ON Semiconductor Corp. (ON) reported $1.55 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 12%. EPS of $0.63 for the same period compares to $0.99 a year ago.
The reported revenue represents a surprise of +2.36% over the Zacks Consensus Estimate of $1.52 billion. With the consensus EPS estimate being $0.60, the EPS surprise was +5%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how ON Semiconductor Corp. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Market- Others: $337.3 million compared to the $349.38 million average estimate based on seven analysts. The reported number represents a change of -9% year over year.
- Revenue- Market- Industrial: $426.3 million versus $412.51 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -3.1% change.
- Revenue- Market- Automotive: $787.3 million compared to the $747.85 million average estimate based on seven analysts. The reported number represents a change of -17.2% year over year.
- Revenue- Product- Intelligent Sensing Group (ISG): $230 million versus $232.03 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -17.5% change.
- Revenue- Product- Analog & Mixed-Signal Group (AMG): $583.3 million versus the two-analyst average estimate of $569.44 million. The reported number represents a year-over-year change of -10.8%.
- Revenue- Product- Power Solutions Group (PSG): $737.6 million versus $712.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -11.1% change.
View all Key Company Metrics for ON Semiconductor Corp. here>>>
Shares of ON Semiconductor Corp. have returned +1.6% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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ON Semiconductor Corporation (ON): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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