On Semiconductor Reports Q4 Sales Drop

Semiconductor firm's power and analog units see persistent weakness

Published on Feb. 9, 2026

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On Semiconductor, a semiconductor company based in Scottsdale, Arizona, reported a 11% drop in revenue to $1.53 billion in the fourth quarter as its two largest business units continued to see sales declines. The company posted a profit of $181.8 million, or 45 cents per share, compared to $379.9 million, or 88 cents per share, a year earlier.

Why it matters

On Semiconductor is a major player in the semiconductor industry, with its power and analog units accounting for a significant portion of its business. The continued weakness in these key segments signals broader challenges facing the company and the broader semiconductor market.

The details

On Semiconductor's revenue decline was driven by persistent weakness in its power and analog units, which make up the majority of the company's business. The company reported a profit of $181.8 million, or 45 cents per share, in the fourth quarter, down from $379.9 million, or 88 cents per share, a year earlier.

On Monday, On Semiconductor reported its fourth-quarter 2025 financial results.

The players