ON Semiconductor (ON) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
ON Semiconductor (ON) last issued guidance on August 3, 2026 for Q3 2026. The company guided earnings per share in the range of $0.81 - $0.93, compared to a consensus EPS estimate of $0.83. ON Semiconductor also guided revenue in the range of $1.65B - $1.75B for the period.
Compared to prior guidance, ON Semiconductor raised its revenue forecast from a prior range of $1.53B - $1.64B.
ON Semiconductor has issued 17 guidance updates between October 31, 2022 and August 3, 2026. During this period, the company raised its outlook 7 times and lowered it 6 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.71 | $0.61 | $0.62 | $0.59 |
| Actual | $0.74 | $0.64 | $0.64 | $0.63 |
| Surprise | +4.23% | +4.92% | +3.23% | +6.78% |
| Revenue | ||||
| Estimate | $1.59B | $1.49B | $1.53B | $1.52B |
| Actual | $1.60B | $1.51B | $1.53B | $1.55B |
| Surprise | +0.92% | +1.72% | -0.26% | +2.16% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.88 | $0.96 | $0.96 | $1.07 |
| Revenue | ||||
| Consensus | $1.70B | $1.74B | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 3, 2026 | $0.74 | $0.71 | 4.23 % |
| Q1 | May 4, 2026 | $0.64 | $0.61 | 4.92 % |
| Q4 | Feb 9, 2026 | $0.64 | $0.62 | 3.23 % |
| Q3 | Nov 3, 2025 | $0.63 | $0.59 | 6.78 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 3, 2026 | $1.60B | $1.59B | 0.92 % |
| Q1 | May 4, 2026 | $1.51B | $1.49B | 1.72 % |
| Q4 | Feb 9, 2026 | $1.53B | $1.53B | -0.26 % |
| Q3 | Nov 3, 2025 | $1.55B | $1.52B | 2.16 % |