ON Semiconductor Corp

ON: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Onsemi Earnings: The Cyclical Recovery Stays the Course, and AI Adds Attractive Growth

William Kerwin

Aug 4, 2026

ON Semiconductor's June-quarter results and guidance were positive. June revenue rose 9% year over year to $1.6 billion, while September guidance implies 10% growth. June gross margin ticked up 170 basis points year over year to 39.3%, and September gross margin guidance is 41% at the midpoint.

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ON Semiconductor Corp

Onsemi Earnings: The Cyclical Recovery Stays the Course, and AI Adds Attractive Growth

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