Short answer
ON Semiconductor (ON) filed its Q3 2026 10-Q quarterly report on Aug 3, 2026 for the quarter ended Jul 3, 2026. Quarterly revenue was $1.6B (up 9.2% year over year) with net income of $227M.
Q3 2026 key financials · XBRL
- Revenue
- $1.6B
- +9.2% YoY · +6.0% QoQ
- Net income
- $227M
- +33.2% YoY · +779.0% QoQ
- Operating margin
- 16.1%
- Gross margin
- 38.4%
- EPS (diluted)
- $0.56
- +43.6% YoY · +800.0% QoQ
Source: XBRL data from the ON Semiconductor (ON) Q3 2026 10-Q on SEC EDGAR. USD.
ON Semiconductor Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,603.5M, up $134.8M or 9% YoY, driven by increased demand across all end-markets
- Gross margin 38.4% vs 37.6% YoY; operating income $258.6M vs $193.4M
- PSG strongest segment, revenue $829.0M, up $130.8M or 19%; AMG weakest, revenue $545.7M, down $10.2M or 2%
- Cash, equivalents and short-term investments approximately $3.9B; revolver availability approximately $1.5B
- Share repurchases $334.7M for approximately 3.1M shares; Synaptics merger anticipated to close mid-2027 with all-stock consideration
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 and contains no 10-K comparison
- Acquisition agreement with Synaptics dated June 25, 2026 creates transaction-execution risk
- New 0% convertible senior notes due 2031 introduce financing and dilution exposure
- Share repurchases reduced authorized capacity to approximately $5.3 billion as of July 3, 2026
- Rule 10b5-1 arrangement permits sales of 15,578 shares through May 14, 2027
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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