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ON Semiconductor Corporation

ON · NASDAQ-GS

Sep 2026upcoming

Next quarter

Consensus is $0.88 EPS for Sep 2026 across 10 estimates, ranging $0.87 to $0.92.

ON Jun 2026

Reported Aug 3, 2026

Beat 2.78%

EPS estimate: $0.72
EPS actual: $0.74
Revenue estimate: —
Revenue actual: —
1-day move: +0.47%

Call highlights have not been generated for this quarter.

Symbol: ON
Type: Stock
Sector: Technology
Industry: Semiconductors
Country: North America
Exchange: NASDAQ-GS

onsemi (Nasdaq: ON) delivers intelligent power and sensing technologies that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and AI data center end-markets. With a highly differentiated and innovative product portfolio, onsemi helps customers solve complex challenges to achieve higher efficiency, improved performance, and lower system cost, while supporting a safer, cleaner, and more energy-efficient world. onsemi is part of the S&P 500® index. Learn more about onsemi at www.onsemi.com.

Key Issues

Bullish view

ON raised its 2026 AI data-center outlook to more than double last year, while reported demand growth and tighter supply support continued expansion.

Bearish view

The evidence establishes strong AI data-center demand but does not show that growth is broad-based across the business or durable beyond the current demand cycle.