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ON Semiconductor Corporation

ON · ON Semiconductor Corporation · IT

Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±2.3%
typical swing on earnings
Price when beating
-0.8%
avg over 10 beats
Biggest single move
-5.5%
'24.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Reaction is erratic and hard to predict
Avg -0.8% on a beat, +0.2% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs IT sector avg (177 peers)
This
-0.7%
Sector
+0.8%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 2Before open
'26.10 expectedEst. EPS $0.87
Quarter ended 7/2026
Reported 2026-08-03
Next-day move
+0.5%
After 5 days -0.8%
vs Consensus$0.72$0.74+3.5% beat
EPS
$0.74
YoY +40%
Revenue
$1.6B
YoY +9%
Next-Q guidance
N/A
Price around earnings
-22% dip before

Earnings trend · last 12 quarters

EPS$0.74YoY +40%
'23.9'26.7
Revenue$1.6BYoY +9%
'23.9'26.7

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
6x50%
Good earnings ignored
good · down ↓
0x
← Weak earningsStrong earnings →

Weak earnings, price down — reacts honestly to earnings · 6 of 12q (50%)

Community · ON

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