onsemi (ON) Earnings: Silicon Carbide and Margins in Focus
As seen on the 24/7 Wall St. homepage on August 3, 2026.
onsemi reports after hours with silicon carbide momentum on the line as automotive customers flex fresh capacity and competition from STMicroelectronics tightens the margin picture.
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onsemi is set to release its results after the close on August 3, with the report dropping at 4:05 PM ET. The headline number will matter, but investors are likely paying closer attention to what management says about the silicon carbide business, where automotive customers have been building out their own capacity — a shift that could slow onsemi's volume growth in one of its most closely watched segments.
Competition is also sharpening the backdrop. STMicroelectronics has been pressing harder in the silicon carbide market, and that rivalry is squeezing the margin picture heading into this print. How onsemi characterizes pricing pressure and its positioning against ST will shape how the market reads the guidance.
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With the report confirmed for after hours, traders will not have to wait long. The combination of automotive end-market uncertainty, capacity dynamics, and competitive intensity makes this one of the more consequential prints onsemi has faced in recent quarters.
Sources
Mentioned: ON