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AI brief of an SEC Form 8-K · ON Semiconductor (ON)

onsemi Q4 revenue falls 11% to $1.53 billion; 2025 GAAP profit down sharply

Negative Impact 4 of 5 earnings Written later

onsemi reported fourth-quarter 2025 revenue of $1,530.1 million, down 11% from a year earlier, and GAAP diluted EPS of $0.45 versus $0.88. For full-year 2025, revenue fell 15% to $5,995.4 million and GAAP net income attributable to the company dropped to $121.0 million from $1,572.8 million, after $666.9 million of restructuring, asset impairment and other charges. The company also reported $1.4 billion of 2025 free cash flow, returned through share repurchases, and authorized a new buyback of up to $6 billion over three years.

Key points

  • Q4 2025 revenue $1,530.1 million, down 1% sequentially and 11% year over year; GAAP diluted EPS $0.45 (non-GAAP $0.64)
  • 2025 GAAP net income $121.0 million versus $1,572.8 million in 2024; restructuring, asset impairments and other charges of $666.9 million
  • 2025 free cash flow $1,418.6 million, with $1,377.6 million of share repurchases in the year
  • New share repurchase authorization of up to $6 billion over the next three years; Q1 2026 revenue outlook $1,435 to $1,535 million

The filing

CompanyON Semiconductor (ON)
Form8-K, current report
Filed with the SECFeb 9, 2026, 4:21 PM ET
Accession number0001140361-26-004405

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 09, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.