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Side-by-side financial comparison of Centuri Holdings, Inc. (CTRI) 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 $858.6M, roughly 1.8× Centuri Holdings, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs 3.5%, a 12.9% gap on every dollar of revenue. On growth, Centuri Holdings, Inc. posted the faster year-over-year revenue change (19.7% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $66.3M). Over the past eight quarters, Centuri Holdings, Inc.'s revenue compounded faster (27.5% CAGR vs -12.3%).
Centuri, formerly known as Allied Leisure, was an American arcade game manufacturer. They were based in Hialeah, Florida, and were one of the top six suppliers of coin-operated arcade video game machinery in the United States during the early 1980s. Centuri in its modern inception was formed when former Taito America president Ed Miller and his partner Bill Olliges took over Allied Leisure, Inc. They renamed it "Centuri" in 1980. The company's vice president was Joel Hochberg from about 1976 ...
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...
CTRI vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $858.6M | $1.6B |
| Net Profit | $30.4M | $255.0M |
| Gross Margin | 9.4% | 37.9% |
| Operating Margin | 4.3% | 17.0% |
| Net Margin | 3.5% | 16.4% |
| Revenue YoY | 19.7% | -10.0% |
| Net Profit YoY | 194.1% | -32.9% |
| EPS (diluted) | $0.34 | $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 | $858.6M | $1.6B | ||
| Q3 25 | $850.0M | $1.5B | ||
| Q2 25 | $724.1M | $1.4B | ||
| Q1 25 | $550.1M | — | ||
| Q4 24 | $717.1M | $1.7B | ||
| Q3 24 | $720.1M | $1.8B | ||
| Q2 24 | $672.1M | $1.7B | ||
| Q1 24 | $528.0M | $1.9B |
| Q4 25 | $30.4M | $255.0M | ||
| Q3 25 | $2.1M | $170.3M | ||
| Q2 25 | $8.1M | $-486.1M | ||
| Q1 25 | $-17.9M | — | ||
| Q4 24 | $10.3M | $379.9M | ||
| Q3 24 | $-3.7M | $401.7M | ||
| Q2 24 | $11.7M | $338.2M | ||
| Q1 24 | $-25.1M | $453.0M |
| Q4 25 | 9.4% | 37.9% | ||
| Q3 25 | 9.2% | 37.6% | ||
| Q2 25 | 9.4% | 20.3% | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 9.9% | 45.2% | ||
| Q3 24 | 10.5% | 45.4% | ||
| Q2 24 | 9.0% | 45.2% | ||
| Q1 24 | 2.5% | 45.8% |
| Q4 25 | 4.3% | 17.0% | ||
| Q3 25 | 4.3% | 13.2% | ||
| Q2 25 | 4.4% | -39.7% | ||
| Q1 25 | -2.3% | — | ||
| Q4 24 | 4.7% | 23.7% | ||
| Q3 24 | 5.8% | 25.3% | ||
| Q2 24 | 4.9% | 22.4% | ||
| Q1 24 | -4.2% | 28.2% |
| Q4 25 | 3.5% | 16.4% | ||
| Q3 25 | 0.2% | 11.6% | ||
| Q2 25 | 1.1% | -33.6% | ||
| Q1 25 | -3.3% | — | ||
| Q4 24 | 1.4% | 22.1% | ||
| Q3 24 | -0.5% | 22.8% | ||
| Q2 24 | 1.7% | 19.5% | ||
| Q1 24 | -4.7% | 24.3% |
| Q4 25 | $0.34 | $0.63 | ||
| Q3 25 | $0.02 | $0.41 | ||
| Q2 25 | $0.09 | $-1.15 | ||
| Q1 25 | $-0.20 | — | ||
| Q4 24 | $0.17 | $0.88 | ||
| Q3 24 | $-0.04 | $0.93 | ||
| Q2 24 | $0.14 | $0.78 | ||
| Q1 24 | $-0.35 | $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 | $126.6M | $2.9B |
| Total DebtLower is stronger | — | $3.4B |
| Stockholders' EquityBook value | $873.0M | $7.9B |
| Total Assets | $2.4B | $13.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $126.6M | $2.9B | ||
| Q3 25 | $16.1M | $2.8B | ||
| Q2 25 | $28.3M | $3.0B | ||
| Q1 25 | $15.3M | — | ||
| Q4 24 | $49.0M | $3.0B | ||
| Q3 24 | $52.5M | $2.8B | ||
| Q2 24 | $30.9M | $2.7B | ||
| Q1 24 | $18.4M | $2.6B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $873.0M | $7.9B | ||
| Q3 25 | $585.2M | $7.9B | ||
| Q2 25 | $567.1M | $8.0B | ||
| Q1 25 | $536.5M | — | ||
| Q4 24 | $555.6M | $8.8B | ||
| Q3 24 | $527.3M | $8.6B | ||
| Q2 24 | $530.4M | $8.3B | ||
| Q1 24 | $197.8M | $8.1B |
| Q4 25 | $2.4B | $13.0B | ||
| Q3 25 | $2.2B | $13.1B | ||
| Q2 25 | $2.1B | $13.3B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.1B | $14.1B | ||
| Q3 24 | $2.1B | $13.9B | ||
| Q2 24 | $2.2B | $13.7B | ||
| Q1 24 | $2.1B | $13.5B |
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 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 | $83.9M | $418.7M |
| Free Cash FlowOCF − Capex | $66.3M | $372.4M |
| FCF MarginFCF / Revenue | 7.7% | 24.0% |
| Capex IntensityCapex / Revenue | 2.0% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.76× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-8.2M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.9M | $418.7M | ||
| Q3 25 | $5.2M | $184.3M | ||
| Q2 25 | $-27.7M | $602.3M | ||
| Q1 25 | $16.7M | — | ||
| Q4 24 | $61.0M | $579.7M | ||
| Q3 24 | $180.2M | $465.8M | ||
| Q2 24 | $-56.6M | $362.2M | ||
| Q1 24 | $-26.5M | $498.7M |
| Q4 25 | $66.3M | $372.4M | ||
| Q3 25 | $-18.4M | $106.1M | ||
| Q2 25 | $-48.5M | $454.7M | ||
| Q1 25 | $-7.7M | — | ||
| Q4 24 | $27.8M | $434.8M | ||
| Q3 24 | $160.7M | $293.6M | ||
| Q2 24 | $-76.9M | $207.7M | ||
| Q1 24 | $-52.7M | $276.3M |
| Q4 25 | 7.7% | 24.0% | ||
| Q3 25 | -2.2% | 7.2% | ||
| Q2 25 | -6.7% | 31.5% | ||
| Q1 25 | -1.4% | — | ||
| Q4 24 | 3.9% | 25.2% | ||
| Q3 24 | 22.3% | 16.7% | ||
| Q2 24 | -11.4% | 12.0% | ||
| Q1 24 | -10.0% | 14.8% |
| Q4 25 | 2.0% | 3.0% | ||
| Q3 25 | 2.8% | 5.3% | ||
| Q2 25 | 2.9% | 10.2% | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 4.6% | 8.4% | ||
| Q3 24 | 2.7% | 9.8% | ||
| Q2 24 | 3.0% | 8.9% | ||
| Q1 24 | 5.0% | 11.9% |
| Q4 25 | 2.76× | 1.64× | ||
| Q3 25 | 2.48× | 1.08× | ||
| Q2 25 | -3.43× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 5.90× | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | -4.84× | 1.07× | ||
| Q1 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
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% |
