View ValuationON Semiconductor 향후 성장Future 기준 점검 5/6ON Semiconductor (는) 각각 연간 31.2% 및 10% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.3% 로 예상됩니다.핵심 정보31.2%이익 성장률32.98%EPS 성장률Semiconductor 이익 성장0%매출 성장률10.0%향후 자기자본이익률31.26%애널리스트 커버리지Good마지막 업데이트23 Jul 2026최근 향후 성장 업데이트공고 • May 06Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.모든 업데이트 보기Recent updates공고 • Jul 17ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$94.63, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 35x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$66.35 per share.공고 • Jun 26ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.공고 • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.Board Change • May 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Bruce Kiddoo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • May 06Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.이익 및 매출 성장 예측BVL:ONUS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,2192,1692,5433,0491112/31/20277,2221,6041,8582,4892712/31/20266,4858931,5881,933294/3/20266,0635741,1811,397N/A12/31/20255,9951211,4191,760N/A10/3/20256,1883191,3561,785N/A7/4/20256,3994661,2871,832N/A4/4/20256,6656341,4022,010N/A12/31/20247,0821,5731,2121,906N/A9/27/20247,3781,7561,0471,938N/A6/28/20247,7971,9378772,039N/A3/29/20248,1562,1756332,067N/A12/31/20238,2532,1844381,978N/A9/29/20238,3392,2255932,098N/A6/30/20238,3501,9551,1692,533N/A3/31/20238,3411,8341,3632,563N/A12/31/20228,3261,9021,5972,633N/A9/30/20228,0691,7241,6162,528N/A7/1/20227,6181,7221,2441,975N/A4/1/20227,2031,4501,4542,042N/A12/31/20216,7401,0101,2901,782N/A10/1/20216,3406731,0431,556N/A7/2/20215,9155248081,270N/A4/2/20215,459338508937N/A12/31/20205,255234401884N/A10/2/20205,211202196576N/A7/3/20205,275-20225654N/A4/3/20205,40984123723N/A12/31/20195,518212N/A695N/A9/27/20195,619321N/A1,024N/A6/28/20195,779548N/A1,140N/A3/29/20195,887602N/A1,186N/A12/31/20185,878627N/A1,274N/A9/28/20185,753992N/A1,078N/A6/29/20185,602934N/A1,048N/A3/30/20185,484872N/A1,112N/A12/31/20175,543811N/A1,094N/A9/29/20175,427392N/A1,099N/A6/30/20174,987293N/A904N/A3/31/20174,526224N/A675N/A12/31/20163,907182N/A581N/A9/30/20163,486125N/A509N/A7/1/20163,440162N/A505N/A4/1/20163,442187N/A502N/A12/31/20153,496206N/A471N/A10/2/20153,520152N/A476N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ONUS 의 연간 예상 수익 증가율(31.2%)이 saving rate(6.7%)보다 높습니다.수익 vs 시장: ONUS 의 연간 수익(31.2%)이 PE 시장(2.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ONUS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ONUS 의 수익(연간 10%)이 PE 시장(연간 2.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ONUS 의 수익(연간 10%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ONUS의 자본 수익률은 3년 후 31.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 22:37종가2026/07/30 00:00수익2026/04/03연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ON Semiconductor Corporation는 42명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tristan GerraBairdThomas O'MalleyBarclaysBrian PiccioniBMO Capital Markets Equity Research39명의 분석가 더 보기
공고 • May 06Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.
공고 • Jul 17ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$94.63, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 35x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$66.35 per share.
공고 • Jun 26ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.
공고 • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.
Board Change • May 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Bruce Kiddoo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • May 06Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.