vs
Side-by-side financial comparison of BREAD FINANCIAL HOLDINGS, INC. (BFH) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $975.0M, roughly 1.6× BREAD FINANCIAL HOLDINGS, INC.). On growth, BREAD FINANCIAL HOLDINGS, INC. posted the faster year-over-year revenue change (5.4% vs -10.0%). Over the past eight quarters, BREAD FINANCIAL HOLDINGS, INC.'s revenue compounded faster (-0.8% CAGR vs -12.3%).
Bread Financial Holdings, Inc. is an American publicly traded provider of private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
BFH vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $975.0M | $1.6B |
| Net Profit | — | $255.0M |
| Gross Margin | — | 37.9% |
| Operating Margin | 4.9% | 17.0% |
| Net Margin | — | 16.4% |
| Revenue YoY | 5.4% | -10.0% |
| Net Profit YoY | — | -32.9% |
| EPS (diluted) | $1.21 | $0.63 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $975.0M | $1.6B | ||
| Q3 25 | $971.0M | $1.5B | ||
| Q2 25 | $929.0M | $1.4B | ||
| Q1 25 | $970.0M | — | ||
| Q4 24 | $925.0M | $1.7B | ||
| Q3 24 | $983.0M | $1.8B | ||
| Q2 24 | $939.0M | $1.7B | ||
| Q1 24 | $991.0M | $1.9B |
| Q4 25 | — | $255.0M | ||
| Q3 25 | $188.0M | $170.3M | ||
| Q2 25 | $139.0M | $-486.1M | ||
| Q1 25 | $138.0M | — | ||
| Q4 24 | — | $379.9M | ||
| Q3 24 | $2.0M | $401.7M | ||
| Q2 24 | $133.0M | $338.2M | ||
| Q1 24 | $134.0M | $453.0M |
| Q4 25 | — | 37.9% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% |
| Q4 25 | 4.9% | 17.0% | ||
| Q3 25 | 20.2% | 13.2% | ||
| Q2 25 | 18.7% | -39.7% | ||
| Q1 25 | 20.3% | — | ||
| Q4 24 | -2.9% | 23.7% | ||
| Q3 24 | 4.1% | 25.3% | ||
| Q2 24 | 19.2% | 22.4% | ||
| Q1 24 | 19.0% | 28.2% |
| Q4 25 | — | 16.4% | ||
| Q3 25 | 19.4% | 11.6% | ||
| Q2 25 | 15.0% | -33.6% | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | 0.2% | 22.8% | ||
| Q2 24 | 14.2% | 19.5% | ||
| Q1 24 | 13.5% | 24.3% |
| Q4 25 | $1.21 | $0.63 | ||
| Q3 25 | $3.96 | $0.41 | ||
| Q2 25 | $2.94 | $-1.15 | ||
| Q1 25 | $2.78 | — | ||
| Q4 24 | $0.08 | $0.88 | ||
| Q3 24 | $0.05 | $0.93 | ||
| Q2 24 | $2.66 | $0.78 | ||
| Q1 24 | $2.70 | $1.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6B | $2.9B |
| Total DebtLower is stronger | $4.3B | $3.4B |
| Stockholders' EquityBook value | $3.3B | $7.9B |
| Total Assets | $22.7B | $13.0B |
| Debt / EquityLower = less leverage | 1.29× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.6B | $2.9B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $3.8B | $3.0B | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.0B | $3.0B | ||
| Q3 24 | $3.5B | $2.8B | ||
| Q2 24 | $4.1B | $2.7B | ||
| Q1 24 | $3.8B | $2.6B |
| Q4 25 | $4.3B | $3.4B | ||
| Q3 25 | $3.8B | $3.4B | ||
| Q2 25 | $4.2B | $3.4B | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.6B | $3.4B | ||
| Q3 24 | $4.6B | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $3.3B | $7.9B | ||
| Q3 25 | $3.3B | $7.9B | ||
| Q2 25 | $3.2B | $8.0B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | $8.8B | ||
| Q3 24 | $3.1B | $8.6B | ||
| Q2 24 | $3.2B | $8.3B | ||
| Q1 24 | $3.0B | $8.1B |
| Q4 25 | $22.7B | $13.0B | ||
| Q3 25 | $21.7B | $13.1B | ||
| Q2 25 | $21.8B | $13.3B | ||
| Q1 25 | $22.4B | — | ||
| Q4 24 | $22.9B | $14.1B | ||
| Q3 24 | $21.7B | $13.9B | ||
| Q2 24 | $22.1B | $13.7B | ||
| Q1 24 | $22.3B | $13.5B |
| Q4 25 | 1.29× | 0.43× | ||
| Q3 25 | 1.14× | 0.43× | ||
| Q2 25 | 1.34× | 0.42× | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 1.82× | 0.38× | ||
| Q3 24 | 1.47× | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $568.0M | $418.7M |
| Free Cash FlowOCF − Capex | — | $372.4M |
| FCF MarginFCF / Revenue | — | 24.0% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $568.0M | $418.7M | ||
| Q3 25 | $605.0M | $184.3M | ||
| Q2 25 | $526.0M | $602.3M | ||
| Q1 25 | $393.0M | — | ||
| Q4 24 | $479.0M | $579.7M | ||
| Q3 24 | $456.0M | $465.8M | ||
| Q2 24 | $477.0M | $362.2M | ||
| Q1 24 | $447.0M | $498.7M |
| Q4 25 | — | $372.4M | ||
| Q3 25 | — | $106.1M | ||
| Q2 25 | — | $454.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | — | $293.6M | ||
| Q2 24 | — | $207.7M | ||
| Q1 24 | — | $276.3M |
| Q4 25 | — | 24.0% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 1.64× | ||
| Q3 25 | 3.22× | 1.08× | ||
| Q2 25 | 3.78× | — | ||
| Q1 25 | 2.85× | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 228.00× | 1.16× | ||
| Q2 24 | 3.59× | 1.07× | ||
| Q1 24 | 3.34× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFH
Segment breakdown not available.
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
