ONON Semiconductor
ON Semiconductor Corporation, together with its wholly and majority-owned subsidiaries, which operate under the onsemiTM brand ("onsemi," "we," "us," "our," or the "Company"), was incorporated under the laws of the State of Delaware in 1992. 10-K, Item 1
- Headquarters
- Scottsdale, AZ
- Next results
- around Feb 8, 2027
What changed
10-K filed Feb 9, 2026 against Feb 10, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 6 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Material impairment (8-K item 2.06) | 8-K item 2.06 (material impairments) filed 2025-11-17 (2 in 2 years): “During the first quarter of 2025, ON Semiconductor Corporation (the “Company” or “we” and, together with its subsidiaries, “onsemi”) announced restructuring and cost reduction initiatives based on an evaluation of its operating structure, business strategy, manufacturing technologies and internal capabilities to realign internal manufacturing capacity and capabilities with anticipated long-term…” | 10-K · XBRL |
| Accounting checks | 10 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 3 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 9, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-10. Quoted as filed.
We had one customer, a distributor, whose revenue accounted for approximately 11% and 10% of the total revenue for the years ended 2025 and 2024, respectively, across all reportable segments. Although we are not dependent on any single customer, a significant disruption in key customer relationships could adversely affect our business.…
10-K, Item 1A
Accounting checks
latest 10-K10 of 11 clear 1 worth a look. Checks, not verdicts.
- !Material impairment (8-K item 2.06)8-K item 2.06 (material impairments) filed 2025-11-17 (2 in 2 years): “During the first quarter of 2025, ON Semiconductor Corporation (the “Company” or “we” and, together with its subsidiaries, “onsemi”) announced restructuring and cost reduction initiatives based on an evaluation of its operating structure, business strategy, manufacturing technologies and internal capabilities to realign internal manufacturing capacity and capabilities with anticipated long-term…”
- ✓Receivables -21.7% vs revenue -15.3% (-6.4 pts)
- ✓Cash from operations $1.8B vs net income $121.0M (FY ending 2025-12-31)
- ✓Inventory -11.3% vs revenue -15.3% (+4.1 pts)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓The same matters as last year: Valuation of Inventories
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Nov 2, 20268-K Material agreement signed, Regulation FD disclosure 8-K items 1.01, 7.01
- Nov 2, 20268-K Quarterly results 8-K item 2.02
- Nov 2, 202610-Q Quarterly report (10-Q) period ended Oct 2, 2026
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