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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ON Power, Cooling & Grid

onsemi

Intelligent power and sensing

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onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.

Price $81.17
1D change +3.63%
Market cap $31.60B
Sector Technology

Shared metric table

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Metric ON
Price $81.17
1D Change +3.63%
Market Cap $31.60B
Enterprise Value $32.46B
Trailing P/E 53.1
Forward P/E 18.0
PEG Ratio 0.24x
Price / Sales 5.1
EV / Revenue 5.2
Revenue Growth 9.2%
Earnings Growth 36.6%
Gross Margin 42.8%
Operating Margin 19.5%
Net Margin 10.2%
ROE 8.3%
Free Cash Flow $1.66B
FCF Margin 26.7%
Debt / Equity 0.65x
Current Ratio 3.46x
Dividend Yield 0.00%
Next Earnings Nov 02, 2026
Quarterly Revenue $1.60B
Revenue QoQ +6.0%
Quarterly Net Income $226.8M
Net Income QoQ +779.0%

ON thesis lens

Intelligent power and sensing

Why it could benefit

  • onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.
  • It is more of a power-electronics and edge-compute enabler than a direct GPU winner.
  • That can still matter if AI electrifies more systems outside the data center.

Moat / edge

  • Strong position in intelligent power and image sensing.
  • Growing relevance in electrified and automated systems.
  • Design wins can be sticky in auto and industrial applications.

What to watch

  • Inventory digestion and order normalization.
  • Power-device mix and margin trends.
  • Whether infrastructure demand offsets weaker end markets.

Key risks

  • Execution is sensitive to industrial and auto cycles.
  • This is a more indirect AI beneficiary.