ON Semiconductor Corporation (NASDAQ:ON) reported its Q4 2025 earnings, with EPS missing expectations ($0.4519 reported vs. $0.62 expected) but revenue meeting guidance at $1.53 billion. The company highlighted improvements in automotive and industrial markets, significant growth in AI data center revenue exceeding $250 million for 2025, and reiterated its long-term gross margin target of 53% and operating margin of 40%. Despite a challenging demand environment, ON Semiconductor demonstrated strong free cash flow and a disciplined capital allocation strategy, returning nearly 100% of free cash flow to shareholders through share repurchases.
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ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript
ON Semiconductor Corporation (NASDAQ:ON) reported its Q4 2025 earnings, with EPS missing expectations ($0.4519 reported vs. $0.62 expected) but revenue meeting guidance at $1.53 billion. The company highlighted improvements in automotive and industrial markets, significant growth in AI data center revenue exceeding $250 million for 2025, and reiterated its long-term gross margin target of 53% and operating margin of 40%. Despite a challenging demand environment, ON Semiconductor demonstrated strong free cash flow and a disciplined capital allocation strategy, returning nearly 100% of free cash flow to shareholders through share repurchases.