ON Semiconductor stock tumbles as Q4 earnings miss, guidance disappoints

Published 10/02/2025, 13:52
© Reuters.

Investing.com -- ON Semiconductor Corporation (NASDAQ:ON) reported fourth-quarter earnings on Monday that fell short of analyst expectations and provided weak guidance for the first quarter of 2025, sending its stock tumbling 8.68% in pre-market trading.

The semiconductor company posted adjusted earnings per share of $0.95 for the fourth quarter, missing the analyst consensus of $0.97 by $0.02. Revenue came in at $1.72 billion, below the expected $1.76 billion and down from $2.1 billion in the same quarter last year.

ON Semiconductor’s outlook for the first quarter of 2025 was significantly below Wall Street estimates. The company forecasts adjusted earnings per share between $0.45 and $0.55, well below the consensus of $0.89. Revenue is expected to be in the range of $1.35 billion to $1.45 billion, also falling short of the $1.69 billion analysts were anticipating.

Despite the disappointing results, CEO Hassane El-Khoury remained optimistic about the company’s long-term prospects. "As we continue to navigate this market downturn, our actions over the last four years have proven we are a structurally different company that is well-equipped to navigate prolonged volatility," he stated.

For the full year 2024, the company generated strong free cash flow, which tripled year-over-year to $1.2 billion. It said in a press release that it returned 54% of its 2024 free cash flow to shareholders through share repurchases.

For the fourth quarter, onsemi reported a GAAP gross margin of 45.2% and a non-GAAP gross margin of 45.3%. The company’s GAAP operating margin stood at 23.7%, while its non-GAAP operating margin was 26.7%.

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