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Guidance history, every release

Onsemi (ON) · 8 releases, Oct 28, 2024 to Aug 3, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 28, 2024 FY24 Q3	Feb 10, 2025 FY24 Q4	May 5, 2025 FY25 Q1	Aug 4, 2025 FY25 Q2	Nov 3, 2025 FY25 Q3	Feb 9, 2026 FY25 Q4	May 4, 2026 FY26 Q1	Aug 3, 2026 FY26 Q2
For FY2026
AI data center revenue growth	—	—	—	—	—	—	—	New“now expect revenue to more than double”
Revenue	—	—	—	—	—	—	New“$1,535 to $1,635 million”	—
Revenue	—	—	—	—	—	New“$1,435 to $1,535 million”	—	—
Revenue (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“$1,650 to $1,750 million”
Revenue (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“$1,535 to $1,635 million”	—
Revenue (Total onsemi Non-GAAP)	—	—	—	—	—	New“$1,435 to $1,535 million”	—	—
Diluted Earnings Per Share (Special Items)	—	—	—	—	—	—	—	New“$0.02”
Diluted Earnings Per Share (Special Items)	—	—	—	—	—	—	New“$0.05”	—
Diluted Earnings Per Share (Special Items)	—	—	—	—	—	New“$0.28”	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	—	—	—	—	—	New“$0.79 to $0.91”
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	—	—	—	—	New“$0.60 to $0.72”	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	—	—	—	New“$0.28 to $0.38”	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“$0.81 to $0.93”
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“$0.65 to $0.77”	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	—	—	—	New“$0.56 to $0.66”	—	—
Gross Margin (Special Items)	—	—	—	—	—	—	—	New“0.1%”
Gross Margin (Special Items)	—	—	—	—	—	—	New“0.1%”	—
Gross Margin (Special Items)	—	—	—	—	—	New“0.1%”	—	—
Gross Margin (Total onsemi GAAP)	—	—	—	—	—	—	—	New“39.9% to 41.9%”
Gross Margin (Total onsemi GAAP)	—	—	—	—	—	—	New“37.9% to 39.9%”	—
Gross Margin (Total onsemi GAAP)	—	—	—	—	—	New“37.4% to 39.4%”	—	—
Gross Margin (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“40.0% to 42.0%”
Gross Margin (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“38.0% to 40.0%”	—
Gross Margin (Total onsemi Non-GAAP)	—	—	—	—	—	New“37.5% to 39.5%”	—	—
Diluted Shares Outstanding (Special Items)	—	—	—	—	—	—	—	New“7 million”
Diluted Shares Outstanding (Special Items)	—	—	—	—	—	—	New“7 million”	—
Diluted Shares Outstanding (Special Items)	—	—	—	—	—	New“1 million”	—	—
Diluted Shares Outstanding (Total onsemi GAAP)	—	—	—	—	—	—	—	New“402 million”
Diluted Shares Outstanding (Total onsemi GAAP)	—	—	—	—	—	—	New“401 million”	—
Diluted Shares Outstanding (Total onsemi GAAP)	—	—	—	—	—	New“398 million”	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“395 million”
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“394 million”	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	—	—	—	New“397 million”	—	—
Non-GAAP Effective Tax Rate	—	—	—	—	New“15%”	Reiterated“15%”	—	—
Operating Expenses (Special Items)	—	—	—	—	—	—	—	New“$15 million”
Operating Expenses (Special Items)	—	—	—	—	—	—	New“$15 million”	—
Operating Expenses (Special Items)	—	—	—	—	—	New“$122 million”	—	—
Operating Expenses (Total onsemi GAAP)	—	—	—	—	—	—	—	New“$318 to $333 million”
Operating Expenses (Total onsemi GAAP)	—	—	—	—	—	—	New“$302 to $317 million”	—
Operating Expenses (Total onsemi GAAP)	—	—	—	—	—	New“$407 to $422 million”	—	—
Operating Expenses (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“$303 to $318 million”
Operating Expenses (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“$287 to $302 million”	—
Operating Expenses (Total onsemi Non-GAAP)	—	—	—	—	—	New“$285 to $300 million”	—	—
Other Income and Expense (including interest expense), net (Total onsemi Non-GAAP)	—	—	—	—	—	New“($7 million)”	—	—
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	—	—	—	—	—	—	—	New“($18 million)”
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	—	—	—	—	—	—	New“($6 million)”	—
For FY2025
Revenue	—	—	—	New“$1,465 to $1,565 million”	—	—	—	—
Revenue	—	—	New“$1,400 to $1,500 million”	—	—	—	—	—
Revenue	—	New“$1,350 to $1,450 million”	—	—	—	—	—	—
Revenue (Total onsemi Non-GAAP)	—	—	—	—	New“$1,480 to $1,580 million”	—	—	—
Revenue (Total onsemi Non-GAAP)	—	—	—	New“$1,465 to $1,565 million”	—	—	—	—
Revenue (Total onsemi Non-GAAP)	—	—	New“$1,400 to $1,500 million”	—	—	—	—	—
Revenue (Total onsemi Non-GAAP)	—	New“$1,350 to $1,450 million”	—	—	—	—	—	—
Diluted Earnings Per Share (Special Items)	—	—	—	—	New“$0.01”	—	—	—
Diluted Earnings Per Share (Special Items)	—	—	—	New“$0.03”	—	—	—	—
Diluted Earnings Per Share (Special Items)	—	—	New“$0.03”	—	—	—	—	—
Diluted Earnings Per Share (Special Items)	—	New“$0.03”	—	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	—	—	New“$0.56 to $0.66”	—	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	—	New“$0.51 to $0.61”	—	—	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	—	New“$0.45 to $0.55”	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	—	New“$0.42 to $0.52”	—	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	—	—	New“$0.57 to $0.67”	—	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	—	New“$0.54 to $0.64”	—	—	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	—	New“$0.48 to $0.58”	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	—	New“$0.45 to $0.55”	—	—	—	—	—	—
Gross Margin	—	New“38.9% to 40.9%”	—	—	—	—	—	—
Gross Margin (Special Items)	—	—	—	—	New“0.1%”	—	—	—
Gross Margin (Special Items)	—	—	—	New“0.1%”	—	—	—	—
Gross Margin (Special Items)	—	—	New“0.1%”	—	—	—	—	—
Gross Margin (Special Items)	—	New“0.1%”	—	—	—	—	—	—
Gross Margin (Total onsemi GAAP)	—	—	—	—	New“36.9% to 38.9%”	—	—	—
Gross Margin (Total onsemi GAAP)	—	—	—	New“36.4% to 38.4%”	—	—	—	—
Gross Margin (Total onsemi GAAP)	—	—	New“36.4% to 38.4%”	—	—	—	—	—
Gross Margin (Total onsemi GAAP)	—	New“38.9% to 40.9%”	—	—	—	—	—	—
Gross Margin (Total onsemi Non-GAAP)	—	—	—	—	New“37.0% to 39.0%”	—	—	—
Gross Margin (Total onsemi Non-GAAP)	—	—	—	New“36.5% to 38.5%”	—	—	—	—
Gross Margin (Total onsemi Non-GAAP)	—	—	New“36.5% to 38.5%”	—	—	—	—	—
Gross Margin (Total onsemi Non-GAAP)	—	New“39.0% to 41.0%”	—	—	—	—	—	—
Diluted Shares Outstanding	—	New“425 million”	—	—	—	—	—	—
Diluted Shares Outstanding (Special Items)	—	New“1 million”	—	—	—	—	—	—
Diluted Shares Outstanding (Total onsemi GAAP)	—	New“426 million”	—	—	—	—	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	—	—	New“405 million”	—	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	—	New“410 million”	—	—	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	—	New“419 million”	—	—	—	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	—	New“425 million”	—	—	—	—	—	—
Non-GAAP effective tax rate	New“16%”	—	Reiterated“16%”	Reiterated“16%”	Reiterated“16%”	—	—	—
Operating Expenses	—	New“$329 to $344 million”	—	—	—	—	—	—
Operating Expenses (Special Items)	—	—	—	—	New“$14 million”	—	—	—
Operating Expenses (Special Items)	—	—	—	New“$14 million”	—	—	—	—
Operating Expenses (Special Items)	—	—	New“$15 million”	—	—	—	—	—
Operating Expenses (Special Items)	—	New“$16 million”	—	—	—	—	—	—
Operating Expenses (Total onsemi GAAP)	—	—	—	—	New“$296 to $311 million”	—	—	—
Operating Expenses (Total onsemi GAAP)	—	—	—	New“$294 to $309 million”	—	—	—	—
Operating Expenses (Total onsemi GAAP)	—	—	New“$300 to $315 million”	—	—	—	—	—
Operating Expenses (Total onsemi GAAP)	—	New“$329 to $344 million”	—	—	—	—	—	—
Operating Expenses (Total onsemi Non-GAAP)	—	—	—	—	New“$282 to $297 million”	—	—	—
Operating Expenses (Total onsemi Non-GAAP)	—	—	—	New“$280 to $295 million”	—	—	—	—
Operating Expenses (Total onsemi Non-GAAP)	—	—	New“$285 to $300 million”	—	—	—	—	—
Operating Expenses (Total onsemi Non-GAAP)	—	New“$313 to $328 million”	—	—	—	—	—	—
Other Income and Expense (including interest expense), net (Total onsemi Non-GAAP)	—	New“($14 million)”	—	—	—	—	—	—
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	—	—	—	—	New“($7 million)”	—	—	—
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	—	—	—	New“($8 million)”	—	—	—	—
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	—	—	New“($11 million)”	—	—	—	—	—
For FY2024
Revenue	New“$1,710 to $1,810 million”	—	—	—	—	—	—	—
Revenue (Total onsemi Non-GAAP)	New“$1,710 to $1,810 million”	—	—	—	—	—	—	—
Diluted Earnings Per Share (Special Items)	New“$0.04”	—	—	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi GAAP)	New“$0.88 to $1.00”	—	—	—	—	—	—	—
Diluted Earnings Per Share (Total onsemi Non-GAAP)	New“$0.92 to $1.04”	—	—	—	—	—	—	—
Gross Margin (Special Items)	New“0.1%”	—	—	—	—	—	—	—
Gross Margin (Total onsemi GAAP)	New“43.9% to 45.9%”	—	—	—	—	—	—	—
Gross Margin (Total onsemi Non-GAAP)	New“44.0% to 46.0%”	—	—	—	—	—	—	—
Diluted Shares Outstanding (Special Items)	New“4 million”	—	—	—	—	—	—	—
Diluted Shares Outstanding (Total onsemi GAAP)	New“431 million”	—	—	—	—	—	—	—
Diluted Shares Outstanding (Total onsemi Non-GAAP)	New“427 million”	—	—	—	—	—	—	—
Operating Expenses (Special Items)	New“$13 million”	—	—	—	—	—	—	—
Operating Expenses (Total onsemi GAAP)	New“$313 to $328 million”	—	—	—	—	—	—	—
Operating Expenses (Total onsemi Non-GAAP)	New“$300 to $315 million”	—	—	—	—	—	—	—
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)	New“($12 million)”	—	—	—	—	—	—	—
No period stated
Share Repurchase Program Authorization	—	—	—	—	—	New“up to $6 billion”	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.