ON ON Semiconductor

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Intelligent power and sensing semiconductor solutions for automotive, industrial, and AI data center markets
• • 2025 acquisitions of SiC JFET tech from Qorvo ($118.8M) and Vcore power tech from Aura Semiconductor (up to $144M) to enhance PSG segment
• • Strategic manufacturing realignment in 2025 with ~2,400 employee reductions and $935.2M total restructuring and impairment charges
• • Revenue mix 2025: Automotive 51%, Industrial 28%, Other (including AI data center) 21%; PSG segment largest at 47% of revenue
• • Share repurchases of ~27.9 million shares for $1.375 billion in 2025 signal capital return focus amid operational restructuring

Risk Factors

• • Regulatory/legal risk: Risk of non-compliance with covenants in Credit Agreement could trigger higher interest rates or accelerated debt maturity
• • Geopolitical/macroeconomic exposure: Availability of $1.5 billion credit facility subject to financial, legislative, regulatory conditions beyond control
• • Operational/supply chain risk: Inventory provisions depend on fluctuating end-user demand and product transition plans, affecting cost of revenue
• • Competitive/market disruption risk: No specific competitor or technology threat detailed in the filing
• • Financial/structural risk: $3.004 billion total notes outstanding with significant interest impacting results; share repurchases totaled $1.375 billion in 2025

Management Discussion & Analysis

• • Revenue $5,995.4M in 2025, down 15.3% ($1,086.9M) YoY from $7,082.3M in 2024
• • Operating margin 1.4% ($84.2M) in 2025 vs 24.9% ($1,767.7M) in 2024; gross margin 33.1% vs 45.4%, down 12.3 ppt
• • Best segment AMG: revenue $2,261.9M (37.7%), gross margin 51.1% up 1 ppt; worst segment ISG: revenue $928.4M down $196.6M, gross margin 15.1% down 31.6 ppt
• • Operating cash flow $1,759.8M; capex $341.2M; share repurchases $1,375M (27.9M shares); Revolving Credit Facility borrowings repaid $375M
• • 2026 outlook: focus on operational excellence, capacity alignment with demand, cost-saving initiatives, share repurchase plan approved up to $6B through 2028

What are the latest ON SEC filings in 2026?

ON Semiconductor (ON) has filed a 10-K annual report on February 9, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on August 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ON file its most recent 10-K annual report?

ON Semiconductor (ON) filed its most recent 10-K annual report on February 9, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ON 10-Q quarterly reports?

ON Semiconductor (ON)'s most recent 10-Q quarterly report was filed on May 4, 2026. SignalX displays every ON 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ON filed recently?

ON Semiconductor (ON)'s most recent 8-K was filed on August 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ON insider trading activity (Form 4)?

SignalX aggregates every ON Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ON file with the SEC?

ON Semiconductor (ON) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ON filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for ON Semiconductor (ON).

What is ON's SEC CIK number?

ON Semiconductor (ON)'s SEC CIK (Central Index Key) number is 1097864. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1097864 to look up all ON filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ON return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from ON Semiconductor (ON) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.