Every 10-Q that ON Semiconductor Corp (ON) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ON and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ON filings page.
ON Semiconductor reported a smaller loss for the quarter ended April 3, 2026 as profitability improved despite heavy restructuring. Revenue rose to $1,513.3 million from $1,445.7 million, driven by growth in automotive and industrial demand, especially in the Power Solutions Group.
Gross profit nearly doubled to $583.1 million, lifting gross margin to 38.5% from 20.3%, largely because prior‑year excess and obsolete inventory charges did not recur and manufacturing utilization improved. Segment margins strengthened notably in Intelligent Sensing, which moved from a loss to solid profitability.
The company still posted a net loss attributable to shareholders of $33.4 million, or $0.08 per share, but this was much better than the $486.1 million loss, or $1.15 per share, a year earlier. Results were weighed down by $329.3 million of restructuring, asset impairment and other charges tied to multi‑year manufacturing realignment, including workforce reductions and asset write‑downs in South Korea and the Czech Republic.
Operating cash flow was $239.1 million, down from $602.3 million mainly due to working‑capital swings. ON ended the quarter with $2,003.6 million of cash and equivalents plus $400.0 million of short‑term investments, against $3,004.9 million of gross long‑term debt. The company also repurchased about 5.7 million shares for $348.6 million, leaving roughly $5.7 billion authorized under its current buyback program.
onsemi reported Q3 2025 results with revenue of $1,550.9 million and gross profit of $587.2 million. Operating income was $264.4 million, and net income was $255.0 million, or $0.63 per diluted share.
For the first nine months of 2025, revenue was $4,465.3 million and the company recorded a net loss of $60.8 million, driven by $608.1 million in restructuring, asset impairments and other charges tied to the 2025 Manufacturing Realignment Program. This included $487.9 million of asset impairments and $235.8 million of excess and obsolete inventory charges recorded in cost of revenue.
Operating cash flow remained strong at $1,205.3 million year-to-date. The company invested $272.1 million in property, plant and equipment and repurchased 19.1 million shares for $925.0 million under its $3.0 billion authorization. Long‑term debt stood at $3,353.1 million, and total assets were $13,010.2 million as of October 3, 2025.
Quarterly highlights: ON Semiconductor reported Q2 revenue of $1,468.7 million versus $1,735.2 million a year earlier and Q2 net income of $170.3 million (net income (loss) $171.7M). Gross profit was $551.9 million and operating income was $193.4 million for the quarter. Cash and cash equivalents totaled $2,526.7 million and total assets were $13,126.2 million.
Material developments and drivers: For the six months ended July 4, 2025 the company recorded an operating loss of $(380.3) million driven by $588.5 million of restructuring, asset impairments and other charges, including $472.1 million of asset impairments related to manufacturing equipment classified as held-for-sale. ON completed the acquisition of SiC JFET technology on January 14, 2025 for $118.8 million. Remaining performance obligations from long-term supply agreements were approximately $9.6 billion, with ~36% expected to be recognized over the next 12 months.