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Debt offeringSEC filing
ON Semiconductor Announces Proposed Private Offering of $1.3 Billion Convertible Senior Notes Due 2031
ON Semiconductor Corporation announced on May 6, 2026 a proposed private offering of $1.3 billion aggregate principal amount of Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. The company expects to grant the initial purchasers an option to purchase up to an additional $200 million aggregate principal amount within 13 days of issuance. Net proceeds will be used to pay for convertible note hedge transactions, repurchase up to $400 million of common stock concurrently with pric...
ON Q1 2026 Revenue $1,513.3 million, Beat Guidance by +$28.3M
ON beat prior Q1 2026 Revenue guidance by +$28.3M. Non-GAAP operating income of $289.6 million grew 10% year-over-year, outpacing revenue growth of 5%. The company issued Q2 2026 guidance with revenue of $1,535 million to $1,635 million and non-GAAP diluted EPS of $0.65 to $0.77.
ON filed its 10-Q; the most relevant disclosure change is expanded Restructuring and asset impairments: The 2026 Manufacturing Realignment Program resulted in $329.3 million in total charges for Q1 2026, including $20.2 million in severance for approximately 650 employees, $147.0 million in asset impairments for manufacturing equipment in South Korea ($82M) and . Customer concentration: One customer, a distributor represented 12% of revenue.
ON filed its 10-K; the most relevant disclosure change is expanded Restructuring charges: FY2025 restructuring charges totaled $666.9 million, including $496.0 million in non-cash asset impairment charges related to manufacturing equipment classified as held-for-sale, $67.1 million in severance costs for approximately 2,400 terminated employees, an. Customer concentration: One distributor represented 11% of revenue.
ON Semiconductor Discloses $200–$300 Million Non-Cash Impairment and Accelerated Depreciation Charges
ON Semiconductor Corporation disclosed on November 13, 2025 that management approved recognition of additional pre-tax non-cash impairment and accelerated depreciation charges of between $200 million and $300 million for long-lived manufacturing assets. The charges, stemming from restructuring initiatives announced in Q1 2025, are expected to reduce recurring depreciation expense by an estimated $10–15 million in 2026. The company does not expect material future cash expenditures, with most charges to be incurre...
ON filed its 10-Q; the most relevant disclosure change is added Acquisitions - Subsequent event: On October 27, 2025, the Company completed the acquisition of Vcore power technologies, including associated intellectual property licenses, from Aura Semiconductor for total purchase consideration of up to $144 million in cash, with $72 million payable upon d. Customer concentration: One customer (distributor) represented 12% of revenue; One customer (distributor) represented 13% of revenue.
ON Q2 2025 Revenue $1,468.7 million, Beat Guidance by +$18.7M
ON beat prior Q2 2025 Revenue guidance by +$18.7M. The company reported Q3 2025 guidance with revenue expected between $1,465 million and $1,565 million and non-GAAP diluted EPS of $0.54 to $0.64.
ON filed its 10-Q; the most relevant disclosure change is expanded Restructuring charges: 2025 Manufacturing Realignment Program charges of $49.1 million in Q2 and $585.7 million for six months ended July 4, 2025, including $472.1 million in asset impairments, $63.1 million restructuring (severance), $50.5 million other charges, plus $235.8 million. Customer concentration: One customer (distributor) represented 12% of revenue; One customer (distributor) represented 11% of revenue.
ON filed its 10-Q; the most relevant disclosure change is added 2025 Manufacturing Realignment Program: The company announced restructuring initiatives including approximately 2,400 employee reductions with expected total severance costs of $63M; recorded $536.6M total charges including $431.5M non-cash asset impairment, $60.2M restructuring charges, $44.9M othe. Customer concentration: One customer (distributor) represented 10% of revenue.
ON Q1 2025 Revenue $1,445.7 million, Beat Guidance by +$45.7M
ON beat prior Q1 2025 Revenue guidance by +$45.7M. The company generated free cash flow of $455 million, up 72% year-over-year, and returned 66% of first quarter free cash flow to shareholders through $300.1 million in share repurchases. Q2 2025 guidance projects revenue of $1,400 to $1,500 million and non-GAAP diluted EPS of $0.48 to $0.58.
ON Semiconductor to Recognize $600M-$700M Pre-Tax Non-Cash Impairment Charges on Manufacturing Equipment
ON Semiconductor Corporation announced on March 17, 2025, that its management approved the recognition of pre-tax non-cash impairment charges of between $600 million and $700 million for long-lived assets relating to investments in manufacturing equipment at certain manufacturing facilities. The impairments are being recorded pursuant to held-for-sale accounting guidance as part of restructuring and cost reduction initiatives announced on February 24, 2025, to realign internal manufacturing capacity with anticip...
ON Semiconductor Proposes to Acquire Allegro MicroSystems for $6.9 Billion Enterprise Value
ON Semiconductor Corporation announced a proposal to acquire Allegro MicroSystems, Inc. for $35.10 per share in cash, representing an implied enterprise value of $6.9 billion and a 57% premium to Allegro's unaffected closing share price on February 28, 2025. The proposal was submitted to Allegro's Board of Directors on February 12, 2025, following an initial $34.50 per share proposal on September 2, 2024. ON Semiconductor intends to fund the transaction with a combination of committed financing, cash on hand, an...
ON Semiconductor reported Q4 2024 revenue of $1.72 billion, a 15% year-over-year decline, with non-GAAP EPS of $0.95 versus $1.25 in Q4 2023. Full-year 2024 revenue was $7.08 billion, down 14% from 2023, while free cash flow tripled to $1.21 billion. The company issued Q1 2025 guidance for revenue of $1.35 billion to $1.45 billion and non-GAAP EPS of $0.45 to $0.55.