ON SEMICONDUCTOR CORP ON

ON Semiconductor’s daily file is led by the hard numbers, not a slogan. The latest SEC EDGAR financial rail shows $1.51B of revenue for the 10-Q period ending 2026-04-03, but also operating loss of $-53.4M, net income attributable to parent of $-33.4M and diluted EPS of $-0.08 for the same period. That is the centre of the story: a real semiconductor business with sizeable sales, a loss-making latest parsed quarter, and a balance sheet that still has substance.

ON Semiconductor is an equity tied to an operating chips company, so the source-backed story has to stay close to products, customers, factories, inventory and funding rather than float away into market mood. The supplied rail does not name a new product launch, customer award or factory milestone. It does, however, show the practical operating frame: $2.05B of inventory, a $59.8M increase in inventories, $21.9M of payments to acquire property, plant and equipment, and $239.1M of net cash provided by operating activities for the 10-Q period ending 2026-04-03.

The balance sheet evidence is material. SEC EDGAR company facts show $12.01B of assets, $4.69B of liabilities and $7.30B of stockholders’ equity attributable to parent for the 10-Q period ending 2026-04-03. Liquidity also has a clear filed shape: $2.00B of cash and cash equivalents, plus $400.0M of short-term investments. The diluted weighted average share count was 394.1M shares for the same period. Those figures do not erase the loss, but they stop the report becoming a simple profit-and-loss headline.

The chart rail is not supplied in this evidence pack, so this report cannot cite candles, support, resistance, moving averages or levels. The market mechanism available here is the filing route: SEC EDGAR company facts, submissions data, current reports, Form 4 and Form 144 documents. That route can prove reported financials, public financing activity, governance votes and insider-related securities filing trail. It cannot prove intraday demand, technical momentum or a private customer pipeline.

What changed most clearly in the public rail is financing and governance. ON’s 2026-05-07 8-K says the company announced pricing of an offering of $1.3B aggregate principal amount of 0% Convertible Senior Notes due 2031. The 2026-05-12 8-K then referred to the previously announced private unregistered offering of $1.5B aggregate principal amount of its 0% Convertible Senior Notes due 2031 and included forward-looking language tied to expectations, forecasts, estimates and assumptions. The 2026-05-18 8-K says stockholders approved the advisory, non-binding resolution on named executive officer compensation and includes transition wording about supporting an orderly transition to his successor.

The June filings add a narrower but useful signal. A 2026-06-03 Form 144 names Keeton Simon as the person for whose account securities are to be disposed of, while a 2026-06-10 Form 144 names Alan Campbell. The evidence does not justify guessing motive, timing beyond the filings, or market impact. It simply shows that Rule 144 filing trail is part of the current public file, alongside the latest parsed financials and the convertible-note developments.