# On Semiconductor (ON) — Earnings ON · NASDAQ · Stock Canonical page: https://www.lighthorse.io/tickers/on/earnings ## Most recent quarter | Metric | Value | | --- | --- | | Fiscal period | Q2 2026 | | Period end | Jul 3, 2026 | | EPS actual | $0.74 | | EPS estimate | $0.71 | | EPS surprise | +3.54% | | Revenue surprise | +0.91% | | Revenue | $1.6B | | Revenue estimate | $1.6B | | Reported | Aug 3, 2026 | | SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1097864/000109786426000017/on-20260703.htm) | | Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/6e879fd6-ae5d-b561-2fd8-410fa16f9e81.html) | ON Semiconductor reported Q2 2026 results on August 3, 2026. Earnings per share were $0.74, ahead of the $0.71 estimate by 3.54%. Revenue was $1.6 billion, 0.91% above the consensus. Compared with Q2 2025, EPS rose about 40% from $0.53 and revenue rose about 7% from $1.5 billion. The table shows a long decline, then a recovery. Annual EPS was $5.33 in 2022 and $5.16 in 2023, then fell to $3.98 in 2024 and $2.35 in 2025. That is a drop of about 56% over three years. The first half of 2026 adds up to $1.38, about 28% more than a year earlier. Quarterly EPS peaked at $1.45 in Q3 2022 and bottomed at $0.53 in Q2 2025 in the table. Revenue ranged from $2.2 billion at its high to $1.4 billion in Q1 2025. Over the last 20 quarters, ON beat EPS estimates 18 times. The misses were Q4 2024 and Q2 2025. ON reported Q3 between October 28 and November 3 in each of the past five years. That points to late October or early November 2026 for the next report. It will show whether the recent rise in quarterly EPS continues. ## Earnings history | Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual | | --- | --- | --- | --- | --- | --- | --- | | Q2 2026 | Aug 3, 2026 | $0.71 | $0.74 | 3.54% | $1.6B | $1.6B | | Q1 2026 | May 4, 2026 | $0.61 | $0.64 | 4.40% | $1.5B | $1.5B | | Q4 2025 | Feb 9, 2026 | $0.62 | $0.64 | 2.63% | $1.5B | $1.5B | | Q3 2025 | Nov 3, 2025 | $0.59 | $0.63 | 6.73% | $1.5B | $1.6B | | Q2 2025 | Aug 4, 2025 | $0.53 | $0.53 | -0.32% | $1.5B | $1.5B | | Q1 2025 | May 5, 2025 | $0.50 | $0.55 | 9.50% | $1.4B | $1.4B | | Q4 2024 | Feb 10, 2025 | $0.97 | $0.95 | -2.44% | $1.8B | $1.7B | | Q3 2024 | Oct 28, 2024 | $0.97 | $0.99 | 2.00% | $1.8B | $1.8B | | Q2 2024 | Jul 29, 2024 | $0.92 | $0.96 | 4.25% | $1.7B | $1.7B | | Q1 2024 | Apr 29, 2024 | $1.04 | $1.08 | 4.05% | $1.8B | $1.9B | | Q4 2023 | Feb 5, 2024 | $1.21 | $1.25 | 3.70% | $2.0B | $2.0B | | Q3 2023 | Oct 30, 2023 | $1.34 | $1.39 | 3.66% | $2.1B | $2.2B | | Q2 2023 | Jul 31, 2023 | $1.21 | $1.33 | 10.04% | $2.0B | $2.1B | | Q1 2023 | May 1, 2023 | $1.08 | $1.19 | 9.82% | $1.9B | $2.0B | | Q4 2022 | Feb 6, 2023 | $1.26 | $1.32 | 4.46% | $2.1B | $2.1B | | Q3 2022 | Oct 31, 2022 | $1.31 | $1.45 | 10.55% | $2.1B | $2.2B | | Q2 2022 | Aug 1, 2022 | $1.26 | $1.34 | 6.64% | $2.0B | $2.1B | | Q1 2022 | May 2, 2022 | $1.05 | $1.22 | 16.41% | $1.9B | $1.9B | | Q4 2021 | Feb 7, 2022 | $0.94 | $1.09 | 16.18% | $1.8B | $1.8B | | Q3 2021 | Nov 1, 2021 | $0.74 | $0.87 | 18.30% | $1.7B | $1.7B | ## Frequently Asked Questions ### When did On Semiconductor (ON) last report earnings? On Semiconductor last reported on Aug 3, 2026, covering fiscal Q2 2026. ### Did ON beat earnings estimates? Yes. On Semiconductor reported EPS of $0.74 for Q2 2026 against a $0.71 estimate — a 3.54% beat. ### How much revenue did ON report last quarter? On Semiconductor reported $1.6B in revenue for Q2 2026, against a consensus estimate of $1.6B. ## Similar Stocks - [NXPI](https://www.lighthorse.io/tickers/nxpi) — NXP Semiconductors N.V. - Common Stock - [MCHP](https://www.lighthorse.io/tickers/mchp) — Microchip Technology Incorporated - Common Stock - [ADI](https://www.lighthorse.io/tickers/adi) — Analog Devices, Inc. - Common Stock - [STM](https://www.lighthorse.io/tickers/stm) — STMicroelectronics N.V. 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