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Onsemi (ON) earnings: Expanding margins with half-empty factories
Onsemi just pulled off a manufacturing magic trick: expanding gross margins while running factories at recession-level utilization rates.
In ~10 minutes:
* "FabRite" explained: 38.2% margins on just 68% utilization.
* Industrial revenue grew YoY for the first time in eight quarters.
* AI Data Center revenue topped $250M for 2025.
* Why management is voluntarily exiting $300M of "non-core" sales.
* Guidance: Predicting the first YoY growth in three years.
The stock saw a volatile V-shaped quarter and a wild after-hours session. We break down whether the "industrial bottom" is finally in, or if flat automotive demand is hiding more risk.
This is Q4 FY 2025 earnings for ON from February 2, 2026.
AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.
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By Miro BenesOnsemi just pulled off a manufacturing magic trick: expanding gross margins while running factories at recession-level utilization rates.
In ~10 minutes:
* "FabRite" explained: 38.2% margins on just 68% utilization.
* Industrial revenue grew YoY for the first time in eight quarters.
* AI Data Center revenue topped $250M for 2025.
* Why management is voluntarily exiting $300M of "non-core" sales.
* Guidance: Predicting the first YoY growth in three years.
The stock saw a volatile V-shaped quarter and a wild after-hours session. We break down whether the "industrial bottom" is finally in, or if flat automotive demand is hiding more risk.
This is Q4 FY 2025 earnings for ON from February 2, 2026.
AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.