ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide.
$63.31+0.48%
报价 2026-11-06
市值
$24.65B
EV
$31.88B
PE (TTM)
50.3x
预期 PE (FY2026)
19.3x
52 周区间距高点 -52.7%
$44.90$133.93
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, P/FCF <= 20
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 2.92 → 4.74（1.6x） | 13.3 |
| FY+32028-12 | 1.3x | 2.92 → 6.03（2.1x） | 10.5 |
毛利率 37% · TTM 收入 $6369M · 基数 EPS 2.92（调整后）
电话会信号
辅助标签Q3 20262026-11-02
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 5
分析师 4
“AI data center revenue to double in 2027 off a higher base, with 2030 target raised to more than $3 billion.”
原文引用（4）
- 扩产：I expect it to be about 5%, in line with our long-term model next year.
- 需求加速：Demand continues to accelerate, and we now expect our AI data center revenue to reach approximately $620 million in 2026
- 上调指引：we now expect our AI data center revenue to reach approximately $620 million in 2026
- 供不应求：We remain supply limited in certain technology segments of our business
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-07-09全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
L2 报告格式无法提取要点，请看全文。
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ONON Semiconductor Corporation | $24.65B | +0.5% | +10.1% | 38.4% | 50.3x | 20.7x | 17.4x | GARP |
| STMSTMicroelectronics N.V. | $37.3B | +4.4% | +23.2% | 37.3% | 71.6x | 15.9x | 61.7x | GARP |
| UMCUnited Microelectronics Corporation | $34.55B | +3.5% | +16.3% | 34% | 13.5x | 6.7x | 16.7x | GARP |
| GFSGLOBALFOUNDRIES Inc. | $21.19B | +6.2% | +8.0% | 28.3% | 34.6x | 11.8x | 30.8x | |
| CDWCDW Corporation | $19.63B | -0.9% | +9.2% | 20.5% | 18.2x | 13.9x | 16.6x | |
| ENTGEntegris, Inc. | $19.56B | +2.6% | +18.4% | 49.7% | 55.6x | 25.5x | 35.4x | |
| SSNCSS&C Technologies Holdings, Inc. | $18.24B | -0.8% | +8.4% | 48.3% | 23.0x | 12.0x | 11.0x | |
| TOSTToast, Inc. | $17.89B | -1.4% | +22.0% | 27% | 36.8x | 30.3x | 30.7x | GARP |
| JJacobs Solutions Inc. | $17.43B | +0.9% | +6.5% | 24.4% | 35.2x | 15.4x | 20.0x | |
| 同行中位数 | – | – | +12.8% | 31.1% | 34.9x | 14.6x | 25.4x |
研究全文
财务报表
| Metric | 2026-07-03 Q2 2026 | 2026-04-03 Q1 2026 | 2025-12-31 Q4 2025 | 2025-10-03 Q3 2025 | 2025-07-04 Q2 2025 | 2025-04-04 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-27 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.6B | $1.51B | $1.53B | $1.55B | $1.47B | $1.45B | $1.72B | $1.76B |
| Gross Margin | 38.4% | 38.5% | 34.9% | 37.9% | 37.6% | 20.3% | 45.2% | 45.4% |
| Operating Margin | 16.1% | -3.5% | 16.5% | 17% | 13.2% | -39.7% | 23.7% | 25.3% |
| Net Income | $226.8M | $-33.4M | $181.8M | $255M | $170.3M | $-486.1M | $379.9M | $401.7M |
| Diluted EPS | 0.56 | -0.08 | 0.45 | 0.63 | 0.41 | -1.15 | 0.88 | 0.93 |
| Operating Cash Flow | $459.7M | $239.1M | $554.5M | $418.7M | $184.3M | $602.3M | $579.7M | $465.8M |
研究材料
Filing 摘要