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ON ON SEMICONDUCTOR CORP

Trailing twelve months to 2026-07-03 · as filed 2026-08-03, not restated
Technology

Scale

Market cap
$28.9bn
Revenue TTM
$6.2bn
Net income TTM
$630m
Free cash flow
$1.5bn
Composite score
41.5
Sector rank
#342

Valuation

P / E
45.8
EV / EBITDA
19.7
EV / sales
4.6
FCF yield
5.19%
Earnings yield vs 10-yr
-2.55pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
10.2%
EBITDA margin
23.5%
ROE
8.7%
ROIC
9.6%
Revenue growth
-3.1%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Business Strategy Developments We are focused on increasing profitable revenue through differentiated technologies to address the high-growth megatrends in automotive, industrial and other markets which include AI data centers. Revenue Revenue was $1,603.5 million and $1,468.7 million for the quarters ended July 3, 2026 and July 4, 2025, respectively, representing an increase of $134.8 million, or approximately 9%, year over year due to increased demand across all end-markets. We had one customer, a distributor, whose revenue accounted for approximately 14% and 12% of our total revenue for each of the quarters ended July 3, 2026 and July 4, 2025, across all reportable segments. …ON SEMICONDUCTOR CORP, 10-Q, period ended 2026-07-03, filed 2026-08-03

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