# ON · ON Semiconductor Corp

Snapshot 2026-10-26 · CIK 0001097864 · Nasdaq · Semiconductors & Related Devices

Price 72.25 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 28.13 B

Machine-readable: https://theclaudetrader.com/s/ON.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: 60.6 (ok) · complete: True · missing tests: none · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2014–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 22, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham
- 1 Adequate size: 6.0 revenue $B · threshold >= 1 · points 5.0/5
- 2a Current ratio: 3.46  · threshold >= 2.0 · points 15.0/15
- 2b Long-term debt vs working capital: 0.71 LTD / WC · threshold <= 1.0 · points 15.0/15
- 3 Positive earnings each of 10 years: 10 of 10  · threshold 10 of 10 · points 15.0/15
- 4 Dividends every year for 20 years: 0 of 20  · threshold 20 of 20 · points 0.0/15
- 5 EPS growth, 3-yr avg now vs 10 yrs ago: 0.45 -> 2.94 (+557%)  · threshold >= +33% · points 10.0/10
- 6 P/E on 3-year average EPS: 24.6  · threshold <= 15 · points 0.6/15
- 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 3.90, product 95.9  · threshold <= 1.5 or <= 22.5 · points 0.0/10

Inputs:
  - Price (close, per traded unit): 72.25 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Revenue: 5995400000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - current_assets: 7281800000.0 · 2026-07-03 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - current_liabilities: 2101900000.0 · 2026-07-03 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - lt_debt: 3657300000.0 · 2026-07-03 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - equity: 7218700000.0 · 2026-07-03 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - Net income FY2016: 182100000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/ · unverified
  - Net income FY2017: 810700000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000119312520041751/ · unverified
  - Net income FY2018: 627400000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828021002219/ · unverified
  - Net income FY2019: 211700000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/ · unverified
  - Net income FY2020: 234200000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - Net income FY2021: 1009600000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Net income FY2022: 1902200000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Net income FY2023: 2183700000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2024: 1572800000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2025: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/ON/history?filter=div · unverified
  - EPS diluted FY2014: 0.43 · 2014-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000119312517062207/ · unverified
  - EPS diluted FY2015: 0.48 · 2015-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000119312518051397/ · unverified
  - EPS diluted FY2016: 0.43 · 2016-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/ · unverified
  - EPS diluted FY2023: 4.89 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - EPS diluted FY2024: 3.63 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - EPS diluted FY2025: 0.29 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Shares outstanding: 389311721.0 · 2026-07-29 · SEC cover page 10-Q 0001097864-26-000017 (389,311,721 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/on-20260703.htm · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/R1.htm

### Magic Formula: 7.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-04-03 · stale inputs: operating_income_q · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula
-  Earnings yield (EBIT/EV): 2.3 % · threshold  · points /
-  Return on capital (EBIT/(NWC+PPE)): 8.26 % · threshold  · points /
-  Combined rank: 357  · threshold  · points /

Inputs:
  - operating_income: 84200000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/
  - operating_income_q: -53400000.0 · 2026-04-03 · SEC XBRL OperatingIncomeLoss (quarter CY2026Q1) · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000014/
  - operating_income_q: -573700000.0 · 2025-04-04 · SEC XBRL OperatingIncomeLoss (quarter CY2025Q1) · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000014/
  - operating_income_q: 258600000.0 · 2026-07-03 · SEC XBRL OperatingIncomeLoss (quarter CY2026Q2) · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - operating_income_q: 193400000.0 · 2025-07-04 · SEC XBRL OperatingIncomeLoss (quarter CY2025Q2) · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - current_assets: 7281800000.0 · 2026-07-03 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - current_liabilities: 2101900000.0 · 2026-07-03 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - cash: 3514500000.0 · 2026-07-03 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - ppe_net: 2924900000.0 · 2026-07-03 · SEC XBRL PropertyPlantAndEquipmentNet · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - debt_incl_current: 4504900000.0 · 2026-07-03 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/
  - shares_out: 389311721.0 · 2026-07-29 · SEC cover page 10-Q 0001097864-26-000017 (389,311,721 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/on-20260703.htm · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/R1.htm
  - Price (close): 72.25 · 2026-10-23 · Yahoo Finance / Alpaca Market Data · 
  - note: debt = LongTermDebt (incl. current maturities) ·  ·  · 

### Momentum: 54.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: 43.1 % · threshold  · points 43.4/50
-  6 month return: -26.1 % · threshold  · points 1.1/20
-  Price / 52-week high: 0.539  · threshold  · points 8.1/15
-  Volatility penalty (60d annualised): 50.3 % · threshold  · points 1.8/15

Inputs:
  - Adjusted close series (14 months): 72.25 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (no open-market transactions in window) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.0 bp · threshold  · points -0.0/0

Inputs:
  - excluded 2026-10-01 S: 10b5-1 plan ·  · rule · 

### Buffett Quality: 85.1 (ok) · complete: True · missing tests: none · current inputs as of 2026-07-03 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 47, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett
- 1 Average return on equity (net income / year-end equity): 16.6% over 8 yrs  · threshold >= 15% · points 25.0/25
- 2 Profitable every year: 10 of 10  · threshold all years · points 15.0/15
- 3 Net income growth, 3-yr average now vs start of window: +13.3% a year  · threshold >= +10% · points 10.0/10
- 4 Borrowings / 3-yr average earnings (years to repay): 3.5 years · threshold <= 4 · points 15.0/15
- 5 Operating margin, 5-yr average: 20.9%  · threshold >= 20% · points 10.0/10
- 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 0.88  · threshold >= 1.0 · points 7.7/10
- 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 3.6%  · threshold >= 7% · points 2.4/15

Inputs:
  - Price (close, per traded unit): 72.25 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Net income FY2018: 627400000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828021002219/ · unverified
  - Equity at FY2018 end: 3171600000.0 · 2018-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000119312520041751/ · unverified
  - Net income FY2019: 211700000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/ · unverified
  - Equity at FY2019 end: 3301700000.0 · 2019-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000162828021002219/ · unverified
  - Net income FY2020: 234200000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - Equity at FY2020 end: 3538500000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/ · unverified
  - Net income FY2021: 1009600000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Equity at FY2021 end: 4585400000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - Net income FY2022: 1902200000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Equity at FY2022 end: 6188500000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Net income FY2023: 2183700000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Equity at FY2023 end: 7782600000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Net income FY2024: 1572800000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Equity at FY2024 end: 8796400000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2025: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Equity at FY2025 end: 7673300000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - Net income FY2016: 182100000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/ · unverified
  - Net income FY2017: 810700000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000119312520041751/ · unverified
  - Net income FY2018: 627400000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828021002219/ · unverified
  - Net income FY2019: 211700000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/ · unverified
  - Net income FY2020: 234200000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - Net income FY2021: 1009600000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Net income FY2022: 1902200000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Net income FY2023: 2183700000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2024: 1572800000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2025: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - debt_incl_current: 4504900000.0 · 2026-07-03 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - Operating income FY2021: 1287600000.0 · 2021-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Revenue FY2021: 6739800000.0 · 2021-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Operating income FY2022: 2360000000.0 · 2022-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Revenue FY2022: 8326200000.0 · 2022-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Operating income FY2023: 2538700000.0 · 2023-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Revenue FY2023: 8253000000.0 · 2023-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Operating income FY2024: 1767700000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Revenue FY2024: 7082300000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Operating income FY2025: 84200000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Revenue FY2025: 5995400000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Operating cash flow FY2021: 1782000000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Capital expenditure FY2021: 444600000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified

### Lynch GARP: 28.2 (ok) · complete: True · missing tests: none · current inputs as of 2026-07-03 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 5, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch
- 1 PEG: P/E divided by 5-yr EPS growth (in % points): None  · threshold <= 1.0 · points 0.0/30
- 2 EPS growth, 5-yr compound rate: -12.3% a year  · threshold 12% to 35% a year · points 0.0/20
- 3 P/E on latest annual EPS: 249.1  · threshold <= 25 · points 0.0/10
- 4 Borrowings / equity: 0.62  · threshold <= 0.5 · points 13.1/15
- 5 Years of the last 5 in which EPS rose: 3 of 5  · threshold 5 of 5 · points 9.0/15
- 6 Net cash (cash minus borrowings) / market cap: -3.5%  · threshold >= +10% · points 6.1/10

Inputs:
  - Price (close, per traded unit): 72.25 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - EPS diluted FY2025: 0.29 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - EPS diluted FY2020: 0.56 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - debt_incl_current: 4504900000.0 · 2026-07-03 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - equity: 7218700000.0 · 2026-07-03 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - cash: 3514500000.0 · 2026-07-03 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified

### Graham Enterprising: 45.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-07-03 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 12, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising
- 1 Current ratio: 3.46  · threshold >= 1.5 · points 15.0/15
- 2 Borrowings vs working capital: 0.87 x · threshold <= 1.1x · points 15.0/15
- 3 No earnings deficit in the last 5 years: 5 of 5 profitable  · threshold 5 of 5 · points 15.0/15
- 4 Pays a current dividend: no  · threshold yes · points 0.0/10
- 5 EPS higher than five years earlier: 0.56 -> 0.29  · threshold higher · points 0.0/10
- 6 Price / book value per share: 3.9  · threshold <= 1.2 · points 0.0/20
- 7 Price / net current asset value per share (current assets minus all liabilities): 27.17  · threshold <= 0.67 · points 0.0/15

Inputs:
  - Price (close, per traded unit): 72.25 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - current_assets: 7281800000.0 · 2026-07-03 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - current_liabilities: 2101900000.0 · 2026-07-03 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - debt_incl_current: 4504900000.0 · 2026-07-03 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - Net income FY2021: 1009600000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/ · unverified
  - Net income FY2022: 1902200000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/ · unverified
  - Net income FY2023: 2183700000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2024: 1572800000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Net income FY2025: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/ON/history?filter=div
  - EPS diluted FY2025: 0.29 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - EPS diluted FY2020: 0.56 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/ · unverified
  - equity: 7218700000.0 · 2026-07-03 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - Shares outstanding: 389311721.0 · 2026-07-29 · SEC cover page 10-Q 0001097864-26-000017 (389,311,721 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/on-20260703.htm · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/R1.htm
  - liabilities: 6246600000.0 · 2026-07-03 · SEC XBRL Liabilities · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified

### Piotroski F-Score: 44.4 (ok) · complete: True · missing tests: none · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 27, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski
- 1 Return on assets is positive: 1.0%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 2 Operating cash flow is positive: 1,760M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 3 Return on assets improved on the prior year: 11.2% -> 1.0%  · threshold pass = 1 · points 0.0/11.11111111111111
- 4 Operating cash flow exceeds net income (accruals): 1,760M vs 121M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 5 Long-term debt / assets fell: 23.7% -> 23.8%  · threshold pass = 1 · points 0.0/11.11111111111111
- 6 Current ratio improved: 5.06 -> 4.52  · threshold pass = 1 · points 0.0/11.11111111111111
- 7 No new shares issued (share count did not rise): 409M -> 389M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): 25.0% -> 1.4%  · threshold pass = 1 · points 0.0/11.11111111111111
- 9 Asset turnover (revenue / assets) improved: 0.50 -> 0.48  · threshold pass = 1 · points 0.0/11.11111111111111

Inputs:
  - net_income 2025-12-31: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - total_assets 2025-12-31: 12524100000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - cfo 2025-12-31: 1759800000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - net_income 2025-12-31: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - net_income 2024-12-31: 1572800000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - total_assets 2025-12-31: 12524100000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - total_assets 2024-12-31: 14089800000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - cfo 2025-12-31: 1759800000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - net_income 2025-12-31: 121000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - lt_debt 2025-12-31: 2980500000.0 · 2025-12-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - lt_debt 2024-12-31: 3345900000.0 · 2024-12-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - total_assets 2025-12-31: 12524100000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - total_assets 2024-12-31: 14089800000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - current_assets 2025-12-31: 5823100000.0 · 2025-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - current_assets 2024-12-31: 6752000000.0 · 2024-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - current_liabilities 2025-12-31: 1287700000.0 · 2025-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - current_liabilities 2024-12-31: 1334800000.0 · 2024-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - shares_out 2026-07-29: 389311721.0 · 2026-07-29 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - shares_out 2025-07-30: 408973992.0 · 2025-07-30 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1097864/000109786425000013/ · unverified
  - operating_income 2025-12-31: 84200000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - operating_income 2024-12-31: 1767700000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - revenue 2025-12-31: 5995400000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - revenue 2024-12-31: 7082300000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - revenue 2025-12-31: 5995400000.0 · 2025-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - revenue 2024-12-31: 7082300000.0 · 2024-12-31 · SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified
  - total_assets 2025-12-31: 12524100000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/ · unverified
  - total_assets 2024-12-31: 14089800000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/ · unverified

## Market value, source trail

- Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used
- Traded price: 72.25 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 389,311,721 underlying shares, period 2026-07-29, SEC cover page 10-Q 0001097864-26-000017 (389,311,721 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/on-20260703.htm, accession 0001097864-26-000017 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000017/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 28,127,771,842 USD; 72.25 (price 2026-10-23) / 1 x 389,311,721 (shares at 2026-07-29) = 28,127,771,842

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2013 (ended 2013-12-31): 2782700000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312516475009/
- FY2014 (ended 2014-12-31): 3161800000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312517062207/
- FY2015 (ended 2015-12-31): 3495800000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312518051397/
- FY2016 (ended 2016-12-31): 3906900000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/
- FY2017 (ended 2017-12-31): 5543100000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/
- FY2018 (ended 2018-12-31): 5878300000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/
- FY2019 (ended 2019-12-31): 5517900000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/
- FY2020 (ended 2020-12-31): 5255000000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/
- FY2021 (ended 2021-12-31): 6739800000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/
- FY2022 (ended 2022-12-31): 8326200000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/
- FY2023 (ended 2023-12-31): 8253000000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/
- FY2024 (ended 2024-12-31): 7082300000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/
- FY2025 (ended 2025-12-31): 5995400000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/

## Net income by fiscal year (SEC XBRL)

- FY2013 (ended 2013-12-31): 150400000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312516475009/
- FY2014 (ended 2014-12-31): 189700000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312517062207/
- FY2015 (ended 2015-12-31): 206200000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312518051397/
- FY2016 (ended 2016-12-31): 182100000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312519045025/
- FY2017 (ended 2017-12-31): 810700000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000119312520041751/
- FY2018 (ended 2018-12-31): 627400000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828021002219/
- FY2019 (ended 2019-12-31): 211700000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828022002416/
- FY2020 (ended 2020-12-31): 234200000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828023002350/
- FY2021 (ended 2021-12-31): 1009600000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828024003201/
- FY2022 (ended 2022-12-31): 1902200000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000162828025004557/
- FY2023 (ended 2023-12-31): 2183700000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/
- FY2024 (ended 2024-12-31): 1572800000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/
- FY2025 (ended 2025-12-31): 121000000.0 · https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2013 (ended 2013-12-31): 0.33 [filed 0.33, split factor 1.0]
- FY2014 (ended 2014-12-31): 0.43 [filed 0.43, split factor 1.0]
- FY2015 (ended 2015-12-31): 0.48 [filed 0.48, split factor 1.0]
- FY2016 (ended 2016-12-31): 0.43 [filed 0.43, split factor 1.0]
- FY2017 (ended 2017-12-31): 1.89 [filed 1.89, split factor 1.0]
- FY2018 (ended 2018-12-31): 1.44 [filed 1.44, split factor 1.0]
- FY2019 (ended 2019-12-31): 0.51 [filed 0.51, split factor 1.0]
- FY2020 (ended 2020-12-31): 0.56 [filed 0.56, split factor 1.0]
- FY2021 (ended 2021-12-31): 2.27 [filed 2.27, split factor 1.0]
- FY2022 (ended 2022-12-31): 4.25 [filed 4.25, split factor 1.0]
- FY2023 (ended 2023-12-31): 4.89 [filed 4.89, split factor 1.0]
- FY2024 (ended 2024-12-31): 3.63 [filed 3.63, split factor 1.0]
- FY2025 (ended 2025-12-31): 0.29 [filed 0.29, split factor 1.0]

## Dividend years (Yahoo history)

none

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-10-01 S GOPALSWAMY SUDHIR (Pres) 15578 @ 80.00 = 1246240 · https://www.sec.gov/Archives/edgar/data/1097864/000122520826008113/#live
- 2026-04-24 S Thad Trent (CFO) 30000 @ 100.00 = 3000000 · https://www.sec.gov/Archives/edgar/data/1097864/000122520826004632/
- 2026-04-23 S Thad Trent (CFO) 30000 @ 93.00 = 2790000 · https://www.sec.gov/Archives/edgar/data/1097864/000122520826004632/
- 2026-04-16 S Thad Trent (CFO) 30000 @ 80.00 = 2400000 · https://www.sec.gov/Archives/edgar/data/1097864/000122520826004568/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001097864
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001097864.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001097864&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001097864&type=8-K
- yahoo: https://finance.yahoo.com/quote/ON
- stooq: https://stooq.com/q/d/?s=on.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=ON
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=ON
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/on/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/ON
- openinsider (link only, nothing stored): http://openinsider.com/search?q=ON
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=ON+stock

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/ON; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.