Stock AnalizON Semiconductor (ON) earnings for the quarter ended September 2026: EPS beats estimates
ON Semiconductor reported results for the quarter ended September 2026 on November 2, 2026. Adjusted earnings per share came in at $0.90 against the analysts’ average forecast of $0.88, a beat of 2.5%.
Revenue for the quarter was $1.72 billion, up 11.1% from $1.55 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 1.3% on the first trading day after the report.
The last four quarters
ON Semiconductor has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.90 | $0.88 | +2.5% | +11% | +1.3% |
| Jun 2026 | $0.74 | $0.72 | +3.5% | +9% | −1.0% |
| Mar 2026 | $0.64 | $0.62 | +4.1% | +5% | −0.4% |
| Dec 2025 | $0.64 | $0.62 | +2.5% | −11% | +3.3% |
What comes next
Analysts expect EPS of $1.01 for the next quarter on average and $3.29 for the fiscal year ending December 31, 2026.
The average analyst price target is $96.16, 35% above the current price of $71.06.
Valuation and score
ON Semiconductor scores 2.2 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 41.6, and its intrinsic value under moderate assumptions is about 5% above the current market value. Full ON Semiconductor analysis with 10 years of financials
Frequently asked questions
What was ON Semiconductor’s EPS for the quarter ended September 2026?
$0.90 adjusted per share, against an analyst consensus of $0.88.
How much revenue did ON Semiconductor report?
$1.72 billion, up 11.1% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.