Company Dossier · Information Technology
ON Semiconductor
- S&P 500
- Russell 1000
What ON Semiconductor is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 3, 2026: $6.20 billion, down 3.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 3, 2026: $1.50 billion, up 16% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 3, 2026: $0.17 billion, down 69% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.38 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 3, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 9, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $8.2 million on the open market.SEC Form 4
- 1,002 institutional managers reported a position at June 30, 2026 (+170 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 73 (77 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What ON Semiconductor is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Mixed
Expanding ↔ Retrenching
Retrenching
- Capital spending2nd pct
- Debt raised—
- Buybacks vs capex17th pct
- Hiring filings61st pct
- Deals and private raises48th pct
- Patent publications40th pct
Confident ↔ Hedging
Mixed
- Call sentiment78th pct
- Call confidence82nd pct
- Guidance changes37th pct
- Risk factors added48th pct
- Insider open-market trades45th pct
- + Call sentiment
- + Call confidence
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver73rd pct
- Stress filings49th pct
Credit
How these are built →ON Semiconductor's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.5B
- Due within a year $0.8B
- Longer term $3.7B
- Default point $2.6B (short + ½ long)
Finance leases included · Jul 3, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name ON Semiconductor, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralON Semiconductor offers $5.7B cash for Synaptics
Palanor Wire · Oct 3, 2026
- NeutralSynaptics Up 14.08% on ON Semiconductor’s $123, $5.7 Billion Bid
financefeeds.com · via Marketaux · Oct 3, 2026
- NeutralON Semiconductor Transforms Synaptics Acquisition into Cash Offer for Shareholders
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 2, 2026S-1
- Oct 1, 20268-KMaterial agreement signedItem 1.01
- Jun 25, 20268-KMaterial agreement signedItem 1.01
- May 18, 20268-KDirector or officer changeItem 5.02
- May 18, 20268-KShareholder vote resultsItem 5.07
- May 12, 20268-KMaterial agreement signedItem 1.01
- Mar 11, 20268-KDirector or officer changeItem 5.02
- Feb 9, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 17, 20258-KMaterial impairmentItem 2.06
- Nov 5, 20258-KDirector or officer changeItem 5.02
- Sep 23, 20258-KMaterial agreement signedItem 1.01
- May 27, 2025Risk event
- May 21, 20258-KShareholder vote resultsItem 5.07
- Mar 18, 20258-KMaterial impairmentItem 2.06
- Feb 25, 20258-KExit or restructuring costsItem 2.05
- Feb 10, 202510-KAnnual report (10-K)4 risk factors added, 0 removed
- Dec 10, 20248-KMaterial agreement signedItem 1.01
- Feb 5, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Amkor Technology AMKR | $7.1B | $0.2B | Mar 31, 2026 |
| First Solar FSLR | $5.4B | $1.5B | Jun 30, 2026 |
| Microchip Technology MCHP | $5.1B | $1.1B | Jun 30, 2026 |
| Marvell Technology MRVL | $9.4B | $1.7B | Aug 1, 2026 |
| Skyworks Solutions SWKS | $4.0B | $0.4B | Jul 3, 2026 |
| Qorvo QRVO | $3.7B | $0.7B | Mar 28, 2026 |
| Monolithic Power Systems MPWR | $3.3B | $0.6B | Jun 30, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |