ON Semiconductor Reports $1,530.1M Revenue & $0.64 EPS for Q4 2025

ON Semiconductor (ON) reported Q4 2025 non-GAAP EPS of $0.64 on $1,530.1M revenue, surpassing EPS estimates but narrowly missing revenue expectations. The company generated a record $1,418.6M in free cash flow and authorized a $6B buyback over three years. The stock surged 141.83% over the past year, reaching a price of $106.02 after peaking at $119.10. Analysts cite concerns over a high P/E ratio of 340 and a 92.31% decline in net income for FY2025, highlighting risks related to automotive and China exposure.