Earnings release · ON
onsemi Reports Third Quarter 2026 Results
On Semiconductor Corp. · Filed · SEC Form 8-K, Item 2.02
Why it matters
Revenue increased 11% year on year to $1,722 million, and EPS was $0.79. Year-on-year revenue change of +11% improved on the +9% in the company's previous release (filed August 2026). Management raised its outlook, and guidance changes often matter more to the market than the quarter just reported because they reflect expectations for the periods ahead.
Written automatically by Stocknote's note engine from the figures on this page and the company's previous release. Every number in this note is checked against those figures. Not investment advice.
What the company states
$1,722 million +11% vs a year ago
…Revenue of $1,722 million, increased 11% year-over-year…
$0.79
…GAAP diluted earnings per share of $0.79 and non-GAAP diluted earnings per share $0.90…
Guidance raised
…erric, establishing onsemi as a leader in next generation AI processor power delivery and raising the AI data center 2030 revenue target by $500 million to greater than $3 billion…
Compared with the previous report
Aug 3, 2026 →| Previous (Aug 3) | This release | Change | |
|---|---|---|---|
| Revenue growth (YoY) | +9% | +11% | +2.0 pts |
| EPS growth (YoY) | — | — | — |
| Guidance | issued | raised | — |
“pts” = percentage points of year-over-year growth, current release minus previous release.