ON

ON SEMICONDUCTOR CORP

Ticker: ONTechnologySemiconductorsS&P 500
HQ SCOTTSDALE, AZCIK 1097864FY end 12-31Book / share $17.98Shares 402M
Revenue (FY)
$6.00B-15.35%
TTM $6.20B
Op. margin
1.40%-23.55%
TTM 10.81%
Net income
$123.60M-92.15%
TTM $631.70M
Operating cash
$1.76B-7.69%
TTM $1.67B
Free cash flow
$1.42B+17.01%
TTM $1.50B
Return on equity
9.76%-9.36%
TTM 8.73%
Debt / equity
0.39+0.01%
TTM 0.62
Shares outstanding
411.8M-4.83%
TTM 401.5M

The business

ON Semiconductor Corporation (NASDAQ: ONMI) operates as a global semiconductor manufacturer specializing in intelligent power and intelligent sensing solutions that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and data center markets. The company's website is www.onsemi.com.

The company operates three primary reportable segments: the Power Solutions Group (PSG) representing 47% of 2025 revenue, the Analog and Mixed-Signal Group (AMG) at 38% of revenue, and the Intelligent Sensing Group (ISG) at 15% of revenue. PSG provides discrete, module, and integrated semiconductor devices for high-efficiency power conversion in electric vehicles, renewable energy systems, and AI data centers. AMG designs analog and mixed-signal solutions including power management, sensor interfaces, and connectivity products. ISG develops advanced imaging technologies including CMOS image sensors and photon-counting devices for automotive and industrial applications.

ON Semiconductor serves end-markets with automotive applications representing 51% of 2025 revenue, industrial applications at 28%, and other markets including AI data centers at 21%. The company maintains a global manufacturing footprint with front-end wafer fabrication facilities in the United States, Czech Republic, Japan, South Korea, and Malaysia, complemented by back-end assembly and test operations across Canada, China, Malaysia, the Philippines, and Vietnam. As of December 31, 2025, the company employed approximately 22,600 regular full-time employees across 33 countries, with roughly 73% of the workforce based in Asia Pacific and Japan.

The company markets products under the onsemi brand and maintains long-standing relationships with major multinational OEMs and regional manufacturers. Sales to distributors accounted for approximately 54% of 2025 revenue, while direct customer sales represented 46%. ON Semiconductor competes with major international semiconductor manufacturers including Infineon, STMicroelectronics, and Texas Instruments across its product portfolios. The company holds a substantial patent portfolio and relies on combinations of patents, trademarks, trade secrets, and licensing agreements to protect its intellectual property.

Sector
Technology
Industry
Semiconductors
HQ
SCOTTSDALE, AZ
FY end
12-31
CIK
1097864
SIC
3674
Financial performance · annual
20132025
$-832.62M$1.67B$4.16B$6.66B$9.16B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds ON SEMICONDUCTOR CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

758
funds hold it
0 of 35
superinvestors hold it
$20.20B
fund-held value
50.0%
of shares held by funds
4
bond issues held by funds

Top fund holders

Fund% of fundValue
Select Semiconductors Portfolio
FSELX · Fidelity Select Portfolios
5.22%$2.68B
Select Technology Portfolio
FSPTX · Fidelity Select Portfolios
5.29%$2.01B
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.05%$1.18B
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.06%$959.90M
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.36%$802.73M

Bonds held by funds

Funds report holding 4 issues of ON SEMICONDUCTOR CORP's debt, $1.03B at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 1.09%, maturing 20272031.

IssueCouponMaturesFundsFund-held
ON Semiconductor Corporation, Convertible0.500%2029-03-0181$501.13M
ON SEMICONDUCTOR CORP CONV 0% 05/01/20270.000%2027-05-0149$219.97M
ON SEMICONDUCTOR CORP 3.875% 09/01/2028 144A3.880%2028-09-01113$191.61M
ON SEMICONDUCTOR CORP COMPANY GUAR 144A 05/31 0.00000.000%None2031-05-0146$116.82M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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15 years of ON SEMICONDUCTOR CORP's financials

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