Q3 FY2026 · ended Oct 2, 2026 · Revenue $1.72B, +11.1% YoY · Filed Nov 2, 2026
On Semiconductor Corp (ON) files with the SEC under industry code 3674, Semiconductors & Related Devices. In Q3 of fiscal 2026, the quarter ended Oct 2, 2026, it reported revenue of $1.7 billion and net income of $313.9 million. Free cash flow was $488.6 million. As of Oct 2, 2026 it held $4.4 billion in cash and investments and $4.7 billion in total debt.
Revenue
$1.72B
+11.1% vs year-ago quarter
Net income
$313.90M
+23.1% vs year-ago quarter
Operating cash flow
$516.40M
+23.3% vs year-ago quarter
Free cash flow
$488.60M
+31.2% vs year-ago quarter
EPS
$0.79
+25.4% vs year-ago quarter
Dividend per share
None
Shares outstanding
389.28M
-3.3% vs year-ago quarter
Net cash
$-381.80M
Q3 FY2026
Operating margin
12.3%
TTM
Company profile
- Industry
- Semiconductors & Related Devices (SIC 3674)
- Listed as
- ON (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Scottsdale, AZ
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1097864
- Former names
- SCG HOLDING CORP (until May 23, 2000)
Other Semiconductors & Related Devices companies
- Nvidia Corp NVDA
- Broadcom Inc. AVGO
- Micron Technology Inc MU
- Advanced Micro Devices Inc AMD
- Intel Corp INTC
- Applied Materials Inc /DE AMAT
- Texas Instruments Inc TXN
- Arm Holdings PLC /UK ARM
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q3 FY2026 Oct 2, 2026 |
Q2 FY2026 Jul 3, 2026 |
Q1 FY2026 Apr 3, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Oct 3, 2025 |
|---|---|---|---|---|---|
| Revenue | $1.7B | $1.6B | $1.5B | $1.5B | $1.6B |
| Operating income | $378.3M | $258.6M | -$53.4M | $200.1M | $264.4M |
| Net income | $313.9M | $226.8M | -$33.4M | $181.8M | $255.0M |
| Diluted EPS | $0.79 | $0.56 | -$0.08 | $0.45 | $0.63 |
| Operating cash flow | $516.4M | $459.7M | $239.1M | $554.5M | $418.7M |
| Free cash flow | $488.6M | $425.4M | $217.2M | $485.4M | $372.4M |
| Total assets | $13.9B | $13.5B | $12.0B | $12.5B | $13.0B |
| Total liabilities | $6.3B | $6.2B | $4.7B | $4.8B | $5.1B |
| Stockholders' equity | $7.6B | $7.2B | $7.3B | $7.7B | $7.9B |
| Cash and investments | $4.4B | $3.9B | $2.4B | $2.5B | $2.9B |
| Total debt | $4.7B | $4.8B | $3.3B | $3.3B | $3.7B |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 2, 2026 | Oct 2, 2026 |
| 8-K |
Current report
Results of operations
|
Nov 2, 2026 | Nov 2, 2026 |
| 8-K |
Current report
Material agreement, Regulation FD disclosure
|
Nov 2, 2026 | Nov 2, 2026 |
| 8-K |
Current report
Material agreement, Other events
|
Oct 1, 2026 | Oct 1, 2026 |
| 8-K |
Current report
Other events
|
Aug 13, 2026 | Aug 12, 2026 |
| 10-Q | Quarterly report | Aug 3, 2026 | Jul 3, 2026 |
All 1000 On Semiconductor Corp SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.