ONON SEMICONDUCTOR CORP
Semiconductors & Related Devices
- Revenue
- $6.0B
- 15% YoY
- Operating margin
- 1.4%
- 94% YoY
- EBITDA
- $770M
- 68% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -3.4×
- −$2.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear15× net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear78% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear13% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6.7B | $8.3B | $8.3B | $7.1B | $6.0B | 15% |
| Operating income | $1.3B | $2.4B | $2.5B | $1.8B | $84M | 95% |
| Net income | $1.0B | $1.9B | $2.2B | $1.6B | $121M | 92% |
| Operating cash flow | $1.8B | $2.6B | $2.0B | $1.9B | $1.8B | 7.7% |
| Capex | $445M | $1.0B | $1.5B | $694M | $341M | 51% |
| Stock-based comp | $101M | $101M | $121M | $136M | $144M | 6.0% |
| Buybacks | $0 | $260M | $564M | $654M | $1.4B | 111% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 1
- Net
- −$1M
Pay vs performance
No pay-versus-performance disclosure yet.