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ON Semiconductor Corporation

ON Semiconductor Corporation

NASDAQ•ON
CEO: Mr. Hassane S. El-Khoury
セクター: Technology
業種: Semiconductors
上場日: 2000-05-02
ON Semiconductor Corporation provides intelligent sensing and power solutions in the United States and internationally. The company operates through Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers fast-charging systems, and propels sustainable energy for the solar strings, industrial power, and storage systems. In addition, the company offers analog, discrete, module, and integrated semiconductor products that perform multiple application functions, includes power switching and conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation functions. Further, it designs and develops analog, mixed-signal, power management ICs and sensor interface devices for automotive, industrial, compute and mobile markets. Additionally, the company offers single photon detectors, including silicon photomultipliers and single photon avalanche diode arrays, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
連絡先情報
5701 North Pima Road, Scottsdale, AZ, 85250, United States
602-244-6600
www.onsemi.com
時価総額
$29.06B
PER (TTM)
239.2
52.3
配当利回り
--
52週高値
$73.63
52週安値
$31.04
52週レンジ
97%
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.53B+0.00%
直近4四半期の推移

EPS

$0.45+0.00%
直近4四半期の推移

フリーCF

$485.40M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Income Plummets Net income attributable to ON Semi fell to $121.0M in 2025 from $1,572.8M in 2024, a massive $1.45B decrease.
Gross Margin Significantly Compressed Gross margin dropped 12.3 points to 33.1% in 2025 from 45.4% in 2024, driven by lower volumes and charges.
Major Restructuring Charges Recorded $666.9M in restructuring, asset impairment, and other net charges, including $496.0M asset impairment.
Strategic Technology Acquisitions Completed SiC JFET acquisition for $118.8M cash and acquired Vcore power tech rights up to $144.0M.

リスク要因

Revenue Volume Decreased Total revenue declined $1.09B (15.3%) in 2025, primarily due to lower sales volumes across automotive and industrial markets.
Manufacturing Network Risks Operations depend on interdependent processes; disruption at single facilities or third-party suppliers could severely disrupt production.
Competitive Landscape Pressure Faces intense competition; consolidation among peers may erode market share and limit ability to raise product prices.
AI Adoption Uncertainty Risk that AI-related technologies fail to achieve anticipated adoption levels, lowering demand for power products.

見通し

Aligning Manufacturing Capacity Optimizing manufacturing footprint alignment with long-term outlook while focusing on generating meaningful gross margin expansion.
Investing in High-Margin Growth Intends to invest capital expenditures in R&D initiatives to accelerate growth in high-margin products across key megatrends.
New Share Repurchase Program Board approved a new $6.0B share repurchase program effective January 1, 2026 through December 31, 2028.
Cost Structure Optimization Continuing cost-saving initiatives and exiting product lines that do not enhance gross margin or satisfy strategic objectives.

同業比較

売上高 (TTM)

CDW CorporationCDW
$22.42B
+6.8%
ASE Technology Holding Co., Ltd.ASX
$20.61B
+7.2%
Jacobs Solutions Inc.J
$12.39B
+39.9%

粗利益率 (最新四半期)

Check Point Software Technologies Ltd.CHKP
85.3%
-2.1pp
Corpay, Inc.CPAY
69.8%
-7.4pp
Teradyne, Inc.TER
57.5%
-1.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ASX$51.02B38.012.8%29.7%
TER$50.05B88.819.9%8.3%
ON$29.06B239.21.5%27.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.9%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月4日
|
EPS:$0.62
|
売上高:$1.49B
財務レポート
財務データ
全年度
  • Form 10-K - FY 2025

    会計期末: 2025年12月31日|提出日: 2026年2月9日|
    売上高: $6.00B-15.3%
    |
    EPS: $0.29-92.1%
    予想を下回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年10月3日|提出日: 2025年11月3日|
    売上高: $1.55B-12.0%
    |
    EPS: $0.63-33.0%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年7月4日|提出日: 2025年8月4日|
    売上高: $1.47B-15.4%
    |
    EPS: $0.41-48.1%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年4月4日|提出日: 2025年5月5日|
    売上高: $1.45B-22.4%
    |
    EPS: $-1.15-208.5%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月10日|
    売上高: $7.08B-14.2%
    |
    EPS: $3.68-27.4%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月27日|提出日: 2024年10月28日|
    売上高: $1.76B-19.2%
    |
    EPS: $0.94-30.4%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月28日|提出日: 2024年7月29日|
    売上高: $1.74B-17.2%
    |
    EPS: $0.79-41.0%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月29日|提出日: 2024年4月29日|
    売上高: $1.86B-5.0%
    |
    EPS: $1.06-0.9%
    予想通り