$71.02-3.7%Nov 13 close
Figures through October 2, 2026, from the 10-Q filed November 2, 2026
Company outlook: revenue of $1.7B to $1.8B for Fiscal Q4 2026 — up 15.4% on a year earlier
Just reported
From On Semiconductor Corp.'s results release of November 2, 2026; its quarterly report has since been filed.
Actual
$1.72B
+11% y/y
+7.4% q/q
Guided
$1.7B
midpoint
Actual
$0.79
+25% y/y
+41% q/q
Guided
—
| Measure | 3 months toOct 2, 2026 | 3 months toOct 3, 2025 | Change |
|---|---|---|---|
| Total Revenue | $1.7B | $1.6B | +11.05% |
| Profit | $313.9M | $255M | +23.10% |
| Profit per share | $0.79 | $0.63 | +25.40% |
| Free Cash Flow | $488.6M | $372.4M | +31.20% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
On Semiconductor Corp. reported on November 2, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Increasing power requirements are driving accelerated demand in our AI data center and industrial end markets, as customers adopt and ramp our differentiated products,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote and the company description come from On Semiconductor Corp.’s Item 2.02 8-K filed November 2, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
No guide given
Actual
$378.3M
+43% y/y
+46% q/q
Guided
—
No guide given
Q4 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every On Semiconductor Corp. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.