ON Semiconductor's fourth-quarter revenue of $1.53 billion fell just short of analysts' expectations, despite a positive earnings surprise with 64 cents per share, surpassing forecasts. The company experienced an 11.2% year-on-year sales decline but remains focused on growth in AI, automotive, and industrial sectors. Notably, it completed significant share buybacks totaling $175.6 million and expects first-quarter revenue to be around $1.49 billion, indicating ongoing confidence in key markets despite shrinking margins.
“ON Semiconductor · posted fourth-quarter revenue · $1.53 billion · missed the LSEG consensus estimate of $1.54 billion”
“ON Semiconductor · earnings · 64 cents per share · topped the forecasted 62 cents per share”
“ON Semiconductor Corporation (ON) · is reporting for the quarter ending · December 31, 2025”
“ON Semiconductor Corporation (ON) · consensus earnings per share forecast · from the 12 analysts · $0.62”
“ON Semiconductor Corporation (ON) · represents a · decrease compared to the same quarter last year · 34.74%”
“ON Semiconductor · reported a positive earnings surprise for · the fourth quarter · true”
“ON Semiconductor · highlighted progress in · AI data center, automotive, and industrial markets · true”
“ON Semiconductor · completed significant share repurchases of · 2.9 million shares · US$175.6 million”
“ON Semiconductor · has a revenue expectation for first quarter 2026 of · between US$1,435 million and US$1,535 million · true”
“ON Semiconductor · has a diluted EPS expectation of · US$0.28 to US$0.38 · true”
“ON Semiconductor · reported net income of · US$181.8 million in the fourth quarter · true”
“ON Semiconductor · reported sales of · US$1,530.1 million in the fourth quarter · true”