ON ON Semiconductor Corporation - Common Stock
NASDAQ · Semiconductors · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 3, 2026ON Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
ON Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About ON Semiconductor Corporation - Common Stock Company overview from Wikipedia
ON Semiconductor Corporation (stylized and doing business as onsemi) is an American semiconductor supplier company, based in Scottsdale, Arizona. Products include power and signal management, logic, discrete, and custom devices for automotive, communications, computing, consumer, industrial, LED lighting, medical, military/aerospace and power applications. onsemi runs a network of manufacturing facilities, sales offices and design centers in North America, Europe, and the Asia Pacific regions. Based on its 2016 revenues of $3.907 billion, onsemi ranked among the worldwide top 20 semiconductor sales leaders, and was ranked No. 483 on the 2022 Fortune 500 based on its 2021 sales.
History
The company was founded in 1999. It was originally a spinoff of Motorola's Semiconductor Components Group headquartered in Phoenix, Arizona. It continues to manufacture Motorola's discrete, standard analog, and standard logic devices. On April 28, 2000, Onsemi launched its initial public offering (IPO).
Steve Hanson was the first president and chief executive officer of the company until 2002. Keith Jackson from Fairchild Semiconductor replaced Hanson as the second leader for the next 20 years. Major acquisitions added SANYO Semiconductor in 2011 and Fairchild Semiconductor in 2016, with total workforce over 30,000 and expanded its product portfolio.
In April 2019, the company signed the UN Global Compact. In September 2020, chief executive officer Keith Jackson announced his retirement from the company. In December 2020, Hassane El-Khoury, previously the president and chief executive officer of Cypress Semiconductor, succeeded Jackson. In August 2021, to better reflect its broad technology portfolio, differentiated product lines, and market leadership, ON Semiconductor rebranded itself as onsemi. In February 2022, it was announced that BelGaN Group BV had completed the acquisition of all shares of ON Semiconductor Belgium BV from the onsemi group.
Acquisitions
2000s
In April 2000, onsemi completed the acquisition of Cherry Semiconductor Corp. (CSC) for $250 million. CSC was founded in 1972 as Micro Components Corporation (MCC). CSC was headquartered in East Greenwich, Rhode Island, USA.
In 2003, onsemi acquired TESLA SEZAM (manufacturer of semiconductor chips) and TEROSIL (production of silicon) in the Czech Republic. Both of these companies were the successors of the former state-owned company TESLA.
In May 2006, onsemi completed the acquisition of LSI Logic Gresham, Oregon Design & Manufacturing Facility.
In January 2008, onsemi completed the acquisition of the CPU Voltage and PC Thermal Monitoring Business from Analog Devices, Inc., for $184 million.
In December 2008, onsemi completed the acquisition of AMI Semiconductor (previously known as American Microsystems) for $915 million.
On July 17, 2008, onsemi and Catalyst Semiconductor, Inc. announced the acquisition of Catalyst Semiconductor, Inc. by onsemi for $115 million. On October 9, 2008, Catalyst Semiconductor, Inc. announced the approval of the acquisition. On October 10, 2008, onsemi announced the completion of the acquisition.
In November 2009, onsemi completed the acquisition of PulseCore Semiconductor for $17 million.
In December 2009, onsemi announced the acquisition of California Micro Devices.
2010s
In June 2010, onsemi completed the acquisition of Sound Design Technologies, Ltd., for $22 million.
In January 2011, onsemi completed the acquisition of SANYO Semiconductor.
In February 2011, onsemi completed the acquisition of the CMOS Image Sensor Business Unit from Cypress Semiconductor, for $31.4 million.
In May 2014, onsemi completed the acquisition of Truesense Imaging, Inc.
In June 2014, onsemi announced a $400 million deal to acquire California-based Aptina Imaging Corp.
In July 2014, onsemi and Fujitsu Semiconductor announced Strategic Partnership (including foundry services agreement and the definitive agreement pursuant to which onsemi will become a 10% shareholder of Fujitsu's 8-inch wafer fab in Aizuwakamatsu, Japan)
In July 2015, onsemi completed the acquisition of Axsem AG.
In November 2015, onsemi announced the acquisition of Fairchild Semiconductor for $2.4 billion.
In August 2016, onsemi has entered into a definitive agreement with respect to the divestiture of the ignition IGBT business to Littelfuse and has also entered into a separate definitive agreement with Littelfuse to sell its transient voltage suppression diode and switching thyristor product lines, for a combined $104 million in cash.
In September 2016, onsemi completed the acquisition of Fairchild Semiconductor.
In March 2017, onsemi announced that it would acquire and license mmWave technology for automotive radar applications developed by IBM's Haifa, Israel, research team. It included staff, equipment, research facilities and intellectual property.
In May 2018, onsemi acquired Ireland-based company, SensL Technologies Ltd.
In June 2019, onsemi acquired Quantenna Communications, a fabless semiconductor company which was headquartered in Fremont, California with offices in India, Europe, America and Taipei, for about $1 billion. In October 2021, Bloomberg News reported that onsemi was looking to sell off Quantenna's assets. After failing to find a buyer, onsemi shut down the division in 2022.
In April 2019, onsemi agreed to acquire GlobalFoundries 300mm wafer fabrication facility in East Fishkill, New York. In February 2023, it was announced the acquisition had been completed.
2020s
In August 2021 onsemi agreed to acquire GT Advanced Technologies.
In July 2024 onsemi completed the acquisition of SWIR Vision Systems.
In December 2024 onsemi announced to acquire Qorvo's Silicon Carbide JFET Business, including United Silicon Carbide Subsidiary
In October 2025 onsemi announced it has completed the acquisition of rights to Vcore power technologies, including associated intellectual property (IP) licenses, from Aura Semiconductor.
In June 2026, Onsemi announced plans to acquire Synaptics in a $7 billion all-stock deal.
Products
onsemi manufactures products in the following areas:
Custom: ASICs; Custom Foundry Services; Custom ULP Memory; Custom CMOS Image Sensors; Integrated passive devices
Discrete: Bipolar Transistors; Diodes & Rectifiers; IGBTs & FETs; Thyristors; Silicon Carbide (SiC)
Power Management: AC/DC Controllers & Regulators; DC/DC Controllers, Converters, & Regulators; Drivers; Thermal Management; Voltage & Current Management
Logic: Clock Generation; Clock & Data Distribution; Memory; Microcontrollers; Standard Logic
Signal Management: Amplifiers & Comparators; Analog Switches; Audio/Video ASSP; Digital Potentiometers; EMI/RFI Filters; Interfaces; Optical, Image, & Touch Sensors
In 2013, the company introduced the industry's highest resolution optical image stabilization (OIS) integrated circuit (IC) for smartphone camera modules. As of December 2025, onsemi has more than 25,000 Portfolio SKUs.
Corporate responsibility
Onsemi plans to achieve net-zero emissions by 2040. The industrial and automotive sectors, which are among the company's most important end markets, are responsible for more than 65% of global greenhouse gas emissions. This highlights the need for climate initiatives.
In May 2024, the company's ESG risk rating was at 20.8%.
Operations
The company has three segments:
Analog and Mixed-Signal Group (AMG)
Intelligent Sensing Group (ISG)
Power Solutions Group (PSG)
Facilities
There are several Solution Engineering Centers (SEC) and Design Centers around the world. The company established the "onsemi Silicon Carbide Crystal Center" at the Penn State's Materials Research Institute in 2023. Solution Engineering Centers are in the United States, Germany, South Korea, China, Taiwan, Japan, Slovakia, and Sweden. Design centers are located in the United States, Canada, Belgium, Czech Republic, Germany, Ireland, Romania, Slovakia, Sweden, Switzerland, India, Israel, Italy, Japan, South Korea, and Taiwan. The company has manufacturing facilities in Canada, the United States, the Czech Republic, China, Japan, Malaysia, South Korea, the Philippines, and Vietnam. As of March 1, 2023, onsemi's headquarters was located in Scottsdale, Arizona.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 54.85Y avg ≈53.2 | ≈53.2 | 61.9 | Fair value | |
| P/S | 8.95Y avg ≈3.9 | ≈3.9 | 9.7 | Undervalued | |
| P/B | 6.95Y avg ≈4.2 | ≈4.2 | 7.2 | Undervalued | |
| EV / EBITDA | 69.65Y avg ≈15.4 | ≈15.4 | 34.3 | Undervalued | |
| Price / FCF | 37.55Y avg ≈32.9 | ≈32.9 | · | · | |
| Price / Cash Flow | 30.25Y avg ≈14.2 | ≈14.2 | 39.8 | Undervalued | |
| EV / Revenue | 8.95Y avg ≈4.0 | ≈4.0 | · | · | |
| EV / FCF | 37.85Y avg ≈33.7 | ≈33.7 | · | · | |
| Price / Tangible Book | 9.45Y avg ≈6.7 | ≈6.7 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 37.7%5Y avg ≈43.0% | ≈43.0% | 57.8% | Weak | |
| Operating Margin (TTM) | 10.8%5Y avg ≈20.9% | ≈20.9% | 19.7% | Weak | |
| EBITDA Margin | 12.8%5Y avg ≈29.6% | ≈29.6% | 23.1% | Weak | |
| Pretax Margin | 2.2%5Y avg ≈20.9% | ≈20.9% | 22.9% | Weak | |
| Net Profit Margin (TTM) | 10.2%5Y avg ≈17.7% | ≈17.7% | 14.8% | In line | |
| ROA | 0.91%5Y avg ≈11.7% | ≈11.7% | 5.2% | Weak | |
| ROE | 1.5%5Y avg ≈22.4% | ≈22.4% | 7.8% | Weak | |
| ROIC | 0.74%5Y avg ≈13.6% | ≈13.6% | 6.5% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.45Y avg ≈0.5 | ≈0.5 | 0.2 | High debt | |
| Current Ratio | 4.55Y avg ≈3.5 | ≈3.5 | 2.8 | Strong liquidity | |
| Quick Ratio | 2.75Y avg ≈2.1 | ≈2.1 | 1.8 | Strong liquidity | |
| Long-Term Debt / Equity | 0.45Y avg ≈0.4 | ≈0.4 | 0.1 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -15.3%5Y avg ≈4.3% | ≈4.3% | · | · | |
| Revenue CAGR 3Y | -10.4%5Y avg ≈2.5% | ≈2.5% | · | · | |
| Revenue CAGR 5Y | 2.7% | · | · | · | |
| EPS YoY | -92.0%5Y avg ≈58.0% | ≈58.0% | · | · | |
| Net Income YoY | -92.3%5Y avg ≈62.8% | ≈62.8% | · | · | |
| EPS CAGR 3Y | -59.1%5Y avg ≈21.2% | ≈21.2% | · | · | |
| EPS CAGR 5Y | -12.3% | · | · | · | |
| Net Income CAGR 3Y | -60.1%5Y avg ≈22.1% | ≈22.1% | · | · | |
| Net Income CAGR 5Y | -12.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.6 | ≈0.6 | 0.5 | In line | |
| Inventory Turnover | 1.95Y avg ≈2.4 | ≈2.4 | 3.2 | Weak | |
| Receivables Turnover | 5.85Y avg ≈8.2 | ≈8.2 | 5.9 | In line | |
| Revenue / Employee | ≈$265.3K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 3, 2026 | $0.74 | $0.74 | 0.50% |
| March 31, 2026 | $0.64 | $0.62 | 3.3% | |
| Dec. 31, 2025 | $0.64 | $0.64 | -0.22% | |
| Sept. 30, 2025 | $0.63 | $0.61 | 3.7% | |
| June 30, 2025 | $0.53 | $0.55 | -3.5% | |
| March 31, 2025 | $0.55 | $0.52 | 5.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B | $5.25B | $5.52B | $5.88B | $5.54B | $3.91B | $3.50B | $3.16B | |
| Cost of Revenue | $4.01B | $3.87B | $4.37B | $4.25B | $4.03B | $3.54B | $3.54B | $3.64B | $3.51B | $2.61B | $2.30B | $2.08B | |
| Gross Profit | $1.98B | $3.22B | $3.88B | $4.08B | $2.71B | $1.72B | $1.97B | $2.24B | $2.04B | $1.30B | $1.19B | $1.08B | |
| SG&A Expense | $349M | $376M | $362M | $343M | $305M | $259M | $284M | $293M | $285M | $230M | $182M | $181M | |
| Operating Expenses | $1.90B | $1.45B | $1.34B | $1.72B | $1.43B | $1.37B | $1.54B | $1.39B | $1.35B | $1.05B | $932M | $856M | |
| Operating Income | $84M | $1.77B | $2.54B | $2.36B | $1.29B | $349M | $433M | $847M | $682M | $247M | $261M | $229M | |
| Interest Expense | · | · | $75M | $95M | $130M | $168M | $148M | $128M | $141M | $145M | $50M | $34M | |
| Interest Income | $95M | $111M | $93M | $16M | $1M | $5M | $10M | $6M | $3M | $4M | $1M | $2M | |
| Other Non-op | $23M | $21M | $-7M | $22M | $18M | $-9M | $-12M | $-7M | $-9M | $-11M | $8M | $-4M | |
| Pretax Income | $131M | $1.84B | $2.54B | $2.36B | $1.16B | $177M | $277M | $755M | $548M | $181M | $220M | $192M | |
| Income Tax | $8M | $263M | $350M | $458M | $147M | $-60M | $63M | $125M | $-266M | $-4M | $11M | $-200.0K | |
| Net Income | $121M | $1.57B | $2.18B | $1.90B | $1.01B | $234M | $212M | $627M | $811M | $182M | $206M | $190M | |
| EPS (Basic) | $0.29 | $3.68 | $5.07 | $4.39 | $2.37 | $0.57 | $0.52 | $1.48 | $1.92 | $0.44 | $0.49 | $0.43 | |
| EPS (Diluted) | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 | $0.56 | $0.51 | $1.44 | $1.89 | $0.43 | $0.48 | $0.43 | |
| Shares (Basic) | 411,000,000 | 427,400,000 | 430,700,000 | 433,200,000 | 425,700,000 | 410,700,000 | 410,900,000 | 423,800,000 | 421,900,000 | 415,200,000 | 421,200,000 | 439,500,000 | |
| Shares (Diluted) | 411,800,000 | 432,700,000 | 446,800,000 | 448,200,000 | 443,800,000 | 418,800,000 | 416,000,000 | 435,900,000 | 428,300,000 | 420,000,000 | 427,800,000 | 443,500,000 | |
| EBITDA | $770M | $2.41B | $3.15B | $2.91B | $1.88B | $974M | $1.03B | $1.36B | $1.16B | $600M | $619M | $498M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.15B | $2.69B | $2.48B | $2.92B | $1.35B | $1.08B | $894M | $1.07B | $949M | $1.03B | $618M | $512M | |
| Short-term Investments | $400M | $300M | $0 | · | · | · | · | · | · | · | $0 | $6M | |
| Receivables | $908M | $1.16B | $935M | $842M | $809M | $676M | $705M | $686M | $702M | $630M | $426M | $418M | |
| Inventory | $1.99B | $2.24B | $2.11B | $1.62B | $1.38B | $1.25B | $1.23B | $1.23B | $1.09B | $1.03B | $750M | $730M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | $13M | $29M | |
| Other Current Assets | $353M | $353M | $382M | $351M | $240M | $176M | $188M | $187M | $193M | $181M | $97M | $141M | |
| Current Assets | $5.82B | $6.75B | $5.91B | $5.73B | $3.78B | $3.18B | $3.02B | $3.17B | $2.93B | $2.87B | $1.89B | $1.81B | |
| PP&E (Net) | $3.37B | $4.36B | $4.40B | $3.45B | $2.52B | $2.51B | $2.59B | $2.55B | $2.28B | $2.16B | $1.27B | $1.20B | |
| PP&E (Gross) | $7.54B | $8.32B | $7.93B | $6.61B | $5.86B | · | $5.26B | $4.93B | $4.35B | $3.99B | $2.89B | $2.70B | |
| Accum. Depreciation | $4.17B | $3.96B | $3.53B | $3.16B | $3.34B | · | $2.67B | $2.38B | $2.07B | $1.83B | $1.61B | $1.49B | |
| Goodwill | $1.68B | $1.59B | $1.58B | $1.58B | $1.94B | $1.66B | $1.66B | $932M | $917M | $925M | $271M | $264M | |
| Intangibles | $344M | $258M | $299M | $360M | $496M | $469M | $590M | $566M | $628M | $762M | $326M | $458M | |
| Other Non-current Assets | $356M | $360M | $381M | $439M | $498M | $410M | $256M | $105M | $98M | $70M | $63M | $90M | |
| Total Assets | $12.52B | $14.09B | $13.22B | $11.98B | $9.63B | $8.67B | $8.43B | $7.59B | $7.20B | $6.92B | $3.87B | $3.82B | |
| Accounts Payable | $572M | $574M | $726M | $852M | $635M | $573M | $544M | $672M | $548M | $434M | $338M | $378M | |
| Accrued Liabilities | $715M | $760M | $663M | $1.05B | $735M | $570M | $539M | $659M | $613M | $405M | $246M | $288M | |
| Current Liabilities | $1.29B | $1.33B | $2.18B | $2.06B | $1.54B | $1.67B | $1.82B | $1.47B | $1.41B | $1.50B | $1.24B | $1.04B | |
| Capital Leases | $214M | $245M | $231M | $246M | $142M | $116M | $88M | · | · | · | · | · | |
| Deferred Tax | $42M | $38M | $39M | $34M | $43M | $57M | $60M | $55M | $55M | $289M | $17M | · | |
| Other Non-current Liabilities | $498M | $536M | $627M | $607M | $511M | $418M | $346M | $242M | $226M | $186M | $131M | $152M | |
| Total Liabilities | $4.83B | $5.28B | $5.41B | $5.77B | $5.02B | $5.11B | $5.10B | $4.39B | $4.39B | $5.05B | $2.24B | $2.17B | |
| Long-term Debt | $2.98B | $3.35B | $3.38B | $3.23B | $3.26B | $3.59B | $3.75B | $2.94B | $3.17B | $3.81B | $1.52B | $1.21B | |
| Total Debt | $2.98B | $3.35B | $3.34B | $3.19B | $3.07B | $3.49B | $3.61B | $2.77B | $2.95B | $3.62B | $1.39B | $1.19B | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | |
| Paid-in Capital | $5.54B | $5.37B | $5.21B | $4.67B | $4.63B | $4.13B | $3.81B | $3.70B | $3.59B | $3.47B | $3.42B | $3.28B | |
| Retained Earnings | $8.24B | $8.12B | $6.55B | $4.36B | $2.44B | $1.43B | $1.19B | $980M | $352M | $-527M | $-709M | $-916M | |
| Treasury Stock | $6.06B | $4.64B | $3.94B | $2.83B | $2.45B | $1.97B | $1.65B | $1.48B | $1.13B | $1.08B | $1.07B | $703M | |
| AOCI | $-56M | $-62M | $-45M | $-23M | $-41M | $-58M | $-54M | $-38M | $-41M | $-50M | $-42M | $-42M | |
| Stockholders' Equity | $7.67B | $8.80B | $7.78B | $6.19B | $4.59B | $3.54B | $3.30B | $3.17B | $2.78B | $1.82B | $1.61B | $1.63B | |
| Liabilities + Equity | $12.52B | $14.09B | $13.22B | $11.98B | $9.63B | $8.67B | $8.43B | $7.59B | $7.20B | $6.92B | $3.87B | $3.82B | |
| Shares Outstanding | 396,740,551 | 622,655,553 | 616,281,996 | 608,367,713 | 603,044,079 | 570,766,439 | 565,562,607 | 413,834,227 | 425,118,194 | 418,941,713 | 412,039,805 | 434,100,017 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $686M | $643M | $610M | $552M | $597M | $625M | $593M | $509M | $482M | $364M | $358M | $269M | |
| Stock-based Comp | $144M | $136M | $121M | $101M | $101M | $68M | $79M | $78M | $70M | $56M | $47M | $46M | |
| Amort. of Intangibles | $44M | $52M | $51M | $81M | $99M | $120M | $115M | $112M | $124M | $105M | $136M | $68M | |
| Restructuring | · | · | · | $11M | $68M | $52M | $25M | $4M | $10M | $33M | $11M | $28M | |
| Other Non-cash | $808M | $-445M | $-937M | $78M | $74M | $-43M | $-190M | $60M | $-268M | $-21M | $-140M | $-23M | |
| Operating Cash Flow | $1.76B | $1.91B | $1.98B | $2.63B | $1.78B | $884M | $695M | $1.27B | $1.09B | $581M | $471M | $481M | |
| CapEx | $341M | $694M | $1.54B | $1.04B | $445M | $384M | $535M | $515M | $388M | $211M | $271M | $204M | |
| Investing Cash Flow | $-538M | $-1.01B | $-1.74B | $-705M | $-915M | $-454M | $-1.51B | $-549M | $-365M | $-2.44B | $-264M | $-566M | |
| Net Debt Issued | $-375M | $0 | $-1.72B | $-530M | $-1.27B | $-2.02B | $-594M | $-298M | $-1.83B | $-314M | $-496M | $-91M | |
| Stock Repurchased | $1.38B | $654M | $564M | $260M | $0 | $65M | $139M | $315M | $25M | $0 | $348M | $122M | |
| Net Stock Activity | $-1.38B | $-654M | $-564M | $-260M | $0 | $-65M | $-139M | $-315M | $-25M | $0 | $-348M | $-122M | |
| Financing Cash Flow | $-1.76B | $-684M | $-686M | $-370M | $-569M | $-244M | $623M | $-605M | $-811M | $2.26B | $-100M | $91M | |
| Net Change in Cash | $-544M | $208M | $-448M | $1.56B | $296M | $187M | $-193M | $120M | $-79M | $409M | $106M | $2M | |
| Taxes Paid | · | $348M | $428M | $443M | $88M | $52M | $63M | $53M | $68M | $27M | $20M | $18M | |
| Free Cash Flow | $1.42B | $1.21B | $402M | $1.63B | $1.34B | $501M | $160M | $759M | $707M | $370M | $200M | $277M | |
| Levered FCF | · | · | $337M | $1.55B | $1.22B | $275M | $45M | $652M | $497M | $222M | $153M | $243M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.1% | 45.4% | 47.1% | 49.0% | 40.3% | · | · | 38.1% | 36.7% | 33.2% | 34.1% | 34.3% | |
| Operating Margin | 1.4% | 25.0% | 30.8% | 28.3% | 19.1% | · | · | 14.4% | 12.3% | 6.0% | 7.5% | 7.2% | |
| Net Margin | 2.0% | 22.2% | 26.5% | 22.9% | 15.0% | · | · | 10.7% | 14.6% | 4.7% | 5.9% | 6.0% | |
| Pretax Margin | 2.2% | 25.9% | 30.7% | 28.4% | 17.2% | · | · | 12.8% | 9.9% | 4.6% | 6.3% | 6.1% | |
| EBITDA Margin | 12.8% | 34.0% | 38.1% | 35.0% | 28.0% | · | · | 23.1% | 21.0% | 15.4% | 17.7% | 15.7% | |
| ROA | 0.91% | 11.5% | 17.3% | 17.6% | 11.0% | 2.7% | 2.6% | 8.5% | 11.5% | 3.4% | 5.4% | 5.3% | |
| ROE | 1.5% | 19.0% | 31.3% | 35.3% | 24.9% | 6.9% | 6.5% | 21.1% | 35.2% | 10.6% | 12.8% | 12.2% | |
| ROIC | 0.74% | 12.5% | 19.7% | 20.3% | 14.7% | 6.6% | 4.8% | 11.9% | 17.6% | 4.4% | 8.3% | 8.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.5 | 5.1 | 2.7 | 2.8 | 2.5 | 1.9 | 1.7 | 2.2 | 2.1 | 1.9 | 1.5 | 1.7 | |
| Quick Ratio | 2.7 | 3.1 | 1.6 | 1.8 | 1.4 | 1.0 | 0.9 | 1.2 | 1.2 | 1.1 | 0.8 | 0.9 | |
| Debt / Equity | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 | 1.1 | 0.9 | 1.1 | 2.0 | 0.9 | 0.7 | |
| LT Debt / Equity | 0.4 | 0.4 | 0.3 | 0.5 | 0.6 | 0.8 | 0.9 | 0.8 | 1.0 | 1.7 | 0.5 | 0.6 | |
| Interest Coverage | · | · | 33.9 | 24.9 | 9.9 | 2.1 | 2.9 | 6.6 | 4.8 | 1.6 | 5.3 | 6.7 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.7 | 0.8 | 0.7 | · | · | 0.8 | 0.8 | 0.7 | 0.9 | 0.9 | |
| Inventory Turnover | 1.9 | 1.8 | 2.3 | 2.8 | 3.1 | 2.8 | 2.9 | 3.1 | 3.3 | 2.9 | 3.1 | 3.1 | |
| Receivables Turnover | 5.8 | 6.8 | 9.3 | 10.1 | 9.1 | · | · | 8.5 | 8.3 | 7.4 | 8.3 | 7.9 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.34 | $20.80 | $18.25 | $14.33 | $10.60 | $8.59 | $8.03 | $7.66 | $6.54 | $4.35 | $3.90 | $3.75 | |
| Revenue / Share | $14.56 | $16.37 | $18.47 | $18.58 | $15.19 | · | · | $13.49 | $12.94 | $9.30 | $8.17 | $7.13 | |
| Cash Flow / Share | $4.27 | $4.41 | $4.43 | $5.87 | $4.02 | $2.11 | $1.67 | $2.92 | $2.55 | $1.38 | $1.10 | $1.09 | |
| Cash / Share | $5.41 | $6.36 | $5.82 | $6.76 | $3.13 | $2.62 | $2.17 | $2.58 | $2.23 | $2.45 | $1.50 | $1.18 | |
| EPS (TTM) | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 | $0.56 | $0.51 | $1.44 | $1.89 | $0.43 | $0.48 | $0.43 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -15.3% | -14.2% | -0.88% | 23.5% | 28.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -10.4% | 1.7% | 16.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -92.0% | -25.8% | 15.1% | 87.2% | 305.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -59.1% | 16.9% | 105.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -12.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -92.3% | -28.0% | 14.8% | 88.4% | 331.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -60.1% | 15.9% | 110.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -12.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B | $5.25B | $5.52B | $5.88B | $5.54B | $3.91B | $3.50B | $3.16B | |
| Net Income TTM | $121M | $1.57B | $2.18B | $1.90B | $1.01B | $234M | $212M | $627M | $811M | $182M | $206M | $190M | |
| Market Cap | $21.48B | $26.67B | $35.62B | $26.94B | $29.37B | $13.48B | $10.03B | $6.83B | $8.90B | $5.35B | $4.04B | $4.40B | |
| Enterprise Value | $21.92B | $27.02B | $36.47B | $27.21B | $31.10B | $15.89B | $12.75B | $8.53B | $10.90B | $7.94B | $4.81B | $5.07B | |
| P/E | 186.7 | 17.4 | 17.1 | 14.7 | 29.9 | 58.4 | 47.8 | 11.5 | 11.1 | 29.7 | 20.4 | 23.6 | |
| P/S | 3.6 | 3.8 | 4.3 | 3.2 | 4.4 | 2.6 | 1.8 | 1.2 | 1.6 | 1.4 | 1.2 | 1.4 | |
| P/B | 2.8 | 3.0 | 4.6 | 4.4 | 6.4 | 3.8 | 3.0 | 2.2 | 3.2 | 2.9 | 2.5 | 2.7 | |
| P / Tangible Book | 3.8 | 3.8 | 6.0 | 6.3 | 13.6 | 9.6 | · | · | · | · | · | · | |
| P / Cash Flow | 12.2 | 14.0 | 18.0 | 10.2 | 16.5 | 15.2 | 14.4 | 5.4 | 8.1 | 9.2 | 8.6 | 9.1 | |
| P / FCF | 15.1 | 22.0 | 88.6 | 16.5 | 22.0 | 26.9 | 62.6 | 9.0 | 12.6 | 14.4 | 20.2 | 15.9 | |
| EV / EBITDA | 28.5 | 11.2 | 11.6 | 9.3 | 16.5 | 16.3 | 12.4 | 6.3 | 9.4 | 13.2 | 7.8 | 10.2 | |
| EV / FCF | 15.4 | 22.3 | 90.7 | 16.7 | 23.3 | 31.7 | 79.6 | 11.2 | 15.4 | 21.4 | 24.1 | 18.3 | |
| EV / Revenue | 3.7 | 3.8 | 4.4 | 3.3 | 4.6 | 3.0 | 2.3 | 1.5 | 2.0 | 2.0 | 1.4 | 1.6 | |
| Earnings Yield | 0.54% | 5.8% | 5.9% | 6.8% | 3.3% | 1.7% | 2.1% | 8.7% | 9.0% | 3.4% | 4.9% | 4.2% |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.51B | $1.53B | $1.47B | $1.45B | $1.72B | $1.76B | $1.74B | $1.86B | $2.02B | $2.18B | $2.09B | $1.96B | $2.10B | $2.19B | |
| Cost of Revenue | $987M | $930M | $979M | $917M | $1.15B | $943M | $962M | $951M | $1.01B | $1.08B | $1.15B | $1.10B | $1.04B | $1.08B | $1.13B | |
| Gross Profit | $616M | $583M | $551M | $552M | $294M | $779M | $799M | $784M | $854M | $942M | $1.03B | $993M | $918M | $1.02B | $1.06B | |
| SG&A Expense | $102M | $89M | $86M | $91M | $84M | $100M | $96M | $85M | $95M | $89M | $111M | $87M | $76M | $97M | $85M | |
| Operating Expenses | $358M | $636M | $351M | $358M | $868M | $370M | $354M | $396M | $328M | $330M | $344M | $319M | $353M | $316M | $634M | |
| Operating Income | $259M | $-53M | $200M | $193M | $-574M | $409M | $445M | $388M | $525M | $612M | $687M | $675M | $565M | $704M | $424M | |
| Interest Expense | · | · | · | · | · | · | · | · | $16M | · | $16M | $16M | $26M | · | $24M | |
| Interest Income | $17M | $18M | $21M | $25M | $27M | $28M | $29M | $27M | $28M | $26M | $26M | $24M | $17M | $9M | $5M | |
| Other Non-op | $9M | $4M | $14M | $2M | $4M | $21M | $-4M | $2M | $1M | $-12M | $1M | $-1M | $5M | $12M | $900.0K | |
| Pretax Income | · | · | · | · | · | · | · | · | · | · | · | $682M | $546M | $763M | $407M | |
| Income Tax | $43M | $-12M | $35M | $30M | $-76M | $63M | $52M | $64M | $84M | $48M | $115M | $104M | $84M | $159M | $95M | |
| Net Income | $227M | $-33M | $182M | $170M | $-486M | $380M | $402M | $338M | $453M | $563M | $583M | $577M | $462M | $604M | $312M | |
| EPS (Basic) | $0.58 | $-0.08 | $0.44 | $0.41 | $-1.15 | $0.89 | $0.94 | $0.79 | $1.06 | $1.31 | $1.35 | $1.34 | $1.07 | $1.40 | $0.72 | |
| EPS (Diluted) | $0.56 | $-0.08 | $0.44 | $0.41 | $-1.15 | $0.88 | $0.93 | $0.78 | $1.04 | $1.28 | $1.29 | $1.29 | $1.03 | $1.35 | $0.70 | |
| Shares (Basic) | 390,300,000 | 394,100,000 | · | 414,600,000 | 421,300,000 | · | 427,000,000 | 429,100,000 | 428,100,000 | · | 431,200,000 | 431,700,000 | 431,900,000 | · | 432,900,000 | |
| Shares (Diluted) | 404,400,000 | 394,100,000 | · | 414,900,000 | 421,300,000 | · | 431,700,000 | 433,200,000 | 436,500,000 | · | 450,700,000 | 448,700,000 | 448,500,000 | · | 448,700,000 | |
| EBITDA | $259M | $233M | · | $193M | $-406M | · | $445M | $388M | $680M | · | $687M | $675M | $710M | · | $424M |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.51B | $2.00B | $2.15B | $2.53B | $2.76B | $2.69B | $2.47B | $2.23B | $2.61B | $2.48B | $2.68B | $2.62B | $2.70B | $2.92B | $2.45B | |
| Short-term Investments | $350M | $400M | $400M | $300M | $250M | $300M | $300M | $450M | · | · | · | · | · | · | · | |
| Receivables | $897M | $863M | $908M | $927M | $825M | $1.16B | $1.07B | $887M | $873M | · | $958M | $944M | $881M | · | $857M | |
| Inventory | $2.05B | $2.05B | $1.99B | $2.09B | $2.08B | $2.24B | $2.24B | $2.22B | $2.15B | · | $2.08B | $1.96B | $1.81B | · | $1.58B | |
| Other Current Assets | $441M | $420M | $353M | $447M | $365M | $353M | $461M | $532M | $514M | · | $363M | $399M | $318M | · | $292M | |
| Current Assets | $7.28B | $5.78B | $5.82B | $6.35B | $6.33B | $6.75B | $6.54B | $6.33B | $6.15B | · | $6.09B | $5.93B | $5.72B | · | $5.31B | |
| PP&E (Net) | $2.92B | $3.04B | $3.37B | $3.71B | $3.84B | $4.36B | $4.38B | $4.37B | $4.38B | · | $4.31B | $3.99B | $3.69B | · | $2.76B | |
| PP&E (Gross) | · | · | $7.54B | $7.78B | $7.83B | $8.32B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $4.17B | $4.06B | $3.99B | $3.96B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.69B | $1.68B | $1.68B | $1.64B | $1.64B | $1.59B | $1.59B | $1.58B | $1.58B | · | $1.58B | $1.58B | $1.58B | · | $1.60B | |
| Intangibles | $329M | $332M | $344M | $297M | $309M | $258M | $273M | $275M | $289M | · | $313M | $326M | $340M | · | $374M | |
| Other Non-current Assets | $247M | $254M | $356M | $327M | $351M | $360M | $367M | $388M | $392M | · | $369M | $390M | $429M | · | $645M | |
| Total Assets | $13.49B | $12.01B | $12.52B | $13.13B | $13.25B | $14.09B | $13.92B | $13.66B | $13.48B | · | $13.28B | $12.76B | $12.27B | · | $11.10B | |
| Accounts Payable | $498M | $486M | $572M | $474M | $497M | $574M | $598M | $618M | $666M | · | $911M | $908M | $976M | · | $792M | |
| Accrued Liabilities | $801M | $699M | $715M | $790M | $781M | $760M | $734M | $684M | $678M | · | $665M | $654M | $666M | · | $767M | |
| Current Liabilities | $2.10B | $1.19B | $1.29B | $1.26B | $1.28B | $1.33B | $2.13B | $2.10B | $2.14B | · | $2.49B | $2.48B | $2.58B | · | $1.76B | |
| Capital Leases | $202M | $208M | $214M | $226M | $251M | $245M | $251M | $249M | $234M | · | $227M | $233M | $245M | · | $203M | |
| Deferred Tax | $47M | $46M | $42M | $40M | $46M | $38M | $43M | $40M | $37M | · | $35M | $38M | $37M | · | $30M | |
| Other Non-current Liabilities | $418M | $452M | $498M | $486M | $511M | $536M | $579M | $595M | $599M | · | $685M | $677M | $629M | · | $586M | |
| Total Liabilities | $6.25B | $4.69B | $4.83B | $5.17B | $5.21B | $5.28B | $5.32B | $5.30B | $5.34B | · | $5.78B | $5.76B | $5.81B | · | $5.42B | |
| Long-term Debt | $4.50B | $3.00B | $2.98B | $3.38B | $3.38B | $3.35B | $3.38B | $3.38B | $3.38B | · | $3.50B | $3.50B | $3.51B | · | $3.25B | |
| Total Debt | · | · | · | · | · | · | $3.34B | $3.34B | $3.34B | · | $3.45B | $3.45B | $3.46B | · | $3.21B | |
| Common Stock | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $6M | $6M | $6M | · | $6M | |
| Paid-in Capital | $5.63B | $5.58B | $5.54B | $5.45B | $5.41B | $5.37B | $5.32B | $5.28B | $5.24B | · | $4.75B | $4.71B | $4.63B | · | $4.60B | |
| Retained Earnings | $8.44B | $8.21B | $8.24B | $7.81B | $7.63B | $8.12B | $7.74B | $7.34B | $7.00B | · | $5.99B | $5.40B | $4.83B | · | $3.76B | |
| Treasury Stock | $6.79B | $6.43B | $6.06B | $5.27B | $4.97B | $4.64B | $4.44B | $4.23B | $4.08B | · | $3.21B | $3.10B | $2.99B | · | $2.69B | |
| AOCI | $-67M | $-62M | $-56M | $-50M | $-56M | $-62M | $-49M | $-57M | $-52M | · | $-45M | $-37M | $-30M | · | $-23M | |
| Stockholders' Equity | $7.22B | $7.30B | $7.67B | $7.94B | $8.03B | $8.80B | $8.58B | $8.34B | $8.12B | · | $7.48B | $6.98B | $6.45B | · | $5.66B | |
| Liabilities + Equity | $13.49B | $12.01B | $12.52B | $13.13B | $13.25B | $14.09B | $13.92B | $13.66B | $13.48B | · | $13.28B | $12.76B | $12.27B | · | $11.10B | |
| Shares Outstanding | 389,290,999 | 391,871,484 | 396,740,551 | 411,204,213 | 417,866,634 | 422,955,173 | 425,645,765 | 428,217,874 | 429,934,333 | 616,281,996 | 430,594,632 | 431,520,606 | 431,851,090 | 608,367,713 | 432,406,805 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $287M | $215M | · | $168M | $167M | $162M | $160M | $155M | $160M | $155M | $149M | $145M | $133M | $140M | |
| Stock-based Comp | · | $37M | $38M | · | $34M | $38M | $33M | $32M | $33M | $31M | $31M | $32M | $28M | $24M | $27M | |
| Amort. of Intangibles | $10M | $10M | $11M | $11M | $11M | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $15M | $16M | $22M | |
| Restructuring | $13M | $20M | · | · | $61M | · | · | · | · | · | $9M | $3M | $36M | · | $13M | |
| Other Non-cash | · | $-52M | · | · | $886M | · | · | · | $-142M | · | · | · | $-226M | · | · | |
| Operating Cash Flow | · | $239M | $554M | · | $602M | $580M | $466M | $362M | $499M | $611M | $567M | $391M | $409M | $731M | $1.00B | |
| CapEx | · | $22M | $69M | · | $148M | $157M | $160M | $153M | $234M | $354M | $433M | $431M | $322M | $373M | $271M | |
| Investing Cash Flow | · | $-17M | $-51M | · | $-215M | $-152M | $-32M | $-591M | $-235M | $-385M | $-407M | $-384M | $-562M | $-142M | $-264M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | · | · | · | $-1.21B | · | · | |
| Stock Repurchased | · | $346M | $450M | · | $300M | $204M | $200M | $150M | $100M | $300M | $100M | $60M | $104M | $93M | $77M | |
| Net Stock Activity | · | $-346M | · | · | $-300M | · | · | · | $-100M | · | · | · | $-104M | · | · | |
| Financing Cash Flow | · | $-366M | $-824M | · | $-318M | $-203M | $-197M | $-153M | $-131M | $-432M | $-101M | $-90M | $-63M | $-130M | $-80M | |
| Net Change in Cash | · | $-144M | $-325M | · | $72M | $221M | $239M | $-384M | $132M | $-206M | $58M | $-83M | $-216M | $461M | $658M | |
| Taxes Paid | · | $47M | · | · | $22M | $53M | $49M | $221M | $24M | $101M | $100M | $192M | $35M | $114M | $127M | |
| Free Cash Flow | · | $217M | · | · | $455M | · | · | · | $276M | · | · | · | $87M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $65M | · | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.4% | 38.5% | · | 37.6% | 20.3% | · | 45.4% | 45.2% | 45.8% | · | 47.3% | 47.4% | 46.8% | · | 48.3% | |
| Operating Margin | 16.1% | -3.5% | · | 13.2% | -39.7% | · | 25.3% | 22.4% | 28.2% | · | 31.5% | 32.2% | 28.8% | · | 19.4% | |
| Net Margin | 14.1% | -2.2% | · | 11.6% | -33.6% | · | 22.8% | 19.5% | 24.3% | · | 26.7% | 27.5% | 23.6% | · | 14.2% | |
| Pretax Margin | · | · | · | · | · | · | · | · | · | · | · | 32.5% | 27.9% | · | 18.6% | |
| EBITDA Margin | 16.1% | 15.4% | · | 13.2% | -28.1% | · | 25.3% | 22.4% | 36.5% | · | 31.5% | 32.2% | 36.2% | · | 19.4% | |
| ROA | · | · | · | · | · | · | 2.9% | 2.6% | 3.5% | · | 4.8% | 4.9% | 4.1% | · | 3.1% | |
| ROE | · | · | · | · | · | · | 5.0% | 4.4% | 6.2% | · | 8.9% | 9.3% | 8.1% | · | 6.4% | |
| ROIC | · | · | · | · | · | · | · | · | · | · | · | 5.5% | 4.8% | · | 3.7% |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | · | 3.1 | 3.0 | 2.9 | · | 2.4 | 2.4 | 2.2 | · | 3.0 | |
| Quick Ratio | · | · | · | · | · | · | 1.8 | 1.7 | 1.6 | · | 1.5 | 1.4 | 1.4 | · | 1.9 | |
| Debt / Equity | · | · | · | · | · | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | |
| LT Debt / Equity | · | · | · | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 33.7 | · | 42.4 | 41.1 | 21.4 | · | 17.9 |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | · | · | · | · | · | · | 0.4 | 0.5 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | 1.7 | 1.9 | 2.1 | · | 2.4 | 2.0 | 2.2 | · | 2.8 |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | $20.17 | $19.47 | $18.90 | · | $17.38 | $16.18 | $14.93 | · | $13.08 | |
| Revenue / Share | $3.97 | $3.84 | · | $3.54 | $3.43 | · | $4.08 | $4.01 | $4.27 | · | $4.84 | $4.67 | $4.37 | · | $4.89 | |
| Cash Flow / Share | · | $0.61 | · | · | $1.43 | · | · | · | $1.14 | · | · | · | $0.91 | · | · | |
| Cash / Share | · | · | · | · | · | · | $5.80 | $5.21 | $6.08 | · | $6.22 | $6.08 | $6.26 | · | $5.67 | |
| EPS (TTM) | $1.55 | $1.40 | · | $1.07 | $1.44 | · | $4.03 | $4.39 | $4.90 | · | $4.96 | $4.37 | $4.10 | · | $3.85 |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.20B | $6.06B | · | $6.40B | $6.67B | · | $7.38B | $7.80B | $8.16B | · | $8.34B | $8.35B | $8.34B | · | $8.07B | |
| Net Income TTM | $630M | $574M | · | $466M | $634M | · | $1.76B | $1.94B | $2.17B | · | $2.23B | $1.95B | $1.83B | · | $1.72B | |
| Market Cap | · | · | · | · | · | · | $31.66B | $29.35B | $31.62B | · | $40.02B | $40.81B | $35.55B | · | $26.95B | |
| Enterprise Value | · | · | · | · | · | · | $32.24B | $30.01B | $32.35B | · | $40.80B | $41.64B | $36.31B | · | $27.71B | |
| P/E | 58.9 | 44.4 | · | 52.9 | 23.4 | · | 18.5 | 15.6 | 15.0 | · | 18.7 | 21.6 | 20.1 | · | 16.2 | |
| P/S | 5.7 | · | · | 3.6 | · | · | 4.3 | 3.8 | 3.9 | · | 4.8 | 4.9 | 4.3 | · | 3.3 | |
| P/B | · | · | · | · | · | · | 3.7 | 3.5 | 3.9 | · | 5.3 | 5.8 | 5.5 | · | 4.8 | |
| P / Tangible Book | · | · | · | · | · | · | 4.7 | 4.5 | 5.1 | · | 7.2 | 8.0 | 7.8 | · | 7.3 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 63.4 | · | · | · | 86.9 | · | · | |
| EV / Revenue | 5.8 | · | · | 3.7 | · | · | 4.4 | 3.8 | 4.0 | · | 4.9 | 5.0 | 4.4 | · | 3.4 | |
| Earnings Yield | 1.7% | 2.2% | · | 1.9% | 4.3% | · | 5.4% | 6.4% | 6.7% | · | 5.3% | 4.6% | 5.0% | · | 6.2% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $6.00B | $7.08B | $8.25B | $8.33B | $6.74B |
| Gross Margin % | 33.1% | 45.4% | 47.1% | 49.0% | 40.3% |
| Operating Margin % | 1.4% | 25.0% | 30.8% | 28.3% | 19.1% |
| Net Income | $121M | $1.57B | $2.18B | $1.90B | $1.01B |
| Diluted EPS | $0.29 | $3.63 | $4.89 | $4.25 | $2.27 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 |
| Current Ratio | 4.5 | 5.1 | 2.7 | 2.8 | 2.5 |
| Quick Ratio | 2.7 | 3.1 | 1.6 | 1.8 | 1.4 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.42B | $1.21B | $402M | $1.63B | $1.34B |
Institutional owners (13F) 1,127 filers · $42.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 259 (+90 vs prior Q) | 59 (-28 vs prior Q) | 335 (+43 vs prior Q) | 344 (+44 vs prior Q) | +3.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $5,358,469,799 | 56,679,393 | 12.63% | Shares |
| BlackRock, Inc. | $3,874,319,026 | 40,980,739 | 9.13% | Shares |
| VANGUARD GROUP INC | $2,765,248,430 | 51,066,453 | 6.52% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $2,421,774,078 | 25,616,396 | 5.71% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,856,702,353 | 19,639,331 | 4.38% | Shares |
| STATE STREET CORP | $1,754,402,888 | 18,557,255 | 4.14% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $1,023,514,972 | 10,836,563 | 2.41% | Shares |
| JPMORGAN CHASE & CO | $897,147,867 | 10,129,250 | 2.12% | Shares |
| JANUS HENDERSON GROUP PLC | $848,392,500 | 13,700,884 | 2.00% | Shares |
| GOLDMAN SACHS GROUP INC | $744,774,912 | 7,877,881 | 1.76% | Shares |
| NORGES BANK | $742,824,510 | 7,857,251 | 1.75% | Shares |
| BANK OF AMERICA CORP /DE/ | $593,275,841 | 6,275,395 | 1.40% | Shares |
| MORGAN STANLEY | $559,414,604 | 5,917,224 | 1.32% | Shares |
| AMERIPRISE FINANCIAL INC | $532,492,426 | 5,632,321 | 1.26% | Shares |
| VAN ECK ASSOCIATES CORP | $486,251,647 | 5,143,343 | 1.15% | Shares |
| Amundi | $477,747,920 | 5,053,243 | 1.13% | Shares |
| Invesco Ltd. | $462,144,207 | 4,888,346 | 1.09% | Shares |
| Jericho Capital Asset Management L.P. | $461,472,146 | 4,881,237 | 1.09% | Shares |
| Pictet Asset Management Holding SA | $400,389,910 | 4,236,710 | 0.94% | Shares |
| JANE STREET GROUP, LLC | $398,107,940 | 4,211,000 | 0.94% | Call option |
| TWO SIGMA INVESTMENTS, LP | $384,641,662 | 4,068,560 | 0.91% | Shares |
| CITIGROUP INC | $360,863,623 | 3,817,047 | 0.85% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $351,660,438 | 3,719,700 | 0.83% | Call option |
| Rafferty Asset Management, LLC | $350,257,653 | 3,704,862 | 0.83% | Shares |
| BARCLAYS PLC | $347,632,845 | 3,677,098 | 0.82% | Shares |
| BAILLIE GIFFORD & CO | $323,693,616 | 3,423,880 | 0.76% | Shares |
| NORTHERN TRUST CORP | $312,725,556 | 3,307,865 | 0.74% | Shares |
| Allspring Global Investments Holdings, LLC | $290,156,777 | 3,066,224 | 0.68% | Shares |
| JANE STREET GROUP, LLC | $286,433,226 | 3,029,757 | 0.68% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $281,096,822 | 2,973,956 | 0.66% | Shares |
| Legal & General Group Plc | $273,511,684 | 2,893,079 | 0.64% | Shares |
| Assenagon Asset Management S.A. | $265,450,168 | 2,807,808 | 0.63% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $257,555,606 | 2,724,303 | 0.61% | Shares |
| JANE STREET GROUP, LLC | $257,054,260 | 2,719,000 | 0.61% | Put option |
| DEUTSCHE BANK AG\ | $234,820,909 | 2,483,826 | 0.55% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $225,610,256 | 23,864 | 0.53% | Call option |
| EARNEST PARTNERS LLC | $218,668,089 | 2,312,969 | 0.52% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $216,920,249 | 3,503,234 | 0.51% | Shares |
| UBS Group AG | $214,849,052 | 2,272,573 | 0.51% | Shares |
| Bank of New York Mellon Corp | $210,594,283 | 2,227,569 | 0.50% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $208,323,428 | 2,203,548 | 0.49% | Shares |
| WELLS FARGO & COMPANY/MN | $189,080,000 | 2,000,000 | 0.45% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $185,062,050 | 1,957,500 | 0.44% | Put option |
| CITADEL ADVISORS LLC | $183,046,646 | 1,936,182 | 0.43% | Shares |
| M&G PLC | $181,496,645 | 1,910,491 | 0.43% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $180,856,533 | 1,913,016 | 0.43% | Shares |
| TWO SIGMA ADVISERS, LP | $178,494,699 | 3,296,301 | 0.42% | Shares |
| SEI INVESTMENTS CO | $165,592,785 | 1,751,563 | 0.39% | Shares |
| Robeco Schweiz AG | $162,803,174 | 1,722,056 | 0.38% | Shares |
| NEUBERGER BERMAN GROUP LLC | $162,539,426 | 1,719,266 | 0.38% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| ON Semiconductor Corporation | Dec. 21, 2009 | · | Initial filing | M&A / sale | SEC |
| TPG ON Holdings LLC, TPG Semiconductor Holdings LLC ×12 filings | May 9, 2007 | · | Initial filing | Capital structure | SEC |
| TPG ON Holdings LLC 2 =====================================================================, TPG Semiconductor Holdings LLC 2 ===================================================================== | Feb. 10, 2004 | · | Initial filing | Capital structure | SEC |
| Undisclosed reporting person | Sept. 17, 2001 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 58 insiders · 14 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Donald A Colvin | Exec VP & CFO | Aug. 10, 2012 S | 677,743 | 0 | 0 | $0 |
| Sudhir Gopalswamy | Group President, AMG & ISG | Oct. 1, 2026 S | 158,177 | 0 | 2 | $-1,604,948 |
| William John Nelson | Exec VP & COO | May 3, 2012 F | 704,512 | 0 | 0 | $0 |
| Mamoon Rashid | SVP, Strategic Bus Ventures | Jan. 10, 2017 M | 234,911 | 0 | 0 | $0 |
| Robert Charles Mahoney | Exec VP Sales & Marketing | May 7, 2013 S | 93,940 | 0 | 0 | $0 |
| Michael Andrew Williams | SVP & GM, Auto & Pwr Grp | Aug. 5, 2011 F | 95,478 | 0 | 0 | $0 |
| Gelu Voicu | SVP, Catalyst Group | Jan. 2, 2009 F | 349,890 | 0 | 0 | $0 |
| William George | Executive VP | March 5, 2008 F | 81,930 | 0 | 0 | $0 |
| Thomas Benton Kettlewell | SVP & GM Dig & Cons Prods Grp | March 5, 2007 A | 11,400 | 0 | 0 | $0 |
| Peter Green | SVP, Consumer & Dig Prods Grp | June 5, 2006 A | 17,500 | 0 | 0 | $0 |
| Larry W Sims | Senior Vice President | Feb. 17, 2005 A | · | 0 | 0 | $0 |
| Ramesh Ramchandani | Vice President | Feb. 5, 2004 A | · | 0 | 0 | $0 |
| Michael Heitzman | Vice President | Feb. 5, 2004 A | · | 0 | 0 | $0 |
| Charlotte Diener | Vice President | Feb. 5, 2004 A | · | 0 | 0 | $0 |
| Paul Anthony Mascarenas | Director | Oct. 2, 2026 A | 57,716 | 0 | 0 | $0 |
| Daniel J Mccranie | Director | Feb. 17, 2017 S | 181,679 | 0 | 0 | $0 |
| Bernard L Han | Director | June 2, 2014 A | 71,483 | 0 | 0 | $0 |
| Phillip D Hester | Director | June 3, 2013 A | 63,024 | 0 | 0 | $0 |
| Robert Henry Smith | Director | June 6, 2011 A | 97,805 | 0 | 0 | $0 |
| Francis P Barton | Director | March 7, 2011 A | 57,463 | 0 | 0 | $0 |
| Christine King | Director | Aug. 8, 2008 M | 129,449 | 0 | 0 | $0 |
| Kevin R Burns | Director | March 5, 2007 A | 21,000 | 0 | 0 | $0 |
| John W Marren | Director | March 5, 2007 A | 21,000 | 0 | 0 | $0 |
| Justin T Chang | Director | March 5, 2007 A | 21,000 | 0 | 0 | $0 |
| Richard W Boyce | Director | March 5, 2007 A | 219,575 | 0 | 0 | $0 |
| Jerome N Gregoire | Director | March 5, 2007 A | 31,000 | 0 | 0 | $0 |
| FRANKE WILLIAM A | Director | Feb. 5, 2004 A | · | 0 | 0 | $0 |
| TPG ADVISORS II INC | 10% owner | May 7, 2007 S | 1,238,000 | 0 | 0 | $0 |
| Christine Y Yan | · | May 14, 2026 A | 48,655 | 0 | 0 | $0 |
| Thomas Deitrich | · | May 14, 2026 A | 26,060 | 0 | 0 | $0 |
| Gregory L Waters | · | May 14, 2026 A | 24,524 | 0 | 0 | $0 |
| Susan K Carter | · | May 14, 2026 A | 25,638 | 0 | 0 | $0 |
| Bruce E Kiddoo | · | May 14, 2026 A | 19,216 | 0 | 0 | $0 |
| Trent Thad | · | April 24, 2026 S | 271,194 | 0 | 8 | $-13,563,893 |
| Simon Keeton | · | Feb. 21, 2026 F | 214,123 | 0 | 3 | $-4,675,837 |
| Hassane El-Khoury | · | Feb. 21, 2026 F | 1,054,123 | 0 | 2 | $-1,460,454 |
| Alan Campbell | · | June 12, 2025 S | 84,689 | 0 | 0 | $0 |
| Christina Lampe-Onnerud | · | May 16, 2024 A | 4,684 | 0 | 0 | $0 |
| Atsushi Abe | · | May 16, 2024 A | 176,886 | 0 | 0 | $0 |
| Ross Jatou | · | Feb. 20, 2024 F | 112,730 | 0 | 0 | $0 |
| Bernard Raymond Colpitts JR | · | Sept. 12, 2023 S | 31,045 | 0 | 0 | $0 |
| Robert Tong | · | March 2, 2023 F | 60,143 | 0 | 0 | $0 |
| Gilles Delfassy | · | May 26, 2022 A | 55,667 | 0 | 0 | $0 |
| Vince Craig Hopkin | · | May 10, 2022 S | 169,073 | 0 | 0 | $0 |
| George H Cave | · | Sept. 8, 2021 S | 200,975 | 0 | 0 | $0 |
| Paul E Rolls | · | April 9, 2021 S | 179,446 | 0 | 0 | $0 |
| Emmanuel T Hernandez | · | March 9, 2021 S | 25,000 | 0 | 0 | $0 |
| William A. Schromm | · | Nov. 13, 2020 S | 489,025 | 0 | 0 | $0 |
| Bernard Gutmann | · | Nov. 10, 2020 S | 555,242 | 0 | 0 | $0 |
| Keith D Jackson | · | Oct. 15, 2020 S | 2,168,458 | 0 | 0 | $0 |
| Daryl Ostrander | · | March 17, 2020 S | 47,225 | 0 | 0 | $0 |
| Taner Ozcelik | · | March 6, 2020 F | 171,507 | 0 | 0 | $0 |
| Teresa Ressel | · | June 3, 2019 A | 260,205 | 0 | 0 | $0 |
| Curtis J Crawford | · | June 3, 2019 A | 239,380 | 0 | 0 | $0 |
| William Hall | · | Nov. 15, 2018 S | 400,015 | 0 | 0 | $0 |
| Robert A. Klosterboer | · | March 14, 2018 S | 363,030 | 0 | 0 | $0 |
| William R Bradford | · | March 23, 2006 A | 31,500 | 0 | 0 | $0 |
| TPG ADVISORS INC | · | Feb. 3, 2004 S | 111,999,433 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 137 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EPMV · Harbor ETF Trust | 2.61% | 1,496 NS | July 31, 2026 | N-PORT |
| PSI · Invesco Exchange-Traded Fund Trust | 2.58% | 968,349 SH | Oct. 1, 2026 | Daily |
| NRSH · Tidal Trust I | 2.53% | 9,321 NS | July 31, 2026 | N-PORT |
| CHPY · Tidal Trust II | 1.77% | 221,943 NS | July 31, 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1.71% | 1,005 NS | July 31, 2026 | N-PORT |
| SOXY · Tidal Trust II | 1.69% | 13,285 NS | July 31, 2026 | N-PORT |
| PTF · Invesco Exchange-Traded Fund Trust | 1.63% | 131,117 SH | Oct. 1, 2026 | Daily |
| SOXX · iShares Trust | 1.52% | 9,361,870 SH | Sept. 11, 2026 | Daily |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 1.51% | 229,889 SH | Oct. 1, 2026 | Daily |
| RSPT · Invesco Exchange-Traded Fund Trust | 1.42% | 1,116,778 SH | Oct. 1, 2026 | Daily |
| SOXL · Direxion Shares ETF Trust | 1.25% | 2,971,361 NS | July 31, 2026 | N-PORT |
| SOXQ · Invesco Exchange-Traded Fund Trust … | 1.24% | 513,820 SH | Oct. 1, 2026 | Daily |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1.15% | 142,215 SH | Oct. 1, 2026 | Daily |
| GRZZ · Tidal Trust II | 1.12% | 4,583 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 1.12% | 3,240 NS | July 31, 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 0.85% | 9,602 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.76% | 164,284 SH | Oct. 1, 2026 | Daily |
| VOE · VANGUARD INDEX FUNDS | 0.64% | 2,517,467 SH | Aug. 19, 2026 | Daily |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0.64% | 5,121,000 | Oct. 1, 2026 | Daily |
| HIBL · Direxion Shares ETF Trust | 0.57% | 5,277 NS | July 31, 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0.57% | 179,911 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.55% | 14,264 NS | July 31, 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0.46% | 88,224 SH | Oct. 1, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.44% | 13,307 NS | July 31, 2026 | N-PORT |
| XT · iShares Trust | 0.44% | 240,903 SH | Sept. 11, 2026 | Daily |
| IMCG · iShares Trust | 0.38% | 216,751 SH | Sept. 11, 2026 | Daily |
| VO · VANGUARD INDEX FUNDS | 0.36% | 8,492,201 SH | Aug. 19, 2026 | Daily |
| VLUE · iShares Trust | 0.34% | 470,147 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.28% | 673,838 SH | Oct. 1, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 15,094 NS | July 31, 2026 | N-PORT |
| PEXL · Pacer Funds Trust | 0.26% | 1,616 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.26% | 555,238 SH | Sept. 11, 2026 | Daily |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 70,412 NS | July 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 23,071 NS | July 31, 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0.22% | 2,755,899 SH | Oct. 1, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 221,754 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.20% | 1,611,464 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.19% | 45,863 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 50,955 SH | Sept. 11, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.18% | 3,293,051 SH | Aug. 19, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.17% | 417,777 NS | July 31, 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0.16% | 324 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.16% | 495 SH | Sept. 11, 2026 | Daily |
| TECL · Direxion Shares ETF Trust | 0.15% | 95,739 NS | July 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.15% | 121,542 NS | July 31, 2026 | N-PORT |
| VTV · VANGUARD INDEX FUNDS | 0.14% | 3,722,516 SH | Aug. 19, 2026 | Daily |
| IYW · iShares Trust | 0.14% | 489,227 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.13% | 90,255 SH | Aug. 19, 2026 | Daily |
| SIZE · iShares Trust | 0.12% | 7,563 SH | Sept. 11, 2026 | Daily |
| MTUM · iShares Trust | 0.12% | 430,507 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.12% | 185,093 SH | Sept. 11, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.12% | 103,665 NS | July 31, 2026 | N-PORT |
| GARP · iShares Trust | 0.12% | 51,489 SH | Sept. 11, 2026 | Daily |
| USXF · iShares Trust | 0.11% | 23,119 SH | Sept. 11, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.11% | 2,321 NS | July 31, 2026 | N-PORT |
| TYLG · Global X Funds | 0.10% | 180 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.10% | 224,814 SH | Aug. 19, 2026 | Daily |
| IXN · iShares Trust | 0.10% | 133,092 SH | Sept. 11, 2026 | Daily |
| SPTE · SP Funds Trust | 0.10% | 2,501 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.09% | 650,244 SH | Sept. 11, 2026 | Daily |
| IQSU · New York Life Investments ETF Trust | 0.09% | 3,634 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.09% | 343,438 SH | Sept. 11, 2026 | Daily |
| ILCG · iShares Trust | 0.09% | 38,102 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.08% | 32,410 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.08% | 59,483 SH | Sept. 11, 2026 | Daily |
| GLBL · Pacer Funds Trust | 0.07% | 10 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.07% | 826,547 SH | Sept. 11, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.07% | 15,815 SH | Aug. 19, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 7,193 SH | Oct. 1, 2026 | Daily |
| ESGG · FlexShares Trust | 0.07% | 931 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.06% | 121,588 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 78,661 SH | Oct. 1, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.06% | 10,177,728 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.06% | 457,712 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.06% | 4,206 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.06% | 88,821 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.06% | 86,654 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.05% | 8,390 NS | July 31, 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.05% | 11,267 SH | Oct. 1, 2026 | Daily |
| TOPC · iShares Trust | 0.05% | 242 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.05% | 30 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.05% | 33,570 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.05% | 12,444,398 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.05% | 64,799 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.05% | 33,092 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.05% | 1,688 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.05% | 19,949 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.05% | 19,701 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 54,016 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.05% | 6,624 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.05% | 48 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.05% | 300 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.05% | 21 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.05% | 121,459 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.05% | 4,527 SH | Sept. 11, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.05% | 33 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.05% | 365 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.05% | 2,320 SH | Oct. 1, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.05% | 1,479 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 268,331 NS | July 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.05% | 67,255 SH | Oct. 1, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.05% | 9,426 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 5,563 SH | Oct. 1, 2026 | Daily |
| ESG · FlexShares Trust | 0.04% | 690 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.04% | 115,862 SH | Sept. 11, 2026 | Daily |
| IVV · iShares Trust | 0.04% | 4,939,582 SH | Sept. 11, 2026 | Daily |
| LGDX · Tidal Trust III | 0.04% | 722 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.04% | 7,588 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.04% | 2,725 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.04% | 271,230 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.04% | 16,760 SH | Sept. 11, 2026 | Daily |
| USCL · iShares Trust | 0.04% | 15,493 SH | Sept. 11, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.04% | 305 SH | Oct. 1, 2026 | Daily |
| IWV · iShares Trust | 0.04% | 107,948 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.04% | 509,362 SH | Sept. 11, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.04% | 30,638 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.04% | 9,638 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.03% | 43,524 SH | Oct. 1, 2026 | Daily |
| TOK · iShares Trust | 0.03% | 1,123 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.03% | 35,370 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.03% | 330,888 SH | Aug. 19, 2026 | Daily |
| GTOS · Invesco Actively Managed Exchange-T… | 0.03% | 37,000 | Oct. 1, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.03% | 81 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.03% | 127,907 SH | Sept. 11, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.02% | 693,000 | Oct. 1, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.02% | 1,120 SH | Aug. 19, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.02% | 1,189 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 1,219 NS | July 31, 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0.02% | 94,225 SH | Sept. 11, 2026 | Daily |
| CRBN · iShares Trust | 0.01% | 2,385 SH | Sept. 11, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 32,705 SH | Aug. 19, 2026 | Daily |
| AMOM · Exchange Listed Funds Trust | 0.01% | 28 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 5,256 SH | Oct. 1, 2026 | Daily |
| IWF · iShares Trust | 0.00% | 75,618 SH | Sept. 11, 2026 | Daily |
| IEUS · iShares Trust | 0.00% | 801 SH | Aug. 28, 2026 | Daily |
| SCZ · iShares Trust | 0.00% | 19,879 SH | Sept. 4, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 4,387 SH | Sept. 8, 2026 | Daily |
ON Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
26 analysts · 2026-09-28Mean target $103.69 +22.1%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ON | $21.48B | 186.7 | -15.3% | 2.0% | 1.5% | 33.1% |
| ALAB | $28.31B | 136.4 | 115.1% | 25.7% | 17.5% | 75.7% |
| MRVL | $68.75B | 26.4 | 42.1% | 32.6% | 19.3% | 51.0% |
| MCHP | $35.02B | 293.7 | 7.1% | 4.9% | 3.5% | 57.7% |
| CBRS | · | · | · | · | · | · |
| GFS | · | 22.0 | · | 13.0% | 7.8% | 24.9% |
| MTSI | $9.49B | -174.5 | 32.6% | -5.6% | -4.3% | 54.7% |
| SITM | $9.29B | -205.3 | 61.2% | -13.1% | -3.8% | 53.6% |
| LSCC | $10.76B | 3932.5 | 2.7% | 0.59% | 0.44% | 68.2% |
| FSLR | $28.03B | 18.4 | 24.1% | 29.3% | 16.9% | 40.6% |
| SMTC | $7.51B | -176.1 | 15.5% | -3.9% | -7.3% | 51.6% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.