| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| May 4, 2026 | ±4.6% | -1.0% | over-priced |
| November 3, 2025 | ±4.0% | +0.8% | over-priced |
| August 4, 2025 | ±4.1% | -15.6% | under-priced |
| May 5, 2025 | ±4.6% | -8.3% | under-priced |
| July 29, 2024 | ±5.8% | +11.5% | under-priced |
| April 29, 2024 | ±4.1% | +4.1% | over-priced |
| October 30, 2023 | ±3.5% | -21.8% | under-priced |
| July 31, 2023 | ±3.4% | +2.5% | over-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q1 FY2026 | $-0.08 | $1.5B | $-33M |
| Q4 FY2025 | $0.44 | $1.5B | $182M |
| Q3 FY2025 | $0.63 | $1.6B | $255M |
| Q2 FY2025 | $0.41 | $1.5B | $172M |
ON Semiconductor Corp (ON) reports in 121 days, with the next report estimated for October 12, 2026. Across the last 8 reports, options priced an average ±4.3% earnings move while the stock actually moved 8.2% on average — the market has been roughly fair on ON's earnings risk. Fundamentals into the print: EPS up 93.0% year-over-year, revenue up 4.7%. QuantLogix's live 5-factor engine currently reads ON as a neutral at 46/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →