安森美 2026年季度报告

(Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended July 3, 2026Or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period fromto(Commission File Number) 001-39317 ON SEMICONDUCTOR CORPORATION (Exact name of registrant as specified in its charter) 36-3840979(I.R.S. EmployerIdentification No.) Delaware (State or other jurisdiction ofincorporation or organization) 5701 N. Pima RoadScottsdale, AZ 85250(602)244-6600 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” in Rule 12b-2 of theExchange Act. ☒Accelerated filer☐Smaller reporting companyEmerging growth company Large Accelerated filer Non-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the ExchangeAct).Yes☐No The number of shares of the issuer's common stock outstanding at July29, 2026 was 389,311,721. ON SEMICONDUCTOR CORPORATION FORM 10-Q TABLE OF CONTENTS Part I: Financial Information Item 1. Financial Statements (unaudited)4Consolidated Balance Sheets4Consolidated Statements of Operations and Comprehensive Income5Consolidated Statements of Stockholders' Equity6Consolidated Statements of Cash Flows8Notes to Consolidated Financial Statements9Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations30Item 3. Quantitative and Qualitative Disclosures About Market Risk41Item 4. Controls and Procedures41 Part II: Other Information Item 1. Legal Proceedings41Item 1A. Risk Factors42Item 2. Unregistered Sales of Equity Securities and Use of Proceeds46Item 3. Defaults Upon Senior Securities46Item 4. Mine Safety Disclosures46Item 5. Other Information47Item 6. Exhibits48Signatures49 (See the glossary of selected terms immediately following this table of contents for definitions of certain abbreviated terms.) ON SEMICONDUCTOR CORPORATIONFORM 10-QGLOSSARY OF SELECTED ABBREVIATED TERMS* PART I: FINANCIAL INFORMATION ON SEMICONDUCTOR CORPORATIONCONSOLIDATED BALANCE SHEETS(in millions, except share and per share data)(unaudited) ON SEMICONDUCTOR CORPORATIONCONSOLIDATED STATEMENTS OF CASH FLOWS(in millions)(unaudited) ON SEMICONDUCTOR CORPORATIONNOTES TO CONSOLIDATED FINANCIAL STATEMENTS(unaudited) Note 1: Background and Basis of Presentation ON Semiconductor Corporation ("onsemi," "we," "us," "our," or the "Company"), with its wholly and majority-owned subsidiaries,operates under the onsemibrand. The Company is organized into three operating and reportable segments: the Power SolutionsGroup ("PSG"), the Analog and Mixed-Signal Group ("AMG"), and the Intelligent Sensing Group ("ISG").TM The Company's fiscal calendar year begins on January 1 and ends on December 31, with each fiscal quarter containing a thirteen-weekaccounting period. The quarters ended July3, 2026 and July4, 2025 each contained 91 days. The six months ended July3, 2026 andJuly4, 2025 contained 184 days and 185 days, respectively. The accompanying unaudited financial statements as of and for the quarter and six months ended July3, 2026 have been preparedfollowing generally accepted accounting principles in the United States of America ("GAAP") for interim financial reporting and therules and regulations of the SEC for interim reporting. Accordingly, the unaudited financial statements do not include all of theinformation and footnotes required by GAAP for audited financial statements. The balance sheet as of December31, 2025 was derivedfrom the Company's audited financial statements but does not include all disclosures required by GAAP for annual financialstatements. In management's opinion, the interim information contains all ad