US · Technology · Semiconductors
EPS came in at 0.74 against a street estimate of 0.72 — a beat of 2.8%.
Analysts rate ON Semiconductor Corporation a buy (15 buy, 16 hold, 0 sell out of 31) with an average price target of $104.67.
CONFIDENT ON delivered Q2 beat on revenue, margin, and EPS with strong AI data center momentum. AI DC now expected to more than double in 2026; automotive growing 6% YoY with China share gains; industrial up 4% YoY. Gross margin expanding through utilization leverage. Q2 2026 Automotive revenue in China up 13% H1 2026 vs. prior year despite total EV market down 4%. North America AI data center and PSU content expanding. Europe shows typical Q2 seasonal weakness in automotive. Analysts pressed ON on pricing stickiness across segments (resolved: cost-driven across board), utilization headroom (resolved: ample room to 92-93% before external flex), and data center product mix (resolved: diversified across full power tree, not SiC-only). Management emphasized disciplined inventory management and avoided forward-looking specifics on 2027 pricing/costs. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.56% |
| BlackRock Inc | 10.53% |
| Vanguard Capital Management, LLC | 6.58% |
| Vanguard Portfolio Management, LLC | 5.04% |
| State Street Corp | 4.77% |
| HHG PLC | 3.52% |
| Jupiter Topco LLC | 3.45% |
| Geode Capital Management, LLC | 2.78% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • onsemi amended its agreement to acquire Synaptics on October 1, 2026. • The revised offer is $123 per Synaptics share in cash, wi | 2026-10-01 |
| Company announcement · Q3 2026 ON SEMICONDUCTOR CORPORATION – FORM 8-K SUMMARY Filed August 13, 2026 --- HEADLINE NUMBERS • Merger Agreement Date: June 25, 2026 between ON Semico | 2026-08-13 |
| Quarterly report · Q3 2026 ON SEMICONDUCTOR CORPORATION - FORM 10-Q SUMMARY Quarter & Six Months Ended July 3, 2026 --- HEADLINE NUMBERS • Q2 2026 Revenue: $1,603.5 million ( | 2026-08-03 |
| Results announced · Q3 2026 ONSEMI Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,603.5 million, up 9% year-over-year • GAAP diluted earnings per share: $0.56 (non-GAA | 2026-08-03 |
| Material agreement · Q2 2026 SUMMARY: ON SEMICONDUCTOR MERGER WITH SYNAPTICS HEADLINE NUMBERS • Exchange Ratio: 1.350 shares of ON Semiconductor common stock per Synaptics share | 2026-06-25 |
| Board / officer change · Q2 2026 ON SEMICONDUCTOR CORPORATION – FORM 8-K SUMMARY May 14, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Simon Keeton, Group President of Power Solutions G | 2026-05-18 |
| Quarterly report · Q2 2026 ON SEMICONDUCTOR CORPORATION - Q1 2026 (10-Q) SUMMARY --- HEADLINE NUMBERS • Revenue: $1,513.3 million (Q1 2026) vs. $1,445.7 million (Q1 2025) — u | 2026-05-04 |
| Proxy statement · Q2 2026 ON SEMICONDUCTOR CORPORATION – 2026 PROXY SUMMARY --- CEO COMPENSATION • Hassane El-Khoury (President and CEO) total compensation: Not specified in | 2026-04-02 |
Readable in the app.
| Announcement | Date |
|---|---|
| Amended and restated merger agreement with revised consideration of $123 per share ON Semiconductor amended its agreement to acquire Synaptics, increasing the merger price from an unspecified original amount to $123 per share in cash. This change was triggered after Synapt | 2026-10-01 |
| FTC grants early termination of HSR waiting period for acquisition ON Semiconductor is acquiring Synaptics Incorporated in a merger deal announced June 25, 2026. Key development: The FTC granted early termination of the HSR antitrust waiting period on Augus | 2026-08-13 |
| Acquisition of Synaptics for 1.350 share exchange ratio per share ON Semiconductor announced on June 25, 2026, that it is acquiring Synaptics Incorporated in an all-stock merger. Under the deal terms, each Synaptics share will be converted into 1.35 shares | 2026-06-25 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.