Welcome to our dedicated page for On Semiconductr SEC filings (Ticker: ON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for onsemi (ON) provides direct access to the company’s regulatory disclosures as ON Semiconductor Corporation, a Nasdaq-listed semiconductor and related device manufacturer. These documents include current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q, and other materials that together describe the company’s financial condition, risk factors, capital allocation, and strategic initiatives in intelligent power and sensing technologies.
Recent 8-K filings illustrate how onsemi uses SEC reports to communicate material events. Examples include announcements of quarterly financial results, descriptions of restructuring and cost reduction initiatives with associated non-cash impairment and accelerated depreciation charges on manufacturing assets, and details of material definitive agreements such as the Master Framework Agreement related to Vcore power technologies from Aura Semiconductor. Filings also cover governance developments, including changes in Board leadership, and provide furnished earnings releases that outline segment revenue, margins, and cash flow.
For investors analyzing ON stock, these filings are central to understanding how onsemi is aligning its manufacturing footprint with anticipated long-term needs, expanding its power management portfolio for AI data centers, and managing capital through share repurchase programs. Forms 10-K and 10-Q discuss risk factors, the cyclical nature of the semiconductor industry, and other considerations that can affect results in automotive, industrial, AI data center, and advanced imaging markets.
On Stock Titan, SEC documents for onsemi are updated from EDGAR and paired with AI-powered summaries that highlight key points from lengthy filings such as 10-Ks and 10-Qs. Users can quickly see the main themes in each report, track material 8-K events, and review disclosures related to transactions, restructuring, and other significant corporate actions, without reading every page in detail.
ON Semiconductor Corp (ON) director Paul Anthony Mascarenas received 212 fully-vested shares of common stock on 10/03/2025 as payment in lieu of a portion of his quarterly cash retainer based on his prior election. The shares were issued at a per-share value of $49.27, and the reporting shows the director now beneficially owns 55,131 shares following the transaction. The Form 4 was filed jointly by one reporting person and signed via power of attorney on 10/06/2025.
ON Semiconductor Corporation, through its wholly owned subsidiary Semiconductor Components Industries, LLC, agreed on September 23, 2025 to a Master Framework Agreement with several Aura Semiconductor entities. Under this deal, the subsidiary will purchase specified assets and receive an intellectual property license for Vcore power management components and systems.
Total consideration payable is a maximum of $144 million, subject to customary adjustments. Of this, $72 million is linked to delivery and acceptance of defined products, while the remaining $72 million depends on achieving certain revenue milestones, so the actual amount will vary with performance and delivered products at closing.
Completion of the transaction depends on customary closing conditions, and both sides are bound by restrictive covenants through December 31, 2030. A related Support Services Agreement is expected to run for the same period to help transfer assets and support the license. ON also highlighted forward-looking risks, including potential closing delays, integration challenges, and uncertainty that expected benefits may not materialize.
El-Khoury Hassane, CEO & President and Director of ON Semiconductor Corp (ON), reported a sale of common stock on 08/13/2025. The filing shows a disposition of 15,000 shares in multiple trades at prices ranging from $51.16 to $51.26, with a weighted average sale price of $51.2173. After the sale, the reporting person beneficially owns 977,814 shares, which includes 255 shares acquired under the company Employee Stock Purchase Plan since his last Section 16 filing. The Form 4 was executed by an attorney-in-fact, Hope M. Spencer.
ON Semiconductor Corp filed a Form 144 reporting a proposed sale of 15,000 common shares through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $768,259.50 and 408,973,992 shares outstanding. The filing lists an approximate sale date of 08/13/2025. The shares were acquired on 02/11/2023 via restricted stock vesting under a registered plan, and payment was recorded on that date. The filer reports no securities sold in the past three months. This Form 144 is a routine disclosure that specifies size, provenance, and execution channel for the planned sale.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 19,393,304 shares of ON Semiconductor Corp common stock, representing 4.6% of the class. The filing shows no sole voting or dispositive power and instead reports shared voting power of 12,107,980 shares and shared dispositive power of 19,391,605 shares, indicating the holdings are managed jointly or on behalf of clients. The filing identifies multiple State Street Global Advisors entities as holders and includes the standard certification that the securities are held in the ordinary course of business and not for the purpose of changing control.
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.