HighGravityData

Onsemi

Guidance from Onsemi’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
16 items
Releases tracked
8
Latest release
Aug 3, 2026
Data checked
Aug 3, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 3, 2026 release

Each item compared with the same item in the previous release (May 4, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewAI data center revenue growthfor FY2026—“now expect revenue to more than double”Filing ↗
NewRevenue (Total onsemi Non-GAAP)for Q3 FY2026—“$1,650 to $1,750 million”Filing ↗
NewDiluted Earnings Per Share (Special Items)for Q3 FY2026—“$0.02”Filing ↗
NewDiluted Earnings Per Share (Total onsemi GAAP)for Q3 FY2026—“$0.79 to $0.91”Filing ↗
NewDiluted Earnings Per Share (Total onsemi Non-GAAP)for Q3 FY2026—“$0.81 to $0.93”Filing ↗
NewGross Margin (Special Items)for Q3 FY2026—“0.1%”Filing ↗
NewGross Margin (Total onsemi GAAP)for Q3 FY2026—“39.9% to 41.9%”Filing ↗
NewGross Margin (Total onsemi Non-GAAP)for Q3 FY2026—“40.0% to 42.0%”Filing ↗
NewDiluted Shares Outstanding (Special Items)for Q3 FY2026—“7 million”Filing ↗
NewDiluted Shares Outstanding (Total onsemi GAAP)for Q3 FY2026—“402 million”Filing ↗
NewDiluted Shares Outstanding (Total onsemi Non-GAAP)for Q3 FY2026—“395 million”Filing ↗
NewOperating Expenses (Special Items)for Q3 FY2026—“$15 million”Filing ↗
NewOperating Expenses (Total onsemi GAAP)for Q3 FY2026—“$318 to $333 million”Filing ↗
NewOperating Expenses (Total onsemi Non-GAAP)for Q3 FY2026—“$303 to $318 million”Filing ↗
NewOther Income and Expense (including interest), net (Total onsemi Non-GAAP)for Q3 FY2026—“($18 million)”Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
AI data center revenue growth“now expect revenue to more than double”for FY2026GAAP-tiedAug 3, 20261Filing ↗
Revenue (Total onsemi Non-GAAP)“$1,650 to $1,750 million”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Diluted Earnings Per Share (Special Items)“$0.02”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Diluted Earnings Per Share (Total onsemi GAAP)“$0.79 to $0.91”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Diluted Earnings Per Share (Total onsemi Non-GAAP)“$0.81 to $0.93”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Gross Margin (Special Items)“0.1%”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Gross Margin (Total onsemi GAAP)“39.9% to 41.9%”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Gross Margin (Total onsemi Non-GAAP)“40.0% to 42.0%”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Diluted Shares Outstanding (Special Items)“7 million”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Diluted Shares Outstanding (Total onsemi GAAP)“402 million”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Diluted Shares Outstanding (Total onsemi Non-GAAP)“395 million”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Non-GAAP Effective Tax Rate“15%”for FY2026Company-definedNov 3, 20252Filing ↗
Operating Expenses (Special Items)“$15 million”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Operating Expenses (Total onsemi GAAP)“$318 to $333 million”for Q3 FY2026GAAP-tiedAug 3, 20261Filing ↗
Operating Expenses (Total onsemi Non-GAAP)“$303 to $318 million”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
Other Income and Expense (including interest), net (Total onsemi Non-GAAP)“($18 million)”for Q3 FY2026Company-definedAug 3, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Share Repurchase Program Authorization“up to $6 billion”—Declared actionFeb 9, 20261Filing ↗

How one item moved

Non-GAAP Effective Tax Rate, for FY2026 — every statement across the year, each linked to its filing.

Nov 3, 2025
New
“15%”
Feb 9, 2026
Reiterated
“15%”

How your Semiconductors sector group guides

12 companies in Semiconductors. What they guide on, and who reported this season.

Most-guided metric families
Revenue
12
GAAP EPS
9
Gross margin
8
Tax rate
7
Share count
6
Adjusted EPS
5
Dividends
5
Buybacks
5
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OnsemiAug 3, 202615 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024No period
AI data center revenue growth1 statement———
Revenue2 statements3 statements1 statement—
Revenue (Total onsemi Non-GAAP)3 statements4 statements1 statement—
Diluted Earnings Per Share (Special Items)3 statements4 statements1 statement—
Diluted Earnings Per Share (Total onsemi GAAP)3 statements4 statements1 statement—
The full record for Onsemi and its Semiconductors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 3, 2026FY2026 Q20001140361-26-03098915Open filing ↗
May 4, 2026FY2026 Q10001140361-26-01886815Open filing ↗
Feb 9, 2026FY2025 Q40001140361-26-00440517Open filing ↗
Nov 3, 2025FY2025 Q30001140361-25-04009414Open filing ↗
Aug 4, 2025FY2025 Q20001140361-25-02849214Open filing ↗
May 5, 2025FY2025 Q10001140361-25-01722814Open filing ↗
Feb 10, 2025FY2024 Q40001193125-25-02320118Open filing ↗
Oct 28, 2024FY2024 Q30001193125-24-24467716Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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