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.
Continue ReadingShow less
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.
Disclosure
1 INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA( www.finra.org )/SIPC( www.sipc.org ).2The probability of a member receiving $1,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts. 3Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees. 4There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor)
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