Overview
onsemi Q3 2025 revenue of $1,550.9 mln, down 12% yr/yr
Adjusted EPS for Q3 2025 at $0.63, reflecting stable performance
Company repurchased $925 mln in shares, about 100% of free cash flow
Outlook
onsemi projects Q4 2025 revenue between $1,480 mln and $1,580 mln
onsemi expects Q4 2025 gross margin of 36.9% to 38.9%
onsemi anticipates Q4 2025 EPS of $0.56 to $0.66
Result Drivers
CORE MARKETS STABILIZATION - Co reports signs of stabilization across core markets, contributing to results
AI GROWTH - Positive growth in AI noted as a contributor to Q3 results
ENERGY EFFICIENCY FOCUS - Expansion in offerings for energy-efficient solutions in automotive, industrial, and AI platforms
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 EPS
$0.63
Q3 Net Income
$255.30 mln
Q3 Adjusted Gross Margin
38%
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 16 "strong buy" or "buy", 19 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the semiconductors peer group is "buy."
Wall Street's median 12-month price target for ON Semiconductor Corp is $58.00, about 13.7% above its October 31 closing price of $50.08
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: ID:nGNE6D4ZV8
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
