For the quarter ended December 2025, ON Semiconductor Corp. (ON) reported revenue of $1.53 billion, down 11.2% over the same period last year. EPS came in at $0.64, compared to $0.95 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.53 billion, representing a surprise of -0.19%. The company delivered an EPS surprise of +3.23%, with the consensus EPS estimate being $0.62.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $289.4 million compared to the $345.53 million average estimate based on six analysts. The reported number represents a change of +3.3% year over year.
- Revenue- Market- Industrial: $442.3 million versus $407.72 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
- Revenue- Market- Automotive: $798.4 million versus $780.72 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -22.2% change.
- Revenue- Product- Intelligent Sensing Group (ISG): $249.6 million versus the two-analyst average estimate of $234.38 million. The reported number represents a year-over-year change of -17.5%.
- Revenue- Product- Analog & Mixed-Signal Group (AMG): $556.3 million versus $574.91 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.9% change.
- Revenue- Product- Power Solutions Group (PSG): $724.2 million compared to the $721.09 million average estimate based on two analysts. The reported number represents a change of -10.5% year over year.
View all Key Company Metrics for ON Semiconductor Corp. here>>>
Shares of ON Semiconductor Corp. have returned +4.9% over the past month versus the Zacks S&P 500 composite's -0.2% 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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