Glance Over ON Semiconductor’s Fiscal Q2 2025 Earnings

Published: 21 Jul 2025

Author: Precedence Research

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ON Semiconductor Corporation (ON), a Scottsdale, Arizona-based company, is an intelligent sensing and power solutions provider. The company provides power solutions in the U.S. and internationally as well. The company’s market capitalization is $24.7 billion and operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The company will announce its fiscal Q2 2025 earnings results on August 4th.

Before the announcement, the analysts expected the company to report an adjusted EPS of $0.53, down 44.8% from $0.96 in the same quarter last year. ON Semiconductor has already surpassed Wall Street’s estimates in three of the past four quarters.

For fiscal 2025, the analysts expect the power solution provider to report an adjusted EPS of $2.28, down 42.7% year-over-year from $3.98 in fiscal 2024. In fiscal 2026, the company’s adjusted EPS is expected to increase 36.8% year-over-year to $3.12. Over the past 52 weeks, unfortunately, ON stock has declined by 21.8% underperforming the Technology Select Sector SPDR Fund’s (XLK) 10.3% surge and the S&P 500 Index’s ($SPX) 11.6% rise during the same time frame.

On May 5th, ON Semiconductor’s shares rose 8.4% following the release of its Q1 2025 results. The semiconductor components maker posted revenue of $1.45 billion in the period, surpassing Street forecasts. ON Semiconductor’s adjusted EPS for the quarter came in at $0.55, exceeding the consensus estimates by 7.8%. Within the expected timeframe, the company anticipates its earnings to range from $0.48 to $0.58 per share and its revenue to be between $1.4 billion and $1.5 billion for Q2.

Wall Street analysts are moderately optimistic about ON’s stock, with an overall "Moderate Buy" rating. Among 32 analysts covering the stock, 13 recommend "Strong Buy," two suggest a “Moderate Buy,” 16 indicate a “Hold,” and one suggests a “Strong Sell.” As of writing, the stock is trading above its mean price target of $54.33.