ON Semiconductor Corp

ON: XNAS (USA)

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Onsemi Earnings: Our Cyclical Recovery Thesis for 2026 Is Intact After Solid Results

William Kerwin

Nov 3, 2025

ON Semiconductor's third-quarter results were at the high ends of guidance, with sales declining 12% year over year but rising 6% sequentially to $1.55 billion. Fourth-quarter guidance calls for roughly flat sequential growth, which is in line with typical seasonality.

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ON Semiconductor Corp

Onsemi Earnings: Our Cyclical Recovery Thesis for 2026 Is Intact After Solid Results

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