HighGravityDataOnsemi — Nov 3, 2025 release
Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001140361-25-040094
Showing in the filing
Revenue (Total onsemi Non-GAAP)
“$1,480 to $1,580 million”
Period
Q4 FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 14
Revenue (Total onsemi Non-GAAP) for Q4 FY2025
“$1,480 to $1,580 million”
Gross Margin (Total onsemi GAAP) for Q4 FY2025
“36.9% to 38.9%”
Gross Margin (Total onsemi Non-GAAP) for Q4 FY2025
“37.0% to 39.0%”
Operating Expenses (Total onsemi GAAP) for Q4 FY2025
“$296 to $311 million”
Operating Expenses (Special Items) for Q4 FY2025
“$14 million”
Operating Expenses (Total onsemi Non-GAAP) for Q4 FY2025
“$282 to $297 million”
Other Income and Expense (including interest… for Q4 FY2025
“($7 million)”
Diluted Earnings Per Share (Total onsemi GAAP) for Q4 FY2025
“$0.56 to $0.66”
Diluted Earnings Per Share (Special Items) for Q4 FY2025
“$0.01”
Diluted Earnings Per Share (Total onsemi Non… for Q4 FY2025
“$0.57 to $0.67”
Diluted Shares Outstanding (Total onsemi Non… for Q4 FY2025
“405 million”
Gross Margin (Special Items) for Q4 FY2025
“0.1%”
Non-GAAP effective tax rate for FY2025
“16%”
Non-GAAP Effective Tax Rate for FY2026
“15%”
Exhibit 99.1 · the passage around this item
… earlier in the release
“As energy efficiency becomes a defining requirement for next-generation automotive, industrial, and AI platforms, we are
expanding our offering to deliver system-level value that enables our customers to achieve more with less power.”
Selected financial results for the quarter are shown below with comparable periods (unaudited):
GAAP
Non-GAAP
(Revenue and Net Income in millions)
Q3 2025
Q2 2025
Q3 2024
Q3 2025
Q2 2025
Q3 2024
Revenue
$
1,550.9
$
1,468.7
$
1,761.9
$
1,550.9
$
1,468.7
$
1,761.9
Gross Margin
37.9
%
37.6
%
45.4
%
38.0
%
37.6
%
45.5
%
Operating Margin
17.0
%
13.2
%
25.3
%
19.2
%
17.3
%
28.2
%
Net Income attributable to ON Semiconductor Corporation
$
255.0
$
170.3
$
401.7
$
256.3
$
221.3
$
423.8
Diluted Earnings Per Share
$
0.63
$
0.41
$
0.93
$
0.63
$
0.53
$
0.99
1
Revenue Summary
(in millions)
(Unaudited)
Quarters Ended
Business Segment
Q3 2025
Q2 2025
Q3 2024
Sequential Change
Year-over-
Year Change
PSG
$
737.6
$
698.2
$
829.4
6
%
(11
) %
AMG
583.3
555.9
653.7
5
%
(11
) %
ISG
230.0
214.6
278.8
7
%
(18
) %
Total
$
1,550.9
$
1,468.7
$
1,761.9
6
%
(12
) %
FOURTH QUARTER 2025 OUTLOOK
The following table outlines onsemi’s projected fourth quarter of 2025 GAAP and non-GAAP outlook.
Total onsemi
GAAP
Special
Items **
Total onsemi
Non-GAAP***
Revenue
$1,480 to $1,580 million
-
$1,480 to $1,580 million
Gross Margin
36.9% to 38.9%
0.1%
37.0% to 39.0%
Operating Expenses
$296 to $311 million
$14 million
$282 to $297 million
Other Income and Expense (including interest), net
($7 million)
-
($7 million)
Diluted Earnings Per Share
$0.56 to $0.66
$0.01
$0.57 to $0.67
Diluted Shares Outstanding *
405 million
-
405 million
*
Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible notes, and the repurchase or the issuance of
stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net
income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, and the 0.50% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes, a
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.