onsemi's results for Q3 2026 (quarter ended Oct 2, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,722 million (+11.1% vs a year earlier) |
| Diluted EPS (GAAP) | $0.79 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.90 |
| Full-year guidance | Next quarter only |
Guidance
onsemi guides Q4 2026 revenue of $1,715–1,815 million and non-GAAP EPS of $0.95–1.07; no full-year outlook.
Why this label: Fourth-quarter 2026 outlook only (revenue $1,715–$1,815M, EPS); 2030 AI data center target is long-term, not FY guidance.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $1,715–1,815 million |
| gross margin (GAAP / non-GAAP) | Q4 2026 | 41.4%–43.4% / 41.5%–43.5% |
| diluted EPS (GAAP / non-GAAP) | Q4 2026 | $0.88–1.00 / $0.95–1.07 |
From the release
Revenue: "Revenue of $1,722 million, increased 11% year-over-year"
Earnings per share: "GAAP diluted earnings per share of $0.79 and non-GAAP diluted earnings per share $0.90"
Key fact: AI data center revenue grew 175% year over year; total revenue up 11%
Source
onsemi earnings release (SEC filing), accession 0001140361-26-041580, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.