ON Semiconductor Q4 Revenue Drops 11.2% to $1.53B; Hong Kong Tops Estimates
ON Semiconductor's Q4 revenue reached $1.53 billion, down 11.2% year-over-year, with Hong Kong contributing $426.5 million (27.9%, a 3.71% beat). Singapore revenues totaled $331.6 million (21.7%, a 2.15% miss) and U.K. revenue was $337.1 million (22%, a 2.48% shortfall).
1. Q4 Total Revenue Decline
ON Semiconductor Corp. recorded $1.53 billion in revenue for the quarter ending December 2025, an 11.2% drop from the prior-year period. This decline reflects weakness in key international markets and contrasts with mixed performance across regions.
2. Hong Kong Outperformance
During the quarter, Hong Kong sales reached $426.5 million, 27.9% of total revenue and 3.71% above the consensus estimate of $411.25 million. This marks a slight increase in regional share from 27.4% in the previous quarter.
3. Singapore and U.K. Shortfalls
Singapore revenue totaled $331.6 million or 21.7% of sales, missing the $338.88 million estimate by 2.15%. U.K. revenue was $337.1 million, 22% of total, falling 2.48% short of the $345.67 million forecast.
4. International Revenue Outlook
Analysts expect next quarter revenue of $1.49 billion, up 2.9% year-over-year, with Hong Kong, Singapore and the U.K. projected to contribute roughly 27.1%, 21% and 22.7% of sales. Full-year revenues are forecast at $6.3 billion, implying 5% growth.