Information Technology·Semiconductors·$38.7B
ON Semiconductor Corp is a key player in the semiconductor industry, focusing on providing innovative solutions for various applications, including automotive and industrial sectors. As technology continues to advance, particularly in areas like electric vehicles and AI, ON's products are becoming increasingly essential for modern electronics.
EPS
Earnings per share is a critical measure of profitability that investors closely watch to gauge the company's financial health.
Revenue
Revenue figures help investors understand the scale of the company's operations and its ability to generate sales in a competitive market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
75%
Avg EPS Surprise
+2.86%
Avg Stock Reaction
-1.82%
In the last quarter, ON Semiconductor reported an EPS of $0.64, exceeding expectations by 3.39%. However, the stock experienced a slight decline the following day, indicating mixed investor sentiment.
Management Promises & Guidance
Analysts expect ON Semiconductor to report solid earnings this quarter, with a consensus EPS of $0.61. Investors are keen to see if the company can maintain its growth trajectory amidst industry challenges.
Bull Case
If ON Semiconductor beats EPS estimates, it could signal strong demand for its products, particularly in the automotive and industrial sectors, leading to positive investor sentiment.
Bear Case
Conversely, if the company misses expectations or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a significant stock decline.
EPS
$0.61Earnings per share is a critical measure of profitability that investors closely watch to gauge the company's financial health.
Revenue
$1.5BRevenue figures help investors understand the scale of the company's operations and its ability to generate sales in a competitive market.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.61?
A beat on EPS could indicate strong operational performance and boost investor confidence.
Q2
What guidance will management provide regarding future revenue growth?
Guidance on revenue growth is crucial for understanding the company's outlook and potential challenges in the market.
Why consensus could be wrong
The market may underestimate ON Semiconductor's growth potential in the automotive sector, which is experiencing rapid expansion.
Supporting Evidence
Recent trends in electric vehicle production suggest increased demand for semiconductors.
The company's history of beating EPS estimates indicates stronger-than-expected performance.
Options pricing suggests a significant move, indicating that investors are preparing for potential surprises.
Key Risk
If the automotive segment shows unexpected growth, it could significantly alter market expectations.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reveal whether ON Semiconductor can sustain its growth amidst competitive pressures.
Bull Confirmed If
An EPS of $0.65 or higher would confirm the bull case, indicating strong demand and operational efficiency.
Bear Confirmed If
An EPS below $0.59 would confirm the bear case, raising concerns about demand and profitability.
Implied Move
±15.16%
Historical Avg
±6.3%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.
Options are pricing ±15.2% while ON has averaged ±6.3% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ON Semiconductor beats expectations, history suggests the stock could rise by an average of 1.54%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.
Miss
A miss on earnings could lead to a decline of about 11.90%, raising concerns about the company's ability to navigate market challenges.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
COLGATE PALMOLIVE CO
May 1, 2026