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ON Semiconductor: auto and industrial chip recovery has to outrun margin pressure
ON Semiconductor reported FY2025 revenue of $6.0 billion and Q1 2026 revenue of $1.5 billion. The thesis depends on auto and industrial demand, utilization, inventory discipline, margin recovery and cash conversion.
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ON Semiconductor: auto and industrial chip recovery has to outrun margin pressureON Semiconductor reported FY2025 revenue of $6.0 billion and Q1 2026 revenue of $1.5 billion. The thesis depends on auto and industrial demand, utilization, inventory discipline, margin recovery and cash conversion.NASDAQJul 22, 20265 minReadSlides