Q2 2024 Earnings Call Transcript
Positive tone Demand Stabilization and Recovery Silicon Carbide Growth Volkswagen Design Win and Czech Investment
Revenue
$1.74B
▼ 17.2% YoY
Diluted EPS
$0.78
▼ 39.5% YoY
Gross margin
45.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
On Semiconductor Corp (ON) Q1 2024 Earnings Call Transcript
Positive tone Silicon Carbide Growth and Market Outlook Market Softness and Inventory Digestion Industrial Market and Applications
Revenue
$1.86B
▼ 4.9% YoY
Diluted EPS
$1.04
▲ 1% YoY
Gross margin
45.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
On Semiconductor Corp (ON) Q4 2023 Earnings Call Transcript
Positive tone Long-Term Supply Agreements and Customer Engagement Near-Term Demand Softness and Inventory Digestion Silicon Carbide (SiC) Growth and Capacity
Revenue
$2.02B*
▼ 4.1% YoY
Gross margin
46.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-30
On Semiconductor Corp (ON) Q3 2023 Earnings Call Transcript
Revenue
$2.18B
▼ 0.5% YoY
Diluted EPS
$1.29
▲ 84.3% YoY
Gross margin
47.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
On Semiconductor Corp (ON) Q2 2023 Earnings Call Transcript
Revenue
$2.09B
▲ 0.5% YoY
Diluted EPS
$1.29
▲ 26.5% YoY
Gross margin
47.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
On Semiconductor Corp (ON) Q1 2023 Earnings Call Transcript
Revenue
$1.96B
▲ 0.8% YoY
Diluted EPS
$1.03
▼ 12.7% YoY
Gross margin
46.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
On Semiconductor Corp (ON) Q4 2022 Earnings Call Transcript
Revenue
$2.10B*
▲ 13.9% YoY
Gross margin
48.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-31
On Semiconductor Corp (ON) Q3 2022 Earnings Call Transcript
Revenue
$2.19B
▲ 25.9% YoY
Diluted EPS
$0.70
▲ 0% YoY
Gross margin
48.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
On Semiconductor Corp (ON) Q2 2022 Earnings Call Transcript
Revenue
$2.08B
▲ 24.9% YoY
Diluted EPS
$1.02
▲ 142.9% YoY
Gross margin
49.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
On Semiconductor Corp (ON) Q1 2022 Earnings Call Transcript
Revenue
$1.95B
▲ 31.3% YoY
Diluted EPS
$1.18
▲ 490% YoY
Gross margin
49.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
On Semiconductor Corp (ON) Q4 2021 Earnings Call Transcript
Revenue
$1.85B*
▲ 27.6% YoY
Gross margin
45.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-01
On Semiconductor Corp (ON) Q3 2021 Earnings Call Transcript
Revenue
$1.74B
▲ 32.2% YoY
Diluted EPS
$0.70
▲ 84.2% YoY
Gross margin
41.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
On Semiconductor Corp (ON) Q2 2021 Earnings Call Transcript
Revenue
$1.67B
▲ 37.6% YoY
Diluted EPS
$0.42
Gross margin
38.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
On Semiconductor Corp (ON) Q1 2021 Earnings Call Transcript
Revenue
$1.48B
▲ 15.9% YoY
Diluted EPS
$0.20
Gross margin
35.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-01
On Semiconductor Corp (ON) Q4 2020 Earnings Call Transcript
Revenue
$1.45B
▲ 3.2% YoY
Diluted EPS
$0.21
▲ 50% YoY
Gross margin
34.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-02
On Semiconductor Corp (ON) Q3 2020 Earnings Call Transcript
Revenue
$1.32B
▼ 4.7% YoY
Diluted EPS
$0.38
Gross margin
33.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
On Semiconductor Corp (ON) Q2 2020 Earnings Call Transcript
Revenue
$1.21B
▼ 10% YoY
Diluted EPS
$0.00
▼ 100% YoY
Gross margin
30.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
On Semiconductor Corp (ON) Q1 2020 Earnings Call Transcript
Revenue
$1.28B
▼ 7.8% YoY
Diluted EPS
$-0.03
▼ 111.1% YoY
Gross margin
31.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-03
On Semiconductor Corp (ON) Q4 2019 Earnings Call
Revenue
$1.40B
▼ 6.7% YoY
Diluted EPS
$0.14
▼ 64.1% YoY
Gross margin
34.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–29 of 29 earnings calls
Key facts CIK 1097864 CUSIP 682189105 13F (30d) 26 filings 18 filers Visit website Investor relations