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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for ON Semiconductor (ON) is 6/10.
ON Semiconductor delivered its first year-over-year revenue growth in seven quarters, with Q1 revenue of $1.51 billion up 5% and non-GAAP EPS of $0.64, up 93%. AI data center revenue grew over 30% quarter-over-quarter with expectations to double year-over-year in 2026. Gross margin expanded for the third consecutive quarter to 38.5%. Treo revenue grew 2.5x sequentially with broadening design wins, and energy storage and microgrid business accelerated with 40%+ growth expected. China automotive revenue grew despite a 6% decline in the passenger vehicle market.
Scored from ON Semiconductor’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.72B | -14.6% | $0.88 | -31.3% | 45.2% | 23.7% | 22.1% | $435M |
| FY2025 Q1 | $1.45B | -22.4% | $-1.15 | -210.6% | 20.3% | -39.7% | -33.6% | $455M |
| FY2025 Q2 | $1.47B | -15.4% | $0.41 |
| -47.4% |
| 37.6% |
| 13.2% |
| 11.6% |
| $106M |
| FY2025 Q3 | $1.55B | -12.0% | $0.63 | -32.3% | 37.9% | 17.0% | 16.4% | $645M |
| FY2025 Q4 | $1.53B | -11.2% | $0.45 | -48.9% | 34.9% | 16.5% | 11.9% | $485M |
| FY2026 Q1 | $1.51B | +4.7% | $-0.08 | +93.0% | 38.5% | -3.5% | -2.2% | $217M |
| FY2026 Q2 | $1.60B | +9.2% | $0.56 | +36.6% | 38.4% | 16.1% | 14.1% | $482M |