Filing Flows › On Semiconductor (ON) › Guidance history
On Semiconductor (ON) guidance history: what it guided and what it reported
On Semiconductor gave guidance in 14 earnings releases on file since Feb 5, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +2.3% against the guided midpoint. Its releases raised guidance twice and lowered it 0 times.
Revenue
Met or beat 7 of 7 periods (1 above, 6 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $1.7B–$1.8B (Nov 2, 2026) | — | to be reported | — |
| FY2030 | $3.0B (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | $1.6B–$1.8B (Aug 3, 2026) | $1.7B | within the range | +1.3% |
| Q2 2026 | $1.5B (May 4, 2026) | $1.6B | above the range | +6.0% |
| Q1 2026 | $1.4B–$1.5B (Feb 9, 2026) | $1.5B | within the range | +1.9% |
| Q4 2025 | $1.5B–$1.6B (Nov 3, 2025) | $1.5B | within the range | +0.0% |
| Q3 2025 | $1.5B–$1.6B (Aug 4, 2025) | $1.6B | within the range | +2.4% |
| Q2 2025 | $1.4B–$1.5B (May 5, 2025) | $1.5B | within the range | +1.3% |
| Q1 2025 | $1.4B–$1.4B (Feb 10, 2025) | $1.4B | within the range | +3.3% |
| Q4 2024 | $1.7B–$1.8B (Oct 28, 2024) | — | — | — |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 41.4%–43.4% (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | 39.9%–41.9% (Aug 3, 2026) | — | — | — |
| Q2 2026 | 37.9%–39.9% (May 4, 2026) | — | — | — |
| Q1 2026 | 37.4%–39.4% (Feb 9, 2026) | — | — | — |
| Q4 2025 | 36.9%–38.9% (Nov 3, 2025) | — | — | — |
| Q3 2025 | 36.4%–38.4% (Aug 4, 2025) | — | — | — |
| Q2 2025 | 36.4%–38.4% (May 5, 2025) | — | — | — |
| Q1 2025 | 38.9%–40.9% (Feb 10, 2025) | — | — | — |
| Q4 2024 | 43.9%–45.9% (Oct 28, 2024) | — | — | — |
| Q3 2024 | 44.3%–46.3% (Jul 29, 2024) | — | — | — |
Operating expenses
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $331M–$346M (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | $318M–$333M (Aug 3, 2026) | — | — | — |
| Q2 2026 | $302M–$317M (May 4, 2026) | — | — | — |
| Q1 2026 | $407M–$422M (Feb 9, 2026) | — | — | — |
| Q4 2025 | $296M–$311M (Nov 3, 2025) | — | — | — |
| Q3 2025 | $294M–$309M (Aug 4, 2025) | — | — | — |
| Q2 2025 | $300M–$315M (May 5, 2025) | — | — | — |
| Q1 2025 | $329M–$344M (Feb 10, 2025) | — | — | — |
| Q4 2024 | $313M–$328M (Oct 28, 2024) | — | — | — |
| Q3 2024 | $329M–$344M (Jul 29, 2024) | — | — | — |
Adjusted tax rate
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 15.0% (May 4, 2026) | — | to be reported | — |
| Q2 2025 | 16.0% (May 5, 2025) | — | — | — |
| Q4 2024 | 16.0% (Oct 28, 2024) | — | — | — |
| Q3 2024 | 16.0% (Jul 29, 2024) | — | — | — |
| Q2 2024 | 16.0% (Apr 29, 2024) | — | — | — |
Other income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | −$27.0M (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | −$18.0M (Aug 3, 2026) | — | — | — |
| Q2 2026 | −$6.0M (May 4, 2026) | — | — | — |
| Q1 2026 | −$7.0M (Feb 9, 2026) | — | — | — |
| Q4 2025 | −$7.0M (Nov 3, 2025) | — | — | — |
| Q3 2025 | −$8.0M (Aug 4, 2025) | — | — | — |
| Q2 2025 | −$11.0M (May 5, 2025) | — | — | — |
| Q1 2025 | −$14.0M (Feb 10, 2025) | — | — | — |
| Q4 2024 | −$12.0M (Oct 28, 2024) | — | — | — |
| Q3 2024 | −$12.0M (Jul 29, 2024) | — | — | — |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $0.88–$1.00 (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | $0.79–$0.91 (Aug 3, 2026) | — | — | — |
| Q2 2026 | $0.60–$0.72 (May 4, 2026) | — | — | — |
| Q1 2026 | $0.28–$0.38 (Feb 9, 2026) | — | — | — |
| Q4 2025 | $0.56–$0.66 (Nov 3, 2025) | — | — | — |
| Q3 2025 | $0.51–$0.61 (Aug 4, 2025) | — | — | — |
| Q2 2025 | $0.45–$0.55 (May 5, 2025) | — | — | — |
| Q1 2025 | $0.42–$0.52 (Feb 10, 2025) | — | — | — |
| Q4 2024 | $0.88–$1.00 (Oct 28, 2024) | — | — | — |
| Q3 2024 | $0.85–$0.97 (Jul 29, 2024) | — | — | — |
The latest quarter
On Semiconductor, Q3 2026: revenue $1.7B (+11% year over year), operating margin 22.0%, net earnings $314M, operating cash flow $516M. The chart follows the revenue to costs, profit and cash.
Questions
Does On Semiconductor beat its guidance?
On Semiconductor gave guidance in 14 earnings releases on file since Feb 5, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +2.3% against the guided midpoint.
How often does On Semiconductor raise guidance?
Its earnings releases raised guidance twice and lowered it 0 times since Feb 5, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.