ON Semiconductor Corporation
ON
Jodie read · what matters now
Revenue increased 4.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ON, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-04 against the comparable filing from 2025-05-05.
What improved
- Revenue increased 4.7% versus the comparable filing period.
- The operating loss narrowed by 520.3M.
What weakened
- Cash declined 758.9M versus the comparable period.
Filing receipts
“Net loss for the quarter ended April 3, 2026 improved compared to the prior‑year period, primarily due to lower non‑cash asset impairment and restructuring‑related charges, partially offset by accelerated depreciation and amortization expense for ROU assets and related improvements that were abandoned in connection with the 2025 and 2026 Manufacturing Realignment Programs.”
“AMG gross margin increased by 0.5 percentage points to 53.6% from 53.1%, primarily due to product mix, including a higher proportion of higher‑margin offerings, which partially offset the impact of lower overall volume.”
“PSG gross margin increased by 8.1 percentage points to 27.2% from 19.1%, primarily due to the absence of a $43.9 million write‑off of consumables and manufacturing supplies charges during the quarter ended April 4, 2025, as well as improved utilization and operating leverage on higher volumes during the quarter ended April 3, 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ON
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 17 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ON is currently a Participant in the organic co-movement group Semiconductor Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.