Overview

* onsemi Q3 2025 revenue of $1,550.9 mln, down 12% yr/yr

* Adjusted EPS for Q3 2025 at $0.63, reflecting stable performance

* Company repurchased $925 mln in shares, about 100% of free cash flow

Outlook

* onsemi projects Q4 2025 revenue between $1,480 mln and $1,580 mln

* onsemi expects Q4 2025 gross margin of 36.9% to 38.9%

* onsemi anticipates Q4 2025 EPS of $0.56 to $0.66

Result Drivers

* CORE MARKETS STABILIZATION - Co reports signs of stabilization across core markets, contributing to results

* AI GROWTH - Positive growth in AI noted as a contributor to Q3 results

* ENERGY EFFICIENCY FOCUS - Expansion in offerings for energy-efficient solutions in automotive, industrial, and AI platforms

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 EPS $0.63

Q3 Net $255.30

Income mln

Q3 38%

Adjusted

Gross

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 16 "strong buy" or "buy", 19 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the semiconductors peer group is "buy."

* Wall Street's median 12-month price target for ON Semiconductor Corp ( ON ) is $58.00, about 13.7% above its October 31 closing price of $50.08

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)