onsemi Acquisition -19%: Synaptics Deal Sparks Selloff
Is onsemi buying growth at exactly the moment investors wanted focus, not a risky expansion into unfamiliar markets? Maik Kemper Editor in Chief The deal adds complexity to…
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.51B | +4.7% | $-33.4M | $-0.08 | +93.0% | 38.5% | 18.2% |
| Q4 2025 Dec 2025 | $1.53B | — | $181.8M | $0.45 | — | 36.0% | 16.9% |
| Q3 2025 Sep 2025 | $1.55B | — | $255.0M | $0.63 | — | 37.9% | 18.3% |
| Q2 2025 Jun 2025 | $1.47B | — | $170.3M | $0.41 | — | 37.6% | 16.5% |
| Q1 2025 Mar 2025 | $1.45B | — | $-486.1M | $-1.15 | — | 20.3% | -2.4% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Is onsemi buying growth at exactly the moment investors wanted focus, not a risky expansion into unfamiliar markets? Maik Kemper Editor in Chief The deal adds complexity to…