ON Semiconductor Corp

ON: XNAS (USA)

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Onsemi Earnings: The Cyclical Recovery Is Playing Out, Just Gradually

William Kerwin

Feb 10, 2026

ON Semiconductor's fourth-quarter results were solid, with automotive and industrial revenue both rising sequentially, but with noncore product exits leading to a slight sequential decline for total sales. Guidance implies another sequential decline, due to market seasonality and more product exits.

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ON Semiconductor Corp

Onsemi Earnings: The Cyclical Recovery Is Playing Out, Just Gradually

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