ON Semiconductor Corp. filings document onsemi's operating results, capital structure, governance and material events as a public semiconductor company. Recent 8-K reports furnish quarterly and annual earnings releases and disclose capital-structure matters, including convertible senior note and related security-structure disclosures.
The company's proxy materials cover shareholder voting matters, board governance, executive compensation and equity-award disclosures. Other current reports address officer and board transition matters, financial exhibits, Inline XBRL cover-page data and formal disclosure categories tied to onsemi's power and sensing business.
ON Semiconductor Corp. common stock was the subject of ownership disclosures by FMR LLC and Abigail P. Johnson. FMR LLC reported beneficial ownership of 31,915,450 shares, or 8.2% of the class.
FMR LLC reported sole voting power over 29,764,143 shares and sole dispositive power over 31,915,450 shares. Abigail P. Johnson reported zero voting power and sole dispositive power over 31,915,450 shares. Other persons are known to have rights to dividends or sale proceeds, but no one other person's interest exceeds 5% of the class.
ON Semiconductor Corp. director Paul Anthony Mascarenas acquired 126 fully vested common shares on October 2, 2026, in lieu of part of his third-quarter 2026 cash retainers, based on an election he had previously submitted. The transaction lists $84.89 per share; his directly held common shares following the transaction totaled 57,716.
ON Semiconductor Corp reported that Sudhir Gopalswamy, its Group President, AMG & ISG, sold 15,578 common shares at $80 per share on October 1, 2026, under a Rule 10b5-1 trading plan. His reported direct holdings afterward were 158,177 shares, including 167 shares acquired under the Employee Stock Purchase Plan since his last Section 16 filing.
ON Semiconductor Corporation amended its merger agreement to acquire Synaptics for $123 per share in cash, an aggregate value of approximately $5.7 billion, compared with approximately $7 billion under the prior agreement. ON expects the transaction to be immediately accretive to non-GAAP earnings per share. It also identified incremental revenue-synergy and production-insourcing opportunities beyond the previously announced $200 million of annual run-rate synergies; those additional benefits are expected after the first 18 months post-close.
ON obtained a commitment for up to $2.45 billion in senior secured term-loan financing from Morgan Stanley, subject to customary closing conditions, to fund part of the consideration and merger-related fees, costs and expenses. The transaction will also use cash on hand, and financing is not a condition to closing. The FTC has approved the transaction, while regulators in other jurisdictions are reviewing it. ON intends to withdraw its registration statement, and the amended agreement removes the requirement to appoint a Synaptics director to ON’s board.
ON Semiconductor Corp. (ON) officer Sudhir Gopalswamy is named in a Rule 144 notice covering a proposed sale of 15,578 common shares, with an approximate sale date of October 1, 2026. The notice identifies the Sudhir Gopalswamy Living Trust as the source of the shares and lists an aggregate market value of $1,246,240. Rockefeller Capital Management is listed as broker, and the acquisition records identify stock awards from the issuer.
ON Semiconductor Corporation (onsemi, ON) filed a Form S-4 to register up to 61,448,587 shares of onsemi common stock to be issued as stock consideration in its proposed all‑stock acquisition of Synaptics Incorporated through a merger of a wholly owned subsidiary into Synaptics.
Each Synaptics share (other than excluded shares) will be converted into 1.350 shares of onsemi, with cash paid only in lieu of fractional shares. Based on onsemi prices, this implied about $156.25 per Synaptics share at $115.74 (June 24, 2026) and $109.05 at $80.78 (August 4, 2026). Post‑merger, existing onsemi holders are expected to own about 88% and former Synaptics holders about 12% of onsemi on a fully diluted basis. The deal requires approval by a majority of Synaptics outstanding shares, multiple regulatory clearances, and is intended to qualify as a tax‑free reorganization under Section 368(a).
ON Semiconductor Corporation reports progress on its planned acquisition of Synaptics Incorporated. ON’s wholly owned subsidiary, Sonic Acquisition Corp., is slated to merge with Synaptics, with Synaptics surviving as a wholly owned subsidiary of ON, under an existing Agreement and Plan of Reorganization.
The transaction is subject to customary closing conditions, including regulatory clearances and approval by Synaptics stockholders. The parties filed required Hart-Scott-Rodino notifications on July 17, 2026, and the Federal Trade Commission granted early termination of the HSR waiting period on August 12, 2026. Remaining conditions include Synaptics stockholder approval and certain other regulatory approvals or clearances. ON and Synaptics continue to expect the merger to close in mid‑2027, subject to satisfaction or waiver of these conditions, and outline extensive forward‑looking statement and risk disclosures related to timing, approvals, integration, costs, and market reactions.
ON Semiconductor Corporation reported strong results for the quarter ended July 3, 2026. Revenue was $1,603.5 million, up 9% year-over-year and 6% sequential. GAAP gross margin was 38.4%, with GAAP operating margin of 16.1%. GAAP net income attributable to the company was $226.8 million, or $0.56 diluted EPS, compared with $0.41 a year earlier. Non-GAAP net income was $293.8 million, or $0.74 diluted EPS, versus $0.53 in Q2 2025, and management stated that earnings per share grew four times faster than revenue year-over-year.
Free cash flow was $425.4 million, compared with $106.1 million in the prior-year quarter; management highlighted free cash flow margin expansion from approximately 7% to 27% year-over-year. By segment, Q2 2026 revenue was $829.0 million for PSG (up 19% year-over-year), $545.7 million for AMG (down 2%), and $228.8 million for ISG (up 7%). Cash and cash equivalents were $3,514.5 million as of July 3, 2026, with total debt of $4,459.4 million. For Q3 2026, the company projected revenue of $1,650 to $1,750 million, GAAP gross margin of 39.9% to 41.9% (non-GAAP 40.0% to 42.0%), and GAAP diluted EPS of $0.79 to $0.91 (non-GAAP $0.81 to $0.93). Management said AI data center remains the fastest-growing business and they now expect that segment’s revenue to more than double in 2026.