ON Semiconductor (ON) stock

Power chips and sensors , market cap $25B

Power chips and sensors

Worth $25B

Pre-market

$64.18

+1.37%

Close $63.31 +0.48%

As of 9:22 AM ET pre-market, delayed 15+ min · Live for Pro members

Why ON lags the market

Down 4% over three years while the S&P 500 rose 75%; up 30% in the past year.

Its operating margin went from 28.3% in fiscal 2022 to 1.4% in fiscal 2025; its 5 peers' median fell 4.0 points.

Sources: Price history, Nov 6, 2026; Annual reports, Dec 31, 2025; Peers' annual reports, Nov 6, 2026

Tell me next time ON moves

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1 more reason, free with an account →3 more reasons why ON lags the market, from its filings, with the other side, the company's words, the timeline, and its peers, for Pro members.

Quality Score

Average

In its industry

#28of 84

Semiconductors

Checks firing

1of 14

Choppy

From 52-week high

-53.1%

under its best in a year

ON's Quality Score rose 3 points on Mon, Nov 9, to 6.

See ON's 14 chart checksSee it live, free for 24 hours. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

Key facts on ON

Key facts on ON
The company	Profit up 116% to $689M
Latest filing	8-K, Nov 2 Signed a material agreement

1 more reason behind ON's 6, free with an account →4 more reasons behind ON's 6, for Pro members.

ON in the news

Tue Nov 3ON Semiconductor reported quarterly revenue of $1.72 billion and diluted EPS of $0.79 SEC, yesterday 4:15 PM ET ON closed +3.6% that day.

Chip and tech stocks fell together

Group

“Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble”

ON closed −11.6% that day.

Reported by CNBC · covered by 41 outlets

Get an alert on ON's next big story →

The move is what ON did that session, not a claim about why.

What moves chips

Big Tech spending$201.9B+108%in the quarter, Jul to Sepon a year

What Microsoft, Alphabet, Amazon, and Meta together spent on buildings and equipment, data centers included, in their latest quarter, against a year earlier. Capital spending as each reports it, not a count of chips bought.

Each company's quarterly report (10-Q) on SEC EDGAR, Jul to Sep. Change on the same period a year earlier.

TSMC monthly sales and US export rules, for Pro members.

ON catalysts

Coming up

After its last 4 reports it closed +2.0% on average, higher 4 of 4 times.

23 past catalysts since 2018, with sizes and sources, for Pro members.

Why ON scores 6

Averagefor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means

−2Long-term trend below a falling 200-⁠day average, down over two years
+2Profit A profit of $689M over the last four quarters, up 116% from $319M the four before, from the SEC filingsRead on the last four quarters against the four before, or the last full year where no quarters are filed.

Chart checks adds
Size adds
Growth addsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.
News adds
Government filings adds

No effect today: Run-up, Dilution, Volatility, Cash flow, and Persistence.

What every line is worth, and the reason behind it, on ON and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 9:22 AM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

How ON ranks in Semiconductors

ON is #28 of 84 by Quality Score.

How ON ranks in Semiconductors
Rank	Stock	Checks	Quality Score
1	AMDAdvanced Micro Devices	3/14	17
2	MUMicron Technology	2/14	14
3	LSCCLattice Semiconductor	2/14	13
	NXPINXP Semiconductors		Open for its score
	NXTNextpower		Open for its score
	OSISOSI Systems		Open for its score
	PENGPenguin Solutions		Open for its score
28	ONON Semiconductor	1/14	6

Net income over four quarters: ON $689M, ADI $4.14B, NXPI $3.23B, MPWR $893M.

When does ON report earnings, and what happens after?

Expected to report Mon Feb 8, before the open (in 91 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What ON reported on Nov 2, 2026

The quarter

Sales of $1.7B, 11% more than a year ago; a profit of $0.79 a share, from $0.63.

The quarter that ended Oct 2, from the company's press release

The press release The filing on EDGAR

Where the sales came from

Where the quarter's sales came from
Line	Q3 2026	Q2 2026	Q3 2025
Quarters Ended
PSGup 21%	$890M52%	$829M52%	$738M48%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 2)

2 more lines, for Pro members.

The outlook

The outlook the company gave, by period
Measure	Figure
Full year 2030
AI data center revenue target	greater than $3 billionraised

Figures as filed (SEC filing, Nov 2)

The numbers

Market value: $25B; today
Sales: $6.4B; up 2.9% on the year
Free cash flow: $1.6B; last 12 months

Sales grew 2.7% a year over 5 years, fiscal 2020 to 2025.

Its share count fell 0.3% a year over 5 years.

5 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on ON: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

+0.6%+0.5%+3.5%

May 4Aug 3Nov 2

Reported	When	Gap	Reaction	5 days
Nov 2, 2026After close	After close	+2.7%	+3.5%	not yet
Aug 3, 2026After close	After close	+5.0%	+0.5%	-0.8%
May 4, 2026After close	After close	-4.3%	+0.6%	+5.1%

ON closed higher after 4 of its last 4 reports.

All 4 reports, and ON's Quality Score going into each

ON sales and profit by year

Sales and profit by year

Sales grew in two of the last seven years, to $6B in 2025. It made a profit in each of the eight years.

ON has 1 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on ON, and all 14 on every stock.Get in free →

ON RSI on Nov 6: 34.2, below its 50-day and 200-day averages

Not scored

RSI 34.2, MACD below signal, below both averages. Not scored.13 readings

The deep dive on ON

What it does and how it makes money3 findingsIt kept 1 cents of each dollar of sales in fiscal 2025: $84.2M of operating profit on $6.00B of sales.Annual report, filed Feb 9, 2026
Where it stands3 findingsFor Pro members3 findings on where ON stands: its cash, debt, and share count, for Pro members
What changed in its filings6 findings"On July 23, 2026, the court granted the Company’s motion to dismiss the plaintiff’s third amended complaint with prejudice." (10-Q for the quarter to Oct 2, 2026)SEC filing · Nov 2, 2026Completed its acquisition of Silver Atena GmbH on Oct 5, 2026, for $52.2 million in total purchase consideration.SEC filing · Nov 2, 2026A new heading in its "Risk Factors" this year: "We are exposed to risks related to the use of AI tools by us and others." (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 9, 2026, against the one of Feb 10, 2025One customer made up 11% of its revenue in fiscal 2025, up from 10% in fiscal 2024.SEC filing · Feb 9, 2026Backlog fell 32% in a year, to $5.50B on Oct 2, 2026 from $8.10B: sales under contract, not yet delivered.Filed figures, Oct 2, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades ON, for Pro members
Against its closest peers4 peersNet income over four quarters: ON $689M, ADI $4.14B, NXPI $3.23B, MPWR $893M.

10 more findings on ON, each with its source, for Pro members.

ON insider trades

ON trades by Congress and the executive branch

8 trades disclosed in the last six months. The newest:

BuyGilbert Cisneros$15K to $50KHousetraded Sep 28, disclosed Oct 12(14 days later)

BuyGilbert CisnerosHouse$15K to $50Ktraded Sep 28, disclosed Oct 12(14 days later)

All 8 trades on ON disclosed by Congress and the executive branch, for Pro members.Get in free →

See what Congress is buying across the market

ON's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Hassane El-KhouryCEO & President · 2 trades
Trent ThadExec VP & CFO · 5 trades
Simon KeetonGroup President, PSG · 3 trades
Sudhir GopalswamyGroup President, AMG & ISG · 2 trades
Thomas DeitrichDirector · no trades on file
Bruce E. KiddooDirector · no trades on file
Christine Y. YanDirector · no trades on file
Gregory L. WatersDirector · no trades on file

2 more officers and directors file at ON.

See insider trades by person

Which ETFs hold ON?

In ETFs: ON is 1.7% of SOXX, 0.5% of SMH, and 0.2% of XLK, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About ON Semiconductor

Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and one of the largest suppliers of image sensors to the automotive market. Its chips sell into vehicle drivetrains, automotive safety systems, energy infrastructure, industrial automation, and data centers. Onsemi manufactures most of its products in-house, vertically integrated from design to production. Its sales are split between direct and distribution, and it holds a global manufacturing and customer footprint.

22,670 employeesScottsdale, AZonsemi.com

What ON Semiconductor says it competes with

“We face significant competition from major international semiconductor companies, as well as smaller companies focused on specific market niches.”

From its annual report, SEC filing · Feb 9, 2026

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14 chart checks, read for you
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What would turn ON's score around: 5 things
4 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawayOct 12Gilbert Cisneros bought ON$15K to $50K, disclosed Oct 12

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See ON's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 9, 2026: ON's Quality Score is 6 (Average), #28 of 84 in Semiconductors.

What does ON's Quality Score say?

ON scores 6 today, which Breakaway calls Average. It is #28 of 84 in Semiconductors by Quality Score, with 1 of 14 chart checks firing. Down 4% over three years while the S&P 500 rose 75%; up 30% in the past year. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is ON's Quality Score?

ON scores 6 today, which Breakaway calls Average (6 to 10). That is #28 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind ON's 6.

When does ON report earnings?

Expected to report Mon Feb 8, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. ON closed higher after 4 of its last 4 reports. Past behavior, not a forecast.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.