onsemi to Report Q3 Results After Market Close on November 2, With Revenue Growth Expected

onsemi will report third-quarter results after market hours on November 2, 2026, following a quarter in which revenue reached $1.60 billion, up 9.2% year on year, according to TradingView. The analog chips maker beat analysts' revenue expectations last quarter and also beat EPS estimates, with a meaningful improvement in inventory levels.

onsemi's Q3 Revenue Expectations

Analysts expect onsemi's revenue to grow 10% year on year this quarter, a reversal from the 12% decrease it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. onsemi has missed Wall Street's revenue estimates multiple times over the last two years.

Among analog semiconductor peers that have already reported, Impinj delivered year-on-year revenue growth of 16.7%, beating analysts' expectations by 4.4%, and Monolithic Power Systems reported revenues up 63.1%, topping estimates by 3.4%. Impinj traded up 3.4% following the results while Monolithic Power Systems's stock price was unchanged.

onsemi's Scale and Recent Moves

According to akta.pro company records, onsemi reported full-year 2025 revenue of $5.995 billion across three segments: Power Solutions Group at 46.8%, Analog and Mixed-Signal Group at 37.7%, and Intelligent Sensing Group at 15.5%. Revenue declined from $7.08 billion in 2024 and an $8.3 billion peak in 2023. Q1 2026 revenue was $1.51 billion, down from $1.86 billion in Q1 2024, while AI data center revenue more than doubled year over year. The same records list a $2.5 billion post-IPO debt round in October 2026 led by Morgan Stanley Senior Funding and a $1.3 billion post-IPO debt round in May 2026.

onsemi's Synaptics Deal and Ferric Talks

onsemi and Synaptics amended their merger agreement in October 2026, reducing the cash consideration from about $7 billion to about $5.7 billion, or $123 per share, Stock Titan reported. The deal is expected to be immediately accretive to onsemi's non-GAAP EPS and close by mid-2027. In late October 2026, onsemi was in talks to acquire chip startup Ferric for close to $1 billion, according to a report cited by Seeking Alpha, with a deal possibly closing in the coming days.

onsemi's November 2 Conference Call

onsemi will host a conference call at 5 p.m. Eastern Time on November 2, 2026, with a webcast and teleconference available, Financial Post reported. The company will announce results for the quarter ended October 2, 2026.