Current guidance
16 items
Each item compared with the same item in the previous release (May 4, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | AI data center revenue growth | for FY2026 | — | “now expect revenue to more than double” | Filing ↗ |
| New | Revenue (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “$1,650 to $1,750 million” | Filing ↗ |
| New | Diluted Earnings Per Share (Special Items) | for Q3 FY2026 | — | “$0.02” | Filing ↗ |
| New | Diluted Earnings Per Share (Total onsemi GAAP) | for Q3 FY2026 | — | “$0.79 to $0.91” | Filing ↗ |
| New | Diluted Earnings Per Share (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “$0.81 to $0.93” | Filing ↗ |
| New | Gross Margin (Special Items) | for Q3 FY2026 | — | “0.1%” | Filing ↗ |
| New | Gross Margin (Total onsemi GAAP) | for Q3 FY2026 | — | “39.9% to 41.9%” | Filing ↗ |
| New | Gross Margin (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “40.0% to 42.0%” | Filing ↗ |
| New | Diluted Shares Outstanding (Special Items) | for Q3 FY2026 | — | “7 million” | Filing ↗ |
| New | Diluted Shares Outstanding (Total onsemi GAAP) | for Q3 FY2026 | — | “402 million” | Filing ↗ |
| New | Diluted Shares Outstanding (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “395 million” | Filing ↗ |
| New | Operating Expenses (Special Items) | for Q3 FY2026 | — | “$15 million” | Filing ↗ |
| New | Operating Expenses (Total onsemi GAAP) | for Q3 FY2026 | — | “$318 to $333 million” | Filing ↗ |
| New | Operating Expenses (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “$303 to $318 million” | Filing ↗ |
| New | Other Income and Expense (including interest), net (Total onsemi Non-GAAP) | for Q3 FY2026 | — | “($18 million)” | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| AI data center revenue growth | “now expect revenue to more than double” | for FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Revenue (Total onsemi Non-GAAP) | “$1,650 to $1,750 million” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Earnings Per Share (Special Items) | “$0.02” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Earnings Per Share (Total onsemi GAAP) | “$0.79 to $0.91” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Earnings Per Share (Total onsemi Non-GAAP) | “$0.81 to $0.93” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Gross Margin (Special Items) | “0.1%” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Gross Margin (Total onsemi GAAP) | “39.9% to 41.9%” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Gross Margin (Total onsemi Non-GAAP) | “40.0% to 42.0%” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Shares Outstanding (Special Items) | “7 million” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Shares Outstanding (Total onsemi GAAP) | “402 million” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Diluted Shares Outstanding (Total onsemi Non-GAAP) | “395 million” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Non-GAAP Effective Tax Rate | “15%” | for FY2026 | Company-defined | Nov 3, 2025 | 2 | Filing ↗ |
| Operating Expenses (Special Items) | “$15 million” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Operating Expenses (Total onsemi GAAP) | “$318 to $333 million” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Operating Expenses (Total onsemi Non-GAAP) | “$303 to $318 million” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Other Income and Expense (including interest), net (Total onsemi Non-GAAP) | “($18 million)” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share Repurchase Program Authorization | “up to $6 billion” | — | Declared action | Feb 9, 2026 | 1 | Filing ↗ |
Non-GAAP Effective Tax Rate, for FY2026 — every statement across the year, each linked to its filing.
12 companies in Semiconductors. What they guide on, and who reported this season.
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| AI data center revenue growth | 1 statement | — | — | — |
| Revenue | 2 statements | 3 statements | 1 statement | — |
| Revenue (Total onsemi Non-GAAP) | 3 statements | 4 statements | 1 statement | — |
| Diluted Earnings Per Share (Special Items) | 3 statements | 4 statements | 1 statement | — |
| Diluted Earnings Per Share (Total onsemi GAAP) | 3 statements | 4 statements | 1 statement | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 3, 2026 | FY2026 Q2 | 0001140361-26-030989 | 15 | Open filing ↗ |
| May 4, 2026 | FY2026 Q1 | 0001140361-26-018868 | 15 | Open filing ↗ |
| Feb 9, 2026 | FY2025 Q4 | 0001140361-26-004405 | 17 | Open filing ↗ |
| Nov 3, 2025 | FY2025 Q3 | 0001140361-25-040094 | 14 | Open filing ↗ |
| Aug 4, 2025 | FY2025 Q2 | 0001140361-25-028492 | 14 | Open filing ↗ |
| May 5, 2025 | FY2025 Q1 | 0001140361-25-017228 | 14 | Open filing ↗ |
| Feb 10, 2025 | FY2024 Q4 | 0001193125-25-023201 | 18 | Open filing ↗ |
| Oct 28, 2024 | FY2024 Q3 | 0001193125-24-244677 | 16 | Open filing ↗ |