财务业绩 - 第三季度收入为17.619亿美元[1] - 毛利率为45.4%，非GAAP毛利率为45.5%[1] - 营业利润率为25.3%，非GAAP营业利润率为28.2%[1] - 每股GAAP收益为0.93美元，非GAAP每股收益为0.99美元[1] - 过去12个月内通过股票回购向股东返还了75%的自由现金流[1] - 第三季度净收入为4.027亿美元，同比增长19.0%[14] - 第三季度经营活动产生的现金流为4.658亿美元，同比增长29.1%[14] - 第三季度资本支出为1.722亿美元，同比增长11.4%[14] - 第三季度回购公司股票2亿美元[14] - 前三季度净收入为11.948亿美元，同比下降26.3%[14] - 前三季度经营活动产生的现金流为13.267亿美元，同比下降2.9%[14] - 前三季度资本支出为5.491亿美元，同比下降53.6%[14] - 前三季度回购公司股票4.5亿美元[14] - 截至第三季度末，现金及现金等价物余额为24.724亿美元[14] - 第三季度新增业务收购支付2.05亿美元[14] - 公司第三季度营业收入为799.4百万美元，同比下降22.5%[15] - 第三季度非GAAP毛利率为45.5%，同比下降1.7个百分点[15] - 第三季度非GAAP营业利润为496.5百万美元，同比下降30.1%[15] - 第三季度非GAAP营业利润率为28.2%，同比下降4.4个百分点[15] - 前三季度营业收入为2,437.0百万美元，同比下降17.2%[15] - 前三季度非GAAP毛利率为45.6%，同比下降1.6个百分点[15] - 前三季度非GAAP营业利润为1,514.5百万美元，同比下降25.3%[15] - 前三季度非GAAP营业利润率为28.3%，同比下降4.2个百分点[15] - 公司第三季度GAAP税前利润为454.6百万美元，同比下降34.8%[15,16] - 公司前三季度GAAP税前利润为1,394.9百万美元，同比下降27.6%[15,16] - 公司第三季度营业收入为17.62亿美元[17] - 公司第三季度非GAAP净利润为4.24亿美元[17] - 公司第三季度非GAAP每股收益为0.99美元[17] - 公司前三季度营业收入为57.58亿美元[17] - 公司前三季度非GAAP净利润为13.00亿美元[17] - 公司前三季度自由现金流为7.78亿美元[19] 业务表现 - 电源管理(PSG)业务收入为8.294亿美元，同比下降23%[3] - 汽车和工业(AMG)业务收入为6.537亿美元，同比下降16%[3] - 基础设施(ISG)业务收入为2.788亿美元，同比下降15%[3] - 2024年第三季度收入为17.619亿美元，同比下降19.2%[12] - 2024年前三季度收入为53.598亿美元，同比下降13.9%[12] - 2024年第三季度毛利率为45.4%，同比下降1.9个百分点[12] - 2024年前三季度毛利率为45.5%，同比下降1.7个百分点[12] - 2024年第三季度归属于ON Semiconductor公司股东的净利润为4.017亿美元，同比下降31.0%[12] 预测指引 - 预计第四季度收入在17.1亿至18.1亿美元之间，毛利率在43.9%至45.9%之间[4,5] 非GAAP指标使用 - 公司使用非GAAP收入指标来评估和比较不同报告期内的核心业务收入和趋势，并作为内部绩效考核和奖励的重要组成部分[21] - 公司使用非GAAP毛利和毛利率指标来评估和比较不同报告期内的核心业务毛利和毛利率，并作为内部绩效考核和奖励的重要组成部分[22] - 公司使用非GAAP营业收入和营业利润率指标来评估和比较不同报告期内的核心业务营业收入和营业利润率，并作为内部绩效考核和奖励的重要组成部分[23] - 公司使用非GAAP净利润和非GAAP每股收益指标来评估和比较不同报告期内的核心业务经营业绩，并作为内部绩效考核和奖励的重要组成部分[24] - 公司使用自由现金流指标来评估公司偿付债务的能力，并作为内部绩效考核和奖励的重要组成部分[26] - 公司使用非GAAP摊薄后股数指标来评估可转换债券对潜在摊薄的影响[27] 财务状况 - 2024年第三季度现金及现金等价物为24.702亿美元，较2023年末增加2.87亿美元[13] - 2024年第三季度存货为22.428亿美元，较2023年末增加1.31亿美元[13] - 2024年第三季度应收账款净额为10.706亿美元，较2023年末增加1.35亿美元[13] - 2024年第三季度长期债务为25.472亿美元，较2023年末增加4.6亿美元[13] - 2024年第三季度资产总额为139.236亿美元，较2023年末增加7.084亿美元[13]

ON Semiconductor Corporation ON will release earnings results for its third quarter, before the opening bell on Monday, Oct. 28.Analysts expect the Scottsdale, Arizona-based company to report quarterly earnings at 97 cents per share, down from $1.39 per share in the year-ago period. ON Semiconductor projects to report revenue of $1.75 billion for the quarter, compared to $2.18 billion a year earlier, according to data from Benzinga Pro.On July 29, ON Semiconductor reported better-than-expected second-quarte ...

On Semiconductor (ON) is slated to release its third-quarter 2024 results on Oct. 28.For third-quarter 2024, onsemi expects revenues between $1.7 billion and $1.8 billion. Earnings are expected to be in the range of 91cents to $1.03 per share.The Zacks Consensus Estimate for third-quarter earnings is pegged at 97 cents per share, unchanged in the past 30 days. This indicates a decline of 30.22% from the figure reported in the year-ago quarter.Stay up-to-date with all quarterly releases: See Zacks Earnings C ...

Analysts on Wall Street project that ON Semiconductor Corp. (ON) will announce quarterly earnings of $0.97 per share in its forthcoming report, representing a decline of 30.2% year over year. Revenues are projected to reach $1.75 billion, declining 19.8% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company re ...

ON Semiconductor Corp. (ON) closed the most recent trading day at $66.54, moving -0.89% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.05%. Elsewhere, the Dow lost 0.02%, while the tech-heavy Nasdaq added 0.18%.The the stock of semiconductor components maker has fallen by 3.73% in the past month, lagging the Computer and Technology sector's gain of 3.5% and the S&P 500's gain of 2.76%.Analysts and investors alike will be keeping a close eye on the performan ...

The market expects ON Semiconductor Corp. (ON) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 28, 2024, might help the stock move higher if these key ...

The latest trading session saw ON Semiconductor Corp. (ON) ending at $70.53, denoting a -0.79% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.97%. Elsewhere, the Dow gained 0.3%, while the tech-heavy Nasdaq added 1.45%.Prior to today's trading, shares of the semiconductor components maker had gained 2.45% over the past month. This has lagged the Computer and Technology sector's gain of 8.21% and the S&P 500's gain of 5.41% in that time.The upcoming ea ...

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Citi has expressed increased optimism towards the semiconductor industry following stronger-than-expected sales data for August. Analog Devices (ADI, Financial) remains Citi's top pick in the sector. Additionally, the investment bank has given "buy" ratings to AMD (AMD), Broadcom (AVGO), Micron Technology (MU), Microchip Technology (MCHP), and Texas Instruments (TXN).Citi analyst Christopher Danely noted in an investor report that the 2024 semiconductor sales forecast has been revised upward from a 14% year ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...