Onsemi — Feb 9, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001140361-26-004405
Showing in the filing
Share Repurchase Program Authorization
“up to $6 billion”
Period
No period stated
Measure
Declared action
Source
Prose
All guidance in this release · 17
Share Repurchase Program Authorization
“up to $6 billion”
Revenue for Q1 FY2026
“$1,435 to $1,535 million”
Revenue (Total onsemi Non-GAAP) for Q1 FY2026
“$1,435 to $1,535 million”
Gross Margin (Total onsemi GAAP) for Q1 FY2026
“37.4% to 39.4%”
Gross Margin (Total onsemi Non-GAAP) for Q1 FY2026
“37.5% to 39.5%”
Operating Expenses (Total onsemi GAAP) for Q1 FY2026
“$407 to $422 million”
Operating Expenses (Special Items) for Q1 FY2026
“$122 million”
Operating Expenses (Total onsemi Non-GAAP) for Q1 FY2026
“$285 to $300 million”
Other Income and Expense (including interest… for Q1 FY2026
“($7 million)”
Diluted Earnings Per Share (Special Items) for Q1 FY2026
“$0.28”
Diluted Earnings Per Share (Total onsemi GAAP) for Q1 FY2026
“$0.28 to $0.38”
Diluted Earnings Per Share (Total onsemi Non… for Q1 FY2026
“$0.56 to $0.66”
Diluted Shares Outstanding (Total onsemi GAAP) for Q1 FY2026
“398 million”
Diluted Shares Outstanding (Special Items) for Q1 FY2026
“1 million”
Diluted Shares Outstanding (Total onsemi Non… for Q1 FY2026
“397 million”
Gross Margin (Special Items) for Q1 FY2026
“0.1%”
Non-GAAP Effective Tax Rate for FY2026
“15%”
Exhibit 99.1 · the passage around this item
… earlier in the release
“Our focus remains on operational excellence and margin expansion, and we are well-positioned to benefit as market conditions improve.”
Q4 2025 Business Highlights:
•
Announced the authorization of a new share repurchase program of up to $6 billion over the next three years.
•
Introduced vertical gallium nitride (vGaN) power semiconductors, setting a new benchmark for power density, efficiency and ruggedness for
these applications.
•
Signed a memorandum of understanding (MoU) with Innoscience to explore expanding production of gallium nitride (GaN) power devices using
Innoscience’s proven 200mm GaN-on-silicon process.
•
Established a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power
devices, beginning with 650V.
Selected financial results for the quarter are shown below with comparable periods:
GAAP
Non-GAAP
Three Months Ended
Three Months Ended
(Revenue and Net Income in millions)
Q4 2025
Q3 2025
Q4 2024
Q4 2025
Q3 2025
Q4 2024
Revenue
$
1,530.1
$
1,550.9
$
1,722.5
$
1,530.1
$
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.