ON Semiconductor
At a glance
ON Semiconductor reported 2025 revenue of $6B, down 15.3% from $7.08B in 2024. Over 4 years since 2021 ($6.74B), that is a decline of about 2.9% a year. Operating margin was 1.4%, down from 19.1% in 2021. Revenue peaked in 2022 at $8.33B.
In the last 12 months 4 insiders reported 0 open-market purchases and 9 sales ($21.3M). 4 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $5.8M by Exec VP & CFO Trent Thad on Apr 27, 2026.
ON Semiconductor filed 14 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), material agreement (3), other events (3) and officer or director change (3). The latest officer or director change was reported on May 18, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.
4 of the 20 investors tracked here held ON Semiconductor at the last quarter end, worth $121.3M combined. It is the largest weight for Soros Fund Management (0.4% of its portfolio), followed by National Pension Service (Korea) (0%). New this quarter: Soros Fund Management and Renaissance Technologies. Added: Bridgewater Associates. Reduced: National Pension Service (Korea).
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $1.01B | $1.9B | $2.18B | $1.57B | $121M |
| Diluted EPS | $2.27 | $4.25 | $4.89 | $3.63 | $0.29 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined