Workflow
ON Semiconductor
icon
Search documents
ON Semiconductor(ON) - 2025 Q4 - Annual Results
2026-02-09 21:21
Exhibit 99.1 Results Highlights: "We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets," said Hassane El-Khoury, President and CEO, onsemi. "We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry. Our strategy is clear: lead in automotive, industrial, and AI data center power with innovation that delivers higher-va ...
onsemi Reports Fourth Quarter and Full Year 2025 Results
Globenewswire· 2026-02-09 21:15
Returned $1.4 billion of 2025 Free Cash Flow through share repurchasesSCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: Fourth quarter revenue of $1,530 millionFourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2%, respectivelyFourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8%, respectivelyFourth quarter GAAP diluted earnings p ...
ON Semiconductor Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call - ON Semiconductor (NASDAQ:ON)
Benzinga· 2026-02-09 15:15
Core Viewpoint - ON Semiconductor Corporation is expected to report a decline in earnings and revenue for the fourth quarter compared to the previous year [1] Group 1: Earnings Expectations - Analysts anticipate ON Semiconductor will report earnings of 62 cents per share for the fourth quarter, a decrease from 95 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is projected at $1.54 billion, down from $1.72 billion a year earlier [1] Group 2: Share Repurchase Program - ON Semiconductor's board has authorized a share repurchase program of up to $6 billion over the next three years [2] - Following the announcement, ON Semiconductor shares increased by 3.3%, closing at $65.20 [2]
ON Semiconductor Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2026-02-09 15:15
ON Semiconductor Corporation (NASDAQ:ON) will release earnings results for its fourth quarter, after the closing bell on Monday, Feb. 9.Analysts expect the Scottsdale, Arizona-based company to report quarterly earnings at 62 cents per share, down from 95 cents per share in the year-ago period. The consensus estimate for ON Semiconductor's quarterly revenue is $1.54 billion, versus $1.72 billion a year earlier, according to data from Benzinga Pro.On Nov. 18, ON Semi announced that its board authorized a shar ...
US stock market today: Why Dow crashes today? Dow slips below 50,000 as S&P 500 and Nasdaq rise - Gold and silver rally while bitcoin in freefall
The Economic Times· 2026-02-09 15:00
Market Overview - The Dow Jones Industrial Average fell 224 points, or 0.45%, to 49,891.55, slipping below the key 50,000 mark, while the S&P 500 edged up 0.06% to 6,936.48, and the Nasdaq Composite rose 0.29% to 23,097.46, indicating a market divided between old-economy stocks under pressure and selective strength in technology and AI-linked names [18] Commodities - Gold futures surged 1.44%, reclaiming the $5,000 per ounce level, driven by Wells Fargo's bullish price target of $6,300 and a 15-month buying streak by China's central bank, highlighting its status as a hedge against economic uncertainty [2][11] - Silver also saw a significant increase, gaining over 4%, as investors turned to hard assets amid macro uncertainty and inflation risks [11] Cryptocurrency - Bitcoin fell below $69,000, continuing a volatile trend, with the Nasdaq Crypto Index dropping 2.66%, reflecting a cooling of speculative interest in the market [3][12] - The recent selloff marked Bitcoin's sharpest daily drop since 2022, indicating a lack of confidence in the cryptocurrency market [12] Technology Sector - The tech-heavy Nasdaq found support from selective buying in AI and semiconductor stocks, with NVIDIA trading higher due to continued confidence in long-term demand for AI infrastructure [7][15] - However, the software sector faced challenges, exemplified by monday.com, whose shares plunged 23% after issuing disappointing revenue and profit guidance, raising concerns about AI's impact on margins and pricing power [9][10] Upcoming Events - Markets are focused on upcoming earnings reports from major companies like Coca-Cola, McDonald's, and Cisco, as well as macroeconomic data including the January jobs report and inflation data, which could influence expectations for interest rates and growth [13]
Stock Market Today: Dow Jones Futures Drop After Friday's Record Close—STMicroelectronics, Kroger, FedEx In Focus - State Street SPDR S&P 500 ETF Trust (ARCA:SPY)
Benzinga· 2026-02-09 10:57
Market Overview - U.S. stock futures declined on Monday after a significant rebound on Friday, with major benchmark indices showing lower futures [1] - The 10-year Treasury bond yielded 4.22%, while the two-year bond was at 3.50%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced slight declines of -0.12%, -0.37%, -0.63%, and -0.33% respectively [2] Company Insights - FedEx Corp. rose by 0.47% following a consortium's announcement to acquire InPost for €7.8 billion ($9.254 billion), maintaining a strong price trend and value ranking [6] - ON Semiconductor Corp. fell by 1.38% as analysts anticipate quarterly earnings of 62 cents per share on revenue of $1.54 billion, while maintaining a moderate value ranking [7] - STMicroelectronics is noted to have a stronger price trend but a poor quality ranking according to Benzinga's Edge Stock Rankings [3] - Kroger maintains a strong price trend and solid quality ranking across all time frames [4] Sector Performance - The S&P 500's gains on Friday were led by industrials, energy, and information technology sectors, while consumer discretionary and communication services sectors closed lower [8] Economic Insights - Financial experts attribute the recent rally in the Dow Jones Industrial Average, which closed above 50,000 for the first time, to cooling inflation and technical rebounds [9] - Analysts suggest that the S&P 500 may struggle to surpass the 7,000-point milestone without stronger contributions from the tech sector, particularly software [11] - Upcoming CPI data and labor market conditions are critical factors to watch for the year ahead, as noted by Allianz's Chief Economic Adviser [11]
Becton Dickinson, ON Semiconductor And 3 Stocks To Watch Heading Into Monday - Becton Dickinson (NYSE:BDX)
Benzinga· 2026-02-09 08:22
Core Viewpoint - U.S. stock futures are trading higher, indicating a positive market sentiment for the day ahead [1] Company Summaries - Aecom (NYSE:ACM) is expected to report quarterly earnings of $1.17 per share with projected revenue of $3.61 billion, and its shares increased by 2.4% to close at $101.03 on Friday [1] - ON Semiconductor Corp. (NASDAQ:ON) is anticipated to post quarterly earnings of 62 cents per share on revenue of $1.54 billion, with shares gaining 0.1% to $65.23 in after-hours trading [1]
Wolfspeed, Inc. (NYSE: WOLF) Faces Financial Challenges Despite Growth in AI Data Center Revenue
Financial Modeling Prep· 2026-02-05 07:00
Core Insights - Wolfspeed, Inc. (NYSE:WOLF) is a significant player in the semiconductor industry, focusing on silicon carbide and gallium nitride materials for power and radio frequency applications [1] Financial Performance - The company reported an earnings per share (EPS) of -$6.11, which is significantly lower than the anticipated EPS of -$0.73, indicating ongoing financial difficulties [2][6] - WOLF's revenue for the quarter was $168.5 million, slightly below the forecasted $170 million, but it achieved a 50% quarter-over-quarter increase in AI data center revenue, suggesting potential for future growth [3][6] Financial Restructuring - WOLF benefited from approximately $700 million in Section 48D cash tax refunds, using $175 million to pay down long-term debt, which has strengthened its capital structure [4][6] - As of December 28, 2025, the company had $1.3 billion in cash, cash equivalents, and short-term investments, allowing for a concentrated focus on core business operations [4] Financial Ratios - The company has a negative price-to-earnings (P/E) ratio of -1.37, but a strong current ratio of 7.73, indicating its ability to meet short-term obligations [5] - WOLF's negative debt-to-equity ratio of -6.77 suggests a higher level of liabilities compared to equity, while its enterprise value to sales ratio is 9.47, reflecting its market valuation relative to sales [5]
Coherent Q2 Earnings Preview: Buy Now or Wait for the Results?
ZACKS· 2026-02-02 19:15
Core Insights - Coherent Corp. (COHR) is expected to report second-quarter fiscal 2026 results on February 4, with earnings estimated at $1.22 per share, indicating a 28.4% growth year-over-year, and revenues projected at $1.6 billion, reflecting a 13.9% increase [1][8] Earnings Estimates - Over the past 60 days, two EPS estimates for the second quarter of fiscal 2026 have been revised upward, while one was revised downward, resulting in a 1.7% increase in the Zacks Consensus Estimate to $1.22, indicating analysts' growing confidence [2] - Coherent has consistently surpassed the Zacks Consensus Estimate in the last four quarters, achieving an average surprise of 0.7% [3] Growth Drivers - The company is experiencing high demand for its products, particularly 1.6T transceivers, which is expected to continue into the second quarter of fiscal 2026 [5][8] - Increased demand for AI datacenters has led Coherent to ramp up its 6-inch Indium Phosphide (InP) production, with the global AI datacenter market projected to grow at a CAGR of 27.5% through 2035, suggesting strong InP sales for COHR [6] - Management has identified a $2 billion market opportunity in Optical Circuit Switch (OCS), with expectations of capturing a larger share due to rising AI demand [7] Stock Performance - COHR shares have surged 142.5% over the past year, outperforming the industry growth of 7% and the Zacks S&P 500 composite's 19.6% rise [9] - In the last six months, COHR has increased by 98.8%, again surpassing the industry and S&P 500 growth rates [12] - The current trailing P/E ratio for COHR is 36.11X, significantly higher than the industry average of 23.55X, indicating a premium valuation [12][20] Financial Health - Coherent reported a 51% year-over-year increase in the data center and communications market for fiscal 2025, with a 61% rise in the data center business alone [16] - The company has a strong balance sheet with $875 million in cash reserves and only $48 million in debt, providing a safety net and flexibility for investments [17] - The current ratio stands at 2.33, well above the industry average of 1.58, indicating strong liquidity [18] Competitive Landscape - Coherent faces significant competition from Wolfspeed and ON Semiconductor in the Silicon Carbide (SiC) sector, which may impact its growth and profitability [19] - Despite a strong presence in the SiC market, COHR experienced a 6% year-over-year decline in end-market demand in its Material segment's revenues for fiscal 2025 [19]
onsemi to Announce Fourth Quarter and 2025 Annual Financial Results
Globenewswire· 2026-01-23 14:00
Core Viewpoint - onsemi is set to announce its financial results for Q4 and the full year ending December 31, 2025, on February 9, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be released after market closes on February 9, 2026 [1] - A conference call will be held at 5 p.m. Eastern Time on the same day to discuss the results [1] - Investors can access the conference call through the company's website or by pre-registering [3] Group 2: Company Overview - onsemi focuses on automotive and industrial end-markets, driving innovations in vehicle electrification, safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure [1] - The company offers a differentiated product portfolio that includes intelligent power and sensing technologies [1] - onsemi is included in the S&P 500 index, indicating its significant presence in the market [1]