ONON Semiconductor

Technology · Semiconductors · Nasdaq

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

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The biggest changes in the 10-K filed 2026-02-09, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Operating margin

25.0% → 1.4% (-23.6 pts) Big change FY to 2025-12-31 vs 2024-12-31

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Gross margin

45.4% → 33.1% (-12.3 pts) Big change FY to 2025-12-31 vs 2024-12-31

“Our gross margin decreased by 12.3 percentage points from 45.4% for the year ended December 31, 2024 to 33.1% for the year ended December 31, 2025, primarily due to the impact of the factors explained in the segment gross margin sections below.”
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“PSG gross profit decreased by $696.9 million, primarily driven by the decline in sales volume in the automotive and industrial end-markets.”
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Net income

-92.3% Big change FY to 2025-12-31 vs 2024-12-31

“The change in the effective tax rate was primarily driven by lower income before income taxes, which increased the rate impact of discrete items.”
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Revenue

-15.3% Big change FY to 2025-12-31 vs 2024-12-31

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Cash from operations

-7.7% FY to 2025-12-31 vs 2024-12-31

“Our operating cash flows for the year ended December 31, 2025 decreased by $146.6 million, or 7.7%, compared to the year ended December 31, 2024 and was primarily attributable to a reduction in net income driven by lower end-market demand for our products partially offset by the timing of cash receipts and payments related to working capital balances.”
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Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

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