ON ON Semiconductor

Q4 2025 10-Q

Filed: Nov 3, 2025Period ending Oct 3, 2025

Information Technology

Semiconductors & Related DevicesSEC EDGAR

ON Semiconductor (ON) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Nov 3, 2025 for the fiscal period ending Oct 3, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

• Revenue $1,550.9M Q1 FY2025 vs $1,761.9M Q1 FY2024, down $211.0M or 12% YoY
• Operating margin 17.0% Q1 FY2025 (Operating income $264.4M / Revenue $1,550.9M) vs 25.3% (Operating income $445.4M / Revenue $1,761.9M) Q1 FY2024

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Risk Factors

• No newly added risk factors this quarter; risk disclosures unchanged from 2024 Form 10-K
• Materially updated risk: none reported; no changes in risk descriptions or materiality stated

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Quarterly Financial Summary
XBRL

Revenue

$1.6B

▼ -12.0% YoY▲ +5.6% QoQ

Net Income

$255M

▼ -36.5% YoY▲ +49.7% QoQ

Gross Margin

37.9%

▼ -751bp YoY▲ +28bp QoQ

Operating Margin

17.0%

▼ -823bp YoY▲ +388bp QoQ

Net Margin

16.4%

▼ -636bp YoY▲ +485bp QoQ

ROE

3.2%

Total Assets

$13.0B

EPS (Diluted)

$0.61

▼ -34.4% YoY▲ +56.4% QoQ

Operating Cash Flow

$419M

▼ -10.1% YoY▲ +127.2% QoQ

Source: XBRL data from ON Semiconductor Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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